Benefits broker of record · CHATTANOOGA, TN
THE BALDWIN GROUP SOUTHEAST, LLC
THE BALDWIN GROUP SOUTHEAST, LLC of CHATTANOOGA, TN is named as the broker of record on 29 insurance contracts in public Form 5500 Schedule A filings.
One of 20 offices of THE BALDWIN GROUP SOUTHEAST LLC.
29 contracts on file name THE BALDWIN GROUP SOUTHEAST, 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 SOUTHEAST, LLC brokers 29 insured contracts for 23 employers, across 4 states, led by TN, GA, NC.
Life is the largest line (13 contracts), followed by disability (13), vision (10), health (9).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (15, about 52%); AFLAC, UNITEDHEALTHCARE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 55% of the dated welfare contracts have policy years ending in December, 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.
life 13 · disability 13 · vision 10 · health 9 · dental 9
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| JANCO FS 3 DBA VELOCITI SERVICES | ATLANTA, GA | UNITEDHEALTHCARE INSURANCE COMPANY | Jul 1FY2025 |
| GOLDEN SVCS, LLC | OAK RIDGE, TN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| NORTH GEORGIA ELECTRIC MEMBERSHIP CORPORATION | DALTON, GA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| TUTCO, INC. | COOKEVILLE, TN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| CHATTANOOGA SHOOTING SUPPLIES, INC. | CHATTANOOGA, TN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
more employers in THE BALDWIN GROUP SOUTHEAST, 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)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both