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BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN 401k Plan overview

Plan NameBAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN
Plan identification number 507

BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

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 GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5072019-01-01MICHELLE SKELTON2020-07-23 MICHELLE SKELTON2020-07-23
5072018-01-01DAWN PETERSON DAWN PETERSON2019-07-15
5072017-01-01DAWN PETERSON DAWN PETERSON2018-07-17
5072016-01-01DAWN PETERSON DAWN PETERSON2017-07-25
5072015-01-01DAWN PETERSON DAWN PETERSON2016-07-26
5072014-01-01DAWN PETERSON DAWN PETERSON2015-07-23
5072013-01-01DAWN PETERSON DAWN PETERSON2014-07-30
5072012-01-01DAWN PETERSON DAWN PETERSON2013-10-11

Plan Statistics for BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN

401k plan membership statisitcs for BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN

Measure Date Value
2019: BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,525
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 GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,242
Total number of active participants reported on line 7a of the Form 55002018-01-011,217
Total of all active and inactive participants2018-01-011,217
2017: BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,293
Total number of active participants reported on line 7a of the Form 55002017-01-011,242
Total of all active and inactive participants2017-01-011,242
2016: BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,308
Total number of active participants reported on line 7a of the Form 55002016-01-011,293
Total of all active and inactive participants2016-01-011,293
2015: BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,308
Total number of active participants reported on line 7a of the Form 55002015-01-011,342
Total of all active and inactive participants2015-01-011,342
2014: BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,265
Total number of active participants reported on line 7a of the Form 55002014-01-011,313
Total of all active and inactive participants2014-01-011,313
2013: BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,340
Total number of active participants reported on line 7a of the Form 55002013-01-011,267
Total of all active and inactive participants2013-01-011,267
2012: BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,262
Total number of active participants reported on line 7a of the Form 55002012-01-011,273
Total of all active and inactive participants2012-01-011,273

Form 5500 Responses for BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN

2019: BAIRD GROUP VARIABLE UNIVERSAL LIFE PROGRAM 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 GROUP VARIABLE UNIVERSAL LIFE PROGRAM 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 GROUP VARIABLE UNIVERSAL LIFE PROGRAM 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 GROUP VARIABLE UNIVERSAL LIFE PROGRAM 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 GROUP VARIABLE UNIVERSAL LIFE PROGRAM 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 GROUP VARIABLE UNIVERSAL LIFE PROGRAM 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 GROUP VARIABLE UNIVERSAL LIFE PROGRAM 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 GROUP VARIABLE UNIVERSAL LIFE PROGRAM PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0148403
Policy instance 1
Insurance contract or identification number0148403
Number of Individuals Covered1569
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $202,417
Total amount of fees paid to insurance companyUSD $73
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,293,256
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $202,328
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0148403
Policy instance 1
Insurance contract or identification number0148403
Number of Individuals Covered1217
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $176,488
Total amount of fees paid to insurance companyUSD $187
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,072,661
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $176,468
Insurance broker organization code?3
Amount paid for insurance broker fees94
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0148403
Policy instance 1
Insurance contract or identification number0148403
Number of Individuals Covered1249
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $190,285
Total amount of fees paid to insurance companyUSD $95
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,975,711
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $190,285
Insurance broker organization code?3
Amount paid for insurance broker fees95
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker nameWILLIS OF WISCONSIN INC

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