401k Plan data: CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN plan

CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN 401k Plan overview

Plan Name	CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN
Plan identification number	501

CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

CORNERSTONE ADVISORS OF ARIZONA LLC has sponsored the creation of one or more 401k plans.

Company Name: CORNERSTONE ADVISORS OF ARIZONA LLC

Employer identification number (EIN): 752990539

NAIC Classification: 523900

Additional information about CORNERSTONE ADVISORS OF ARIZONA LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 213608

More information about CORNERSTONE ADVISORS OF ARIZONA LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-07-01 LIZ DUERK 2023-11-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2022-07-01	LIZ DUERK	2023-11-20

Plan Statistics for CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN

401k plan membership statisitcs for CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN

Measure Date Value
2022: CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 105
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 141
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 0
Total of all active and inactive participants 2022-07-01 141
Number of employers contributing to the scheme 2022-07-01 0

Measure	Date	Value
2022: CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	105
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	141
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	0
Total of all active and inactive participants	2022-07-01	141
Number of employers contributing to the scheme	2022-07-01	0

Form 5500 Responses for CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN

2022: CORNERSTONE ADVISORS, INC. HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	First time form 5500 has been submitted	Yes
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )

Policy contract number

29608

Policy instance

Insurance contract or identification number	29608
Number of Individuals Covered	232
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $91,654
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,847,276
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $91,654
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1095220

Policy instance

Insurance contract or identification number	1095220
Number of Individuals Covered	218
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $5,358
Total amount of fees paid to insurance company	USD $736
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $39,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,762
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	BONUS

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

3344427

Policy instance

Insurance contract or identification number	3344427
Number of Individuals Covered	141
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $11,353
Total amount of fees paid to insurance company	USD $672
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $114,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,353
Amount paid for insurance broker fees	672
Additional information about fees paid to insurance broker	GENERAL AGENT PAYMENTS
Insurance broker organization code?	3

CURALINC HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

3061

Policy instance

Insurance contract or identification number	3061
Number of Individuals Covered	134
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Other welfare benefits provided	EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $4,213
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CORNERSTONE ADVISORS OF ARIZONA LLC
Employer identification number (EIN):	752990539
NAIC Classification:	523900

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	213608