THE BALDWIN GROUP SOUTHEAST, LLCbroker

Benefits brokerage · plan year 2024 · page 2

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
won Tennessee Cancer Specialists, PLLC
won Omni Holdco, LLC
won Forward Air, LLC
won Outer Banks Capital, Inc.
won Cumberland Electric Membership Corporation
won Tennier LLC
lost Freightwise, LLC
lost Freightwaves, Inc.
lost Nephrology Associates of Central Florida, P.A.
lost Emory Valley Center
lost Physician Directed Partners
lost Neuroscience & Spine Associates
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
Neurosurgical Associates, PC TN$6,699
Tennier LLC TN$6,022
Kordsa, Inc. TN$5,457
Acec Life/Health Insurance Trust Benefit Consortium TX$5,248
Potpourri Group, Inc. MA$3,506
Coastline Elderly Services, Inc. MA$3,028
Rufus H. Smith, Jr. & Company, Inc. TN$2,211
Leo Inc. MA$1,951
Sertoma Center, Inc. TN$1,936
The Moorings Park Institute Inc FL$1,456
Ene Systems, Inc. MA$1,347
High Point Treatment Center, Inc. MA$1,261
Decks & Docks Lumber Company FL$1,220
South Shore Young Men's Christian Association, Inc. MA$936
Tennessee Cancer Specialists, PLLC TN$917
U.S. Hose Corp. IL$665
Cheer Pack N.A. MA$636
South Shore Mental Health, Inc. MA$347
Merlin Law Group, PLLC FL$304

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.