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ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 401k Plan overview

Plan NameROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN
Plan identification number 502

ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT 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 ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022019-04-04MICHELLE SKELTON2020-07-23 MICHELLE SKELTON2020-07-23
5022018-04-04DAWN PETERSON DAWN PETERSON2019-07-15
5022017-04-04DAWN PETERSON DAWN PETERSON2018-07-17
5022016-04-04DAWN PETERSON DAWN PETERSON2017-07-25
5022015-04-04DAWN PETERSON DAWN PETERSON2016-07-26
5022014-04-04DAWN PETERSON DAWN PETERSON2015-07-23
5022013-04-04DAWN PETERSON DAWN PETERSON2014-07-30
5022012-04-04DAWN PETERSON DAWN PETERSON2013-10-11
5022011-04-04DAWN PETERSON DAWN PETERSON2012-07-24
5022009-04-04DAWN PETERSON DAWN PETERSON2010-11-22

Plan Statistics for ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN

401k plan membership statisitcs for ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN

Measure Date Value
2019: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-043,564
Total number of active participants reported on line 7a of the Form 55002019-04-040
Total of all active and inactive participants2019-04-040
2018: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-043,245
Total number of active participants reported on line 7a of the Form 55002018-04-043,452
Total of all active and inactive participants2018-04-043,452
2017: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-043,231
Total number of active participants reported on line 7a of the Form 55002017-04-043,245
Total of all active and inactive participants2017-04-043,245
2016: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-043,199
Total number of active participants reported on line 7a of the Form 55002016-04-043,231
Total of all active and inactive participants2016-04-043,231
2015: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-043,030
Total number of active participants reported on line 7a of the Form 55002015-04-043,189
Total of all active and inactive participants2015-04-043,189
2014: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-042,808
Total number of active participants reported on line 7a of the Form 55002014-04-043,030
Total of all active and inactive participants2014-04-043,030
2013: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-042,670
Total number of active participants reported on line 7a of the Form 55002013-04-042,812
Total of all active and inactive participants2013-04-042,812
2012: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-042,604
Total number of active participants reported on line 7a of the Form 55002012-04-042,671
Total of all active and inactive participants2012-04-042,671
2011: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-042,491
Total number of active participants reported on line 7a of the Form 55002011-04-042,619
Total of all active and inactive participants2011-04-042,619
2009: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-042,295
Total number of active participants reported on line 7a of the Form 55002009-04-042,406
Total of all active and inactive participants2009-04-042,406

Form 5500 Responses for ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN

2019: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2019 form 5500 responses
2019-04-04Type of plan entitySingle employer plan
2019-04-04This submission is the final filingYes
2019-04-04Plan funding arrangement – InsuranceYes
2019-04-04Plan benefit arrangement – InsuranceYes
2018: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2018 form 5500 responses
2018-04-04Type of plan entitySingle employer plan
2018-04-04Plan funding arrangement – InsuranceYes
2018-04-04Plan benefit arrangement – InsuranceYes
2017: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2017 form 5500 responses
2017-04-04Type of plan entitySingle employer plan
2017-04-04Plan funding arrangement – InsuranceYes
2017-04-04Plan benefit arrangement – InsuranceYes
2016: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2016 form 5500 responses
2016-04-04Type of plan entitySingle employer plan
2016-04-04Plan funding arrangement – InsuranceYes
2016-04-04Plan benefit arrangement – InsuranceYes
2015: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2015 form 5500 responses
2015-04-04Type of plan entitySingle employer plan
2015-04-04Plan funding arrangement – InsuranceYes
2015-04-04Plan benefit arrangement – InsuranceYes
2014: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2014 form 5500 responses
2014-04-04Type of plan entitySingle employer plan
2014-04-04Plan funding arrangement – InsuranceYes
2014-04-04Plan benefit arrangement – InsuranceYes
2013: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2013 form 5500 responses
2013-04-04Type of plan entitySingle employer plan
2013-04-04Plan funding arrangement – InsuranceYes
2013-04-04Plan benefit arrangement – InsuranceYes
2012: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2012 form 5500 responses
2012-04-04Type of plan entitySingle employer plan
2012-04-04Plan funding arrangement – InsuranceYes
2012-04-04Plan benefit arrangement – InsuranceYes
2011: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2011 form 5500 responses
2011-04-04Type of plan entitySingle employer plan
2011-04-04Plan funding arrangement – InsuranceYes
2011-04-04Plan benefit arrangement – InsuranceYes
2009: ROBERT W. BAIRD & CO., INC. TRAVEL ACCIDENT PLAN 2009 form 5500 responses
2009-04-04Type of plan entitySingle employer plan
2009-04-04This submission is the final filingNo
2009-04-04Plan funding arrangement – InsuranceYes
2009-04-04Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64083886
Policy instance 1
Insurance contract or identification number64083886
Number of Individuals Covered4321
Insurance policy start date2019-05-08
Insurance policy end date2020-05-08
Total amount of commissions paid to insurance brokerUSD $8,471
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $33,882
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,471
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64083886
Policy instance 1
Insurance contract or identification number64083886
Number of Individuals Covered3452
Insurance policy start date2018-05-08
Insurance policy end date2019-05-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64083886
Policy instance 1
Insurance contract or identification number64083886
Number of Individuals Covered3245
Insurance policy start date2017-05-08
Insurance policy end date2018-05-08
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25
Insurance broker organization code?3
Insurance broker nameWILLIS OF NEW YORK, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64083886
Policy instance 1
Insurance contract or identification number64083886
Number of Individuals Covered3189
Insurance policy start date2015-05-08
Insurance policy end date2016-05-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Additional information about fees paid to insurance brokerPREMIUM AND COMMISSION PREPAID IN A PRIOR YEAR.
Insurance broker organization code?3
Insurance broker nameWILLIS OF WISCONSIN, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64083886
Policy instance 1
Insurance contract or identification number64083886
Number of Individuals Covered3030
Insurance policy start date2014-05-08
Insurance policy end date2015-05-08
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Additional information about fees paid to insurance brokerPREMIUM AND COMMISSION PREPAID IN A PRIOR YEAR.
Insurance broker organization code?3
Insurance broker nameROBERTSON-RYAN & ASSOCIATES, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64083886
Policy instance 1
Insurance contract or identification number64083886
Number of Individuals Covered2812
Insurance policy start date2012-05-08
Insurance policy end date2013-05-08
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Additional information about fees paid to insurance brokerPREMIUM AND COMMISSION PREPAID IN A PRIOR YEAR.
Insurance broker organization code?3
Insurance broker nameROBERTSON-RYAN & ASSOCIATES, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64083886
Policy instance 1
Insurance contract or identification number64083886
Number of Individuals Covered2671
Insurance policy start date2011-05-08
Insurance policy end date2012-05-08
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Additional information about fees paid to insurance brokerPREMIUM AND COMMISSION PREPAID IN A PRIOR YEAR.
Insurance broker organization code?3
Insurance broker nameROBERTSON-RYAN & ASSOCIATES, INC.
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64083886
Policy instance 1
Insurance contract or identification number64083886
Number of Individuals Covered2619
Insurance policy start date2010-05-08
Insurance policy end date2011-05-08
Total amount of commissions paid to insurance brokerUSD $2,863
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 providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $19,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64083886
Policy instance 1
Insurance contract or identification number64083886
Number of Individuals Covered2508
Insurance policy start date2009-05-08
Insurance policy end date2010-05-08
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker3YR POLICY 5/8/07-5/8/10 100% OF PREM WAS REPORTED ON THE 08 5500
Insurance broker organization code?3
Insurance broker nameROBERTSON-RYAN & ASSOCIATES, INC.

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