Assets by plan
Share of aggregate retirement assets
- BANK, SSB 401(K) (#001)$150.9M
Filings through .
Cornerstone Capital Bancorp, Inc.
EIN 76-0236067financial servicesLatest filing 2025
Plans
3
Retirement
2
$183.5M assets
Health & Benefits
1
$1.9M premiums
Participants
3,451
1177 WEST LOOP SOUTH # 700 - HOUSTON, TX 77027713-353-7551cornerstonecapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $183.5M assets / 2,853 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 1,405 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.3M
- Vision$2.3M
- Life$2.3M
- Short-term disability$2.3M
- Long-term disability$2.3M
- Other$2.3M
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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 CAPITAL BANK, SSB 401(K) PLAN
401(k)
Assets$150.9M
Participants1,734
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CORNERSTONE CAPITAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$32.6M
Participants1,119
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
CORNERSTONE HOME LENDING GROUP WELFARE BENEFITS
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.9M
Covered lives1,405
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CORNERSTONE CAPITAL BANK, SSB 401(K) PLAN | 401(k) | $150.9M | 1,734 | 2025 |
| #002 | CORNERSTONE CAPITAL BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $32.6M | 1,119 | 2025 |
- #001 · 401(k) · 20251,734
- #002 · ESOP · 20251,119
Health & Benefits plans
1 plan on this EIN
| 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 |
- #504 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20251,405
Retirement plans
Health & Benefits plans