Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Centerstone Ins And Financial Svcs

White Plains, NY

Centerstone Ins And Financial Svcs of White Plains, NY is the broker of record on 99 Form 5500 Schedule A filings covering 75 employer benefit plans across 14 states, with $348,594 in reported broker commissions (plan year 2025).

Employer clients
75
distinct plan sponsors
Schedule A filings
99
States served
14
Reported commissions
$348,594
plan year 2025
Reported fees
$930,320

Quick answer

Centerstone Ins And Financial Svcs (White Plains, NY) is the broker of record for 75 employer benefit plan sponsors on 99 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Centerstone Ins And Financial Svcs have?
Centerstone Ins And Financial Svcs is named as broker on Form 5500 Schedule A filings for 75 distinct plan sponsors in 14 states.
Who are Centerstone Ins And Financial Svcs's largest employer clients?
By plan participants, the largest include Ksl Ii Management Operations, LLC (1,650 participants), 4 Over International, LLC (1,255 participants) and Dana Transport Inc (856 participants).
How much does Centerstone Ins And Financial Svcs earn in commissions?
Insurers reported $348,594 in broker commissions and $930,320 in fees paid to Centerstone Ins And Financial Svcs for plan year 2025, per Schedule A Part 1.
Where is Centerstone Ins And Financial Svcs located?
Centerstone Ins And Financial Svcs is based in White Plains, NY and has employer clients in 14 states.
How does Centerstone Ins And Financial Svcs rank among benefits brokers in New York?
Centerstone Ins And Financial Svcs ranks #27 by employer clients among the 50 most active benefits brokers based in New York.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Centerstone Ins And Financial Svcs 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
Ksl Ii Management Operations, LLCCA1,6502024-12-31
4 Over International, LLCCA1,2552024-12-31
Dana Transport IncNJ8562024-12-31
72 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.