Centerstone Ins & Financial Svs
Dallas, TX
Centerstone Ins & Financial Svs of Dallas, TX is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $15,140 in reported broker commissions (plan year 2025).
Quick answer
Centerstone Ins & Financial Svs (Dallas, TX) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Centerstone Ins & Financial Svs have?
- Centerstone Ins & Financial Svs is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.
- Who are Centerstone Ins & Financial Svs's largest employer clients?
- By plan participants, the largest include Clare Rose, Inc. (156 participants), Dac Newco Dso, LLC (136 participants) and New Jersey Property-Liability Insurance Guaranty Association (120 participants).
- How much does Centerstone Ins & Financial Svs earn in commissions?
- Insurers reported $15,140 in broker commissions and $3,984 in fees paid to Centerstone Ins & Financial Svs for plan year 2025, per Schedule A Part 1.
- Where is Centerstone Ins & Financial Svs located?
- Centerstone Ins & Financial Svs is based in Dallas, TX and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Centerstone Ins & Financial Svs 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 |
|---|---|---|---|
| Clare Rose, Inc. | NY | 156 | 2024-12-31 |
| Dac Newco Dso, LLC | CT | 136 | 2024-12-31 |
| New Jersey Property-Liability Insurance Guaranty Association | NJ | 120 | 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.