Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.9M
- Vision$1.9M
- Life$1.9M
- Short-term disability$1.9M
- Long-term disability$1.9M
- Other$1.9M
Sponsor portfolio
CORNERSTONE CAPITAL BANK, SSB
EIN 76-0236067financial servicesLatest filing 2025
Plans
2
Retirement
1
$136.2M assets
Welfare
1
$1.9M premiums
Participants
2,354
1177 WEST LOOP SOUTH, SUITE 200 - HOUSTON, TX 77027713-621-4663cornerstonecapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 1,405 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
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 CAPITAL BANK, SSB 401(K) PLAN
401k
Assets$136.2M
Participants1,756
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
CORNERSTONE HOME LENDING GROUP WELFARE BENEFITS
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.9M
Covered lives1,405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN | 401k | $136.2M | 1,756 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | CORNERSTONE HOME LENDING GROUP WELFARE BENEFITS | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.9M | 1,405 | 2025 |
Retirement plans
Welfare plans