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Benefits Intelligence/Broker Directory/Texas

Centerstone Ins And Financial

Dallas, TX

Centerstone Ins And Financial of Dallas, TX is the broker of record on 47 Form 5500 Schedule A filings covering 41 employer benefit plans across 11 states, with $302,323 in reported broker commissions (plan year 2025).

Employer clients
41
distinct plan sponsors
Schedule A filings
47
States served
11
Reported commissions
$302,323
plan year 2025
Reported fees
$332,300

Employer clients

Plan sponsors naming Centerstone Ins And Financial 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
22nd Century Technologies, Inc.VA1,1002025-05-31
United Health Centers Of The San Joaquin ValleyCA9522024-12-31
Rick Case Enterprises IncFL6882025-09-30
38 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.