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BAIRD PROFIT SHARING & SAVINGS PLAN 401k Plan overview

Plan NameBAIRD PROFIT SHARING & SAVINGS PLAN
Plan identification number 005

BAIRD PROFIT SHARING & SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT W. BAIRD & CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT W. BAIRD & CO., INC.
Employer identification number (EIN):396037917
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAIRD PROFIT SHARING & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01JULIA AUSTIN2023-10-12 JULIA AUSTIN2023-10-12
0052021-01-01JULIA AUSTIN2022-10-17 JULIA AUSTIN2022-10-17
0052020-01-01MICHELLE SKELTON2021-10-14 MICHELLE SKELTON2021-10-14
0052019-01-01MICHELLE SKELTON2020-10-14 MICHELLE SKELTON2020-10-14
0052018-01-01
0052017-01-01DAWN PETERSON DAWN PETERSON2018-10-12
0052016-01-01DAWN PETERSON DAWN PETERSON2017-10-12
0052015-01-01DAWN PETERSON DAWN PETERSON2016-10-12
0052014-01-01DAWN PETERSON DAWN PETERSON2015-10-13
0052013-01-01DAWN PETERSON DAWN PETERSON2014-10-13
0052012-01-01DAWN PETERSON DAWN PETERSON2013-10-11
0052011-01-01DAWN PETERSON DAWN PETERSON2012-10-10
0052010-01-01DAWN PETERSON DAWN PETERSON2011-10-14
0052009-01-01DAWN PETERSON DAWN PETERSON2010-10-13

Plan Statistics for BAIRD PROFIT SHARING & SAVINGS PLAN

401k plan membership statisitcs for BAIRD PROFIT SHARING & SAVINGS PLAN

Measure Date Value
2022: BAIRD PROFIT SHARING & SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,751
Total number of active participants reported on line 7a of the Form 55002022-01-014,919
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-011,128
Total of all active and inactive participants2022-01-016,053
Total participants2022-01-016,053
Number of participants with account balances2022-01-016,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0172
2021: BAIRD PROFIT SHARING & SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,221
Total number of active participants reported on line 7a of the Form 55002021-01-014,575
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-011,021
Total of all active and inactive participants2021-01-015,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-015,615
Number of participants with account balances2021-01-015,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0173
2020: BAIRD PROFIT SHARING & SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,278
Total number of active participants reported on line 7a of the Form 55002020-01-014,352
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01955
Total of all active and inactive participants2020-01-015,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0116
Total participants2020-01-015,328
Number of participants with account balances2020-01-015,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0162
2019: BAIRD PROFIT SHARING & SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,512
Total number of active participants reported on line 7a of the Form 55002019-01-014,486
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01920
Total of all active and inactive participants2019-01-015,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-015,422
Number of participants with account balances2019-01-015,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0152
2018: BAIRD PROFIT SHARING & SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,062
Total number of active participants reported on line 7a of the Form 55002018-01-013,590
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01760
Total of all active and inactive participants2018-01-014,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0113
Total participants2018-01-014,368
Number of participants with account balances2018-01-014,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0141
2017: BAIRD PROFIT SHARING & SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,836
Total number of active participants reported on line 7a of the Form 55002017-01-013,390
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01717
Total of all active and inactive participants2017-01-014,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-014,120
Number of participants with account balances2017-01-014,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: BAIRD PROFIT SHARING & SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,787
Total number of active participants reported on line 7a of the Form 55002016-01-013,290
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01675
Total of all active and inactive participants2016-01-013,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-013,979
Number of participants with account balances2016-01-013,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0155
2015: BAIRD PROFIT SHARING & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,623
Total number of active participants reported on line 7a of the Form 55002015-01-013,191
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01589
Total of all active and inactive participants2015-01-013,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-013,788
Number of participants with account balances2015-01-013,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: BAIRD PROFIT SHARING & SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,291
Total number of active participants reported on line 7a of the Form 55002014-01-013,234
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01381
Total of all active and inactive participants2014-01-013,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-013,623
Number of participants with account balances2014-01-013,602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: BAIRD PROFIT SHARING & SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,064
Total number of active participants reported on line 7a of the Form 55002013-01-012,854
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01512
Total of all active and inactive participants2013-01-013,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-013,374
Number of participants with account balances2013-01-013,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0142
2012: BAIRD PROFIT SHARING & SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,148
Total number of active participants reported on line 7a of the Form 55002012-01-012,716
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01494
Total of all active and inactive participants2012-01-013,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-013,215
Number of participants with account balances2012-01-013,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01103
2011: BAIRD PROFIT SHARING & SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,036
Total number of active participants reported on line 7a of the Form 55002011-01-012,641
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01475
Total of all active and inactive participants2011-01-013,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-013,123
Number of participants with account balances2011-01-013,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0167
2010: BAIRD PROFIT SHARING & SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,861
Total number of active participants reported on line 7a of the Form 55002010-01-012,511
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-01464
Total of all active and inactive participants2010-01-012,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-012,981
Number of participants with account balances2010-01-012,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0190
2009: BAIRD PROFIT SHARING & SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,791
Total number of active participants reported on line 7a of the Form 55002009-01-012,397
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01680
Total of all active and inactive participants2009-01-013,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-013,080
Number of participants with account balances2009-01-012,838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0177

Financial Data on BAIRD PROFIT SHARING & SAVINGS PLAN

Measure Date Value
2022 : BAIRD PROFIT SHARING & SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-137,879,040
Total of all expenses incurred2022-12-31$103,174,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$102,781,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$184,687,936
Value of total assets at end of year2022-12-31$1,577,705,535
Value of total assets at beginning of year2022-12-31$1,818,758,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$392,856
Total interest from all sources2022-12-31$11,353
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$65,518,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$65,518,767
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$81,091,161
Participant contributions at end of year2022-12-31$152,313
Participant contributions at beginning of year2022-12-31$250,582
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$38,818,360
Administrative expenses (other) incurred2022-12-31$14,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-241,053,186
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,577,705,535
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,818,758,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,422,851,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,656,896,812
Interest on participant loans2022-12-31$11,353
Value of interest in common/collective trusts at end of year2022-12-31$90,068,505
Value of interest in common/collective trusts at beginning of year2022-12-31$70,085,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-389,971,628
Net investment gain or loss from common/collective trusts2022-12-31$1,874,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$64,778,415
Employer contributions (assets) at end of year2022-12-31$64,632,909
Employer contributions (assets) at beginning of year2022-12-31$91,525,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$102,781,290
Contract administrator fees2022-12-31$377,903
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : BAIRD PROFIT SHARING & SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$402,793,054
Total of all expenses incurred2021-12-31$125,669,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$125,215,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$181,997,095
Value of total assets at end of year2021-12-31$1,818,758,721
Value of total assets at beginning of year2021-12-31$1,541,634,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$453,148
Total interest from all sources2021-12-31$23,502
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$103,935,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$103,935,836
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$74,819,782
Participant contributions at end of year2021-12-31$250,582
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$533,638
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,631,264
Administrative expenses (other) incurred2021-12-31$26,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$277,123,920
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,818,758,721
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,541,634,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,656,896,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,424,233,069
Interest on participant loans2021-12-31$19,534
Interest earned on other investments2021-12-31$3,968
Value of interest in common/collective trusts at end of year2021-12-31$70,085,864
Value of interest in common/collective trusts at beginning of year2021-12-31$70,895,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$115,047,633
Net investment gain or loss from common/collective trusts2021-12-31$1,788,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$91,546,049
Employer contributions (assets) at end of year2021-12-31$91,525,463
Employer contributions (assets) at beginning of year2021-12-31$45,972,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$125,215,986
Contract administrator fees2021-12-31$426,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : BAIRD PROFIT SHARING & SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$344,142,971
Total of all expenses incurred2020-12-31$91,240,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$90,875,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$118,785,306
Value of total assets at end of year2020-12-31$1,541,634,801
Value of total assets at beginning of year2020-12-31$1,288,732,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$364,915
Total interest from all sources2020-12-31$60,440,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$66,697,524
Participant contributions at end of year2020-12-31$533,638
Participant contributions at beginning of year2020-12-31$879,898
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,115,614
Administrative expenses (other) incurred2020-12-31$364,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$252,902,140
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,541,634,801
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,288,732,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,424,233,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,190,201,382
Interest earned on other investments2020-12-31$60,440,367
Value of interest in common/collective trusts at end of year2020-12-31$70,895,926
Value of interest in common/collective trusts at beginning of year2020-12-31$58,920,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$164,917,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$45,972,168
Employer contributions (assets) at end of year2020-12-31$45,972,168
Employer contributions (assets) at beginning of year2020-12-31$38,730,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$90,875,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : BAIRD PROFIT SHARING & SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$481,975,013
Total income from all sources (including contributions)2019-12-31$481,975,013
Total of all expenses incurred2019-12-31$62,043,730
Total of all expenses incurred2019-12-31$62,043,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$61,834,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$61,834,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$264,102,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$264,102,260
Value of total assets at end of year2019-12-31$1,288,732,661
Value of total assets at beginning of year2019-12-31$868,801,378
Value of total assets at beginning of year2019-12-31$868,801,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$209,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$209,213
Total interest from all sources2019-12-31$47,342,097
Total interest from all sources2019-12-31$47,342,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$60,651,481
Contributions received from participants2019-12-31$60,651,481
Participant contributions at end of year2019-12-31$879,898
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$164,719,896
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$164,719,896
Administrative expenses (other) incurred2019-12-31$209,213
Administrative expenses (other) incurred2019-12-31$209,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$419,931,283
Value of net income/loss2019-12-31$419,931,283
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,288,732,661
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$868,801,378
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$868,801,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,190,201,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$783,320,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$783,320,517
Interest earned on other investments2019-12-31$47,342,097
Interest earned on other investments2019-12-31$47,342,097
Value of interest in common/collective trusts at end of year2019-12-31$58,920,498
Value of interest in common/collective trusts at beginning of year2019-12-31$54,658,472
Value of interest in common/collective trusts at beginning of year2019-12-31$54,658,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$170,530,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$170,530,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$38,730,883
Contributions received in cash from employer2019-12-31$38,730,883
Employer contributions (assets) at end of year2019-12-31$38,730,883
Employer contributions (assets) at beginning of year2019-12-31$30,822,389
Employer contributions (assets) at beginning of year2019-12-31$30,822,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$61,834,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$61,834,517
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : BAIRD PROFIT SHARING & SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$34,477,725
Total of all expenses incurred2018-12-31$39,262,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$39,093,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$93,319,075
Value of total assets at end of year2018-12-31$868,801,378
Value of total assets at beginning of year2018-12-31$873,586,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$168,607
Total interest from all sources2018-12-31$52,792,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$47,343,166
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,153,520
Administrative expenses (other) incurred2018-12-31$168,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,784,738
Value of net assets at end of year (total assets less liabilities)2018-12-31$868,801,378
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$873,586,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$783,320,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$800,787,566
Interest earned on other investments2018-12-31$52,792,277
Value of interest in common/collective trusts at end of year2018-12-31$54,658,472
Value of interest in common/collective trusts at beginning of year2018-12-31$48,750,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-111,633,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$30,822,389
Employer contributions (assets) at end of year2018-12-31$30,822,389
Employer contributions (assets) at beginning of year2018-12-31$24,048,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$39,093,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : BAIRD PROFIT SHARING & SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$209,686,123
Total of all expenses incurred2017-12-31$36,450,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,271,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$72,126,524
Value of total assets at end of year2017-12-31$873,586,116
Value of total assets at beginning of year2017-12-31$700,350,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$179,095
Total interest from all sources2017-12-31$44,503,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$43,146,713
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,931,717
Administrative expenses (other) incurred2017-12-31$179,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$173,235,138
Value of net assets at end of year (total assets less liabilities)2017-12-31$873,586,116
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$700,350,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$800,787,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$631,787,788
Interest earned on other investments2017-12-31$44,503,256
Value of interest in common/collective trusts at end of year2017-12-31$48,750,456
Value of interest in common/collective trusts at beginning of year2017-12-31$48,680,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$93,056,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$24,048,094
Employer contributions (assets) at end of year2017-12-31$24,048,094
Employer contributions (assets) at beginning of year2017-12-31$19,882,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$36,271,890
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : BAIRD PROFIT SHARING & SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$116,752,085
Total of all expenses incurred2016-12-31$37,920,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$37,750,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$64,925,424
Value of total assets at end of year2016-12-31$700,350,978
Value of total assets at beginning of year2016-12-31$621,519,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$170,265
Total interest from all sources2016-12-31$19,594,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$39,891,993
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,740
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,150,473
Administrative expenses (other) incurred2016-12-31$170,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$78,831,546
Value of net assets at end of year (total assets less liabilities)2016-12-31$700,350,978
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$621,519,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$631,787,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$550,551,282
Interest earned on other investments2016-12-31$19,594,919
Value of interest in common/collective trusts at end of year2016-12-31$48,680,232
Value of interest in common/collective trusts at beginning of year2016-12-31$51,489,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$32,231,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$19,882,958
Employer contributions (assets) at end of year2016-12-31$19,882,958
Employer contributions (assets) at beginning of year2016-12-31$19,476,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$37,750,274
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : BAIRD PROFIT SHARING & SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$64,071,476
Total of all expenses incurred2015-12-31$26,124,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$25,968,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$62,137,817
Value of total assets at end of year2015-12-31$621,519,432
Value of total assets at beginning of year2015-12-31$583,572,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$155,509
Total interest from all sources2015-12-31$24,625,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$35,889,953
Participant contributions at end of year2015-12-31$1,740
Participant contributions at beginning of year2015-12-31$7,115
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,771,197
Other income not declared elsewhere2015-12-31$-415,964
Administrative expenses (other) incurred2015-12-31$155,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$37,947,118
Value of net assets at end of year (total assets less liabilities)2015-12-31$621,519,432
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$583,572,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$550,551,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$517,222,128
Interest earned on other investments2015-12-31$24,625,588
Value of interest in common/collective trusts at end of year2015-12-31$51,489,743
Value of interest in common/collective trusts at beginning of year2015-12-31$48,337,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-22,943,436
Net investment gain or loss from common/collective trusts2015-12-31$667,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$19,476,667
Employer contributions (assets) at end of year2015-12-31$19,476,667
Employer contributions (assets) at beginning of year2015-12-31$18,005,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$25,968,849
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : BAIRD PROFIT SHARING & SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$81,221,225
Total of all expenses incurred2014-12-31$26,431,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$26,284,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$52,168,738
Value of total assets at end of year2014-12-31$583,572,314
Value of total assets at beginning of year2014-12-31$528,783,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$147,061
Total interest from all sources2014-12-31$28,869,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$30,665,541
Participant contributions at end of year2014-12-31$7,115
Participant contributions at beginning of year2014-12-31$10,127
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,497,322
Other income not declared elsewhere2014-12-31$256,200
Administrative expenses (other) incurred2014-12-31$147,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$54,789,256
Value of net assets at end of year (total assets less liabilities)2014-12-31$583,572,314
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$528,783,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$517,222,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$464,238,354
Interest earned on other investments2014-12-31$28,869,829
Value of interest in common/collective trusts at end of year2014-12-31$48,337,196
Value of interest in common/collective trusts at beginning of year2014-12-31$48,991,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-600,685
Net investment gain or loss from common/collective trusts2014-12-31$527,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,005,875
Employer contributions (assets) at end of year2014-12-31$18,005,875
Employer contributions (assets) at beginning of year2014-12-31$15,542,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$26,284,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : BAIRD PROFIT SHARING & SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$133,034,520
Total of all expenses incurred2013-12-31$25,405,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$25,266,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$46,607,949
Value of total assets at end of year2013-12-31$528,783,058
Value of total assets at beginning of year2013-12-31$421,153,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$138,932
Total interest from all sources2013-12-31$24,148,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$27,642,722
Participant contributions at end of year2013-12-31$10,127
Participant contributions at beginning of year2013-12-31$735
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,422,465
Other income not declared elsewhere2013-12-31$-817,774
Administrative expenses (other) incurred2013-12-31$138,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$107,629,426
Value of net assets at end of year (total assets less liabilities)2013-12-31$528,783,058
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$421,153,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$464,238,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$355,559,866
Interest earned on other investments2013-12-31$24,148,905
Value of interest in common/collective trusts at end of year2013-12-31$48,991,815
Value of interest in common/collective trusts at beginning of year2013-12-31$51,943,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$62,578,327
Net investment gain or loss from common/collective trusts2013-12-31$517,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$15,542,762
Employer contributions (assets) at end of year2013-12-31$15,542,762
Employer contributions (assets) at beginning of year2013-12-31$13,649,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$25,266,162
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : BAIRD PROFIT SHARING & SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$89,044,881
Total of all expenses incurred2012-12-31$24,852,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,693,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$41,668,258
Value of total assets at end of year2012-12-31$421,153,632
Value of total assets at beginning of year2012-12-31$356,961,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$158,934
Total interest from all sources2012-12-31$8,593,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$25,311,187
Participant contributions at end of year2012-12-31$735
Participant contributions at beginning of year2012-12-31$3,598
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,707,162
Other income not declared elsewhere2012-12-31$858,824
Administrative expenses (other) incurred2012-12-31$158,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$64,192,555
Value of net assets at end of year (total assets less liabilities)2012-12-31$421,153,632
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$356,961,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$355,559,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$286,059,286
Interest earned on other investments2012-12-31$8,593,159
Value of interest in common/collective trusts at end of year2012-12-31$51,943,122
Value of interest in common/collective trusts at beginning of year2012-12-31$58,525,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$37,278,340
Net investment gain or loss from common/collective trusts2012-12-31$646,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$13,649,909
Employer contributions (assets) at end of year2012-12-31$13,649,909
Employer contributions (assets) at beginning of year2012-12-31$12,372,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,693,392
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : BAIRD PROFIT SHARING & SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$30,408,691
Total of all expenses incurred2011-12-31$24,604,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,545,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$36,983,248
Value of total assets at end of year2011-12-31$356,961,077
Value of total assets at beginning of year2011-12-31$351,156,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$58,581
Total interest from all sources2011-12-31$7,556,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$23,469,106
Participant contributions at end of year2011-12-31$3,598
Participant contributions at beginning of year2011-12-31$5,575
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,132,770
Other income not declared elsewhere2011-12-31$-89,909
Administrative expenses (other) incurred2011-12-31$58,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,804,269
Value of net assets at end of year (total assets less liabilities)2011-12-31$356,961,077
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$351,156,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$286,059,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$285,794,116
Interest earned on other investments2011-12-31$7,556,583
Value of interest in common/collective trusts at end of year2011-12-31$58,525,321
Value of interest in common/collective trusts at beginning of year2011-12-31$53,551,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-14,041,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$12,381,372
Employer contributions (assets) at end of year2011-12-31$12,372,872
Employer contributions (assets) at beginning of year2011-12-31$11,805,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,545,841
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : BAIRD PROFIT SHARING & SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$70,174,112
Total of all expenses incurred2010-12-31$18,191,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$18,114,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$34,823,136
Value of total assets at end of year2010-12-31$351,156,808
Value of total assets at beginning of year2010-12-31$299,173,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$76,432
Total interest from all sources2010-12-31$6,075,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$21,558,236
Participant contributions at end of year2010-12-31$5,575
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,459,112
Other income not declared elsewhere2010-12-31$1,505,466
Administrative expenses (other) incurred2010-12-31$76,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$51,983,057
Value of net assets at end of year (total assets less liabilities)2010-12-31$351,156,808
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$299,173,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$285,794,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$240,030,183
Interest earned on other investments2010-12-31$6,075,402
Value of interest in common/collective trusts at end of year2010-12-31$53,551,329
Value of interest in common/collective trusts at beginning of year2010-12-31$49,941,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$27,770,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$11,805,788
Employer contributions (assets) at end of year2010-12-31$11,805,788
Employer contributions (assets) at beginning of year2010-12-31$9,202,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$18,114,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910

Form 5500 Responses for BAIRD PROFIT SHARING & SAVINGS PLAN

2022: BAIRD PROFIT SHARING & SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAIRD PROFIT SHARING & SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAIRD PROFIT SHARING & SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAIRD PROFIT SHARING & SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAIRD PROFIT SHARING & SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAIRD PROFIT SHARING & SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAIRD PROFIT SHARING & SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAIRD PROFIT SHARING & SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAIRD PROFIT SHARING & SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAIRD PROFIT SHARING & SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAIRD PROFIT SHARING & SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAIRD PROFIT SHARING & SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BAIRD PROFIT SHARING & SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BAIRD PROFIT SHARING & SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number709099
Policy instance 1
Insurance contract or identification number709099
Number of Individuals Covered3623
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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