How many employer clients does Centerstone Ins. And Fin. Services have?

Centerstone Ins. And Fin. Services is named as broker on Form 5500 Schedule A filings for 33 distinct plan sponsors in 9 states.

Who are Centerstone Ins. And Fin. Services's largest employer clients?

By plan participants, the largest include Teamsters And Food Employers Security Trust Fund (5,061 participants), Lifelong Learning Administration Corporation (2,348 participants) and Compunnel Software Group Inc (869 participants).

How much does Centerstone Ins. And Fin. Services earn in commissions?

Insurers reported $208,138 in broker commissions and $936,892 in fees paid to Centerstone Ins. And Fin. Services for plan year 2025, per Schedule A Part 1.

Where is Centerstone Ins. And Fin. Services located?

Centerstone Ins. And Fin. Services is based in Dallas, TX and has employer clients in 9 states.

Benefits Intelligence/Broker Directory/Texas

Centerstone Ins. And Fin. Services

Dallas, TX

Centerstone Ins. And Fin. Services of Dallas, TX is the broker of record on 36 Form 5500 Schedule A filings covering 33 employer benefit plans across 9 states, with $208,138 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$208,138

plan year 2025

Reported fees

$936,892

Quick answer

Centerstone Ins. And Fin. Services (Dallas, TX) is the broker of record for 33 employer benefit plan sponsors on 36 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Centerstone Ins. And Fin. Services have?: Centerstone Ins. And Fin. Services is named as broker on Form 5500 Schedule A filings for 33 distinct plan sponsors in 9 states.
Who are Centerstone Ins. And Fin. Services's largest employer clients?: By plan participants, the largest include Teamsters And Food Employers Security Trust Fund (5,061 participants), Lifelong Learning Administration Corporation (2,348 participants) and Compunnel Software Group Inc (869 participants).
How much does Centerstone Ins. And Fin. Services earn in commissions?: Insurers reported $208,138 in broker commissions and $936,892 in fees paid to Centerstone Ins. And Fin. Services for plan year 2025, per Schedule A Part 1.
Where is Centerstone Ins. And Fin. Services located?: Centerstone Ins. And Fin. Services is based in Dallas, TX and has employer clients in 9 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Centerstone Ins. And Fin. Services 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
Teamsters And Food Employers Security Trust Fund	CA	5,061	2025-12-31
Lifelong Learning Administration Corporation	CA	2,348	2025-03-31
Compunnel Software Group Inc	NJ	869	2025-04-30

30 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.