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

Centerstone Ins & Fin SVC LLC

Dallas, TX

Centerstone Ins & Fin SVC LLC collected $1.4M in commissions and fees from 50 employer health plans in plan year 2024 filings, ranking #348 among 12,126 brokers named in the public record. Most of its named clients are in New York.

Commissions + fees
$1.4M
$83,272 commissions · $1.3M fees
Employer plans
50
70 contracts
Rank
#348
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
Insight Venture Management, LLC · New York$249,788469
Moregroup Holdings, Inc. · Texas$155,853567
Dialyze Direct · New Jersey$98,866482
TGM Associates, LP · New York$94,892271
Opal Fuels LLC · New York$77,294334
Vida Shoes International · New York$57,413155
B'nai B'rith Youth Organization Inc · District of Columbia$52,973119
Madison Commercial Real Estate Services · New Jersey$52,212406
Two Trees Management Co. LLC · New York$49,105107
Continental Stock Transfer & Trust Co. · New York$48,866153
Hungryroot Inc. · New York$44,450292
Palmdale Oil Company, LLC · Florida$32,844323
Rme LTD. LLC · Colorado$30,076347
Ark Systems, Inc. · Maryland$27,689135
The Matthews Group, Inc. dba TMG Construction Corp. · Virginia$25,262139
Champions Oncology · New Jersey$23,293135
Shifamed LLC · California$21,474250
Billiontoone, Inc. · California$20,712393
S. Bertram Inc. · New Jersey$20,260215
Lifecare Assurance Company · California$18,846304
Calavan Motors · Georgia$13,653135
Multifamily Insurance Trust · New York$11,382585
The Mines Press, Inc. · New York$10,404106
Hermeus Corporation · Georgia$10,136165
Therapy Tree · Arizona$9,924108

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.

16 plans
8 plans
6 plans
5 plans
3 plans
2 plans
2 plans
2 plans

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

In plan year 2024 filings, employers reported paying Centerstone Ins & Fin SVC LLC $1,363,370: $83,272 in commissions and $1,280,098 in fees, across 70 insurance contracts at 50 employers. That ranks #348 of 12,126 brokers in the public record.

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

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

Which employers use Centerstone Ins & Fin SVC LLC?

The largest reported payers in 2024 were Insight Venture Management, LLC, Moregroup Holdings, Inc., Dialyze Direct. New York is its biggest state by employer count (16 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.

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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.