Plan Ledger DOL Form 5500 · updated monthly

Cornerstone Montgomery, Inc.benefits

Cornerstone Montgomery Employee Benefits Welfare Plan · ROCKVILLE, MD · plan year 2025

Broker compensation reported · 2025
$120,504

Cornerstone Montgomery, Inc.'s benefits plans covered 386 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $120,504 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $312 per covered person, above the median for employer plans that report broker pay. Broker pay rose 6.5% from $113,151 in 2024.

Insurance contracts · 20255
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 386 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 386 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 386 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · dental visionpremiums n/a · 246 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 252 covered
Brokers & agents paid · 20255
MELTZER GROUP INC.$10,553 · incl $598 fees
MELTZER GROUP INC$95,028 · incl $94,355 fees
JAMES R NELLIGAN & ASSOCIATES LLC$3,714 · incl $3,714 fees
NFP CORPORATE SERVICES (PA), INC$740 · incl $740 fees
Also brokered by Meltzer Group Inc.5
Keylogic, LLC WV$209,686

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 520937199 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.