BALDWIN KRYSTYN SHERMAN PARTNERSbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024

$7.9M

BALDWIN KRYSTYN SHERMAN PARTNERS was paid $7,907,838 in commissions and fees across 171 employer benefit plans in 2024, as reported on Schedule A ($1,768,281 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 46 client planslost 107
won Catalyst Nutraceuticals, LLC
won Forward Air, LLC
won Outer Banks Capital, Inc.
won Lee-Smith, Inc.
won Transportation and Logistics Management
won West Tampa Glass Company, Inc.
lost Lipsey Logistics Worldwide, LLC
lost Waterman Broadcasting Corp. of Florida
lost Petticoat-Schmitt Civil Contractors, Inc.
lost Fillauer Companies, Inc.
lost England/Corsair, Inc.
lost Guideon Group, LLC
Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024171
Neogenomics Laboratories, Inc. FL$471,798
Blalock Development Company TN$367,306
Forward Air, LLC TN$327,694
Properties of the Villages, Inc. FL$298,400
South College of Tennessee, LLC TN$263,449
General Shale Brick, Inc. TN$255,782
Sumiriko Tennessee, Inc. TN$234,527
SOURCE4SOLUTIONS, LLC NJ$216,989
Townley Engineering and Manufacturing Company, Inc. FL$201,367
Optimum Healthcare IT LLC FL$197,895
Heidelberg Americas, Inc. GA$193,244
Hill, Ward, & Henderson, P.A FL$173,552
Sofha Employment Services, Inc. TN$148,650
Tampa Bay Banking Company FL$134,665
Royal Metal Products, LLC GA$124,956
Rural Health Services Consortium Inc TN$120,245
Deangelis Diamond Construction, LLC FL$106,069
Radio Systems Corporation TN$104,066
St. Matthews House, Inc. FL$102,997
Landsouth Construction, LLC FL$101,637
England/Corsair, Inc. TN$99,839
Metropolitan Security Services, Inc. dba Walden Security TN$86,191
Lowry Park Zoological Society of Tampa Inc FL$81,431
Frankston Packaging Co. TX$77,456
Newstat, PLLC TN$76,253
Bay Area Legal Services, Inc. FL$72,444
The Club at Mediterra, Inc. FL$69,598
Puzzle Solutions, LLC FL$67,444
Highway Transport Logistics, Inc. TN$67,264
Emi Acquisition Company, Inc. FL$65,976
Emi Industries LLC FL$65,976
Geddes Enterprises, LLC FL$65,336
23 Restaurant Services, LLC FL$62,778
Bush Ross, P.A. FL$61,913
W. Gardner, LLC FL$60,982
Cone & Graham, Inc. FL$58,721
Steripack (USA) Limited LLC FL$57,226
Kreisler Industrial Corporation NJ$56,919
Wkw North America Holding, Inc. AL$55,536
Mullets Aluminum Products Inc FL$53,958
William R. Nash, LLC FL$53,791
Interconnect Cable Technologies Corporation FL$53,157
Smoky Mountain Home Health and Hospice, Inc. TN$51,997
Captiva Mvp Restaurant Partners LLC FL$51,283
Outer Banks Capital, Inc. IL$51,234
High Point Treatment Center, Inc. MA$51,056
Jeffrey Chain, LP TN$50,875
Sees Group, LLC TN$49,885
Action Enterprise Holdings, LLC AL$46,928
Hoveround Corporation FL$44,071
Cape Abilities, Inc. MA$43,883
Trailer Bridge, Inc. FL$43,194
Storm Power Components TN$41,903
Stock Development Associates, Inc. FL$40,430
Chadwell Supply, Inc. FL$40,397
Solaris Foundation Inc FL$39,767
Tsp Institute, Inc FL$39,012
Uniqure, Inc. MA$38,279
Port City Logistics Inc GA$38,260
Chattanooga Shooting Supplies, Inc. TN$35,591
Ene Systems, Inc. MA$35,576
Orthopedic Specialists of Sw Florida FL$35,507
Laird Plastics, Inc. TX$34,866
Acme Barricades Lc FL$34,676
Michael Saunders & Company FL$34,280
Celestar Holdings Corporation FL$33,661
American Torch Tip Company FL$32,909
Dz Block, Inc FL$31,670
The Baldwin Group Colleague, Inc. FL$31,432
Sencorpwhite, Inc. MA$31,278
Theragenics Corporation GA$30,021
Southwest Florida Retirement Center Inc dba Village on the Isle FL$27,832
Galaxy Home Solutions Inc. FL$27,704
House Hasson Hardware Co., Inc. TN$26,314
Polymershapes LLC NC$25,678
Moran Environmental Recovery, LLC MA$25,239
Freightwise, LLC TN$25,186
Builtwell Bancorp, Inc. TN$24,948
Gardens Memory Care Holdings FL$24,426
Gosalia Concrete Constructors, Inc. FL$24,401
Bioderm, Inc. FL$23,514
Lee-Smith, Inc. TN$23,149
East Tennessee Children's Hospital TN$22,694
Sunnyside Properties of Sarasota, Inc. FL$21,997
Suzuki Marine USA, LLC FL$21,306
Conditioned Air Company of Naples, LLC FL$20,917
Aqua Plumbing & Air Services, Inc. FL$20,435
Landmark Services of Southwest Fl, LLC FL$20,052
Textile Printing Company TN$19,985
T&D Pool Construction, Inc. FL$18,511
Pipelife Jet Stream, Inc. AR$17,974
Fulton Bellows, LLC TN$17,777
Leesar, Inc. FL$17,766
Play Ball USA, LLC FL$17,506
Nichols Cauley & Associates, LLC GA$17,455
Stephens Distributing Company FL$17,234
Siskin Hospital for Physical Rehabilitation TN$16,910
Marine Accessories, Inc. TN$16,149
Sunstream Hotels & Resorts, LLC FL$16,085
Qchc Management Services Co., Inc. AL$16,002

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the BALDWIN KRYSTYN SHERMAN PARTNERS brand.