Pinnacle Financial Services, Inc.
Shrewsbury, NJ
Pinnacle Financial Services, Inc. of Shrewsbury, NJ is the broker of record on 26 Form 5500 Schedule A filings covering 25 employer benefit plans across 12 states, with $331 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Pinnacle Financial Services, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Columbine Health Systems | CO | 662 | 2024-12-31 |
| Board Of Trustees, Western Region N | WA | 435 | 2024-12-31 |
| Alabama Associated General Contractors, Inc. | AL | 338 | 2024-12-31 |
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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in New Jersey
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.