Centerstone Ins And Fin Svcs
Dallas, TX
Centerstone Ins And Fin Svcs of Dallas, TX is the broker of record on 82 Form 5500 Schedule A filings covering 70 employer benefit plans across 17 states, with $485,286 in reported broker commissions (plan year 2025).
Quick answer
Centerstone Ins And Fin Svcs (Dallas, TX) is the broker of record for 70 employer benefit plan sponsors on 82 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Centerstone Ins And Fin Svcs have?
- Centerstone Ins And Fin Svcs is named as broker on Form 5500 Schedule A filings for 70 distinct plan sponsors in 17 states.
- Who are Centerstone Ins And Fin Svcs's largest employer clients?
- By plan participants, the largest include Lifelong Learning Administration Corporation (2,524 participants), Peregrine Management Operations, LLC (1,650 participants) and Picayune Rancheria Of Chukchansi Indians (1,208 participants).
- How much does Centerstone Ins And Fin Svcs earn in commissions?
- Insurers reported $485,286 in broker commissions and $1.3 million in fees paid to Centerstone Ins And Fin Svcs for plan year 2025, per Schedule A Part 1.
- Where is Centerstone Ins And Fin Svcs located?
- Centerstone Ins And Fin Svcs is based in Dallas, TX and has employer clients in 17 states.
- How does Centerstone Ins And Fin Svcs rank among benefits brokers in Texas?
- Centerstone Ins And Fin Svcs ranks #29 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 And Fin Svcs 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 |
|---|---|---|---|
| Lifelong Learning Administration Corporation | CA | 2,524 | 2026-03-31 |
| Peregrine Management Operations, LLC | CO | 1,650 | 2025-12-31 |
| Picayune Rancheria Of Chukchansi Indians | CA | 1,208 | 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.