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
Sponsor portfolio
JAMES BAKER GROUP, INC
EIN 73-1402976Latest filing 2025
Plans
3
Retirement
1
$74.2M assets
Welfare
2
$1.5M premiums
Participants
428
1601 NW EXPRESSWAY FLOOR 21 - OKLAHOMA CITY, OK 73118405-415-7222
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.5M premiums / 266 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
JAMES BAKER GROUP, INC. 401(K) PLAN
401k
Assets$74.2M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JAMES BAKER GROUP, INC WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD
Premiums$1.5M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#003
JAMES BAKER GROUP, INC. 401(K) PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JAMES BAKER GROUP, INC. 401(K) PLAN | 401k | $74.2M | 151 | 2024 |
Welfare plans2
| 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 | 2024 |
Retirement plans
Welfare plans