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Benefits Intelligence/Broker Directory/Texas

Centerstone Ins & Financial Svc LLC

Dallas, TX

Centerstone Ins & Financial Svc LLC of Dallas, TX is the broker of record on 6 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $41,896 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
6
States served
2
Reported commissions
$41,896
plan year 2025
Reported fees
$39,040

Quick answer

Centerstone Ins & Financial Svc LLC (Dallas, TX) is the broker of record for 6 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Centerstone Ins & Financial Svc LLC have?
Centerstone Ins & Financial Svc LLC is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Centerstone Ins & Financial Svc LLC's largest employer clients?
By plan participants, the largest include Crye American LLC (256 participants), Hanac, Inc. (135 participants) and Echo Design Group, Inc. (88 participants).
How much does Centerstone Ins & Financial Svc LLC earn in commissions?
Insurers reported $41,896 in broker commissions and $39,040 in fees paid to Centerstone Ins & Financial Svc LLC for plan year 2025, per Schedule A Part 1.
Where is Centerstone Ins & Financial Svc LLC located?
Centerstone Ins & Financial Svc LLC is based in Dallas, TX and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Centerstone Ins & Financial Svc LLC 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
Crye American LLCNY2562025-06-30
Hanac, Inc.NY1352025-09-30
Echo Design Group, Inc.NY882025-12-31
3 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.