Centerstone Ins & Fin Svc LLC
Dallas, TX
Centerstone Ins & Fin Svc LLC of Dallas, TX is the broker of record on 115 Form 5500 Schedule A filings covering 87 employer benefit plans across 17 states, with $251,701 in reported broker commissions (plan year 2025).
Quick answer
Centerstone Ins & Fin Svc LLC (Dallas, TX) is the broker of record for 87 employer benefit plan sponsors on 115 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Centerstone Ins & Fin Svc LLC have?
- Centerstone Ins & Fin Svc LLC is named as broker on Form 5500 Schedule A filings for 87 distinct plan sponsors in 17 states.
- Who are Centerstone Ins & Fin Svc LLC's largest employer clients?
- By plan participants, the largest include Moregroup Holdings, Inc. (1,151 participants), Access Health Care Physicians, LLC (1,110 participants) and 22nd Century Technologies, Inc. (1,100 participants).
- How much does Centerstone Ins & Fin Svc LLC earn in commissions?
- Insurers reported $251,701 in broker commissions and $3.6 million in fees paid to Centerstone Ins & Fin Svc LLC for plan year 2025, per Schedule A Part 1.
- Where is Centerstone Ins & Fin Svc LLC located?
- Centerstone Ins & Fin Svc LLC is based in Dallas, TX and has employer clients in 17 states.
- How does Centerstone Ins & Fin Svc LLC rank among benefits brokers in Texas?
- Centerstone Ins & Fin Svc LLC ranks #19 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 Svc LLC 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 |
|---|---|---|---|
| Moregroup Holdings, Inc. | TX | 1,151 | 2025-12-31 |
| Access Health Care Physicians, LLC | FL | 1,110 | 2025-12-31 |
| 22nd Century Technologies, Inc. | VA | 1,100 | 2025-05-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Texas
- Lockton Companies, LLC: 3,914 employer clients, $684,904,975 reported commissions (Dallas)
- Nfp Insurance Services Inc: 934 employer clients, $3,177,390 reported commissions (Austin)
- Higginbotham Insurance Agency: 613 employer clients, $47,794,640 reported commissions (Fort Worth)
- Boon Chapman Benefit Administrators: 439 employer clients, $5,202,289 reported commissions (Austin)
- Lockton Specialties, LLC: 460 employer clients, $1,958,770 reported commissions (Dallas)
- Kestra Investment Services LLC: 254 employer clients, $5,548,192 reported commissions (Austin)
- Usi Insurance Services Southwest: 363 employer clients, $24,658,435 reported commissions (Houston)
- Hub International Texas Inc: 237 employer clients, $21,233,131 reported commissions (San Antonio)
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.