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  2. CORNERSTONE RESEARCH, INC.
Sponsor portfolio

CORNERSTONE RESEARCH, INC.

EIN 94-3092543-Latest filing 2025
Plans
2
Retirement
1
$346.4M assets
Welfare
1
$2.4M premiums
Participants
2,895
699 BOYLSTON STREET, 5TH FLOOR - BOSTON, MA 02116617-927-3082
Plans on this EIN
2 filings
#001401k-$346.4M - 1,841 part#502Mixed-$2.4M - 1,653 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 1,653 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$832K
  • Health$827K
  • Prescription drug$827K
  • Other$586K
  • Life$498K
  • Long-term disability$461K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • DELTA DENTAL OF CALIFORNIA35%
  • KAISER FOUNDATION HEALTH PLAN INC35%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY19%
  • VISION SERVICE PLAN6%
  • RELIASTAR LIFE INSURANCE COMPANY3%
  • +2 more
Total $2.4M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $39K1 slice

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 RESEARCH 401(K) AND PROFIT SHARING PLAN

401k

Assets$346.4M
Participants1,841
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CORNERSTONE HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF CALIFORNIA

Premiums$2.4M
Covered lives1,653
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORNERSTONE RESEARCH 401(K) AND PROFIT SHARING PLAN401k$346.4M1,8412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CORNERSTONE HEALTH AND WELFARE PLANMixedDELTA DENTAL OF CALIFORNIA$2.4M1,6532025
Retirement plans
Welfare plans
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