Form 5500 · Employee benefit plan · MILWAUKEE, WI
ROBERT W. BAIRD & CO., INC.
ROBERT W. BAIRD & CO., INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WILLIS TOWERS WATSON MIDWEST, INC. Coverage is written through RELIANCE STANDARD LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-6037917 · plan 510 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 1,220 | December | $146,541 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 1,344 | December | $83,031 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 5,050 | December | $77,697 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 5,213 | December | $43,974 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 1,555 | December | $31,936 |
| METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | — | 623 | December | $13,428 |
| VISION SERVICE PLAN | Vision | 3,456 | December | $0 |
Questions
Who is ROBERT W. BAIRD & CO., INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ROBERT W. BAIRD & CO., INC.'s broker of record is WILLIS TOWERS WATSON MIDWEST, INC.
What insurance carrier does ROBERT W. BAIRD & CO., INC. use?
ROBERT W. BAIRD & CO., INC.'s benefit plan is written through RELIANCE STANDARD LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does ROBERT W. BAIRD & CO., INC.'s group plan renew?
The most recent Schedule A policy period for ROBERT W. BAIRD & CO., INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROBERT W. BAIRD & CO., INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.