Centerstone Ins And Finance
Dallas, TX
Centerstone Ins And Finance of Dallas, TX is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $8,705 in reported broker commissions (plan year 2024).
Quick answer
Centerstone Ins And Finance (Dallas, TX) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Centerstone Ins And Finance have?
- Centerstone Ins And Finance is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Centerstone Ins And Finance's largest employer clients?
- By plan participants, the largest include Association For Mentally Ill Children Of Westchester (130 participants).
- How much does Centerstone Ins And Finance earn in commissions?
- Insurers reported $8,705 in broker commissions and $39,348 in fees paid to Centerstone Ins And Finance for plan year 2024, per Schedule A Part 1.
- Where is Centerstone Ins And Finance located?
- Centerstone Ins And Finance is based in Dallas, TX and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Centerstone Ins And Finance 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 |
|---|---|---|---|
| Association For Mentally Ill Children Of Westchester | NY | 130 | 2019-04-30 |
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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.