Benefits broker of record · WHITE PLAINS, NY
CENTERSTONE INS & FINANCIAL SVCS
CENTERSTONE INS & FINANCIAL SVCS of WHITE PLAINS, NY is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of CENTERSTONE INS & FINANCIAL SVCS.
7 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 7 insured contracts for 4 employers, across 2 states, led by NY, MA.
Disability is the largest line (4 contracts), followed by life (3).
MUTUAL OF OMAHA INSURANCE COMPANY writes the most contracts in the book (3, about 43%); SHELTERPOINT LIFE INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.
Renewals concentrate on June 1: 71% of the dated welfare contracts have policy years ending in May, 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.
disability 4 · life 3
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 |
|---|---|---|---|
| THE SOLOMON PAGE GROUP LLC | NEW YORK, NY | SHELTERPOINT LIFE INSURANCE COMPANY | Jun 1FY2025 |
| AKELIUS REAL ESTATE MANAGEMENT LLC | BOSTON, MA | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| PUTNAM PRECISION PRODUCTS, INC. | BREWSTER, NY | SHELTERPOINT LIFE INSURANCE COMPANY | Jan 1FY2024 |
| THE MINES PRESS, INC. | CORTLANDT MANOR, NY | COMPANION LIFE INSURANCE COMPANY | Jun 1FY2025 |
| THE MINES PRESS, INC. | CORTLANDT MANOR, NY | MUTUAL OF OMAHA INSURANCE COMPANY | Jun 1FY2025 |
more contracts in CENTERSTONE INS & FINANCIAL SVCS'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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