Form 5500 · Employee benefit plan · SHREWSBURY, NJ
PLAN PROFESSIONALS, LLC
Public Form 5500 records show how PLAN PROFESSIONALS, LLC (SHREWSBURY, NJ) structures its employee benefits. Its broker of record is PINNACLE FINANCIAL SERVICES, INC.. Coverage is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-3213245 · plan 325 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | — | — | December | $0 |
Questions
Who is PLAN PROFESSIONALS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, PLAN PROFESSIONALS, LLC's broker of record is PINNACLE FINANCIAL SERVICES, INC..
What insurance carrier does PLAN PROFESSIONALS, LLC use?
PLAN PROFESSIONALS, LLC's benefit plan is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.
When does PLAN PROFESSIONALS, LLC's group plan renew?
The most recent Schedule A policy period for PLAN PROFESSIONALS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PLAN PROFESSIONALS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.