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  1. Companies/
  2. Cornerstone Financial Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Cornerstone Financial Credit Union

EIN 62-0575774-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$26.4M assets
Health & Benefits
1
$288K premiums
Participants
187
PO BOX 120729 - NASHVILLE, TN 37212615-385-6839
Plans on this EIN
3 filings
#001Cash balance-$15.9M - 86 part#002401(k)-$10.5M - 101 part#501Mixed-$288K - 113 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $26.4M assets / 187 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$15.9M
  • PLAN AND TRUST (#002)$10.5M
Total $26.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)101
  • PLAN AND TRUST (#001)86
Total 187Select a row to open it

Benefits portfolio analytics

1 plan / $288K premiums / 113 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$242K
  • Life$27K
  • Long-term disability$19K
Total $288K3 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CORNERSTONE FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Cash balance

Assets$15.9M
Participants86
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CORNERSTONE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST

401(k)

Assets$10.5M
Participants101
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

RESOUND CREDIT UNION

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$288K
Covered lives113
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CORNERSTONE FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCash balance$15.9M862025
#002CORNERSTONE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST401(k)$10.5M1012025
  • CORNERSTONE FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST$15.9M
    #001 · Cash balance · 202586
  • CORNERSTONE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST$10.5M
    #002 · 401(k) · 2025101

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501RESOUND CREDIT UNIONMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$288K1132025
  • RESOUND CREDIT UNION$288K
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025113
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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