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Sponsor portfolioWelfare / HealthEIN 04-1856390
CORNERSTONE BANK
257 MAIN STREET · SOUTHBRIDGE, MA 01550
5087659103
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$235K
No prior year
Persons covered
302
No prior year
Total participants
185
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $139K | 37.2% | |
| Life | $69K | 18.5% | |
| Long-term disability | $69K | 18.5% | |
| Other | $69K | 18.5% | |
| Vision | $27K | 7.3% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 050153223 | D | $139K | 59.0% | 1 | 1 | 302 |
EIN 420127290 | LLTDOth | $69K | 29.4% | 1 | 1 | 185 |
EIN 061227840 | V | $27K | 11.6% | 1 | 1 | 135 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| POWER & WALSH INSURANCE ADVISORS | SOUTHPORT, CT | PRINCIPAL LIFE INSURANCE COMPANY, ALTUS DENTAL INSURANCE COMPANY | $12K | $0 | $12K | 69.2% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | LIVINGSTON, NJ | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 19.8% | 1 |
| MASS FNCL SVCS INS AGCY INC | BOSTON, MA | VISION SERVICE PLAN | $2K | $0 | $2K | 11.0% | 1 |
History & trajectory
9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan