Plan Ledger DOL Form 5500 · updated monthly

THE BALDWIN GROUP SOUTHEAST, LLCbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$4.5M

THE BALDWIN GROUP SOUTHEAST, LLC was paid $4,549,514 in commissions and fees across 119 employer benefit plans in 2024, as reported on Schedule A ($1,261,624 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 104 client planslost 10

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 · 2024119
Forward Air, LLC TN$228,238
Sigmatech, Inc. AL$97,249
Lee-Smith, Inc. TN$75,294
Surgicor, LLC TN$58,454
Just Play LLC FL$19,993
Nfi Corp, LLC MA$9,459
Aubreys, Inc. TN$9,237

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the THE BALDWIN GROUP SOUTHEAST, LLC brand.