ROBERT W. BAIRD & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN
401k plan membership statisitcs for ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN
| Measure | Date | Value |
|---|
| 2018: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 3,394 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 0 |
| Total of all active and inactive participants | 2018-11-01 | 0 |
| 2017: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 3,215 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 3,365 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 0 |
| Total of all active and inactive participants | 2017-11-01 | 3,365 |
| 2016: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 3,162 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 3,215 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 0 |
| Total of all active and inactive participants | 2016-11-01 | 3,215 |
| 2015: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 3,122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 3,162 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 0 |
| Total of all active and inactive participants | 2015-11-01 | 3,162 |
| 2014: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 2,837 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 3,122 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 0 |
| Total of all active and inactive participants | 2014-11-01 | 3,122 |
| 2013: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 2,786 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 2,836 |
| Total of all active and inactive participants | 2013-11-01 | 2,836 |
| 2012: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 2,618 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 2,781 |
| Total of all active and inactive participants | 2012-11-01 | 2,781 |
| 2011: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 2,517 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 2,643 |
| Total of all active and inactive participants | 2011-11-01 | 2,643 |
| 2009: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 2,257 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 2,401 |
| Total of all active and inactive participants | 2009-11-01 | 2,401 |
| 2018: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | This submission is the final filing | Yes |
| 2018-11-01 | Plan funding arrangement – Insurance | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Plan funding arrangement – Insurance | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Plan funding arrangement – Insurance | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Plan funding arrangement – Insurance | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Plan funding arrangement – Insurance | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Plan funding arrangement – Insurance | Yes |
| 2011-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | SA3-840-443684 |
| Policy instance | 1 |
| Insurance contract or identification number | SA3-840-443684 | | Number of Individuals Covered | 3408 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $24,288 | | Total amount of fees paid to insurance company | USD $7,835 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $488,468 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,288 | | Amount paid for insurance broker fees | 7835 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | SA3-840-443684 |
| Policy instance | 1 |
| Insurance contract or identification number | SA3-840-443684 | | Number of Individuals Covered | 3243 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $25,182 | | Total amount of fees paid to insurance company | USD $7,639 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
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