Centerstone Ins & Financial Srvcs
Dallas, TX
Centerstone Ins & Financial Srvcs of Dallas, TX is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $16,310 in reported broker commissions (plan year 2025).
Quick answer
Centerstone Ins & Financial Srvcs (Dallas, TX) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Centerstone Ins & Financial Srvcs have?
- Centerstone Ins & Financial Srvcs is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Centerstone Ins & Financial Srvcs's largest employer clients?
- By plan participants, the largest include Hudick Excavating, Inc. Dba Hei Civil (808 participants) and Nite Ize, Inc. (161 participants).
- How much does Centerstone Ins & Financial Srvcs earn in commissions?
- Insurers reported $16,310 in broker commissions and $732 in fees paid to Centerstone Ins & Financial Srvcs for plan year 2025, per Schedule A Part 1.
- Where is Centerstone Ins & Financial Srvcs located?
- Centerstone Ins & Financial Srvcs is based in Dallas, TX.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Centerstone Ins & Financial Srvcs 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 |
|---|---|---|---|
| Hudick Excavating, Inc. Dba Hei Civil | CO | 808 | 2024-12-31 |
| Nite Ize, Inc. | CO | 161 | 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.