Centerstone Ins Agcy & Fin Svcs
Dallas, TX
Centerstone Ins Agcy & Fin Svcs of Dallas, TX is the broker of record on 21 Form 5500 Schedule A filings covering 16 employer benefit plans across 5 states, with $23,707 in reported broker commissions (plan year 2025).
Quick answer
Centerstone Ins Agcy & Fin Svcs (Dallas, TX) is the broker of record for 16 employer benefit plan sponsors on 21 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Centerstone Ins Agcy & Fin Svcs have?
- Centerstone Ins Agcy & Fin Svcs is named as broker on Form 5500 Schedule A filings for 16 distinct plan sponsors in 5 states.
- Who are Centerstone Ins Agcy & Fin Svcs's largest employer clients?
- By plan participants, the largest include Merit Logistics, LLC (1,597 participants), Alten Us (525 participants) and Team Velocity Marketing, LLC (320 participants).
- How much does Centerstone Ins Agcy & Fin Svcs earn in commissions?
- Insurers reported $23,707 in broker commissions and $520,138 in fees paid to Centerstone Ins Agcy & Fin Svcs for plan year 2025, per Schedule A Part 1.
- Where is Centerstone Ins Agcy & Fin Svcs located?
- Centerstone Ins Agcy & Fin Svcs is based in Dallas, TX and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Centerstone Ins Agcy & Fin Svcs 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 |
|---|---|---|---|
| Merit Logistics, LLC | FL | 1,597 | 2025-12-31 |
| Alten Us | CO | 525 | 2020-12-31 |
| Team Velocity Marketing, LLC | VA | 320 | 2022-03-31 |
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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.