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Sponsor portfolioWelfare / HealthEIN 39-6037917

ROBERT W. BAIRD & CO., INC.

777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202
4147653500
Plans filed
10
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$4.2M
No prior year
Persons covered
5,213
No prior year
Total participants
5,321
No prior year
Plans filed
10
No prior year

Plans under this sponsor

10 plans
Plan #510$4.2M
ROBERT W. BAIRD & CO., INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed5,213 covered·3 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan #507$2.3M
BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN
Fully insured1,569 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #504$2.0M
ROBERT W. BAIRD & CO., INCORPORATED HEALTH CARE PLAN
Mixed3,690 covered·2 carriers
Primary: HCC LIFE INSURANCE COMPANY
Plan #503$634K
ROBERT W. BAIRD & CO., INC. INCOME INDEMNITY PLAN
Mixed2,520 covered·1 carrier
Primary: LIBERTY LIFE ASSURANCE COMPANY OF BOSTON
Plan #501$488K
ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN
Fully insured3,408 covered·1 carrier
Primary: LIBERTY LIFE ASSURANCE COMPANY OF BOSTON
Plan #508$321K
BAIRD CRITICAL ILLNESS INSURANCE PLAN
Fully insured1,063 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #509$285K
BAIRD VOLUNTARY AD&D PLAN
Fully insured2,196 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #506$281K
BAIRD LONG TERM CARE COVERAGE PLAN
Fully insured248 covered·1 carrier
Primary: GENWORTH LIFE INSURANCE COMPANY
Plan #505$68K
BAIRD GROUP LEGAL SERVICES PLAN
Fully insured372 covered·1 carrier
Primary: METROPOLITAN PROPERTY & CASUALTY INSURANCE COMPANY
Plan #502$34K
ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN
Fully insured4,321 covered·1 carrier
Primary: FEDERAL INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.2M29.0%
Long-term disability$1.1M26.6%
Vision$976K23.4%
Life$879K21.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LLTDOth
$3.1M73.4%155,213
VISION SERVICE PLAN
EIN 061227840
V
$976K23.4%113,456
METROPOLITAN LIFE INSURANCE COMPANY
EIN 132725411
Oth
$134K3.2%11623

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCCHICAGO, ILRELIANCE STANDARD LIFE INSURANCE COMPANY, METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO.$397K$66K$463K100.0%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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