Centerstone Ins And Financial
Dallas, TX
Centerstone Ins And Financial of Dallas, TX is the broker of record on 45 Form 5500 Schedule A filings covering 40 employer benefit plans across 11 states, with $219,788 in reported broker commissions (plan year 2025).
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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| 22nd Century Technologies, Inc. | VA | 1,100 | 2025-05-31 |
| United Health Centers Of The San Joaquin Valley | CA | 952 | 2024-12-31 |
| Rick Case Enterprises Inc | FL | 688 | 2025-09-30 |
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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Texas
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.