Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Dental$179K
- Vision$179K
- Life$48K
- Long-term disability$28K
- Other$5K
Sponsor portfolioTH
CORNERSTONE MONTGOMERY, INC.
EIN 52-0937199mental health careLatest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$3.4M premiums
Participants
1,013
2 TAFT COURT, SUITE 200 - ROCKVILLE, MD 20850240-614-4253cornerstonemontgomery.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 386 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Broker market share
Schedule A broker compensation
96%top
- MARSH & MCLENNAN AGENCY LLC96%
- JAMES R NELLIGAN & ASSOCIATES LLC3%
- NFP INSURANCE SERVICES INC1%
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 MONTGOMERY, INC. 403(B) RETIREMENT PLAN
403b
Assets$17.5M
Participants625
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CORNERSTONE MONTGOMERY EMPLOYEE BENEFITS WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$3.4M
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORNERSTONE MONTGOMERY, INC. 403(B) RETIREMENT PLAN | 403b | $17.5M | 625 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CORNERSTONE MONTGOMERY EMPLOYEE BENEFITS WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3.4M | 386 | 2025 |
Retirement plans
Welfare plans