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Benefits Intelligence/Broker Directory/California

The Baldwin Group West LLC

Irvine, CA

The Baldwin Group West LLC of Irvine, CA is the broker of record on 378 Form 5500 Schedule A filings covering 287 employer benefit plans across 29 states, with $31,593,064 in reported broker commissions (plan year 2025).

Employer clients
287
distinct plan sponsors
Schedule A filings
378
States served
29
Reported commissions
$31,593,064
plan year 2025
Reported fees
$6,430,142

Quick answer

The Baldwin Group West LLC (Irvine, CA) is the broker of record for 287 employer benefit plan sponsors on 378 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The Baldwin Group West LLC have?
The Baldwin Group West LLC is named as broker on Form 5500 Schedule A filings for 287 distinct plan sponsors in 29 states.
Who are The Baldwin Group West LLC's largest employer clients?
By plan participants, the largest include The Baldwin Group Colleague, Inc. (4,196 participants), The Claremont Colleges, Inc. (3,492 participants) and Kaiser Aluminum Fabricated Products, LLC (3,455 participants).
How much does The Baldwin Group West LLC earn in commissions?
Insurers reported $31.6 million in broker commissions and $6.4 million in fees paid to The Baldwin Group West LLC for plan year 2025, per Schedule A Part 1.
Where is The Baldwin Group West LLC located?
The Baldwin Group West LLC is based in Irvine, CA and has employer clients in 29 states.
How does The Baldwin Group West LLC rank among benefits brokers in California?
The Baldwin Group West LLC ranks #12 by employer clients among the 50 most active benefits brokers based in California.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Baldwin Group West 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
The Baldwin Group Colleague, Inc.FL4,1962025-12-31
The Claremont Colleges, Inc.CA3,4922025-12-31
Kaiser Aluminum Fabricated Products, LLCTN3,4552025-12-31
284 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.