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Original filing (PDF)20260202140312NAL0002198770001
PINNACLE PHYSICIANS, P.C.
Form 5500
FILING_RECEIVED
PINNACLE PHYSICIANS, P.C. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
78
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PINNACLE PHYSICIANS, P.C..
Plan sponsor
Name
PINNACLE PHYSICIANS, P.C.
EIN
45-5341589
Address
339 EAST STREET ROAD · FEASTERVILLE-TREVOSE, PA · 19053
Phone
(215) 637-6901
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-02
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VILLANOVA HEALTH AGENCY, LLC | 30-0367848 | — | BROKER | $33K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $29K | — |
| STERLING BENEFITS, LLC | 30-0367848 | — | BROKER | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS (IA) | 23-2184623 | — | ADMIN | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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