Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Other$294K
- Dental$290K
- Vision$290K
- Life$290K
- +2 more
Filings through .
Cornerstone Advisors of Arizona LLC
EIN 75-2990539financial servicesLatest filing 2025
Plans
2
Retirement
1
$37.6M assets
Health & Benefits
1
$2.7M premiums
Participants
399
7272 E INDIAN SCHOOL RD SUITE 400 - SCOTTSDALE, AZ 85251480-990-5789crnrstone.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.7M premiums / 324 covered lives
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- Top carriers and their premium share
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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 ADVISORS OF ARIZONA, LLC 401(K) PS PLAN AND TRUST
401(k)
Assets$37.6M
Participants265
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$2.7M
Covered lives324
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CORNERSTONE ADVISORS OF ARIZONA, LLC 401(K) PS PLAN AND TRUST | 401(k) | $37.6M | 265 | 2025 |
- #001 · 401(k) · 2025265
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $2.7M | 324 | 2025 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF ARIZONA · 2025324
Retirement plans
Health & Benefits plans