Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BAKER COLLEGE PROFESSIONAL SERVICES INC
EIN 38-3043861e-learningLatest filing 2025
Plans
8
Retirement
3
$103.2M assets
Welfare
5
$331K premiums
Participants
3,239
BAKER COLLEGE SYSTEM HEADQRTRS. 102, 1020 S. WASHINGTON STREET - OWOSSO, MI 48867989-729-3350LinkedIn201-500 employeese-learning
Retirement portfolio analytics
3 plans aggregated / $103.2M assets / 1,835 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $331K premiums / 760 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$331K
- Life$183K
- Long-term disability$183K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
82%top
- TOTAL BENEFIT SYSTEMS INC82%
- JAMES R NELLIGAN & ASSOCIATES LLC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BAKER COLLEGE EMPLOYEES' PENSION TRUST
MoneyPurchase
Assets$87.3M
Participants905
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
BAKER COLLEGE PROFESSIONAL SERVICES 403(B) PLAN
403b
Assets$9.7M
Participants882
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BAKER COLLEGE UNION EMPLOYEES PENSION TRUST
MoneyPurchase
Assets$6.3M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BAKER COLLEGE PROFESSIONAL SERVICES GROUP INSURANCE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$183K
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
BAKER COLLEGE PROFESSIONAL SERVICES LONG TERM CARE INSURANCE PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$148K
Covered lives453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
BAKER COLLEGE PROFESSIONAL SERVICES HEALTH INSURANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
BAKER COLLEGE PROFESSIONAL SERVICES INC CAFETERIA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
BAKER COLLEGE PROFESSIONAL SERVICES RETIREE HRA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BAKER COLLEGE EMPLOYEES' PENSION TRUST | MoneyPurchase | $87.3M | 905 | 2025 | |
| 005 | BAKER COLLEGE PROFESSIONAL SERVICES 403(B) PLAN | 403b | $9.7M | 882 | 2024 | |
| 004 | BAKER COLLEGE UNION EMPLOYEES PENSION TRUST | MoneyPurchase | $6.3M | 48 | 2025 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BAKER COLLEGE PROFESSIONAL SERVICES GROUP INSURANCE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $183K | 307 | 2025 | |
| 503 | BAKER COLLEGE PROFESSIONAL SERVICES LONG TERM CARE INSURANCE PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $148K | 453 | 2025 | |
| 501 | BAKER COLLEGE PROFESSIONAL SERVICES HEALTH INSURANCE PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 504 | BAKER COLLEGE PROFESSIONAL SERVICES INC CAFETERIA PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 505 | BAKER COLLEGE PROFESSIONAL SERVICES RETIREE HRA PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans