Baird Insurance Services Inc
Milwaukee, WI
Baird Insurance Services Inc of Milwaukee, WI is the broker of record on 87 Form 5500 Schedule A filings covering 50 employer benefit plans across 22 states, with $5,114,532 in reported broker commissions (plan year 2025).
Quick answer
Baird Insurance Services Inc (Milwaukee, WI) is the broker of record for 50 employer benefit plan sponsors on 87 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Baird Insurance Services Inc have?
- Baird Insurance Services Inc is named as broker on Form 5500 Schedule A filings for 50 distinct plan sponsors in 22 states.
- Who are Baird Insurance Services Inc's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Plan Professionals, LLC (7,389 participants).
- How much does Baird Insurance Services Inc earn in commissions?
- Insurers reported $5.1 million in broker commissions and $92,966 in fees paid to Baird Insurance Services Inc for plan year 2025, per Schedule A Part 1.
- Where is Baird Insurance Services Inc located?
- Baird Insurance Services Inc is based in Milwaukee, WI and has employer clients in 22 states.
- How does Baird Insurance Services Inc rank among benefits brokers in Wisconsin?
- Baird Insurance Services Inc ranks #9 by employer clients among the 50 most active benefits brokers based in Wisconsin.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Baird Insurance Services Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Plan Professionals, LLC | NJ | 7,389 | 2025-12-31 |
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Other benefits brokers in Wisconsin
- M3 Insurance Solutions Inc: 342 employer clients, $22,402,107 reported commissions (Madison)
- Northwestern Mutual Investment Serv: 161 employer clients, $4,569,299 reported commissions (Milwaukee)
- Umr Inc: 127 employer clients, $815,854 reported commissions (Wausau)
- R&R Insurance Services Inc.: 88 employer clients, $2,192,833 reported commissions (Waukesha)
- The Retirement Advantage Inc: 88 employer clients, $30,791 reported commissions (Appleton)
- Hausmann Group Inc: 65 employer clients, $2,992,894 reported commissions (Madison)
- Northwestern Mutual Investment: 49 employer clients, $2,207,992 reported commissions (Milwaukee)
- Hays Companies Insurance Agency: 65 employer clients, $423,785 reported commissions (Milwaukee)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.