THE BALDWIN GROUP SOUTHEAST LLCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024

$5.4M

THE BALDWIN GROUP SOUTHEAST LLC was paid $5,442,541 in commissions and fees across 124 employer benefit plans in 2024, as reported on Schedule A ($1,130,545 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 105 client planslost 9
won Img Academy Parent, LLC
won Helios Technologies
won First Free Will Baptist Church
won Heidelberg Americas, Inc.
won Kobie Marketing, Inc.
won Nta, Inc.
lost Emory Valley Center
lost Source 4 Solutions, LLC
lost Art Headquarters, LLC
lost Capital Staffing Solutions, Inc.
lost Sigmatech, Inc.
lost Revenue Management Solutions, 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 · 2024124
Skin Cancer & Cosmetic Dermatology GA$4,967
Debartolo Holdings, LLC FL$4,877
Hoveround Corporation FL$4,837
T & D Concrete, Inc. FL$4,468
Lre Foundation Repair LLC FL$4,413
Landmark Services of Southwest Fl, LLC FL$3,683
Mother's Love Hospice LLC GA$2,867
Gardens Memory Care Holdings FL$2,793
One of One Technologies, Inc. FL$2,192
U.S. Hose Corp. IL$2,034
Musculoskeletal Institute Inc. Florida Orthopaedic Institute FL$1,869
Emi Acquisition Company, Inc. FL$1,749
Emi Industries LLC FL$1,749
Knight Restoration, LLC TX$1,693
Decks & Docks Lumber Company FL$1,089
W. Gardner, LLC FL$886
Heidelberg Americas, Inc. GA$594
Hydra-Sports Custom Boats, LLC TN$574
Jsc Systems, Inc. FL$559
Greener Acres, LLC FL$555
Brook Valley Management Inc AL$258
McS of Tampa, Inc. FL$250
Ironmountain Solutions, Inc. AL$5
Workscapes, Inc. FL$3

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.