PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PINNACLE FINANCIAL CORPORATION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 58-1538862

PINNACLE FINANCIAL CORPORATION

P O BOX 430 · ELBERTON, GA 306352628
7062832854
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$318K
No prior year
Persons covered
338
No prior year
Total participants
336
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$318K
CAFETERIA PLAN OF PINNACLE BANK
Fully insured338 covered·4 carriers
Primary: AMERICAN UNITED LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$278K36.2%
Life$225K29.3%
Long-term disability$225K29.3%
Vision$40K5.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 350145825
LLTDOth
$225K70.8%11338
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
Oth
$40K12.5%11141
BLUE CROSS OF CALIFORNIA
EIN 581638390
V
$40K12.5%11251
AFLAC
EIN 580663085
Oth
$14K4.3%1119

Broker overview

50 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
POINTENORTH INSURANCE GROUPATLANTA, GAAMERICAN UNITED LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA INC (G0386)$47K$202$47K93.1%1
NORTHEPOINT INS GRP LLC - 430T0ATLANTA, GAAMERICAN HERITAGE LIFE INSURANCE COMPANY$1K$0$1K2.8%1
THE CASON GROUP INCCOLUMBIA, SCAMERICAN HERITAGE LIFE INSURANCE COMPANY$744$0$7441.5%1
JAMES DAVISBISHOP, GAAFLAC$149$0$1490.3%1
DEJUAN B MARTINCLERMONT, GAAFLAC$133$0$1330.3%1
SHARON L HALLDAWSONVILLE, GAAFLAC$92$0$920.2%1
FRANCINE A CHRISTIANSONBRUNSWICK, GAAFLAC$91$0$910.2%1
V C SMITH LLCATLANTA, GAAFLAC$73$0$730.1%1
JOHN W AMOSMIDLAND, GAAFLAC$54$0$540.1%1
LYNETTE KAY DUTTONMYRTLE BEACH, SCAFLAC$52$0$520.1%1
LORRI STEMBRIDGE LLCMACON, GAAFLAC$50$0$500.1%1
TERRIE N ALLISONCLEVELAND, GAAFLAC$50$0$500.1%1
CINDY WILLIAMSGULF BREEZE, FLAFLAC$44$0$440.1%1
ROBERT P FERRONEIRMO, SCAFLAC$43$0$430.1%1
LAVADA LYNN SCARLETTGAINESVILLE, GAAFLAC$39$0$390.1%1
AMERICARE BENEFITS CORPORATIONCOLUMBUS, GAAFLAC$34$0$340.1%1
RICHARD SMITHSONALPHARETTA, GAAFLAC$34$0$340.1%1
THOMAS ROBERT GIDDENSKENNESAW, GAAFLAC$33$0$330.1%1
J BECK INCCOLUMBUS, GAAFLAC$29$0$290.1%1
DIANE M MCCOLLUMAUGUSTA, GAAFLAC$27$0$270.1%1
MARIA KATHERYN RADCLIFFECANAL WINCHESTER, OHAFLAC$26$0$260.1%1
JASON B WESTMACON, GAAFLAC$25$0$250.0%1
HENRY E CHAMBERS JRMARTINEZ, GAAFLAC$25$0$250.0%1
KATHY B MOBLEYHOWARD, GAAFLAC$25$0$250.0%1
KIMBERLY ANN GARRISONGEORGETOWN, SCAFLAC$21$0$210.0%1
TODD STEVEN BROOMEAUGUSTA, GAAFLAC$21$0$210.0%1
BRENDA WALTON HALLCATAULA, GAAFLAC$19$0$190.0%1
WARREN STOVALL WALKERAUGUSTA, GAAFLAC$16$0$160.0%1
GEORGE WILLIAMSMILLEDGEVILLE, GAAFLAC$16$0$160.0%1
COLLEEN M KIRKLANDALPHARETTA, GAAFLAC$16$0$160.0%1
DANIEL FITZGERALD INCAUGUSTA, GAAFLAC$15$0$150.0%1
HENRY T FOLSOMATHENS, GAAFLAC$14$0$140.0%1
PODNAS INC / BECK & ASSOCCOLUMBUS, GAAFLAC$12$0$120.0%1
SAIC INCCOLUMBUS, GAAFLAC$12$0$120.0%1
CHAMCO LLCCOLUMBUS, GAAFLAC$11$0$110.0%1
KERRY C EZZELLAUGUSTA, GAAFLAC$11$0$110.0%1
KEITH LIN BELICHPIKE ROAD, ALAFLAC$9$0$90.0%1
SYNOVUS SECURITIES INCCOLUMBUS, GAAFLAC$6$0$60.0%1
J STAN ALLEN INCCOLUMBUS, GAAFLAC$5$0$50.0%1
WILLIAM L AMOS & CO INCCOLUMBUS, GAAFLAC$4$0$40.0%1
PAUL SHELBY AMOS IICOLUMBUS, GAAFLAC$3$0$30.0%1
LARRY W FLOWERSSAUTEE NACOOCHEE, GAAFLAC$3$0$30.0%1
SUSAN REDDOCH BUFFINGTONMANCHESTER, GAAFLAC$2$0$20.0%1
LANCE OSBORNEHUNTINGTON BEACH, CAAFLAC$2$0$20.0%1
ANA MARIE GARCIA SMITHKNOXVILLE, TNAFLAC$2$0$20.0%1
BRADLEY BOLICKCOLUMBUS, GAAFLAC$2$0$20.0%1
ALLISON FARRIS WENDELBERGERWALNUT CREEK, CAAFLAC$2$0$20.0%1
DEBORAH B SMITHDALLAS, GAAFLAC$2$0$20.0%1
DONALD BECK JRCOLUMBUS, GAAFLAC$2$0$20.0%1
JENNIFER SMITHSPRINGFIELD, MOAFLAC$1$0$10.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica