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Benefits Intelligence/Broker Directory/Texas

Centerstone Insurance Services

Dallas, TX

Centerstone Insurance Services of Dallas, TX is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $38 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
3
Reported commissions
$38
plan year 2025
Reported fees
$50,956

Quick answer

Centerstone Insurance Services (Dallas, TX) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Centerstone Insurance Services have?
Centerstone Insurance Services is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Centerstone Insurance Services's largest employer clients?
By plan participants, the largest include Geotek Operations Limited (233 participants), Spotter, Inc. (181 participants) and Wichita Falls Retirement Foundation (54 participants).
How much does Centerstone Insurance Services earn in commissions?
Insurers reported $38 in broker commissions and $50,956 in fees paid to Centerstone Insurance Services for plan year 2025, per Schedule A Part 1.
Where is Centerstone Insurance Services located?
Centerstone Insurance Services is based in Dallas, TX and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Centerstone Insurance Services 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
Geotek Operations LimitedNV2332024-12-31
Spotter, Inc.CA1812024-12-31
Wichita Falls Retirement FoundationTX542025-12-31

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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.