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Benefits broker of record · WESTWOOD, MA

BALDWIN KRYSTYN SHERMAN PARTNERS

BALDWIN KRYSTYN SHERMAN PARTNERS of WESTWOOD, MA 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.

Contracts brokered
3
Book size
$10k–100k
Office state
MA

Book profile

BALDWIN KRYSTYN SHERMAN PARTNERS brokers 3 insured contracts for 3 employers, all in Massachusetts.

Life is the largest line (3 contracts), followed by disability (3), health (1), dental (1).

RELIANCE STANDARD LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 67%); PRINCIPAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on July 1: 100% of the dated welfare contracts have policy years ending in June, 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 3 · disability 3 · health 1 · dental 1

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
LATHAM CENTERS, INC.BREWSTER, MARELIANCE STANDARD LIFE INSURANCE COMPANYJul 1FY2025
SOUTH SHORE MENTAL HEALTH, INC.BRAINTREE, MARELIANCE STANDARD LIFE INSURANCE COMPANYJul 1FY2025
KIESSLING OF ATTLEBORO INC.TAUNTON, MAPRINCIPAL LIFE INSURANCE COMPANYJul 1FY2024

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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