Benefits brokerage · 11 offices
BALDWIN KRYSTYN SHERMAN PARTNERS
BALDWIN KRYSTYN SHERMAN PARTNERS is named as the broker of record on 295 insurance contracts across its 11 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 |
|---|---|---|
| TAMPA | FL | 218 |
| KNOXVILLE | TN | 45 |
| SOUTH DENNIS | MA | 9 |
| NAPLES | FL | 8 |
| CHATTANOOGA | TN | 7 |
| No city on file | — | 3 |
| WESTWOOD | MA | 3 |
| CHICAGO | IL | 1 |
| JACKSONVILLE | FL | 1 |
| LEXINGTON | MA | 1 |
| MARIETTA | GA | 1 |
Book profile
BALDWIN KRYSTYN SHERMAN PARTNERS brokers 295 insured contracts for 144 employers, across 12 states, led by FL, TN, MA.
Life is the largest line (89 contracts), followed by health (84), disability (77), dental (57).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (40, about 14%); METROPOLITAN LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF FLORIDA, USABLE LIFE follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 47% 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.
life 89 · health 84 · disability 77 · dental 57 · vision 56 · stop-loss 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 | Office | Carrier | Renews |
|---|---|---|---|---|
| TAMPA BAY BANKING COMPANY | TAMPA, FL | TAMPA, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Jun 1FY2025 |
| SOURCE4SOLUTIONS, LLC | CHERRY HILL, NJ | TAMPA, FL | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jul 1FY2025 |
| UNIQURE, INC. | LEXINGTON, MA | LEXINGTON, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jan 1FY2024 |
| DEANGELIS DIAMOND CONSTRUCTION, LLC | NAPLES, FL | NAPLES, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Jan 1FY2025 |
| AQ SAGE PERSONNEL, LLC | NEWPORT BEACH, CA | TAMPA, FL | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in BALDWIN KRYSTYN SHERMAN PARTNERS'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 years 2024–2025 on this page)