CENTERSTONE INS & FIN SERbroker

Benefits brokerage · plan year 2024 · page 2

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 Rosalind & Joseph Gurwin Jewish Geriatric Center of Long Island NY$1,543
Grove Bay Hospitality, LLC FL$1,423
Trend Health Partners, LLC MD$1,066
Dbjjdm Enterprises WY$1,059
Answernet, Inc. PA$955
Callogix NH$928
Seacrest Services, Inc. FL$792
Lumibird Photonics USA, Inc. MT$690
Nite Ize, Inc. CO$624
Tactical Cleaning Acquisition, LLC MO$615
Aculabs, Inc. NJ$401
Team San Jose CA$390
B.G.P., Inc FL$310
The Arc of Cape May County, Inc. NJ$218
Interfaith Works Inc. MD$27

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