Benefits broker · Plan year 2024 · Form 5500 Schedule A

Centerstone Ins & Fin Ser

Dallas, TX

Centerstone Ins & Fin Ser collected $3.1M in commissions and fees from 139 employer health plans in plan year 2024 filings, ranking #154 among 12,126 brokers named in the public record. Most of its named clients are in New York.

Commissions + fees

$3.1M

$1.3M commissions · $1.8M fees

Employer plans

139

240 contracts

Rank

#154

top 1% 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.

Employer	Paid to broker	Participants
Sax LLP · New Jersey	$154,907	224
Smi TRS Opcp LLC · Texas	$123,015	685
The Andrew W. Mellon Foundation · New York	$120,702	276
Koch Modular Process Systems, LLC · New Jersey	$116,746	125
New Jersey Property-Liability Insurance Guaranty Association · New Jersey	$110,095	123
Theradex Systems, Inc. · New Jersey	$95,351	103
Ranch Hope, Inc. · New Jersey	$85,711	172
TPR Education LLC · New York	$85,465	398
Zeta Charter Schools, Inc. · New York	$72,880	359
Neighborhood Association for Inter-Cultural Affairs, Inc. · New York	$66,834	240
Genesis Research LLC · New Jersey	$64,121	146
Center for Alternative Sentencing and Employment Services (cases) · New York	$63,892	527
Analytic Partners, LP · Florida	$59,308	230
Chicken Ranch Casino · California	$58,941	283
Naacp Legal Defense and Educational Fund, Inc. · New York	$58,195	206
William J. Brennan Center for Justice, Inc. · New York	$56,808	157
Rhombus Power · California	$55,902	100
Capital Integration Systems · Nebraska	$55,078	231
Third Bridge · New York	$54,671	293
Lippe Taylor, LLC · New York	$50,862	196
Clover Health, LLC · New Jersey	$48,014	520
VRX, Inc. · Texas	$47,302	161
Charlotte Tilbury Beauty, Inc. · New York	$46,835	172
Click Therapeutics · New York	$43,023	165
Oda Primary Healthcare Network, Inc. · New York	$42,521	415

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.

36 plans

20 plans

20 plans

14 plans

11 plans

9 plans

5 plans

4 plans

How much does Centerstone Ins & Fin Ser earn from employer health plans?

In plan year 2024 filings, employers reported paying Centerstone Ins & Fin Ser $3,115,548: $1,280,635 in commissions and $1,834,913 in fees, across 240 insurance contracts at 139 employers. That ranks #154 of 12,126 brokers in the public record.

What commission rate is paid on plans Centerstone Ins & Fin Ser brokers?

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

Which employers use Centerstone Ins & Fin Ser?

The largest reported payers in 2024 were Sax LLP, Smi TRS Opcp LLC, The Andrew W. Mellon Foundation. New York is its biggest state by employer count (36 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.