The Baldwin Group Colleague, Inc.
Overview
The Baldwin Group Colleague, Inc. sponsors a self-funded health plan that covered 4,196 participants in plan year 2025, up 2% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 4,196 · prior year 4,108
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The Baldwin Group Colleague, Inc. Welfare Benefits Plan, plan 501 (4,196 participants)
- Stop-loss carrier
- Sun Life
- Broker compensation
- $995K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| United of Omaha Life Insurance Company | Long-term disability, Life, Short-term disability, Voluntary Life & AD&D, Critical Illness, Accident, Hospital Indemnity | 4,196 | $5.3M | $578K |
| The Guardian Life Insurance Company of America | Dental, Vision | 3,312 | $3.0M | $403K |
| Sun Life | Stop-loss | 3,232 | $2.0M | — |
| Kaiser Foundation Health Plan | Medical | 66 | $474K | $154 |
| Metropolitan General Insurance Company | Legal | 384 | $78K | $14K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 4,196 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- The Baldwin Group Colleague, Inc.
- Sponsor EIN
- 20-4102683
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 20-4102683 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: The Baldwin Group Colleague, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with The Baldwin Group Colleague, Inc..