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Benefits broker of record · IRVINE, CA

THE BALDWIN GROUP, LLC

THE BALDWIN GROUP, LLC of IRVINE, CA is named as the broker of record on 62 insurance contracts in public Form 5500 Schedule A filings.

One of 16 offices of THE BALDWIN GROUP, LLC.

Contracts brokered
62
Book size
$1M+
Office state
CA

62 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 62 insured contracts for 29 employers, across 12 states, led by CA, AZ, IL.

Health is the largest line (25 contracts), followed by life (22), disability (18), dental (16).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (9, about 15%); KAISER FOUNDATION HEALTH PLAN, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE 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.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

health 25 · life 22 · disability 18 · dental 16 · vision 11

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
EXTRAHOP NETWORKS, INC.SEATTLE, WAPREMERA BLUE CROSSJan 1FY2025
PUBLIC HEALTH INSTITUTEOAKLAND, CACIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
PEPSI NORTHWEST BEVERAGES LLCTUMWATER, WAPREMERA BLUE CROSSJan 1FY2025
ARROWHEAD FEDERAL CREDIT UNIONRANCHO CUCAMONGA, CACALIFORNIA PHYSICIANS SERVICEJan 1FY2025
CALIFORNIA COLLEGE OF THE ARTSSAN FRANCISCO, CACALIFORNIA PHYSICIANS SERVICEJan 1FY2025
Subscriber access
24

more employers 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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