Benefits brokerage · 6 offices
THE BALDWIN GROUP SOUTHWEST, LLC
THE BALDWIN GROUP SOUTHWEST, LLC is named as the broker of record on 230 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| HOUSTON | TX | 141 |
| TAMPA | FL | 43 |
| No city on file | — | 38 |
| ROCKWALL | TX | 5 |
| SAN ANTONIO | TX | 4 |
| SHAVANO PARK | TX | 1 |
Book profile
THE BALDWIN GROUP SOUTHWEST, LLC brokers 230 insured contracts for 92 employers, across 7 states, led by TX, OH, LA.
Life is the largest line (79 contracts), followed by health (75), dental (74), vision (73).
BLUECROSS BLUESHIELD OF TEXAS writes the most contracts in the book (31, about 13%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DEARBORN LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 57% 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 79 · health 75 · dental 74 · vision 73 · disability 67 · stop-loss 3
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 | Office | Carrier | Renews |
|---|---|---|---|---|
| GOLDEN PASS LNG TERMINAL, LLC | HOUSTON, TX | HOUSTON, TX | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| MCCORVEY SHEET METAL WORKS, LP | HOUSTON, TX | HOUSTON, TX | BLUECROSS BLUESHIELD OF TEXAS | Aug 1FY2025 |
| ALABAMA-COUSHATTA TRIBE OF TEXAS DBA NASKILA GAMING | LIVINGSTON, TX | HOUSTON, TX | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| SABLE OFFSHORE CORP. | HOUSTON, TX | HOUSTON, TX | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| LEGACY FUNERAL GROUP, LLC | HOUSTON, TX | No city on file | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
more employers in THE BALDWIN GROUP SOUTHWEST, LLC's book
See the full client list across every office, 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)