How many employer clients does Centerstone Ins Fin Service have?

Centerstone Ins Fin Service is named as broker on Form 5500 Schedule A filings for 24 distinct plan sponsors in 10 states.

Who are Centerstone Ins Fin Service's largest employer clients?

By plan participants, the largest include Camba, Inc. (1,402 participants), Smi Trs Opcp LLC (764 participants) and Schrodinger, Inc. (719 participants).

How much does Centerstone Ins Fin Service earn in commissions?

Insurers reported $288,266 in broker commissions and $34,542 in fees paid to Centerstone Ins Fin Service for plan year 2025, per Schedule A Part 1.

Where is Centerstone Ins Fin Service located?

Centerstone Ins Fin Service is based in Dallas, TX and has employer clients in 10 states.

Benefits Intelligence/Broker Directory/Texas

Centerstone Ins Fin Service

Dallas, TX

Centerstone Ins Fin Service of Dallas, TX is the broker of record on 36 Form 5500 Schedule A filings covering 24 employer benefit plans across 10 states, with $288,266 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$288,266

plan year 2025

Reported fees

$34,542

Quick answer

Centerstone Ins Fin Service (Dallas, TX) is the broker of record for 24 employer benefit plan sponsors on 36 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Centerstone Ins Fin Service have?: Centerstone Ins Fin Service is named as broker on Form 5500 Schedule A filings for 24 distinct plan sponsors in 10 states.
Who are Centerstone Ins Fin Service's largest employer clients?: By plan participants, the largest include Camba, Inc. (1,402 participants), Smi Trs Opcp LLC (764 participants) and Schrodinger, Inc. (719 participants).
How much does Centerstone Ins Fin Service earn in commissions?: Insurers reported $288,266 in broker commissions and $34,542 in fees paid to Centerstone Ins Fin Service for plan year 2025, per Schedule A Part 1.
Where is Centerstone Ins Fin Service located?: Centerstone Ins Fin Service is based in Dallas, TX and has employer clients in 10 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Centerstone Ins Fin Service 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
Camba, Inc.	NY	1,402	2025-02-28
Smi Trs Opcp LLC	TX	764	2025-04-30
Schrodinger, Inc.	NY	719	2025-03-31

21 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.