Benefits brokerage · 4 offices
CENTERSTONE INS & FINANCIAL SVCS
CENTERSTONE INS & FINANCIAL SVCS is named as the broker of record on 20 insurance contracts across its 4 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 | 11 |
| WHITE PLAINS | NY | 7 |
| LIVINGSTON | NJ | 1 |
| SPICEWOOD | TX | 1 |
Book profile
CENTERSTONE INS & FINANCIAL SVCS brokers 20 insured contracts for 17 employers, across 7 states, led by NY, CA, NJ.
Life is the largest line (10 contracts), followed by disability (7), health (2), dental (1).
MUTUAL OF OMAHA INSURANCE COMPANY writes the most contracts in the book (3, about 15%); ANTHEM LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, SHELTERPOINT LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 35% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 10 · disability 7 · health 2 · dental 1 · vision 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 |
|---|---|---|---|---|
| ATLANTIC SOLUTIONS GROUP, INC. DBA EMPIRE WORKFORCE SOLUTIONS | ONTARIO, CA | DALLAS, TX | ANTHEM BLUE CROSS | May 1FY2024 |
| THE SOLOMON PAGE GROUP LLC | NEW YORK, NY | WHITE PLAINS, NY | SHELTERPOINT LIFE INSURANCE COMPANY | Jun 1FY2025 |
| AIZER HEALTH, INC. | MONROE, NY | DALLAS, TX | FIRST UNUM LIFE INSURANCE COMPANY | Jan 1FY2025 |
| LEHNE CONSTRUCTION INC. | SPICEWOOD, TX | SPICEWOOD, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jul 1FY2025 |
| AKELIUS REAL ESTATE MANAGEMENT LLC | BOSTON, MA | WHITE PLAINS, NY | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in CENTERSTONE INS & FINANCIAL SVCS'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)