Robert W. Baird & Co Inc
Milwaukee, WI
Robert W. Baird & Co Inc of Milwaukee, WI is the broker of record on 16 Form 5500 Schedule A filings covering 10 employer benefit plans across 8 states, with $177,717 in reported broker commissions (plan year 2025).
Quick answer
Robert W. Baird & Co Inc (Milwaukee, WI) is the broker of record for 10 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Robert W. Baird & Co Inc have?
- Robert W. Baird & Co Inc is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 8 states.
- Who are Robert W. Baird & Co Inc's largest employer clients?
- By plan participants, the largest include Wisconsin Fuel & Retail Association, Inc. (853 participants), Boone Memorial Hospital, Inc. (563 participants) and Ikeyless, LLC (507 participants).
- How much does Robert W. Baird & Co Inc earn in commissions?
- Insurers reported $177,717 in broker commissions and $1,182 in fees paid to Robert W. Baird & Co Inc for plan year 2025, per Schedule A Part 1.
- Where is Robert W. Baird & Co Inc located?
- Robert W. Baird & Co Inc is based in Milwaukee, WI and has employer clients in 8 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Robert W. Baird & Co 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 |
|---|---|---|---|
| Wisconsin Fuel & Retail Association, Inc. | WI | 853 | 2025-12-31 |
| Boone Memorial Hospital, Inc. | WV | 563 | 2025-12-31 |
| Ikeyless, LLC | KY | 507 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
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)
- Baird Insurance Services Inc: 50 employer clients, $5,114,532 reported commissions (Milwaukee)
- Northwestern Mutual Investment: 49 employer clients, $2,207,992 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.