PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BAKER ELECTRIC, INC.
Sponsor portfolio

BAKER ELECTRIC, INC.

EIN 95-1853701-construction-Latest filing 2025
Plans
3
Retirement
2
$68.2M assets
Welfare
1
$1.0M premiums
Participants
999
1298 PACIFIC OAKS PLACE - ESCONDIDIO, CA 92029760-745-2001bakerelectricsolar.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#006ESOP-$47.9M - 328 part#005401k-$20.3M - 366 part#501Fully Insured-$1.0M - 303 lives

Retirement portfolio analytics

2 plans aggregated / $68.2M assets / 694 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • EMPLOYEE STOCK OWNERSHIP (#006)70%
  • SAVINGS PLAN V (#005)30%
Total $68.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN V (#005)366
  • EMPLOYEE STOCK OWNERSHIP (#006)328
Total 694Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 303 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$650K
  • Prescription drug$650K
  • Dental$389K
  • Vision$389K
  • Life$389K
  • Long-term disability$389K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • KAISER FOUNDATION HEALTH PLAN INC57%
  • PRINCIPAL LIFE INSURANCE COMPANY37%
  • MEDIEXCEL HEALTH PLAN6%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • JAMES M. MORRISON INSURANCE SERVICE91%
  • CENTRO BENEFITS RESEARCH LLC9%
Total $96K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

BAKER PROCAL EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$47.9M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

BAKER ELECTRIC 401(K) RETIREMENT SAVINGS PLAN V

401k

Assets$20.3M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAKER ELECTRIC, INC. WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.0M
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
006BAKER PROCAL EMPLOYEE STOCK OWNERSHIP PLANESOP$47.9M3282024
005BAKER ELECTRIC 401(K) RETIREMENT SAVINGS PLAN V401k$20.3M3662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAKER ELECTRIC, INC. WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.0M3032025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica