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Benefits brokerage · 6 offices

ROBERT W. BAIRD & CO INC

ROBERT W. BAIRD & CO INC is named as the broker of record on 9 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.

Offices
6
Contracts
9
Carriers
6

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

Book profile

ROBERT W. BAIRD & CO INC brokers 9 insured contracts for 9 employers, across 6 states, led by WI, KS, CA.

EMPOWER ANNUITY INSURANCE COMPANY writes the most contracts in the book (2, about 22%); NATIONWIDE LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY, EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
KAUKAUNA CLINIC, S.C.LITTLE CHUTE, WIAPPLETON, WIEMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC—FY2025
ROMO, INC.DE PERE, WIGREEN BAY, WIEMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC—FY2025
JES TECHHOUSTON, TXTOWSON, METRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
FRUHAUF UNIFORMS, INC.WICHITA, KSMILWAUKEE, WINATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
LIL' DRUG STORE PRODUCTS, INC.CEDAR RAPIDS, IAMILWAUKEE, WITRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
Subscriber access
4

more employers in ROBERT W. BAIRD & CO INC's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)