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Sponsor portfolioWelfare / HealthEIN 75-2990539

CORNERSTONE ADVISORS OF ARIZONA, LLC

7272 EAST INDIAN SCHOOL ROAD · SCOTTSDALE, AZ 85251
4804232030
Plans filed
1
Years active
2023–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
324
No prior year
Total participants
134
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.7M
CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN
Fully insured324 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M36.7%
Prescription drug$2.4M36.7%
Other$294K4.5%
Dental$290K4.4%
Vision$290K4.4%
Life$290K4.4%
Short-term disability$290K4.4%
Long-term disability$290K4.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 860004538
HRx
$2.4M89.1%11321
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$290K10.8%11324
CURALINC HEALTHCARE
EIN 331206383
Oth
$4K0.2%11134

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDPHOENIX, AZBLUE CROSS BLUE SHIELD OF ARIZONA$118K$0$118K74.4%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAMETROPOLITAN LIFE INSURANCE COMPANY$37K$4K$41K25.6%1

History & trajectory

3 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
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