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Benefits Intelligence/Broker Directory/Texas

Centerstone Ins & Fin Svc LLC

Dallas, TX

Centerstone Ins & Fin Svc LLC of Dallas, TX is the broker of record on 101 Form 5500 Schedule A filings covering 78 employer benefit plans across 16 states, with $233,228 in reported broker commissions (plan year 2025).

Employer clients
78
distinct plan sponsors
Schedule A filings
101
States served
16
Reported commissions
$233,228
plan year 2025
Reported fees
$3,054,421

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.

EmployerStateParticipantsPlan year end
Moregroup Holdings, Inc.TX1,1512025-12-31
Access Health Care Physicians, LLCFL1,1102025-12-31
22nd Century Technologies, Inc.VA1,1002025-05-31
75 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know 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.

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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.