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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 55 Form 5500 Schedule A filings covering 41 employer benefit plans across 12 states, with $136,620 in reported broker commissions (plan year 2025).

Employer clients
41
distinct plan sponsors
Schedule A filings
55
States served
12
Reported commissions
$136,620
plan year 2025
Reported fees
$936,584

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
38 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.