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Benefits broker of record · DALLAS, TX

CENTERSTONE INS & FINANCIAL SVCS

CENTERSTONE INS & FINANCIAL SVCS of DALLAS, TX is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.

One of 4 offices of CENTERSTONE INS & FINANCIAL SVCS.

Contracts brokered
11
Book size
under $10k
Office state
TX

11 contracts on file name CENTERSTONE INS & FINANCIAL SVCS 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 & FINANCIAL SVCS brokers 11 insured contracts for 11 employers, across 6 states, led by CA, NY, NJ.

Life is the largest line (7 contracts), followed by disability (3), health (1), dental (1).

ANTHEM LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 18%); PRINCIPAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, ANTHEM BLUE CROSS follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 36% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 7 · disability 3 · health 1 · dental 1 · vision 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
ATLANTIC SOLUTIONS GROUP, INC. DBA EMPIRE WORKFORCE SOLUTIONSONTARIO, CAANTHEM BLUE CROSSMay 1FY2024
AIZER HEALTH, INC.MONROE, NYFIRST UNUM LIFE INSURANCE COMPANYJan 1FY2025
CATO INSTITUTEWASHINGTON, DCPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2025
FAMILY SERVICES OF WESTCHESTER, INC.PURCHASE, NYUNITEDHEALTHCARE INSURANCE COMPANYJul 1FY2025
MOTHER LLCLOS ANGELES, CAANTHEM LIFE INSURANCE COMPANYDec 1FY2025
Subscriber access
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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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