CENTERSTONE INS & FIN SERbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024

$2.3M

CENTERSTONE INS & FIN SER was paid $2,331,329 in commissions and fees across 115 employer benefit plans in 2024, as reported on Schedule A ($1,407,192 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 92 client planslost 20
won Distributed Solutions, Inc.
won Prestige Gunite, Inc.
won Aliri USA, Inc.
won Capital Integration Systems
won Calzedonia USA, Inc.
won Tpr Education LLC
lost Fairfield Processing Corp.
lost Veritas Investments, Inc
lost Variety Child Learning Center
lost Jetsuitex, Inc
lost Fratelli Beretta USA, Inc.
lost Lifelong Learning Administration Corporation
Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024115
The Andrew W. Mellon Foundation NY$120,702
Koch Modular Process Systems, LLC NJ$116,746
New Jersey Property-Liability Insurance Guaranty Association NJ$110,095
Theradex Systems, Inc. NJ$95,351
Ranch Hope, Inc. NJ$85,711
Tpr Education LLC NY$85,465
Neighborhood Association for Inter-Cultural Affairs, Inc. NY$66,834
Genesis Research LLC NJ$64,121
Center for Alternative Sentencing and Employment Services (Cases) NY$63,892
Analytic Partners, LP FL$59,308
Chicken Ranch Casino CA$58,941
Naacp Legal Defense and Educational Fund, Inc. NY$58,195
William J. Brennan Center for Justice, Inc. NY$56,808
Rhombus Power CA$55,902
Capital Integration Systems NE$55,078
Lippe Taylor, LLC NY$50,862
Clover Health, LLC NJ$48,014
Vrx, Inc. TX$47,302
Charlotte Tilbury Beauty, Inc. NY$46,835
Click Therapeutics NY$43,023
Elation Health Inc. CA$42,231
Taylor Management Company NJ$39,295
Arcellx, Inc. MD$39,222
Dronebase, Inc. CA$38,794
Metropolitan Council on Jewish Poverty NY$35,591
Neuroscience Consultants, LLP FL$35,293
Lumibird Photonics USA, Inc. MT$34,936
New York Athletic Club NY$33,923
Check Technologies, Inc. NY$32,091
Black Angus Steakhouse, LLC CA$28,846
Agile Physical Therapy, Inc. CA$27,264
View the Space, Inc. NY$24,762
Villagecare NY$24,289
Distributed Solutions, Inc. VA$22,832
Aliri USA, Inc. CO$22,476
Ymca of Greater Long Beach CA$19,725
C&Y Global Holdings, LLC dba Leaf Metal Industry TX$19,674
Metropolitan Commercial Bank NY$18,549
Advanced Nutrients US LLC CA$18,235
Dbt Labs, Inc PA$16,709
Prestige Gunite, Inc. TX$16,390
Alphasights NY$15,432
Mercari, Inc. CA$14,604
Sla Management FL$14,313
Hypebeast, Inc. NY$13,730
Ohla USA, Inc. NY$13,548
Stack Av Co. PA$13,247
Ground Engineering Consultants, Inc CO$13,053
The Carian Group Corporation NJ$12,705
Bonita Packing Company CA$11,146
Derecktor Shipyards FL$10,416
Avian Vaccine Services, LLC CT$8,388
The Community Firm, LLP CO$7,927
Yieldstreet Inc. NY$7,762
Coulson Aviation USA Inc. OR$7,487
SHIFT4 Payments, LLC PA$7,239
Bluemodus, Inc. CO$6,720
Peak Dental Services, LLC CO$5,832
Keystone Dental, Inc. MA$5,752
Knowledge Support Systems, Inc. RI$5,645
Dot-It Restaurant Fulfillment, LLC TX$5,347
Trialspark Inc. dba Formation Bio NY$5,308
M & M Asphalt Maintenance, Inc. FL$5,181
Southeast Hc Partners, LLC GA$4,996
Traditions Spirits Inc. OK$4,834
Bylada Foods LLC NJ$4,801
Madison Creek Partners, LLC CA$4,754
Cornerstone Bank MA$4,636
Tntp, Inc. NY$4,615
Lumibird Photonics USA, Inc. MT$4,571
Calzedonia USA, Inc. NY$4,555
Kokkari LTD CA$4,296
Neighborhood Association for Inter-Cultural Affairs, Inc. NY$4,261
J.R. Butler, Inc. CO$4,240
Lone Tree Services, LLC CO$4,138
Guild Education Inc. CO$3,942
Catbird Ny LLC NY$3,751
Bigelow Laboratory for Ocean Sciences ME$3,731
1888 Industrial Services CO$3,714
Center for Social Dynamics Inc CA$3,507
International Cosmetics & Perfumes, Inc. NY$3,487
Vivax Systems, Inc CO$3,465
Communities in Schools of the Dallas Region TX$3,372
Jewish Family Service of Colorado CO$3,304
Dan Klores Communications, LLC NY$3,292
Learning Pool Inc. VA$3,165
Recycle Track Systems, Inc. NY$3,090
Arnold Oil Company TX$3,065
Independence Healthcare Management NY$2,940
Centers for Gastroenterology, Inc. CO$2,930
Aroostook County Action Program Inc ME$2,875
Markley Motors, Inc. CO$2,803
Wonton Food Inc. NY$2,640
Continuum Health Management, LLC CO$2,534
Regional Economic Community Action Program, Inc. NJ$2,487
Aaa Oil, Inc. CA$2,256
Pyramid Construction Group, LLC NJ$2,145
Metron Farnier, LLC CO$2,105
Drfirst.com, Inc. MD$2,089
Did Agency Group, LLC PA$1,808

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the CENTERSTONE INS & FIN SER brand.