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Sponsor portfolio

BAKER ENGINEERING & RISK CONSULTANTS, INC.

EIN 74-2983542-Latest filing 2025
Plans
3
Retirement
2
$93.8M assets
Welfare
1
$383K premiums
Participants
627
3330 OAKWELL COURT, STE 100 - SAN ANTONIO, TX 78218210-824-5960
Plans on this EIN
3 filings
#002401k-$65.9M - 235 part#003ESOP-$27.9M - 218 part#501Fully Insured-$383K - 174 lives

Retirement portfolio analytics

2 plans aggregated / $93.8M assets / 453 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PROFIT SHARING PLAN (#002)70%
  • EMPLOYEE STOCK OWNERSHIP (#003)30%
Total $93.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)235
  • EMPLOYEE STOCK OWNERSHIP (#003)218
Total 453Click row to drill in

Benefits portfolio analytics

1 plan / $383K premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$208K
  • Life$190K
  • Short-term disability$190K
  • Long-term disability$190K
  • Dental$149K
  • Vision$26K
Total $383K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY50%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA39%
  • VISION SERVICE PLAN7%
  • TRANSAMERICA LIFE INSURANCE COMPANY2%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
Total $383K5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • CANALICHIO INSURANCE GROUP, LLC1%
  • JOHN D BODKER0%
  • DENNIS M PETERSON0%
Total $60K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BAKER ENGINEERING AND RISK CONSULTANTS 401(K) PROFIT SHARING PLAN

401k

Assets$65.9M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BAKER ENGINEERING AND RISK CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$27.9M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAKER ENGINEERING & RISK CONSULTANTS, INC. EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$383K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BAKER ENGINEERING AND RISK CONSULTANTS 401(K) PROFIT SHARING PLAN401k$65.9M2352024
003BAKER ENGINEERING AND RISK CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$27.9M2182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAKER ENGINEERING & RISK CONSULTANTS, INC. EMPLOYEE WELFARE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$383K1742025
Retirement plans
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