BAIRD INSURANCE SERVICES INC
72 known aliases resolved via the canonical alias map
Market position · 2024
Plans served50-3 YoYRank #342 of mapped providers
Assets under administration$87.5B0.1%Market share · rank #156
Fees received$6MMedian $31,098/planSum across Schedule C direct + indirect
Net wins YoY-110 won · 11 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical BAIRD INSURANCE SERVICES INC plan look like?
Service mix · median fees per plan
Count of plans where BAIRD INSURANCE SERVICES INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 24 | $80,012 | |
Other services; Other commissionsCode 49 | 12 | $19,556 | |
Other services; Named fiduciary; Investment advisory (plan); Consulting feesCode 27 | 4 | $34,289 | |
Investment advisory (participants)Code 26 | 2 | $91,071 | |
Investment management fees paid directly by planCode 51 | 2 | $14,062 | |
Claims processing; Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 12 | 1 | $0 | |
Other services; Consulting (general); Investment advisory (plan); Consulting feesCode 16 | 1 | $222,972 | |
Direct payment from the plan; Investment management fees paid indirectly by plan; Shareholder servicing fees; Custodial (securities)Code 19 | 1 | $9,919 |
Competitor overlap
Percent of BAIRD INSURANCE SERVICES INC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under BAIRD INSURANCE SERVICES INC.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | NEUBERGER BERMAN | $1.8B |
BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLANPA · 226190618-001 | JPMORGAN INVEST HOLDINGS LLC | $1.6B |
FOLEY & LARDNER LLPWI · 390473800-007 | FIDUCIENT ADVISORS LLC | $1.5B |
ING FINANCIAL SERVICES LLCNY · 133713590-002 | BAIRD FUNDS | $455M |
STATER BROS. MARKETSCA · 952586175-004 | COLUMBIA | $179M |
FEDERAL SIGNAL CORPORATIONIL · 361063330-003 | MFS INVESTMENT MANAGEMENT | $83M |
BOARD DIRECTORS OF PROFIT SHARING & 401(K) RETIREMENT PLAN LOCAL 567ME · 010439781-002 | MASSACHUSETTS MUTUAL LIFE INS. CO. | $70M |
HARRELL-FISH, INC.IN · 351629771-001 | (new plan) | $17M |
DVSPORT, INC.PA · 030490922-001 | (new plan) | $8M |
Plans lost in 2024
Appeared last year under BAIRD INSURANCE SERVICES INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
MUFG BANK, LTD.NY · 135611741-016 | MORGAN STANLEY SMITH BARNEY | $1.1B |
COMPUTER SERVICES, INC.KY · 610649699-001 | CREATIVE PLANNING LLC | $229M |
COLUMBIA SURGICAL SPECIALISTS, P.S.WA · 910867604-001 | (new plan) | $36M |
GASTROENTEROLOGY ASSOCIATES PASC · 570669903-001 | ADP BROKER-DEALER | $31M |
STEELE SOLUTIONS, INC.WI · 812440527-001 | NORTHWESTERN MUTUAL INVESTMENT SERV | $19M |
GOEX CORPORATIONWI · 391660247-001 | NEWPORT GROUP, INC. | $13M |
BUTLER COUNTY CHILDRENS CENTER INC.PA · 251249750-001 | STADION MONEY MANAGEMENT | $4M |
THE TOMORROW COMPANIES INC.MA · 611778389-001 | BAIRD FUNDS | $3M |
RHENUS AUTOMOTIVE US, LLCNC · 300994261-001 | AMERICAN UNITED LIFE INSURANCE CO | $3M |
COFFEE MEDICAL GROUP, LLCTN · 460485169-101 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $847,967 | 3y | - |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $578,663 | 10y | - |
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | $3.4B | 27,598 | $398,876 | 10y | - |
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | $2.7B | 30,539 | $214,589 | 10y | - |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | $2.0B | 18,016 | $424,458 | 10y | - |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | $1.8B | 18,092 | $188,500 | 1y | - |
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001 | $1.7B | 168,072 | $80,012 | 9y | - |
BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLANDC · 520812348-001 | $1.6B | 17,491 | $77,352 | 10y | - |
BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLANPA · 226190618-001 | $1.6B | 46,326 | $515,825 | 1y | - |
EQUIFAX, INCGA · 580401110-003 | $1.5B | 9,989 | $0 | 9y | 1 |
Flag exposure
92.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (72)
Raw Schedule C names collapsed into BAIRD INSURANCE SERVICES INC.
- B G A BAIRD & CLARK, PLLC
- BAIRD
- BAIRD / THE COHEN AND CLINTON GROUP
- BAIRD ADVISORS
- BAIRD AGGREGATE
- BAIRD AGGREGATE BOND
- BAIRD AGGREGATE BOND FUND
- BAIRD ASSET MANAGEMENT
- BAIRD ASSOCIATES
- BAIRD CAPITAL
- BAIRD CORE
- BAIRD COTTER & BISHOP
- BAIRD COTTER AND BISHOP P C
- BAIRD COTTER AND BISHOP PC
- BAIRD EQUITY ASSET MANAGEMENT
- BAIRD FUND
- BAIRD HOLM
- BAIRD HOLM LLP
- BAIRD HOLM, LLP
- BAIRD INS SERVICES, INC.
- BAIRD INSURANCE SERVICE INC
- BAIRD INSURANCE SERVICES
- BAIRD INSURANCE SERVICES INC
- BAIRD INSURANCE SERVICES INC.
- BAIRD INSURANCE SERVICES, INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for BAIRD INSURANCE SERVICES INC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 2 | 4.00% | 26.94% | -22.94 pp |
| Late contributions | 5 | 10.00% | 1.71% | +8.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 8.00% | 1.76% | +6.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BAIRD INSURANCE SERVICES INC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent