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

Centerstone Insurance and Financial

Dallas, TX

Centerstone Insurance and Financial collected $4.6M in commissions and fees from 217 employer health plans in plan year 2024 filings, ranking #109 among 12,126 brokers named in the public record. Most of its named clients are in California.

Commissions + fees
$4.6M
$1.7M commissions · $2.9M fees
Employer plans
217
360 contracts
Rank
#109
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.

EmployerPaid to brokerParticipants
Joint Board of Trustees Alaska Electrical Health and Welfare Fund · Alaska$224,3513,726
Classic Collision, LLC. · Georgia$205,6204,229
U.S. Committee for Refugees and Immigrants · Virginia$178,4531,016
Schrodinger, Inc. · New York$177,349594
Alaska Teamster Employer Welfare Trust · Alaska$169,9821,729
First Commerce Bank · New Jersey$153,308151
Ambulnz Health LLC · New York$146,8472,327
Classlink, Inc. · New Jersey$117,616220
Air Lease Corporation · California$115,851138
Clarest Health · Virginia$113,993813
Werner Electric Supply Co. · Wisconsin$100,762498
Lacore Enterprises, LLC · Texas$99,356395
Yougov America, Inc. · California$95,953161
Conference on Jewish Material Claims Against Germany Inc · New York$92,909287
Garratt-Callahan Company · California$76,831398
H2m Architects, Engineers, Land Surveying & Landscape Architecture DPC · New York$73,962526
Camba, Inc. · New York$68,2161,402
Allstate Sales Group Inc · New Jersey$67,256675
Commercial Bank of California · California$58,387229
Lafrieda Meats · New Jersey$58,012138
Upside Services, Inc. · District of Columbia$55,079323
Sentral · Colorado$54,556339
Turnpoint Services · Kentucky$51,0414,298
Stony Brook Business Ventures, LLC · New York$48,723725
Thornton Tomasetti, Inc. · New York$46,3941,104

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.

34 plans
33 plans
29 plans
17 plans
17 plans
17 plans
13 plans
12 plans

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

In plan year 2024 filings, employers reported paying Centerstone Insurance and Financial $4,608,265: $1,668,388 in commissions and $2,939,877 in fees, across 360 insurance contracts at 217 employers. That ranks #109 of 12,126 brokers in the public record.

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

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

Which employers use Centerstone Insurance and Financial?

The largest reported payers in 2024 were Joint Board of Trustees Alaska Electrical Health and Welfare Fund, Classic Collision, LLC., U.S. Committee for Refugees and Immigrants. California is its biggest state by employer count (34 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.