Pinnacle Plan Design, LLC
Tucson, AZ
Pinnacle Plan Design, LLC of Tucson, AZ is the broker of record on 10 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
Pinnacle Plan Design, LLC (Tucson, AZ) is the broker of record for 6 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Pinnacle Plan Design, LLC have?
- Pinnacle Plan Design, LLC is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
- Who are Pinnacle Plan Design, LLC's largest employer clients?
- By plan participants, the largest include Courtesy Chevrolet (657 participants), Building Blocks Counseling, LLC (165 participants) and Habitat For Humanity Central Arizona (92 participants).
- Where is Pinnacle Plan Design, LLC located?
- Pinnacle Plan Design, LLC is based in Tucson, AZ and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Pinnacle Plan Design, LLC 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 |
|---|---|---|---|
| Courtesy Chevrolet | AZ | 657 | 2024-12-31 |
| Building Blocks Counseling, LLC | AZ | 165 | 2025-12-31 |
| Habitat For Humanity Central Arizona | AZ | 92 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
Other benefits brokers in Arizona
- Osaic Wealth Inc: 512 employer clients, $13,124,913 reported commissions (Scottsdale)
- Stealth Partner Group LLC: 350 employer clients, $14,682,220 reported commissions (Scottsdale)
- Rogers Benefit Group Inc: 317 employer clients, $2,131,862 reported commissions (Phoenix)
- Osaic Fa Inc: 223 employer clients, $5,324,402 reported commissions (Scottsdale)
- Totalis Benefits: 222 employer clients, $1,093,777 reported commissions (Scottsdale)
- Alterity Broker Solutions, Inc: 140 employer clients, $2,318,282 reported commissions (Scottsdale)
- Benefit Commerce Grp, An Alera Grp: 80 employer clients, $8,644,835 reported commissions (Scottsdale)
- Bcbs Of Arizona: 78 employer clients, $381,817 reported commissions (Phoenix)
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.