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

Centerstone Insurance and Fin. SVCS

Dallas, TX

Centerstone Insurance and Fin. SVCS collected $612,259 in commissions and fees from 27 employer health plans in plan year 2024 filings, ranking #738 among 12,126 brokers named in the public record. Most of its named clients are in California.

Commissions + fees
$612,259
$103,239 commissions · $509,020 fees
Employer plans
27
45 contracts
Rank
#738
top 6% 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
Advanced Fresh Concepts Corporation · California$95,364441
Pubmatic, Inc. · California$80,166292
Board of Trustees of Co Sheet Metal Workers' Local 9 Medicare Retiree · Colorado$55,4311,098
Curology, Inc. · California$49,297288
Brightline, Inc. · California$42,609185
Integrative Women's Care, PC · California$31,538131
Frost Brown Todd LLP · Kentucky$26,4841,058
Bam Management US Holdings Inc. · Florida$23,930130
Mill Creek Renewables LLC · North Carolina$23,922139
Moloco, Inc. · California$23,408306
Wheel Group Holdings, LLC · California$22,790140
Midi Health, Inc. · California$20,299129
Humanco LLC · Texas$20,202107
Kings View · California$16,351268
Suminoe Textile of America Corporation · South Carolina$14,951107
Zum Services · California$14,1512,199
Daily Journal Corporation · California$10,882315
Rex Hide, Inc. · Texas$8,781261
Hyperproof, Inc. · Washington$7,136136
Inland Southern California United Way · California$5,903158
Poppy Bank · California$5,335187
The Letco Group, LLC · Texas$3,783289
Barkbus · California$3,225102
Quick Servant Company, Inc. · Maryland$2,838141
Matrix Design Group, Inc. · Colorado$1,241203

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.

15 plans
3 plans
2 plans
2 plans
1 plans
1 plans
1 plans

How much does Centerstone Insurance and Fin. SVCS earn from employer health plans?

In plan year 2024 filings, employers reported paying Centerstone Insurance and Fin. SVCS $612,259: $103,239 in commissions and $509,020 in fees, across 45 insurance contracts at 27 employers. That ranks #738 of 12,126 brokers in the public record.

What commission rate is paid on plans Centerstone Insurance and Fin. SVCS brokers?

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

Which employers use Centerstone Insurance and Fin. SVCS?

The largest reported payers in 2024 were Advanced Fresh Concepts Corporation, Pubmatic, Inc., Board of Trustees of Co Sheet Metal Workers' Local 9 Medicare Retiree. California is its biggest state by employer count (15 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.