Fundz
Fundz
Benefits Intelligence/Broker Directory/Maryland

The Baldwin Group Mid-Atlantic, LLC

Leesburg, MD

The Baldwin Group Mid-Atlantic, LLC of Leesburg, MD is the broker of record on 319 Form 5500 Schedule A filings covering 226 employer benefit plans across 27 states, with $10,883,546 in reported broker commissions (plan year 2025).

Employer clients
226
distinct plan sponsors
Schedule A filings
319
States served
27
Reported commissions
$10,883,546
plan year 2025
Reported fees
$4,034,388

Quick answer

The Baldwin Group Mid-Atlantic, LLC (Leesburg, MD) is the broker of record for 226 employer benefit plan sponsors on 319 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does The Baldwin Group Mid-Atlantic, LLC have?
The Baldwin Group Mid-Atlantic, LLC is named as broker on Form 5500 Schedule A filings for 226 distinct plan sponsors in 27 states.
Who are The Baldwin Group Mid-Atlantic, LLC's largest employer clients?
By plan participants, the largest include President & Fellows Of Harvard College Harvard Human Resources, Benefi (21,244 participants), Engineering Research & Consulting Dba Astrion Group (4,206 participants) and Center For Nonprofit Advancement (2,941 participants).
How much does The Baldwin Group Mid-Atlantic, LLC earn in commissions?
Insurers reported $10.9 million in broker commissions and $4 million in fees paid to The Baldwin Group Mid-Atlantic, LLC for plan year 2025, per Schedule A Part 1.
Where is The Baldwin Group Mid-Atlantic, LLC located?
The Baldwin Group Mid-Atlantic, LLC is based in Leesburg, MD and has employer clients in 27 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming The Baldwin Group Mid-Atlantic, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
President & Fellows Of Harvard College Harvard Human Resources, BenefiMA21,2442025-12-31
Engineering Research & Consulting Dba Astrion GroupAL4,2062024-12-31
Center For Nonprofit AdvancementDC2,9412025-06-30
223 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.