Centerstone Insurance & Fin. Svcs.
Dallas, TX
Centerstone Insurance & Fin. Svcs. of Dallas, TX is the broker of record on 60 Form 5500 Schedule A filings covering 45 employer benefit plans across 13 states, with $146,174 in reported broker commissions (plan year 2025).
Quick answer
Centerstone Insurance & Fin. Svcs. (Dallas, TX) is the broker of record for 45 employer benefit plan sponsors on 60 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Centerstone Insurance & Fin. Svcs. have?
- Centerstone Insurance & Fin. Svcs. is named as broker on Form 5500 Schedule A filings for 45 distinct plan sponsors in 13 states.
- Who are Centerstone Insurance & Fin. Svcs.'s largest employer clients?
- By plan participants, the largest include Zum Services (2,404 participants), Frost Brown Todd LLP (1,086 participants) and College Hospital, Inc. (917 participants).
- How much does Centerstone Insurance & Fin. Svcs. earn in commissions?
- Insurers reported $146,174 in broker commissions and $1.1 million in fees paid to Centerstone Insurance & Fin. Svcs. for plan year 2025, per Schedule A Part 1.
- Where is Centerstone Insurance & Fin. Svcs. located?
- Centerstone Insurance & Fin. Svcs. is based in Dallas, TX and has employer clients in 13 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Centerstone Insurance & Fin. Svcs. 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 |
|---|---|---|---|
| Zum Services | CA | 2,404 | 2025-09-30 |
| Frost Brown Todd LLP | KY | 1,086 | 2024-12-31 |
| College Hospital, Inc. | CA | 917 | 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.