# THE BALDWIN GROUP COLLEAGUE, INC. WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **THE BALDWIN GROUP COLLEAGUE, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | THE BALDWIN GROUP COLLEAGUE, INC. |
| EIN | 204102683 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | TAMPA, FL |
| Industry | Finance and Insurance |
| Funding | fully insured |
| Total premiums | $10.7M |
| Participants | 4,234 |
| Persons covered | 4,196 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| MUTUAL OF OMAHA INSURANCE COMPANY | LTD, STD, Other, Life |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision |
| SUN LIFE FINANCIAL | Stop-loss |
| KAISER PERMANENTE | Health |
| METROPOLITAN GENERAL INSURANCE COMPANY | Other |
| TRUSTMARK INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| THE BALDWIN GROUP WEST LLC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| THE BALDWIN GROUP WEST LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| THE BALDWIN GROUP WEST LLC | KAISER FOUNDATION HEALTH PLAN |
| BURNHAM BENEFITS INSURANCE SERVICES | METROPOLITAN GENERAL INSURANCE COMPANY |
| LIFE PLANS INC | METROPOLITAN GENERAL INSURANCE COMPANY |
| THE BALDWIN GROUP WEST LLC | TRUSTMARK INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/204102683-501
- Cite as: PlanOptica, https://planoptica.com/welfare/204102683-501
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