Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ESOP
401k
Mixed - DELTA DENTAL OF TENNESSEE
| 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 | 401k | $21.0M | 210 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 518 | CORNERSTONE SYSTEMS EMPLOYEE HEALTH AND WELFARE PLAN | Mixed | DELTA DENTAL OF TENNESSEE | $237K | 308 | 2025 |