Plan Ledger DOL Form 5500 · updated monthly

James Baker Group, Incbenefits

James Baker Group, Inc Welfare Benefits Plan · OKLAHOMA CITY, OK · plan year 2025

Previously filed as James Baker Group Inc, James Baker Group, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$88,041

James Baker Group, Inc's benefits plans covered 126 active participants in 2025, providing health · life · long-term disability · dental · death benefits · short-term disability. Insurance brokers and agents were paid $88,041 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $699 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 5.4x the $16,233 reported for 2024.

Insurance contracts · 20254
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 126 covered
BLUECROSS BLUESHIELD · health dentalpremiums n/a · 266 covered
FIRST UNUM LIFE INSURANCE COMPANY · stdpremiums n/a · 12 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 86 covered
Brokers & agents paid · 20253
ALLIANT INSURANCE SERVICES$77,862 · incl $3,500 fees
ALLIANT INSURANCE SERVICES INC.$9,427 · incl $876 fees
Also brokered by Alliant5
Hims, Inc. CA$1,599,375
Fpi Management CA$1,475,757

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 731402976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.