The Baldwin Group, LLC
Tampa, FL
The Baldwin Group, LLC of Tampa, FL is the broker of record on 119 Form 5500 Schedule A filings covering 114 employer benefit plans across 24 states, with $6,807,718 in reported broker commissions (plan year 2025).
Quick answer
The Baldwin Group, LLC (Tampa, FL) is the broker of record for 114 employer benefit plan sponsors on 119 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Baldwin Group, LLC have?
- The Baldwin Group, LLC is named as broker on Form 5500 Schedule A filings for 114 distinct plan sponsors in 24 states.
- Who are The Baldwin Group, LLC's largest employer clients?
- By plan participants, the largest include Kaiser Aluminum Fabricated Products, LLC (3,455 participants), Engineering Research & Consulting (2,555 participants) and Malibu Boats, LLC (2,079 participants).
- How much does The Baldwin Group, LLC earn in commissions?
- Insurers reported $6.8 million in broker commissions and $1.6 million in fees paid to The Baldwin Group, LLC for plan year 2025, per Schedule A Part 1.
- Where is The Baldwin Group, LLC located?
- The Baldwin Group, LLC is based in Tampa, FL and has employer clients in 24 states.
- How does The Baldwin Group, LLC rank among benefits brokers in Florida?
- The Baldwin Group, LLC ranks #10 by employer clients among the 50 most active benefits brokers based in Florida.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Baldwin Group, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Kaiser Aluminum Fabricated Products, LLC | TN | 3,455 | 2025-12-31 |
| Engineering Research & Consulting | AL | 2,555 | 2025-12-31 |
| Malibu Boats, LLC | TN | 2,079 | 2025-12-31 |
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Other benefits brokers in Florida
- Plansource Benefits Administration: 339 employer clients, $1,396,732 reported commissions (Orlando)
- Brown And Brown Of Florida, Inc.: 398 employer clients, $11,354,893 reported commissions (Maitland)
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- Baldwin Krystyn Sherman Partners: 174 employer clients, $7,481,123 reported commissions (Tampa)
- Plansource Benefits Admin., Inc.: 155 employer clients, $1,168,165 reported commissions (Orlando)
- Mark Stephen Mettille: 177 employer clients, $1,731,227 reported commissions (Saint Petersburg)
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.