Benefits broker of record · DALLAS, TX
CENTERSTONE INS & FIN SVC LLC
CENTERSTONE INS & FIN SVC LLC of DALLAS, TX is named as the broker of record on 73 insurance contracts in public Form 5500 Schedule A filings.
One of 6 offices of CENTERSTONE INS & FIN SVC LLC.
73 contracts on file name CENTERSTONE INS & FIN SVC LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
CENTERSTONE INS & FIN SVC LLC brokers 73 insured contracts for 60 employers, across 14 states, led by NY, CA, NJ.
Health is the largest line (55 contracts), followed by dental (36), vision (26), disability (7).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (60, about 82%); LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, PRINCIPAL LIFE INSURANCE COMPANY, CIGNA DENTAL HEALTH OF COLORADO, INC. follow.
Renewals concentrate on January 1: 60% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 55 · dental 36 · vision 26 · disability 7 · life 5
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| INSIGHT VENTURE MANAGEMENT, LLC | NEW YORK, NY | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
| ACCESS HEALTH CARE PHYSICIANS, LLC | SPRING HILL, FL | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| 22ND CENTURY TECHNOLOGIES, INC. | MCLEAN, VA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jun 1FY2025 |
| MOREGROUP HOLDINGS, INC. | FORT WORTH, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| TGM ASSOCIATES, LP | NEW YORK, NY | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in CENTERSTONE INS & FIN SVC LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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