Benefits brokerage · 6 offices
CENTERSTONE INS & FIN SVC LLC
CENTERSTONE INS & FIN SVC LLC is named as the broker of record on 92 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| DALLAS | TX | 73 |
| No city on file | — | 8 |
| WHITE PLAINS | NY | 8 |
| BIRMINGHAM | AL | 1 |
| CONCORD | NC | 1 |
| LIVINGSTON | NJ | 1 |
Book profile
CENTERSTONE INS & FIN SVC LLC brokers 92 insured contracts for 72 employers, across 18 states, led by NY, CA, NJ.
Health is the largest line (66 contracts), followed by dental (39), vision (28), disability (9).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (74, about 80%); UNITED OF OMAHA LIFE INSURANCE COMPANY, LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, PRINCIPAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 58% 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 66 · dental 39 · vision 28 · disability 9 · life 7 · stop-loss 1
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 | Office | Carrier | Renews |
|---|---|---|---|---|
| INSIGHT VENTURE MANAGEMENT, LLC | NEW YORK, NY | DALLAS, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
| ACCESS HEALTH CARE PHYSICIANS, LLC | SPRING HILL, FL | DALLAS, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| 22ND CENTURY TECHNOLOGIES, INC. | MCLEAN, VA | DALLAS, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jun 1FY2025 |
| MOREGROUP HOLDINGS, INC. | FORT WORTH, TX | DALLAS, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| TGM ASSOCIATES, LP | NEW YORK, NY | DALLAS, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in CENTERSTONE INS & FIN SVC LLC's book
See the full client list across every office, 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)