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Benefits Intelligence/Broker Directory/Tennessee

Baldwin K. Sherman Partners LLC

Knoxville, TN

Baldwin K. Sherman Partners LLC of Knoxville, TN is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans, with $23,672 in reported broker commissions (plan year 2024).

Employer clients
3
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$23,672
plan year 2024
Reported fees
$3,132

Quick answer

Baldwin K. Sherman Partners LLC (Knoxville, TN) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Baldwin K. Sherman Partners LLC have?
Baldwin K. Sherman Partners LLC is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are Baldwin K. Sherman Partners LLC's largest employer clients?
By plan participants, the largest include Kordsa, Inc. (334 participants), Michael Dunn Center (253 participants) and Gulf & Ohio Railways Holding Co., Inc. (104 participants).
How much does Baldwin K. Sherman Partners LLC earn in commissions?
Insurers reported $23,672 in broker commissions and $3,132 in fees paid to Baldwin K. Sherman Partners LLC for plan year 2024, per Schedule A Part 1.
Where is Baldwin K. Sherman Partners LLC located?
Baldwin K. Sherman Partners LLC is based in Knoxville, TN.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Baldwin K. Sherman Partners LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Kordsa, Inc.TN3342024-12-31
Michael Dunn CenterTN2532024-12-31
Gulf & Ohio Railways Holding Co., Inc.TN1042025-09-30

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.