Plan5500

Baird Profit Sharing & Savings Plan — Form 5500 plan (Robert W. Baird & Co., Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Baird Profit Sharing & Savings Plan is a benefit plan reported by Robert W. Baird & Co., Inc. under EIN 39-6037917 and plan number 005. The latest loaded filing year is 2023. The filing reports 6,023 participants and $1,896,844,251 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robert W. Baird & Co., Inc.
EIN
39-6037917
Plan number
005
Plan type
3
Location
Milwaukee, WI
Latest filing year
2023
Participants
6,023
End-of-year plan assets
$1,896,844,251

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,023H, C20241015125823NAL0028496145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,896,844,251
Net assets (EOY)
$1,896,844,251
Net assets (BOY)
$1,577,705,535

Income & contributions

Employer contributions
$66,342,870
Participant contributions
$89,688,996
Total contributions
$168,547,283
Total income / additions
$463,316,498

Expenses & distributions

Benefits paid
$142,746,678
Administrative expenses
$442,415
Total expenses
$144,177,782
Net increase / (decrease)
$319,138,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$412,934$02023

Related Form 5500 pages