How many employer clients does Centerstone Ins. Fin. Dba Benefit M have?

Centerstone Ins. Fin. Dba Benefit M is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors.

Who are Centerstone Ins. Fin. Dba Benefit M's largest employer clients?

By plan participants, the largest include Solar Landscape LLC (246 participants), Tryko Partners, LLC (244 participants) and Hennion & Walsh, Inc (224 participants).

How much does Centerstone Ins. Fin. Dba Benefit M earn in commissions?

Insurers reported $1.1 million in broker commissions and $278,446 in fees paid to Centerstone Ins. Fin. Dba Benefit M for plan year 2025, per Schedule A Part 1.

Where is Centerstone Ins. Fin. Dba Benefit M located?

Centerstone Ins. Fin. Dba Benefit M is based in Dallas, TX.

Benefits Intelligence/Broker Directory/Texas

Centerstone Ins. Fin. Dba Benefit M

Dallas, TX

Centerstone Ins. Fin. Dba Benefit M of Dallas, TX is the broker of record on 20 Form 5500 Schedule A filings covering 12 employer benefit plans, with $1,104,405 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$1,104,405

plan year 2025

Reported fees

$278,446

Quick answer

Centerstone Ins. Fin. Dba Benefit M (Dallas, TX) is the broker of record for 12 employer benefit plan sponsors on 20 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Centerstone Ins. Fin. Dba Benefit M have?: Centerstone Ins. Fin. Dba Benefit M is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors.
Who are Centerstone Ins. Fin. Dba Benefit M's largest employer clients?: By plan participants, the largest include Solar Landscape LLC (246 participants), Tryko Partners, LLC (244 participants) and Hennion & Walsh, Inc (224 participants).
How much does Centerstone Ins. Fin. Dba Benefit M earn in commissions?: Insurers reported $1.1 million in broker commissions and $278,446 in fees paid to Centerstone Ins. Fin. Dba Benefit M for plan year 2025, per Schedule A Part 1.
Where is Centerstone Ins. Fin. Dba Benefit M located?: Centerstone Ins. Fin. Dba Benefit M is based in Dallas, TX.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Centerstone Ins. Fin. Dba Benefit M 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
Solar Landscape LLC	NJ	246	2025-07-31
Tryko Partners, LLC	NJ	244	2025-03-31
Hennion & Walsh, Inc	NJ	224	2025-10-31

9 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.