Centerstone Ins & Fncl Svcs LLC
Dallas, TX
Centerstone Ins & Fncl Svcs LLC of Dallas, TX is the broker of record on 24 Form 5500 Schedule A filings covering 18 employer benefit plans across 8 states, with $201,100 in reported broker commissions (plan year 2025).
Quick answer
Centerstone Ins & Fncl Svcs LLC (Dallas, TX) is the broker of record for 18 employer benefit plan sponsors on 24 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Centerstone Ins & Fncl Svcs LLC have?
- Centerstone Ins & Fncl Svcs LLC is named as broker on Form 5500 Schedule A filings for 18 distinct plan sponsors in 8 states.
- Who are Centerstone Ins & Fncl Svcs LLC's largest employer clients?
- By plan participants, the largest include California Society Of Certified Public Accountants (5,823 participants), Tropical Cheese Industries, Inc. (377 participants) and Cpc Behavioral Healthcare (361 participants).
- How much does Centerstone Ins & Fncl Svcs LLC earn in commissions?
- Insurers reported $201,100 in broker commissions and $117,318 in fees paid to Centerstone Ins & Fncl Svcs LLC for plan year 2025, per Schedule A Part 1.
- Where is Centerstone Ins & Fncl Svcs LLC located?
- Centerstone Ins & Fncl Svcs LLC is based in Dallas, TX and has employer clients in 8 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Centerstone Ins & Fncl Svcs LLC 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 |
|---|---|---|---|
| California Society Of Certified Public Accountants | CA | 5,823 | 2025-12-31 |
| Tropical Cheese Industries, Inc. | NJ | 377 | 2025-12-31 |
| Cpc Behavioral Healthcare | NJ | 361 | 2025-06-30 |
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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.