Form 5500 · Employee benefit plan · SCOTTSDALE, AZ
PINNACLE FERTILITY, INC.
Public Form 5500 records show how PINNACLE FERTILITY, INC. of SCOTTSDALE, AZ, a health care and social assistance employer, structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-3726293 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 1,581 people.
Reported premium across the insured contracts is $8,366,186, with $155,168 in disclosed broker commissions — about 1.9% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing — UNITEDHEALTHCARE INSURANCE COMPANY, STANDARD INSURANCE COMPANY and LEGALPLANS, USA — with UNITEDHEALTHCARE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 1,581 | December | $8,003,428 | $112,794 |
| STANDARD INSURANCE COMPANY | Life, Disability | 810 | December | $343,999 | $39,561 |
| LEGALPLANS, USA | — | 85 | December | $18,759 | $2,813 |
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