Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$1.3M
- Other$1.2M
- Life$994K
- Vision$922K
Sponsor portfolioTH
ROBERT W. BAIRD & CO., INC.
EIN 39-6037917Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$2.19B assets
Welfare
1
$4.4M premiums
Participants
11,520
777 EAST WISCONSIN AVENUE - MILWAUKEE, WI 532025300414-765-3500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 4,944 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY76%
- VISION SERVICE PLAN21%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
- WILLS OF OHIO INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
BAIRD PROFIT SHARING & SAVINGS PLAN
401k
Assets$2.19B
Participants6,394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
ROBERT W. BAIRD & CO., INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$4.4M
Covered lives4,944
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | BAIRD PROFIT SHARING & SAVINGS PLAN | 401k | $2.19B | 6,394 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | ROBERT W. BAIRD & CO., INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4.4M | 4,944 | 2024 |
Retirement plans
Welfare plans