Robert W. Baird & Co., Inc.
Overview
Robert W. Baird & Co., Inc. sponsors a self-funded health plan that covered 5,228 participants in plan year 2025, up 3% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 5,228 · prior year 5,061
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Robert W. Baird & Co., Inc. Health and Welfare Benefit Plan, plan 510 (5,228 participants)
- Broker compensation
- $463K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Reliance Standard Life Insurance Company | Accidental Death and Dismemberment, Long-term disability, Critical Illness, Life, Accident | 5,213 | $3.1M | $450K |
| Vision Service Plan | Vision | 3,456 | $976K | — |
| Metropolitan Property and Casualty Insurance Co. | Legal | 623 | $134K | $13K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 5,228 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Robert W. Baird & Co., Inc.
- Sponsor EIN
- 39-6037917
- Plan number
- 510
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 39-6037917 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Robert W. Baird & Co., Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Robert W. Baird & Co., Inc..