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Benefits Intelligence/Broker Directory/Texas

Centerstone Insurance & Fin. Svcs.

Dallas, TX

Centerstone Insurance & Fin. Svcs. of Dallas, TX is the broker of record on 56 Form 5500 Schedule A filings covering 42 employer benefit plans across 12 states, with $136,620 in reported broker commissions (plan year 2025).

Employer clients
42
distinct plan sponsors
Schedule A filings
56
States served
12
Reported commissions
$136,620
plan year 2025
Reported fees
$936,809

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.

EmployerStateParticipantsPlan year end
Zum ServicesCA2,4042025-09-30
Frost Brown Todd LLPKY1,0862024-12-31
College Hospital, Inc.CA9172025-12-31
39 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.