Winston Financial Services, Inc.
Winston Financial Services, Inc. collected $6.0M in commissions and fees from 39 employer health plans in plan year 2024 filings, ranking #86 among 12,126 brokers named in the public record. Most of its named clients are in New Jersey.
Largest clients
Employers whose filings reported the most compensation to this broker.
| Employer | Paid to broker | Participants |
|---|---|---|
| NY City District Council 37, AFSCME Afl- · New York | $2,412,649 | 24,590 |
| Geisinger System Services · Pennsylvania | $1,300,540 | 26,438 |
| Teva Pharmaceuticals · New Jersey | $292,975 | 5,156 |
| PSC Group LLC · Louisiana | $273,144 | 2,947 |
| Swissport North America Holdings, Inc. · North Carolina | $256,518 | 7,861 |
| Caromont Health, Inc. · North Carolina | $217,467 | 3,479 |
| Trustees of Princeton University · New Jersey | $201,592 | 6,988 |
| SGS North America Inc. · New Jersey | $123,858 | 3,105 |
| Sunland Asphalt & Construction, LLC · Arizona | $94,971 | 824 |
| Patriot Home Care, Inc. · Pennsylvania | $84,575 | 553 |
| Helix Traffic Solutions, LLC · Tennessee | $79,794 | 1,897 |
| Trulieve · Florida | $69,324 | 4,751 |
| Red Coats, Inc. · Maryland | $66,789 | 2,599 |
| Hallmark Aviation Services, LP · California | $61,298 | 1,162 |
| PCF Acquisition Company · Texas | $54,149 | 916 |
| Terrible Herbst, Inc. · Nevada | $52,967 | 397 |
| Digital Intelligence Systems, LLC dba Disys · Virginia | $45,462 | 6,354 |
| Fresh Direct Holdings, Inc. · New York | $42,325 | 2,002 |
| Ameribest Home Care Inc · Pennsylvania | $28,898 | 814 |
| Soho House, LLC · New York | $28,187 | 2,591 |
| Makeready, LLC · Texas | $25,266 | 939 |
| Senior Resource Group, LLC · California | $24,575 | 1,746 |
| Montefiore Medical Center · New York | $23,834 | 14,469 |
| Broadpath LLC · Arizona | $22,150 | 178 |
| Luminis Health, Inc. · Maryland | $21,821 | 5,001 |
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.
How much does Winston Financial Services, Inc. earn from employer health plans?
In plan year 2024 filings, employers reported paying Winston Financial Services, Inc. $5,995,970: $5,467,167 in commissions and $528,803 in fees, across 105 insurance contracts at 39 employers. That ranks #86 of 12,126 brokers in the public record.
What commission rate is paid on plans Winston Financial Services, Inc. brokers?
Not enough fully insured medical plans name Winston Financial Services, Inc. as the sole broker to compute a stable rate. The national median is 3.8% of premium.
Which employers use Winston Financial Services, Inc.?
The largest reported payers in 2024 were NY City District Council 37, AFSCME Afl-, Geisinger System Services, Teva Pharmaceuticals. New Jersey is its biggest state by employer count (8 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.