Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $57.8M assets / 428 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $237K premiums / 308 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - DELTA DENTAL OF TENNESSEE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CORNERSTONE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $36.8M | 218 | 2025 |
| #001 | CORNERSTONE SYSTEMS, INC. 401(K) PLAN | 401(k) | $21.0M | 210 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #518 | CORNERSTONE SYSTEMS EMPLOYEE HEALTH AND WELFARE PLAN | Mixed | DELTA DENTAL OF TENNESSEE | $237K | 308 | 2025 |