Benefits broker of record · WESTWOOD, MA
THE BALDWIN GROUP SOUTHEAST, LLC
THE BALDWIN GROUP SOUTHEAST, LLC of WESTWOOD, MA is named as the broker of record on 17 insurance contracts in public Form 5500 Schedule A filings.
One of 20 offices of THE BALDWIN GROUP SOUTHEAST LLC.
17 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 17 insured contracts for 11 employers, across 2 states, led by MA, OH.
Life is the largest line (11 contracts), followed by disability (10), vision (5), dental (4).
HARTFORD LIFE AND ACCIDENT writes the most contracts in the book (6, about 35%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. follow.
Renewals concentrate on July 1: 53% of the dated welfare contracts have policy years ending in June, 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 11 · disability 10 · vision 5 · dental 4 · health 2
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 |
|---|---|---|---|
| GTR MANUFACTURING CORP | BROCKTON, MA | UNITEDHEALTHCARE INSURANCE COMPANY | Jun 15FY2025 |
| MAMARY, INC. | PEMBROKE, MA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Nov 1FY2025 |
| HARBOR HEALTH SERVICES, INC. | MATTAPAN, MA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| UNIQURE, INC. | LEXINGTON, MA | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2024 |
| GTR MANUFACTURING CORP | BROCKTON, MA | UNITEDHEALTHCARE INSURANCE COMPANY | Jul 15FY2025 |
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 years 2024–2025 on this page)
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