Benefits broker of record
BALDWIN KRYSTYN SHERMAN PARTNERS
BALDWIN KRYSTYN SHERMAN PARTNERS is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 11 offices of BALDWIN KRYSTYN SHERMAN PARTNERS.
Book profile
BALDWIN KRYSTYN SHERMAN PARTNERS brokers 3 insured contracts for 3 employers, all in Florida.
Health is the largest line (2 contracts), followed by vision (1).
AMERICAN UNITED LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 33%); BLUE CROSS BLUE SHIELD OF FLORIDA, CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.
Renewals concentrate on May 1: 67% of the dated welfare contracts have policy years ending in April, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 2 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| MULLETS ALUMINUM PRODUCTS INC | SARASOTA, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | May 1FY2025 |
| SPOTTSWOOD COMPANIES, INC. | KEY WEST, FL | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jul 1FY2024 |
| RESOURCE ACQUISITION & MANAGEMENT SERVICES, INC. | TAMPA, FL | AMERICAN UNITED LIFE INSURANCE COMPANY | May 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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