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Benefits Intelligence/Broker Directory/Florida

The Baldwin Group Southeast LLC

Tampa, FL

The Baldwin Group Southeast LLC of Tampa, FL is the broker of record on 405 Form 5500 Schedule A filings covering 299 employer benefit plans across 18 states, with $15,473,705 in reported broker commissions (plan year 2025).

Employer clients
299
distinct plan sponsors
Schedule A filings
405
States served
18
Reported commissions
$15,473,705
plan year 2025
Reported fees
$4,029,151

Employer clients

Plan sponsors naming The Baldwin Group Southeast 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
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,9402024-12-31
Florida Cancer Specialists & Research Institute, LLCFL4,1752025-12-31
Forward Air, LLCTX2,8602025-12-31
296 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.