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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 61 Form 5500 Schedule A filings covering 44 employer benefit plans across 12 states, with $493,787 in reported broker commissions (plan year 2025).

Employer clients
44
distinct plan sponsors
Schedule A filings
61
States served
12
Reported commissions
$493,787
plan year 2025
Reported fees
$542,083

Quick answer

Centerstone Ins And Financial (Dallas, TX) is the broker of record for 44 employer benefit plan sponsors on 61 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Centerstone Ins And Financial have?
Centerstone Ins And Financial is named as broker on Form 5500 Schedule A filings for 44 distinct plan sponsors in 12 states.
Who are Centerstone Ins And Financial's largest employer clients?
By plan participants, the largest include Deel Us LLC (3,296 participants), 22nd Century Technologies, Inc. (1,100 participants) and United Health Centers Of The San Joaquin Valley (952 participants).
How much does Centerstone Ins And Financial earn in commissions?
Insurers reported $493,787 in broker commissions and $542,083 in fees paid to Centerstone Ins And Financial for plan year 2025, per Schedule A Part 1.
Where is Centerstone Ins And Financial located?
Centerstone Ins And Financial is based in Dallas, TX and has employer clients in 12 states.

Source: Fundz verified event record.

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
Deel Us LLCNJ3,2962025-12-31
22nd Century Technologies, Inc.VA1,1002025-05-31
United Health Centers Of The San Joaquin ValleyCA9522024-12-31
41 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.