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Benefits Intelligence/Broker Directory/California

Pinnacle Brokers

Walnut Creek, CA

Pinnacle Brokers of Walnut Creek, CA is the broker of record on 19 Form 5500 Schedule A filings covering 2 employer benefit plans, with $1,597,931 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
19
States served
1
Reported commissions
$1,597,931
plan year 2024
Reported fees
$299,411

Employer clients

Plan sponsors naming Pinnacle Brokers on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Green Hills Software, LLCCA3112025-06-30
S & S Tool And Supply CompanyCA02020-12-31

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Other benefits brokers in California

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.