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Benefits Intelligence/Broker Directory/Idaho

Pinnacle Pension Services

Boise, ID

Pinnacle Pension Services of Boise, ID is the broker of record on 13 Form 5500 Schedule A filings covering 7 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2025).

Employer clients
7
distinct plan sponsors
Schedule A filings
13
States served
2
Reported commissions
$0
plan year 2025
Reported fees
$4,905

Quick answer

Pinnacle Pension Services (Boise, ID) is the broker of record for 7 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Pinnacle Pension Services have?
Pinnacle Pension Services is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 2 states.
Who are Pinnacle Pension Services's largest employer clients?
By plan participants, the largest include Granite Excavation Inc. (232 participants), W.E. Gundy & Associates, Inc. (16 participants) and Gran Del Petroleum Products, Inc. (8 participants).
Where is Pinnacle Pension Services located?
Pinnacle Pension Services is based in Boise, ID and has employer clients in 2 states.
How does Pinnacle Pension Services rank among benefits brokers in Idaho?
Pinnacle Pension Services ranks #15 by employer clients among the 50 most active benefits brokers based in Idaho.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Pinnacle Pension Services 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
Granite Excavation Inc.ID2322025-12-31
W.E. Gundy & Associates, Inc.ID162025-12-31
Gran Del Petroleum Products, Inc.ID82025-03-31
4 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.