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Benefits Intelligence/Broker Directory/Virginia

Cornerstone Financial Services, Inc

Virginia Beach, VA

Cornerstone Financial Services, Inc of Virginia Beach, VA is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $9,741 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$9,741
plan year 2024

Quick answer

Cornerstone Financial Services, Inc (Virginia Beach, VA) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.

How many employer clients does Cornerstone Financial Services, Inc have?
Cornerstone Financial Services, Inc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Cornerstone Financial Services, Inc's largest employer clients?
By plan participants, the largest include Compass Youth Services, LLC (334 participants).
How much does Cornerstone Financial Services, Inc earn in commissions?
Insurers reported $9,741 in broker commissions paid to Cornerstone Financial Services, Inc for plan year 2024, per Schedule A Part 1.
Where is Cornerstone Financial Services, Inc located?
Cornerstone Financial Services, Inc is based in Virginia Beach, VA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Cornerstone Financial Services, Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Compass Youth Services, LLCVA3342025-07-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.