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Sponsor portfolio

CORNERSTONE PROJECT, LLC

EIN 27-4483322-mental health care-Latest filing 2025
Plans
2
Retirement
1
$405K assets
Welfare
1
$517K premiums
Participants
187
4124 LINDEN AVE, STE 100 - DAYTON, OH 45432937-522-0961LinkedIn51-200 employeesmental health care
Plans on this EIN
2 filings
#001401k-$405K - 39 part#501Fully Insured-$517K - 157 lives

Benefits portfolio analytics

1 plan / $517K premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$466K
  • Other$28K
  • Dental$23K
  • Vision$23K
  • Life$9K
Total $517K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • COMMUNITY INSURANCE COMPANY90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • STARMOUNT LIFE INSURANCE COMPANY4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $517K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MARSH & MCLENNAN AGENCY LLC86%
  • THE CASON GROUP INC14%
Total $17K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CORNERSTONE PROJECT, LLC 401(K) PLAN

401k

Assets$405K
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CORNERSTONE PROJECT, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$517K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORNERSTONE PROJECT, LLC 401(K) PLAN401k$405K392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CORNERSTONE PROJECT, LLC EMPLOYEE BENEFITS PLANFully InsuredCOMMUNITY INSURANCE COMPANY$517K1572025
Retirement plans
Welfare plans
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