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  2. CORNERSTONE SYSTEMS, INC.
Sponsor portfolioTH

CORNERSTONE SYSTEMS, INC.

EIN 62-1686354-logistics and supply chain-Latest filing 2025
Plans
3
Retirement
2
$57.8M assets
Welfare
1
$237K premiums
Participants
573
3250 PLAYERS CLUB PARKWAY - MEMPHIS, TN 38125901-842-0660LinkedIn51-200 employeeslogistics and supply chain
Plans on this EIN
3 filings
#002ESOP-$36.8M - 218 part#001401k-$21.0M - 210 part#518Mixed-$237K - 308 lives

Retirement portfolio analytics

2 plans aggregated / $57.8M assets / 428 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • EMPLOYEE STOCK OWNERSHIP (#002)64%
  • SYSTEMS, INC. 401(K) (#001)36%
Total $57.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)218
  • SYSTEMS, INC. 401(K) (#001)210
Total 428Click row to drill in

Benefits portfolio analytics

1 plan / $237K premiums / 308 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$103K
  • Other$63K
  • Life$50K
  • Long-term disability$37K
  • Vision$19K
  • Short-term disability$7K
Total $237K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • DELTA DENTAL OF CALIFORNIA43%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA36%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN8%
Total $237K4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • HIGGINBOTHAM INS AGENCY INC85%
  • TIMOTHY H REAVES15%
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#002

CORNERSTONE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$36.8M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CORNERSTONE SYSTEMS, INC. 401(K) PLAN

401k

Assets$21.0M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#518

CORNERSTONE SYSTEMS EMPLOYEE HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF TENNESSEE

Premiums$237K
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CORNERSTONE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$36.8M2182025
001CORNERSTONE SYSTEMS, INC. 401(K) PLAN401k$21.0M2102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
518CORNERSTONE SYSTEMS EMPLOYEE HEALTH AND WELFARE PLANMixedDELTA DENTAL OF TENNESSEE$237K3082025
Retirement plans
Welfare plans
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