BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Centerstone Ins and Financial

Dallas, TX

Centerstone Ins and Financial collected $1.2M in commissions and fees from 65 employer health plans in plan year 2024 filings, ranking #409 among 12,126 brokers named in the public record. Most of its named clients are in New Jersey.

Commissions + fees
$1.2M
$374,364 commissions · $775,971 fees
Employer plans
65
104 contracts
Rank
#409
top 3% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
22nd Century Technologies, Inc. · Virginia$157,636866
Hanwha Vision America, Inc. · New Jersey$122,999341
Wesbanco Inc · West Virginia$96,6672,087
National Education Association of the United States · District of Columbia$80,9822,672,384
Helm Bank USA · Florida$63,032225
Cedarbridge Financial Services · New Jersey$58,2522,406
Western Beef Retail, Inc. · New York$43,479360
Legal Services of the Hudson Valley · New York$43,410179
Maxim Group Insurance Plan · New York$37,967114
Credit Saint LLC · New Jersey$36,510164
Oasis Group Holdings, Inc. dba Alliance Marine · Maryland$31,426272
The Corporate Source, Inc. · New York$27,827160
B-Squared Medical, LLC · Virginia$26,597233
Ainsworth, Inc. · New Jersey$24,228186
Hollenbeck Palms · California$23,878155
Hartley & Parker Limited, Inc. · Connecticut$23,816155
Monday Properties Services, LLC · New York$23,152106
United Health Centers of the San Joaquin Valley · California$19,085899
Phillips Precision Inc · New Jersey$18,134124
Legacy Risk Solutions LLC · Georgia$17,286286
Windsor Healthcare Management LLC · New Jersey$15,479445
Fieldstone Properties I LLC · New Jersey$13,880216
Emery & Webb, Inc. · New York$11,769114
Primary Care Solutions, Inc. · Texas$10,510121
Ogle School Management, LLC · Texas$9,256284

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

13 plans
11 plans
11 plans
8 plans
8 plans
3 plans
2 plans
2 plans

How much does Centerstone Ins and Financial earn from employer health plans?

In plan year 2024 filings, employers reported paying Centerstone Ins and Financial $1,150,335: $374,364 in commissions and $775,971 in fees, across 104 insurance contracts at 65 employers. That ranks #409 of 12,126 brokers in the public record.

What commission rate is paid on plans Centerstone Ins and Financial brokers?

Not enough fully insured medical plans name Centerstone Ins and Financial as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Centerstone Ins and Financial?

The largest reported payers in 2024 were 22nd Century Technologies, Inc., Hanwha Vision America, Inc., Wesbanco Inc. New Jersey is its biggest state by employer count (13 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

Is this your company's plan? Get a written review of the filing.
A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.