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Benefits brokerage · 4 offices

BALDWIN KRYSTYN SHERMAN PRTNRS, LLC

BALDWIN KRYSTYN SHERMAN PRTNRS, LLC is named as the broker of record on 34 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.

Offices
4
Contracts
34
Carriers
15

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.

CityStateContracts
TAMPAFL18
KNOXVILLETN9
NAPLESFL5
WESTWOODMA2

Book profile

BALDWIN KRYSTYN SHERMAN PRTNRS, LLC brokers 34 insured contracts for 23 employers, across 4 states, led by TN, FL, MA.

Life is the largest line (15 contracts), followed by health (13), disability (13), vision (7).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 24%); BLUE CROSS BLUE SHIELD OF FLORIDA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, HEALTH OPTIONS follow.

Renewals concentrate on January 1: 62% 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.

life 15 · health 13 · disability 13 · vision 7 · dental 6 · stop-loss 1

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

EmployerLocationOfficeCarrierRenews
SOUTH COLLEGE OF TENNESSEE, LLCKNOXVILLE, TNTAMPA, FLCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
BLALOCK DEVELOPMENT COMPANYSEVIERVILLE, TNTAMPA, FLCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
JUST PLAY LLCBOCA RATON, FLNAPLES, FLBLUE CROSS BLUE SHIELD OF FLORIDAOct 1FY2025
POTPOURRI GROUP, INC.NORTH BILLERICA, MAWESTWOOD, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Jun 1FY2025
PHILLIPS INFRASTRUCTURE HLDGS, INCKNOXVILLE, TNTAMPA, FLCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
18

more employers in BALDWIN KRYSTYN SHERMAN PRTNRS, 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 years 2024–2025 on this page)