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Sponsor portfolioWelfare / HealthEIN 73-1402976

JAMES BAKER GROUP, INC

1601 NW EXPRESSWAY FLOOR 21 · OKLAHOMA CITY, OK 73118
4054157222
Plans filed
2
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
266
No prior year
Total participants
126
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.5M
JAMES BAKER GROUP, INC WELFARE BENEFITS PLAN
Fully insured266 covered·3 carriers
Primary: BLUECROSS BLUESHIELD
Plan #003$0
JAMES BAKER GROUP, INC. 401(K) PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M44.6%
Dental$1.4M44.6%
Life$117K3.8%
Other$117K3.8%
Long-term disability$96K3.1%
Short-term disability$5K0.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236510
HD
$1.4M91.8%11266
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$121K8.2%13126

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.OKLAHOMA CITY, OKUNUM LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUM LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD$84K$4K$88K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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