Cornerstone Financial Group, Inc.
Cincinnati, OH
Cornerstone Financial Group, Inc. of Cincinnati, OH is the broker of record on 8 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $45,644 in reported broker commissions (plan year 2025).
Quick answer
Cornerstone Financial Group, Inc. (Cincinnati, OH) is the broker of record for 3 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cornerstone Financial Group, Inc. have?
- Cornerstone Financial Group, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Cornerstone Financial Group, Inc.'s largest employer clients?
- By plan participants, the largest include Omni Family Health, Inc. (785 participants), Aim Media Midwest, LLC (216 participants) and Wulco, Inc. (200 participants).
- How much does Cornerstone Financial Group, Inc. earn in commissions?
- Insurers reported $45,644 in broker commissions and $7,029 in fees paid to Cornerstone Financial Group, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Cornerstone Financial Group, Inc. located?
- Cornerstone Financial Group, Inc. is based in Cincinnati, OH and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cornerstone Financial Group, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Omni Family Health, Inc. | CA | 785 | 2025-12-31 |
| Aim Media Midwest, LLC | OH | 216 | 2024-12-31 |
| Wulco, Inc. | OH | 200 | 2022-02-28 |
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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.