Plan Ledger DOL Form 5500 · updated monthly

CENTERSTONE INSURANCE AND FINANCIALbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$2.0M

CENTERSTONE INSURANCE AND FINANCIAL was paid $2,007,425 in commissions and fees across 145 employer benefit plans in 2024, as reported on Schedule A ($1,335,224 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 67 client planslost 69

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 · 2024145
Teads, Inc. NY$42,169
Acmh, Inc. NY$27,594
Icr, Inc. CO$25,662
Rme LTD., LLC CO$19,432
Rme LTD., LLC CO$19,432
Churchill Downs KY$17,944
Jfw Corporation CO$13,577
Phil, Inc. AZ$5,392
Ensolum, LLC TX$4,194
Superdry PLC NY$2,686
Fuquay, Inc. TX$1,986

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the CENTERSTONE INSURANCE AND FINANCIAL brand.