BALDWIN KRYSTYN SHERMAN PARTNERSbroker

Benefits brokerage · plan year 2024 · page 2

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
Tutco, Inc. TN$15,653
Cheer Pack N.A. MA$15,489
3CLOUD, LLC IL$15,254
Naples Botanical Garden, Inc. FL$14,696
Transportation and Logistics Management TN$14,274
Arqai, LLC FL$14,098
Veolia Nuclear Solutions - Federal Services TN$14,043
Royal Shell Vacations Inc. FL$13,822
West Tampa Glass Company, Inc. FL$13,689
North Easton Savings Bank MA$13,495
Red Stag Fulfillment TN$13,375
Flint Electric GA$13,082
Food for the Poor, Inc. FL$12,633
One of One Technologies, Inc. FL$12,567
Flexible Technologies, Inc. SC$12,562
Elder Services of Cape Cod and the Islands, Inc. MA$11,772
U.S. Hose Corp. IL$11,646
Calhoun International LLC FL$11,484
Builtwell Bancorp, Inc. TN$11,297
Intelident Solutions, LLC FL$11,259
Central Florida Ymca FL$11,117
Relyant Global, LLC TN$10,834
M and M Industries, Inc. TN$10,446
Knoxville Tva Employees Credit Union TN$10,376
Latham Centers, Inc. MA$10,192
Resource Acquisition & Management Services, Inc. FL$9,463
Jcj Raleigh, LLC AL$9,362
Pluri Potent Partnership LLC dba Omfs Partners NC$8,751
Community School of Naples FL$8,404
Roane Transportation Services, LLC TN$8,401
The Dixie Group, Inc. GA$8,386
Duval Holdings, Inc. FL$7,562
Sims Crane & Equipment Company FL$7,251
Health Imperatives, Inc. MA$7,245
South Shore Mental Health, Inc. MA$7,094
Pluri Potent Partnership LLC dba Omfs Partners NC$6,673
Cape Associates, Inc. MA$6,624
Advanced Digital Cable, LLC. NC$6,434
All in Behavioral Health, LLC FL$5,701
Edfinancial Holdings, LLC TN$5,663
Dogs, Inc. FL$5,466
Pavement Maintenance, LLC FL$4,846
Fresh Made Kitchen Restaurant Group, LLC FL$4,690
Builtwell Bancorp, Inc. TN$4,586
All Source Recruiting Group, Inc. dba the Ardor Health Solutions FL$4,527
Red Stag Fulfillment TN$4,462
Miromar Development Corporation FL$4,301
Siegal & Sons Investments MA$4,091
Atlantic Beverage Distributors MA$4,091
North American Credit Services TN$3,754
South Shore Young Men's Christian Association, Inc. MA$3,408
Lre Foundation Repair LLC FL$3,197
Revenue Management Solutions, LLC FL$3,192
Harbor Health Services, Inc. MA$3,174
Catalyst Nutraceuticals, LLC GA$2,572
Iron Container, LLC FL$2,533
Elder Services of Worcester Area, Inc. MA$2,488
Jewelry Television by Acn TN$2,420
Duck River Electric Membership Corp TN$2,322
Superior Steel, Inc. TN$1,866
Leading Edge Administrators LLC FL$1,830
Methodist Home for the Aging AL$1,399
Neurosurgical Associates, PC TN$1,065
Sertoma Center, Inc. TN$1,048
Wildcat Run Country Club Association, Inc. FL$967
Taco Metals, LLC TN$864
Stansell Properties & Development, LLC FL$531
Florida Paints FL$453
Coastline Elderly Services, Inc. MA$428
Revenue Management Solutions, LLC OK$296
Aligned Equity Partners, LLC TN$258

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