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Benefits Intelligence/Broker Directory/Texas

Centerstone Ins Financial

Dallas, TX

Centerstone Ins Financial of Dallas, TX is the broker of record on 17 Form 5500 Schedule A filings covering 11 employer benefit plans across 5 states, with $458,145 in reported broker commissions (plan year 2016).

Employer clients
11
distinct plan sponsors
Schedule A filings
17
States served
5
Reported commissions
$458,145
plan year 2016
Reported fees
$1,060

Employer clients

Plan sponsors naming Centerstone Ins Financial 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
International Coffee & Tea LLCCA1,2542016-12-31
Clinica Sierra VistaCA7172010-12-31
Liberty Property TrustPA3742009-12-31
8 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.