form5500lookup

Benefits broker of record · DALLAS, TX

CENTERSTONE INSURANCE & FINANCIAL

CENTERSTONE INSURANCE & FINANCIAL of DALLAS, TX is named as the broker of record on 55 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
55
Book size
$100k–1M
States
TX

Book profile

CENTERSTONE INSURANCE & FINANCIAL brokers 55 insured contracts for 17 employers covering 11,422 people, across at least 6 states, led by NJ, NY, VA.

Dental is the largest line (8 contracts), followed by vision (8), life (5), health (3).

THE GUARDIAN LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 4%); USABLE LIFE, AETNA LIFE INSURANCE CO., RELIASTAR LIFE INSURANCE COMPANY follow.

Renewals are spread through the year; December is the busiest month at 16% of contracts.

Employer states
Lines of coverage

dental 8 · vision 8 · life 5 · health 3 · disability 3 · stop-loss 1

Renewals by month
  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
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL HEALTH AND WELFARE FUNDANCHORAGE, AKRELIASTAR LIFE INSURANCE COMPANYDecember
ALASKA TEAMSTER EMPLOYER WELFARE TRUSTANCHORAGE, AKRELIASTAR LIFE INSURANCE COMPANYJune
CLASSLINK, INC.CLIFTON, NJHORIZON HEALTHCARE SERVICES, INC.November
CENTURY THERAPEUTICS, INC.PHILADELPHIA, PACIGNA HEALTH AND LIFE INSURANCE COMPANYMarch
CLARESTVIENNA, VATHE GUARDIAN LIFE INSURANCE COMPANYDecember
Subscriber access
13

more plans in CENTERSTONE INSURANCE & FINANCIAL'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