Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$1.4M
- Life$117K
- Other$117K
- Long-term disability$96K
- Short-term disability$5K
Filings through .
James Baker Group Inc
EIN 73-1402976Finance and InsuranceLatest filing 2025
Plans
3
Retirement
1
$81.8M assets
Health & Benefits
2
$1.5M premiums
Participants
438
1601 NW EXPRESSWAY, FLOOR 21 - OKLAHOMA CITY, OK 73118405-412-7222
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $1.5M premiums / 266 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
JAMES BAKER GROUP, INC. 401(K) PLAN
401(k)
Assets$81.8M
Participants156
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JAMES BAKER GROUP, INC WELFARE BENEFITS PLAN
Fully insured - BLUECROSS BLUESHIELD
Premiums$1.5M
Covered lives266
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#003
JAMES BAKER GROUP, INC. 401(K) PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | JAMES BAKER GROUP, INC. 401(K) PLAN | 401(k) | $81.8M | 156 | 2025 |
- #003 · 401(k) · 2025156
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JAMES BAKER GROUP, INC WELFARE BENEFITS PLAN | Fully insured | BLUECROSS BLUESHIELD | $1.5M | 266 | 2025 |
| #003 | JAMES BAKER GROUP, INC. 401(K) PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Fully insured · BLUECROSS BLUESHIELD · 2025266
- #003 · Self-funded · 20250
Retirement plans
Health & Benefits plans