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BAIRD LONG TERM CARE COVERAGE PLAN 401k Plan overview

Plan NameBAIRD LONG TERM CARE COVERAGE PLAN
Plan identification number 506

BAIRD LONG TERM CARE COVERAGE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

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 LONG TERM CARE COVERAGE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062019-01-01MICHELLE SKELTON2020-07-23 MICHELLE SKELTON2020-07-23
5062018-01-01DAWN PETERSON DAWN PETERSON2019-07-15
5062017-01-01DAWN PETERSON DAWN PETERSON2018-07-17
5062016-01-01DAWN PETERSON DAWN PETERSON2017-07-25
5062015-01-01DAWN PETERSON DAWN PETERSON2016-07-26
5062014-01-01DAWN PETERSON DAWN PETERSON2015-07-23
5062013-01-01DAWN PETERSON DAWN PETERSON2014-07-30
5062012-04-01DAWN PETERSON DAWN PETERSON2013-10-11

Plan Statistics for BAIRD LONG TERM CARE COVERAGE PLAN

401k plan membership statisitcs for BAIRD LONG TERM CARE COVERAGE PLAN

Measure Date Value
2019: BAIRD LONG TERM CARE COVERAGE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01285
Total number of active participants reported on line 7a of the Form 55002019-01-010
Total of all active and inactive participants2019-01-010
2018: BAIRD LONG TERM CARE COVERAGE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01292
Total number of active participants reported on line 7a of the Form 55002018-01-01285
Total of all active and inactive participants2018-01-01285
2017: BAIRD LONG TERM CARE COVERAGE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01265
Total number of active participants reported on line 7a of the Form 55002017-01-01292
Total of all active and inactive participants2017-01-01292
2016: BAIRD LONG TERM CARE COVERAGE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01251
Total number of active participants reported on line 7a of the Form 55002016-01-01265
Total of all active and inactive participants2016-01-01265
2015: BAIRD LONG TERM CARE COVERAGE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01246
Total number of active participants reported on line 7a of the Form 55002015-01-01251
Total of all active and inactive participants2015-01-01251
2014: BAIRD LONG TERM CARE COVERAGE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01243
Total number of active participants reported on line 7a of the Form 55002014-01-01246
Total of all active and inactive participants2014-01-01246
2013: BAIRD LONG TERM CARE COVERAGE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01222
Total number of active participants reported on line 7a of the Form 55002013-01-01243
Total of all active and inactive participants2013-01-01243
2012: BAIRD LONG TERM CARE COVERAGE PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01196
Total number of active participants reported on line 7a of the Form 55002012-04-01222
Total of all active and inactive participants2012-04-01222

Form 5500 Responses for BAIRD LONG TERM CARE COVERAGE PLAN

2019: BAIRD LONG TERM CARE COVERAGE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: BAIRD LONG TERM CARE COVERAGE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: BAIRD LONG TERM CARE COVERAGE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: BAIRD LONG TERM CARE COVERAGE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: BAIRD LONG TERM CARE COVERAGE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: BAIRD LONG TERM CARE COVERAGE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: BAIRD LONG TERM CARE COVERAGE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: BAIRD LONG TERM CARE COVERAGE PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01First time form 5500 has been submittedYes
2012-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number17503
Policy instance 2
Insurance contract or identification number17503
Number of Individuals Covered36
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,301
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLONG TERM CARE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $47,014
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,709
Insurance broker organization code?3
GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number12020
Policy instance 1
Insurance contract or identification number12020
Number of Individuals Covered248
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,351
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLONG TERM CARE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $234,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,721
Insurance broker organization code?3
GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number17503
Policy instance 2
Insurance contract or identification number17503
Number of Individuals Covered31
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,341
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLONG TERM CARE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $44,943
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,803
Insurance broker organization code?3
GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number12020
Policy instance 1
Insurance contract or identification number12020
Number of Individuals Covered254
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,769
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLONG TERM CARE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $237,746
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,062
Insurance broker organization code?3
GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number17503
Policy instance 2
Insurance contract or identification number17503
Number of Individuals Covered32
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,692
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLONG TERM CARE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $29,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,154
Insurance broker organization code?3
Insurance broker nameNICOLE K. GURLEY
GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number12020
Policy instance 1
Insurance contract or identification number12020
Number of Individuals Covered260
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,578
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLONG TERM CARE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $229,037
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,454
Insurance broker organization code?3
Insurance broker nameNICOLE K. GURLEY
GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number12020
Policy instance 1
Insurance contract or identification number12020
Number of Individuals Covered251
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,582
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLONG TERM CARE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $220,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,024
Insurance broker organization code?3
Insurance broker nameNICOLE K. GURLEY
GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number12020
Policy instance 1
Insurance contract or identification number12020
Number of Individuals Covered246
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,527
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
Other welfare benefits providedLONG TERM CARE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $215,640
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,971
Insurance broker organization code?3
Insurance broker nameNICOLE K. GURLEY
GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number12020
Policy instance 1
Insurance contract or identification number12020
Number of Individuals Covered243
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $43,287
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
Other welfare benefits providedLONG TERM CARE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $206,479
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,373
Insurance broker organization code?3
Insurance broker nameNICOLE K. GURLEY
GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70025 )
Policy contract number12020
Policy instance 1
Insurance contract or identification number12020
Number of Individuals Covered222
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $93,180
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
Other welfare benefits providedLONG TERM CARE COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $171,811
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,354
Insurance broker organization code?3
Insurance broker nameNICOLE K. GURLEY

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