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  2. BAKER MECHANICAL, INC.
Sponsor portfolioTH

BAKER MECHANICAL, INC.

EIN 42-0890441-Construction-Latest filing 2025
Plans
2
Retirement
1
$277.8M assets
Welfare
1
$2.6M premiums
Participants
946
1600 SE CORPORATE WOODS DRIVE - ANKENY, IA 500217501515-262-4000
Plans on this EIN
2 filings
#001ESOP-$277.8M - 552 part#501Mixed-$2.6M - 388 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 388 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Life$124K
  • Long-term disability$83K
  • Short-term disability$77K
  • Vision$41K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
  • VERATRUS BENEFIT SOLUTIONS2%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $156K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$277.8M
Participants552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAKER GROUP HEALTH AND WELFARE PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$2.6M
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAKER GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLANESOP$277.8M5522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAKER GROUP HEALTH AND WELFARE PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$2.6M3882024
Retirement plans
Welfare plans
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