Plan Ledger DOL Form 5500 · updated monthly

THE BALDWIN GROUP WEST LLCbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$12.2M

THE BALDWIN GROUP WEST LLC was paid $12,151,522 in commissions and fees across 136 employer benefit plans in 2024, as reported on Schedule A ($1,911,196 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 131 client planslost 4

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 · 2024136
5.11, Inc. CA$329,517
Concertocare NY$260,577
Videoamp, Inc. CA$189,465
Evolus, Inc. CA$146,223
Waymakers CA$89,825
Nitto, Inc NJ$78,512
Apro, LLC CA$57,390
Frasco, Inc. CA$54,327
On Lok, Inc. CA$53,665
Turn 2 AG, LLC CA$45,099
Calprivate Bank CA$33,277
Corefact CA$16,950

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