The Distribution Explained

How Roundstone Has Delivered $91.8 Million in Surplus Back to Employer Clients

Since its inception, Roundstone has delivered $91.8 million in surplus back to captive participants. In this webinar, you’ll discover the unique strategies, best practices, and core philosophies that enable Roundstone to maintain a financially efficient and consistent captive, resulting in annual cash distributions and guaranteed savings to employer clients

Join Roundstone’s CFO, Jonathan McCorkle, and Founder and President, Mike Schroeder, in conversation with EVP of Sales, Rob Hamilton, as they share how Roundstone consistently delivers positive results to customers. 

Here’s What You’ll Learn:

  • Understanding Distributions: What they are and where they come from 
  • Transparent Financial Model: How Roundstone ensures financial stability 
  • Employer-Focused Strategies: Our approach to Underwriting and Cost Containment 
  • Alignment with Employers: How we prioritize your best interests and partner with like-minded industry leaders 
  • FAQs: Answers to all your questions 

Register Today! 



Michael Schroeder

Founder and President at Roundstone

Rob Hamilton Circle Headshot

Rob Hamilton

Executive VP of Sales at Roundstone

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Jonathan McCorkle

Chief Financial Officer at Roundstone

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Roundstone is an innovative employee health benefits company. We help small and midsize organizations offer competitive benefits at a lower cost by self-funding health insurance through our group medical captive. The Roundstone Captive enables companies to self-insure safely by pooling hundreds of employers together to share risk and save money. With easy onboarding and personalized support every step of the way, the Captive offers control, flexibility, transparency, and returns all savings back to employers where they belong. We believe in always aligning with the employers’ best interests and remaining committed to our mission – quality, affordable healthcare, and a better life for all.

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