Fundz
Fundz
Benefits Intelligence/Broker Directory/Texas

Centerstone Insurance And Financial

Dallas, TX

Centerstone Insurance And Financial of Dallas, TX is the broker of record on 223 Form 5500 Schedule A filings covering 183 employer benefit plans across 27 states, with $1,258,635 in reported broker commissions (plan year 2025).

Employer clients
183
distinct plan sponsors
Schedule A filings
223
States served
27
Reported commissions
$1,258,635
plan year 2025
Reported fees
$2,130,101

Employer clients

Plan sponsors naming Centerstone Insurance And 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
Local 1158 Welfare Plan FundNJ3,9012024-12-31
Joint Board Of Trustees Alaska Electrical Health And Welfare FundAK2,9292024-12-31
Ambulnz Health LLCNY2,3062024-12-31
180 more employer clients are on this firm's record, with each plan's renewal date. 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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start now

Other benefits brokers in Texas

All brokers in Texas

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.