Centerstone Insur & Financial Srvcs
Dallas, TX
Centerstone Insur & Financial Srvcs of Dallas, TX is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $14,219 in reported broker commissions (plan year 2025).
Quick answer
Centerstone Insur & Financial Srvcs (Dallas, TX) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Centerstone Insur & Financial Srvcs have?
- Centerstone Insur & Financial Srvcs is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Centerstone Insur & Financial Srvcs's largest employer clients?
- By plan participants, the largest include Power Auto Inc. (198 participants), Lifeskills Unlimited, Inc (152 participants) and Brightkey, Inc. (133 participants).
- How much does Centerstone Insur & Financial Srvcs earn in commissions?
- Insurers reported $14,219 in broker commissions paid to Centerstone Insur & Financial Srvcs for plan year 2025, per Schedule A Part 1.
- Where is Centerstone Insur & Financial Srvcs located?
- Centerstone Insur & Financial Srvcs is based in Dallas, TX and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Centerstone Insur & Financial Srvcs 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 |
|---|---|---|---|
| Power Auto Inc. | OR | 198 | 2025-12-31 |
| Lifeskills Unlimited, Inc | NV | 152 | 2025-07-31 |
| Brightkey, Inc. | MD | 133 | 2025-12-31 |
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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.