Plan Ledger DOL Form 5500 · updated monthly

Pinnacle Financialbenefits

Cafeteria Plan of Pinnacle Bank · ELBERTON, GA · plan year 2023

Broker compensation reported · 2023
$51,393

Pinnacle Financial's benefits plan covered 330 active participants in 2023, providing life · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $51,393 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $156 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20234
AMERICAN UNITED LIFE INSURANCE COMPANY · life ltdpremiums n/a · 326 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY (ALLSTATE)premiums n/a · 116 covered
BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA INC (G0386) · visionpremiums n/a · 241 covered
AFLACpremiums n/a · 20 covered
Brokers & agents paid · 202316
POINTENORTH INS GRP LLC$35,742
POINTENORTH INSURANCE LLC$8,291 · incl $192 fees
POINTENORTH INS GRP LLC - 960WO$3,755
POINTENORTH INS GRP LLC - 430T0$1,457
THE CARSON GROUP$567
V C SMITH LLC$80
LORRI STEMBRIDGE LLC$55
AMERICARE BENEFITS CORPORATION$37
J BECK INC$31
SAIC INC$13
PODNAS INC / BECK & ASSOC$13
SYNOVUS SECURITIES INC$6
WILLIAM L AMOS & CO INC$5
J STAN ALLEN INC$5
CHAMCO LLC$3
45 individual agents · names withheld$1,333

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 581538862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.