CENTERSTONE INSURANCE AND FINANCIALbroker

Benefits brokerage · plan year 2024 · page 2

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
won Parkview Medical Center, Inc
won Silverline Construction, Inc.
won Boys & Girls Clubs of Greater Washington
won Goodwill Industries of Northeast Texas, Inc.
won Turnpoint Services
won Mobius Consulting LLC
lost Imax Corporation
lost Factory LLC
lost Elation Health Inc.
lost Blue Canyon Technologies
lost Video Voice Data Communications
lost The Letco Group, LLC
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
Jazz Solutions, Inc VA$1,745
Maverick Well Pluggers, LLC TX$1,719
Nidec Genmark Automation, Inc. CA$1,354
Beaver Motors Inc FL$1,318
Virginia Physicians, Inc. VA$1,245
Otto's Imported Cars, LTD. PA$1,055
Plateau Software Inc. VA$964
Akelius Real Estate Management LLC MA$804
Fountain Valley School of Colorado CO$785
First Commerce Bank NJ$779
McCreary, Veselka, Bragg & Allen P.C. TX$772
Sechan Electronics, Inc. PA$755
First Commerce Bank NJ$751
Tradepending, LLC NC$751
First Commerce Bank NJ$726
Calvin B. Taylor Banking Company MD$717
American Para Professional Systems, Inc. NY$689
Dfw Rotec, Inc. TX$676
Silverline Construction, Inc. CA$656
Mountain G Enterprises, Inc CA$625
Dre Management Inc. TX$562
Servicecore, Inc. CO$542
The Freedom Forum, Inc. DC$510
Saucedo Oil Field Service CO$451
Equity Hotel Supply Co Inc CA$427
Byler Holdings LLC PA$384
Hope Montessori Academy Welfare Benefit MO$371
Marina Jack LLC TX$329
Sns Transportation Services Inc. CA$314
Junta de Accion Puertorriquena Inc. (Puerto Rican Action Board, Inc.) NJ$313
Local 1158 Welfare Plan Fund NJ$304
Corrado Management Services, LLC DE$288
Galindo & Boyd Wall Systems, LLC TX$280
Right Way Plumbing, Inc. FL$277
Stan Weaver & Co., Inc. FL$271
Hollywood Woodwork Inc FL$231
Parkview Medical Center, Inc CO$223
Roberts and Roberts, Inc FL$192
Atlanta Heart Specialists GA$151
Bay Dermatology FL$142
Brt, Inc. PA$107
Viking Life-Saving Equipment FL$105
Dre Management Inc. TX$69
Kasparian Underground LLC TX$39
Wichita Falls Retirement Foundation TX$33

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