Centerstone Ins & Fin Ser
Dallas, TX
Centerstone Ins & Fin Ser of Dallas, TX is the broker of record on 184 Form 5500 Schedule A filings covering 147 employer benefit plans across 23 states, with $1,486,883 in reported broker commissions (plan year 2025).
Quick answer
Centerstone Ins & Fin Ser (Dallas, TX) is the broker of record for 147 employer benefit plan sponsors on 184 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Centerstone Ins & Fin Ser have?
- Centerstone Ins & Fin Ser is named as broker on Form 5500 Schedule A filings for 147 distinct plan sponsors in 23 states.
- Who are Centerstone Ins & Fin Ser's largest employer clients?
- By plan participants, the largest include Shift4 Payments, LLC (1,994 participants), The Rosalind & Joseph Gurwin Jewish Geriatric Center Of Long Island (1,441 participants) and Madison Creek Partners, LLC (1,321 participants).
- How much does Centerstone Ins & Fin Ser earn in commissions?
- Insurers reported $1.5 million in broker commissions and $2.3 million in fees paid to Centerstone Ins & Fin Ser for plan year 2025, per Schedule A Part 1.
- Where is Centerstone Ins & Fin Ser located?
- Centerstone Ins & Fin Ser is based in Dallas, TX and has employer clients in 23 states.
- How does Centerstone Ins & Fin Ser rank among benefits brokers in Texas?
- Centerstone Ins & Fin Ser ranks #13 by employer clients among the 50 most active benefits brokers based in Texas.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Centerstone Ins & Fin Ser 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 |
|---|---|---|---|
| Shift4 Payments, LLC | PA | 1,994 | 2024-12-31 |
| The Rosalind & Joseph Gurwin Jewish Geriatric Center Of Long Island | NY | 1,441 | 2024-12-31 |
| Madison Creek Partners, LLC | CA | 1,321 | 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.