Welfare broker

PINNACLE BENEFIT RESOURCES, INC.

Mailing address (most recent filing)

125 EDINBURGH SOUTH DRIVE

SUITE 300

CARY, NC 27511

Total comp: $51K
Commissions: $51K
Fees: $0
Filings: 5
Sponsors: 5

Carrier mix

Where PINNACLE BENEFIT RESOURCES, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

METROPOLITAN LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$30K	100.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
NC	1	$30K	0.0%	47.73x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of PINNACLE BENEFIT RESOURCES, INC.'s plans by broker comp / premium ratio. Median 9.83% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of PINNACLE BENEFIT RESOURCES, INC.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where PINNACLE BENEFIT RESOURCES, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DEACON JONES AUTO GROUP LLC DEACON JONES AUTO GROUP VISION PLAN	NC	$30K	$3K	METROPOLITAN LIFE INSURANCE COMPANY