PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CORNERSTONE CAREGIVING, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 84-5109160

CORNERSTONE CAREGIVING, LLC

2612 WASHINGTON AVE., SUITE 1 · WACO, TX 76710
2148837933
Plans filed
2
Years active
2024–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
345
No prior year
Total participants
2,429
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$2.4M
CORNERSTONE CAREGIVING UHC PLAN
Mixed345 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$0
CORNERSTONE CAREGIVING MEC PLUS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M33.1%
Dental$2.4M33.1%
Vision$2.4M33.1%
Other$55K0.8%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDVOth
$2.4M100.0%12345

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BAILEY & ASSOCIATES FINANCIALWACO, TXUNITEDHEALTHCARE INSURANCE COMPANY$109K$0$109K87.5%1
GALLAGHER BENEFIT SERVICES, INC.HOUSTON, TXUNITEDHEALTHCARE INSURANCE COMPANY$12K$0$12K9.8%1
DALLAS INSURANCE EXCHANGE II INCDALLAS, TXUNITEDHEALTHCARE INSURANCE COMPANY$0$3K$3K2.7%1

History & trajectory

2 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica