Benefits broker of record · HOUSTON, TX
THE BALDWIN GROUP, LLC
THE BALDWIN GROUP, LLC of HOUSTON, TX is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.
One of 16 offices of THE BALDWIN GROUP, LLC.
7 contracts on file name THE BALDWIN GROUP, LLC 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
THE BALDWIN GROUP, LLC brokers 7 insured contracts for 5 employers, across 2 states, led by TX, AL.
Vision is the largest line (3 contracts), followed by life (3), disability (3), dental (2).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 29%); BLUECROSS BLUESHIELD OF TEXAS, CONTINENTAL AMERICAN INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA follow.
Renewals are spread through the year; October 1 renewals (policy year ends September) are the largest group, at 43% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
vision 3 · life 3 · disability 3 · dental 2 · health 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 |
|---|---|---|---|
| AHI SUPPLY, LLC | ALVIN, TX | BLUECROSS BLUESHIELD OF TEXAS | Oct 1FY2025 |
| CROSS HEALTHCARE MANAGEMENT, LLC | STERLING CITY, TX | SUN LIFE ASSURANCE COMPANY OF CANADA | May 1FY2025 |
| ACTION ENTERPRISE HOLDINGS, LLC | BIRMINGHAM, AL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| GENERAL PLASTICS & COMPOSITES, L.P. | HOUSTON, TX | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| AHI SUPPLY, LLC | ALVIN, TX | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Oct 1FY2025 |
more employer in THE BALDWIN GROUP, LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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