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
Sponsor portfolio
CORNERSTONE ADVISORS OF ARIZONA, LLC
EIN 75-2990539financial servicesLatest filing 2025
Plans
2
Retirement
1
$34.5M assets
Welfare
1
$2.7M premiums
Participants
386
7272 EAST INDIAN SCHOOL ROAD, SUITE 400 - SCOTTSDALE, AZ 85251480-423-2030crnrstone.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 324 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- METROPOLITAN LIFE INSURANCE COMPANY11%
- CURALINC HEALTHCARE0%
Broker market share
Schedule A broker compensation
74%top
- HUB INTERNATIONAL MIDWEST LIMITED74%
- USI INSURANCE SERVICES LLC26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CORNERSTONE ADVISORS OF ARIZONA, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$34.5M
Participants252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$2.7M
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORNERSTONE ADVISORS OF ARIZONA, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $34.5M | 252 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans