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Sponsor portfolioTH

BAKERRIPLEY

EIN 23-7062976-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$43.9M assets
Welfare
1
$10.7M premiums
Participants
2,974
4450 HARRISBURG BOULEVARD, SUITE 200 - HOUSTON, TX 77011713-667-9400bakerripley.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
2 filings
#006403b-$43.9M - 1,660 part#501Fully Insured-$10.7M - 1,280 lives

Benefits portfolio analytics

1 plan / $10.7M premiums / 1,280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.8M
  • Dental$9.8M
  • Vision$9.8M
  • Prescription drug$9.8M
  • Life$964K
  • Short-term disability$964K
  • +2 more
Total $10.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
Total $10.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • THE PLEXUS GROUPE LLC91%
  • AGM BENEFITS8%
  • IMG0%
Total $177K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

BAKERRIPLEY 403(B) PLAN

403b

Assets$43.9M
Participants1,660
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAKERRIPLEY WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$10.7M
Covered lives1,280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006BAKERRIPLEY 403(B) PLAN403b$43.9M1,6602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAKERRIPLEY WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$10.7M1,2802025
Retirement plans
Welfare plans
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