Centerstone Ins Agency & Financial
Dallas, TX
Centerstone Ins Agency & Financial of Dallas, TX is the broker of record on 11 Form 5500 Schedule A filings covering 9 employer benefit plans across 3 states, with $194,951 in reported broker commissions (plan year 2025).
Quick answer
Centerstone Ins Agency & Financial (Dallas, TX) is the broker of record for 9 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Centerstone Ins Agency & Financial have?
- Centerstone Ins Agency & Financial is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 3 states.
- Who are Centerstone Ins Agency & Financial's largest employer clients?
- By plan participants, the largest include Camba, Inc. (1,402 participants), Credit Human Federal Credit Union (830 participants) and Western Beef Retail, Inc. (306 participants).
- How much does Centerstone Ins Agency & Financial earn in commissions?
- Insurers reported $194,951 in broker commissions and $13 in fees paid to Centerstone Ins Agency & Financial for plan year 2025, per Schedule A Part 1.
- Where is Centerstone Ins Agency & Financial located?
- Centerstone Ins Agency & Financial is based in Dallas, TX and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Centerstone Ins Agency & Financial 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 |
|---|---|---|---|
| Camba, Inc. | NY | 1,402 | 2025-02-28 |
| Credit Human Federal Credit Union | TX | 830 | 2025-08-31 |
| Western Beef Retail, Inc. | NY | 306 | 2025-12-31 |
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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.