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Benefits broker of record · KNOXVILLE, TN

BALDWIN KRYSTYN SHERMAN PARTNERS

BALDWIN KRYSTYN SHERMAN PARTNERS of KNOXVILLE, TN is named as the broker of record on 45 insurance contracts in public Form 5500 Schedule A filings.

One of 11 offices of BALDWIN KRYSTYN SHERMAN PARTNERS.

Contracts brokered
45
Book size
$100k–1M
Office state
TN

45 contracts on file name BALDWIN KRYSTYN SHERMAN PARTNERS as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

BALDWIN KRYSTYN SHERMAN PARTNERS brokers 45 insured contracts for 19 employers, across 6 states, led by TN, GA, AR.

Life is the largest line (23 contracts), followed by disability (22), dental (4), vision (2).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (34, about 76%); RELIANCE STANDARD LIFE INSURANCE COMPANY, DELTA DENTAL PLAN OF ARKANSAS, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY follow.

Renewals concentrate on January 1: 76% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 23 · disability 22 · dental 4 · vision 2

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
MLK CONSULTING LLCCHICAGO, ILOREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGONJan 1FY2025
ENGLAND/CORSAIR, INC.NEW TAZEWELL, TNUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2024
SOURCE4SOLUTIONS, LLCCHERRY HILL, NJUNITED OF OMAHA LIFE INSURANCE COMPANYJul 1FY2025
STATE OF FRANKLIN HEALTHCARE ASSOCIATES, PLLCJOHNSON CITY, TNRELIANCE STANDARD LIFE INSURANCE COMPANYJan 1FY2023
STATE OF FRANKLIN HEALTHCARE ASSOCIATES, PLLCJOHNSON CITY, TNRELIANCE STANDARD LIFE INSURANCE COMPANYJan 1FY2023
Subscriber access
15

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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