The Baldwin Insurance Group Holdings, LLC et al v. Plaza et al
| The Baldwin Insurance Group Holdings, LLC, The Baldwin Group Colleague, Inc., BRP Medicare Insurance Holdings, LLC, The Baldwin Group Health Insurance, LLC a Florida Limited Liability Company formerly known as BRP Insurance III, LLC doing business as Guided Medicare Solutions and BRP Insurance III, LLC |
| Yazmin Plaza, Juan Santos and Affordable Insurance Store, Inc. |
| 6:2025cv01285 |
| July 11, 2025 |
| U.S. District Court for the Middle District of Florida |
| Nathan W Hill |
| Carlos E Mendoza |
| Defend Trade Secrets Act (of 2016) |
| 18 U.S.C. § 1836 (b) Civil Action to Protect Trade Secrets |
| Both |
Docket Report
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This docket was last retrieved on October 8, 2025. A more recent docket listing may be available from PACER.
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| Filing 48 NOTICE OF SELECTION of Brad Kimbro as mediator by BRP Medicare Insurance Holdings, LLC, The Baldwin Group Colleague, Inc., The Baldwin Group Health Insurance, LLC, The Baldwin Insurance Group Holdings, LLC. (Berlioz, Alejandra) |
Filing 47
It is ORDERED and ADJUDGED that the Unopposed Motion for Entry of Stipulated Preliminary Injunction and Request to Cancel Hearing (Doc. #40) is GRANTED. (See Order for details.) Plaintiff's Motion for Preliminary Injunction (Doc. #8) is DENIED as moot. Signed by Judge Carlos E. Mendoza on 9/29/2025. (ALL)
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Filing 46
ORDER directing the parties to confer, and then advise the Court, on the selection of a mediator, on or before October 9, 2025. Signed by Judge Carlos E. Mendoza on 9/25/2025. (ALL)
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Filing 45
CASE MANAGEMENT AND SCHEDULING ORDER: Amended Pleadings due by 12/12/2025, Joinder of Parties due by 12/12/2025, Discovery due by 6/5/2026, Dispositive motions due by 7/7/2026, Pretrial statement due by 11/9/2026, All other motions due by 11/9/2026, Plaintiff disclosure of expert report due by 4/7/2026, Defendant disclosure of expert report due by 5/7/2026, Trial Status Conference set for 11/19/2026 at 10:00 AM in Orlando Courtroom 5 B before Judge Carlos E. Mendoza, Jury Trial set for December 2026 trial term at 08:30 AM in Orlando Courtroom 5 B before Judge Carlos E. Mendoza. Conduct mediation hearing by 6/18/2026. Lead counsel to coordinate dates. Signed by Judge Carlos E. Mendoza on 9/25/2025. (ALL)
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| Filing 44 NOTICE of Lead Counsel Designation by Patricia Candamo on behalf of Affordable Insurance Store, Inc., Yazmin Plaza, Juan Santos. Lead Counsel: Patricia Candamo, Esq. (Candamo, Patricia) Modifiedtext on 9/9/2025 (ABM). |
| Filing 43 NOTICE TO COUNSEL Patricia Candamo of Local Rule 2.02(a), which states, "The first paper filed on behalf of a party must designate only one lead counsel who - unless the party changes the designation - remains lead counsel throughout the action." Counsel must file a Notice of Lead Counsel Designation identifying lead counsel. (Signed by Deputy Clerk) (AR) |
| Filing 42 CASE MANAGEMENT REPORT. (Berlioz, Alejandra) |
| Filing 41 NOTICE canceling Motion hearing scheduled for 9/3/2025, as a stipulation (Doc. #40) was filed. (ALL) |
| Filing 40 Unopposed MOTION for Entry of Stipulated Preliminary Injunction and Request to Cancel Hearing by BRP Medicare Insurance Holdings, LLC, The Baldwin Group Colleague, Inc., The Baldwin Group Health Insurance, LLC, The Baldwin Insurance Group Holdings, LLC. (Berlioz, Alejandra) Modified text and event on 9/2/2025 (ALL). |
| Filing 39 DISCLOSURE STATEMENT under Rule 7.1, Federal Rules of Civil Procedure, and Local Rule 3.03 by Yazmin Plaza. (Candamo, Patricia) |
| Filing 38 DISCLOSURE STATEMENT under Rule 7.1, Federal Rules of Civil Procedure, and Local Rule 3.03 by Juan Santos. (Candamo, Patricia) |
| Filing 37 DISCLOSURE STATEMENT under Rule 7.1, Federal Rules of Civil Procedure, and Local Rule 3.03 by Affordable Insurance Store, Inc.. (Candamo, Patricia) |
| Filing 36 NOTICE of a related action per Local Rule 1.07(c) by Affordable Insurance Store, Inc., Yazmin Plaza, Juan Santos. Related case(s): No (Candamo, Patricia) |
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Filing 35
ENDORSED ORDER directing Defendants to SHOW CAUSE within seven days from the date of this Order as to why they did not comply with the Court's #12 Initial Order and the Local Rules by failing to file their Notice of Pendency of Related Actions and Disclosure Statement. Alternatively, Defendants may cure their failure by fully complying with the Initial Order within seven days, thereby discharging the order to show cause. Failure to comply with this Order may result in the entry of default without further notice. Signed by Judge Carlos E. Mendoza on 8/13/2025. (MEH)
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| Filing 34 ANSWER and affirmative defenses to #1 Complaint with Jury Demand by Affordable Insurance Store, Inc..(Candamo, Patricia) |
| Filing 33 ANSWER and affirmative defenses to #1 Complaint with Jury Demand by Juan Santos.(Candamo, Patricia) |
| Filing 32 ANSWER and affirmative defenses to #1 Complaint with Jury Demand by Yazmin Plaza.(Candamo, Patricia) |
| Filing 31 NOTICE of a related action per Local Rule 1.07(c) Related case(s): No by BRP Medicare Insurance Holdings, LLC, The Baldwin Group Colleague, Inc., The Baldwin Group Health Insurance, LLC, The Baldwin Insurance Group Holdings, LLC (Garcia, Michael) Modified text on 8/5/2025 (MCB). |
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Filing 30
ENDORSED ORDER directing Plaintiffs to SHOW CAUSE within seven days from the date of this Order as to why they did not comply with the Court's #12 Initial Order and the Local Rules by failing to file their Notice of Pendency of Related Actions. Alternatively, Plaintiffs may cure their failure by fully complying with the Initial Order within seven days, thereby discharging the order to show cause. Failure to comply with this Order may result in the dismissal of this action without further notice. Signed by Judge Carlos E. Mendoza on 8/4/2025. (MEH)
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| Filing 29 NOTICE of hearing on motion re #8 Time Sensitive MOTION for Preliminary Injunction. Motion Hearing set for 9/3/2025 at 10:00 AM in Orlando Courtroom 5 B before Judge Carlos E. Mendoza. (ALL) |
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Filing 28
It is ORDERED and ADJUDGED that Plaintiffs' Motion for Expedited Discovery (Doc. #16) is GRANTED. Defendants are directed to respond within fourteen days after they are served by Plaintiffs with the requests for production and subpoenas referenced in the Motion. Plaintiffs' Request for Oral Argument (Doc. #9) is GRANTED. Plaintiffs and Defendants shall appear on Wednesday, September 3, 2025, at 10:00 AM, in Courtroom 5B, George C. Young United States Courthouse Annex, 401 W. Central Boulevard, Orlando, Florida, before the Honorable Carlos E. Mendoza for an evidentiary hearing on Plaintiffs' Motion for Preliminary Injunction (Doc. #8). Signed by Judge Carlos E. Mendoza on 8/1/2025. (ALL)
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| Filing 27 Minute Entry for In Person Proceedings held before Judge Carlos E. Mendoza: MOTION HEARING held on 7/24/2025 re #16 MOTION to Expedite Discovery filed by The Baldwin Insurance Group Holdings, LLC, The Baldwin Group Colleague, Inc. Court Reporter: Suzanne L. Trimble. (ALL) |
| Filing 26 NOTICE of Appearance by Patricia Candamo on behalf of Affordable Insurance Store, Inc., Yazmin Plaza, Juan Santos. (Candamo, Patricia) Modified text on 7/24/2025 (JKB). |
| Filing 25 SEALED DOCUMENT re #20 Sealed Order on Motion to Seal by All Plaintiffs (Berlioz, Alejandra). |
| Filing 24 RETURN of service executed on 07-16-2025 by The Baldwin Insurance Group Holdings, LLC, The Baldwin Group Health Insurance, LLC, BRP Medicare Insurance Holdings, LLC, The Baldwin Group Colleague, Inc. as to Affordable Insurance Store, Inc.. (Attachments: #1 Exhibit Return of Service)(Berlioz, Alejandra) |
| Filing 23 RETURN of service executed on 07-16-2025 by The Baldwin Insurance Group Holdings, LLC, The Baldwin Group Health Insurance, LLC, BRP Medicare Insurance Holdings, LLC, The Baldwin Group Colleague, Inc. as to Juan Santos. (Attachments: #1 Exhibit Return of Service)(Berlioz, Alejandra) |
| Filing 22 RETURN of service executed on 07-16-2025 by The Baldwin Insurance Group Holdings, LLC, The Baldwin Group Health Insurance, LLC, BRP Medicare Insurance Holdings, LLC, The Baldwin Group Colleague, Inc. as to Yazmin Plaza. (Attachments: #1 Exhibit Return of Service)(Berlioz, Alejandra) |
| Filing 21 SUPPLEMENT re #16 MOTION to Expedite by All Plaintiffs. (Berlioz, Alejandra) Modified text on 7/18/2025 (MGB). |
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Filing 20
ORDER granting #15 motion to seal. Plaintiffs must file the requested exhibits under seal as a separate docket entry on CM/ECF on or before July 18, 2025. See order for details. Signed by Magistrate Judge Nathan W. Hill on 7/16/2025. (WRT)
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| Filing 19 NOTICE OF HEARING ON MOTION re #16 MOTION to Expedite Discovery. Motion Hearing set for 7/24/2025 at 1:00 PM in Orlando Courtroom 5B before Judge Carlos E. Mendoza. (MEH) |
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Filing 18
ORDER- On or before July 17, 2025, Plaintiffs are directed to serve Defendants with a copy of the Complaint (Doc. 1), Motion for Preliminary Injunction (Doc. 8), and Motion for Expedited Discovery (Doc. 16). For the purposes of this Order, electronic service with confirmation of receipt fulfills this requirement. Plaintiffs and Defendants shall appear on Thursday, July 24, 2025, at 1:00 PM, in Courtroom 5B, George C. Young United States Courthouse Annex, 401 W. Central Boulevard, Orlando, Florida, before the Honorable Carlos E. Mendoza for a hearing on Plaintiffs' Motion for Expedited Discovery (Doc. 16) during which the Court will set a briefing schedule and evidentiary hearing date on Plaintiffs' Motion for Preliminary Injunction (Doc. 8). Signed by Judge Carlos E. Mendoza on 7/15/2025. (MEH)
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Filing 17
ORDER ON DISCOVERY MOTIONS. Signed by Magistrate Judge Nathan W. Hill on 7/15/2025. (JOR)
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| Filing 16 MOTION to Expedite Discovery by All Plaintiffs. (Berlioz, Alejandra) |
| Filing 15 MOTION to file DOCUMENT under seal by All Plaintiffs (Attachments: #1 Proposed Sealed Item Exhibit A, #2 Proposed Sealed Item Exhibit B, #3 Proposed Sealed Item Exhibit C)(Berlioz, Alejandra).Motions referred to Magistrate Judge Nathan W. Hill. |
| Filing 14 SUMMONS issued as to Affordable Insurance Store, Inc., Yazmin Plaza, Juan Santos. (JTM) |
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Filing 13
NOTICE TO COUNSEL AND PARTIES: Failure to comply with ANY Local Rules or Court Orders may result in the imposition of sanctions including, but not limited to, the dismissal of this action or entry of default without further notice. Signed by Judge Carlos E. Mendoza on 7/14/2025. (ALL)
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Filing 12
INITIAL ORDER re: Case Management and Deadlines. Signed by Judge Carlos E. Mendoza on 7/14/2025. (ALL)
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| Filing 11 NOTICE of Appearance by Adam Seth Fels on behalf of BRP Medicare Insurance Holdings, LLC, The Baldwin Group Colleague, Inc., The Baldwin Group Health Insurance, LLC, The Baldwin Insurance Group Holdings, LLC (Fels, Adam). |
| Filing 10 NEW CASE ASSIGNED to Judge Carlos E. Mendoza and Magistrate Judge Nathan W. Hill. New case number: 6:25-cv-1285-CEM-NWH. (ARL) |
| Filing 9 REQUEST for oral argument re #8 Time Sensitive MOTION for Preliminary Injunction by All Plaintiffs. (Berlioz, Alejandra) |
| Filing 8 Time Sensitive MOTION for Preliminary Injunction by All Plaintiffs. (Attachments: #1 Exhibit A - Decl. Blake McCoy, #2 Exhibit B - Decl. Gavin Hills, #3 Exhibit C - Decl. David Cross, #4 Exhibit D, #5 Exhibit E, #6 Exhibit F - Proposed Order)(Berlioz, Alejandra) (chambers notified) Modified on 7/14/2025 as to docket text (ARL). |
| Filing 7 DISCLOSURE STATEMENT under Rule 7.1, Federal Rules of Civil Procedure, and Local Rule 3.03 by The Baldwin Group Health Insurance, LLC. (Berlioz, Alejandra) |
| Filing 6 DISCLOSURE STATEMENT under Rule 7.1, Federal Rules of Civil Procedure, and Local Rule 3.03 by BRP Medicare Insurance Holdings, LLC. (Berlioz, Alejandra) |
| Filing 5 DISCLOSURE STATEMENT under Rule 7.1, Federal Rules of Civil Procedure, and Local Rule 3.03 by The Baldwin Group Colleague, Inc.. (Berlioz, Alejandra) |
| Filing 4 DISCLOSURE STATEMENT under Rule 7.1, Federal Rules of Civil Procedure, and Local Rule 3.03 by The Baldwin Insurance Group Holdings, LLC. (Berlioz, Alejandra) |
| Filing 3 NOTICE of Appearance by Alejandra Gissel Berlioz on behalf of BRP Medicare Insurance Holdings, LLC, The Baldwin Group Colleague, Inc., The Baldwin Group Health Insurance, LLC, The Baldwin Insurance Group Holdings, LLC (Berlioz, Alejandra) |
| Filing 2 NOTICE of Lead Counsel Designation by Alejandra Gissel Berlioz on behalf of BRP Medicare Insurance Holdings, LLC, The Baldwin Group Colleague, Inc., The Baldwin Group Health Insurance, LLC, The Baldwin Insurance Group Holdings, LLC. Lead Counsel: Michael Garcia. (Berlioz, Alejandra) |
| Filing 1 COMPLAINT against All Defendants with Jury Demand (Filing fee $405 receipt number AFLMDC-23596882) filed by All Plaintiffs. (Attachments: #1 Civil Cover Sheet, #2 Exhibit, #3 Exhibit, #4 Exhibit, #5 Proposed Summons, #6 Proposed Summons, #7 Proposed Summons)(Berlioz, Alejandra) |
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