Benefits broker of record · SHREWSBURY, NJ
PINNACLE FINANCIAL SERVICES, INC.
PINNACLE FINANCIAL SERVICES, INC. of SHREWSBURY, NJ is named as the broker of record on 20 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
20
Book size
under $10k
States
NJ
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| INTEGRATED EMPLOYER SOLUTIONS, INC. | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
| TOYOTA TSUSHO AMERICA, INC. | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
| JUNIOR ACHIEVEMENT USA | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
| 1 SOURCE BUSINESS SOLUTIONS, LLC | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
| PLAN PROFESSIONALS, LLC | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
Subscriber access
15 more plans in PINNACLE FINANCIAL SERVICES, INC.'s book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A