Fundz
Fundz
Benefits Intelligence/Broker Directory/Texas

Centerstone Ins. Fin. Dba Benefit

Dallas, TX

Centerstone Ins. Fin. Dba Benefit of Dallas, TX is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans, with $95,137 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$95,137
plan year 2025
Reported fees
$9,869

Quick answer

Centerstone Ins. Fin. Dba Benefit (Dallas, TX) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Centerstone Ins. Fin. Dba Benefit have?
Centerstone Ins. Fin. Dba Benefit is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Centerstone Ins. Fin. Dba Benefit's largest employer clients?
By plan participants, the largest include Everflow Supplies Inc (152 participants) and Van Cleef Engineering Associates (124 participants).
How much does Centerstone Ins. Fin. Dba Benefit earn in commissions?
Insurers reported $95,137 in broker commissions and $9,869 in fees paid to Centerstone Ins. Fin. Dba Benefit for plan year 2025, per Schedule A Part 1.
Where is Centerstone Ins. Fin. Dba Benefit located?
Centerstone Ins. Fin. Dba Benefit is based in Dallas, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Centerstone Ins. Fin. Dba Benefit 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
Everflow Supplies IncNJ1522024-12-31
Van Cleef Engineering AssociatesNJ1242025-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Texas

All brokers in Texas →

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.