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Form 5500 · Employee benefit plan · SOUTHBRIDGE, MA

CORNERSTONE BANK

Public Form 5500 records show how CORNERSTONE BANK (SOUTHBRIDGE, MA) structures its employee benefits. Its broker of record is POWER AND WALSH INSURANCE ADVISORS. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-1856390 · plan 501 · as of Jul 2026

Participants
182
Carriers on file
3
Disclosed commissions
$12,071
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANYLife, Disability183December$5,526
AMERITAS LIFE INSURANCE CORP.Dental319December$5,471
VISION SERVICE PLANVision123December$1,074

Questions

Who is CORNERSTONE BANK's benefits broker?

Per its most recent Form 5500 Schedule A, CORNERSTONE BANK's broker of record is POWER AND WALSH INSURANCE ADVISORS.

What insurance carrier does CORNERSTONE BANK use?

CORNERSTONE BANK's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does CORNERSTONE BANK's group plan renew?

The most recent Schedule A policy period for CORNERSTONE BANK ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CORNERSTONE BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.