Form 5500 · Employee benefit plan · ROCKVILLE, MD
CORNERSTONE MONTGOMERY, INC.
Public Form 5500 records show how CORNERSTONE MONTGOMERY, INC. (ROCKVILLE, MD) structures its employee benefits. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-0937199 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 625 | December | $0 |
| LINCOLN FINANCIAL GROUP | — | 127 | December | $0 |
Questions
Who is CORNERSTONE MONTGOMERY, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CORNERSTONE MONTGOMERY, INC.'s broker of record is LPL FINANCIAL CORPORATION.
What insurance carrier does CORNERSTONE MONTGOMERY, INC. use?
CORNERSTONE MONTGOMERY, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does CORNERSTONE MONTGOMERY, INC.'s group plan renew?
The most recent Schedule A policy period for CORNERSTONE MONTGOMERY, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CORNERSTONE MONTGOMERY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.