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Benefits Intelligence/Broker Directory/Wisconsin

Northwestern Mut Inv Svc

Milwaukee, WI

Northwestern Mut Inv Svc of Milwaukee, WI is the broker of record on 309 Form 5500 Schedule A filings covering 109 employer benefit plans across 32 states, with $1,964,740 in reported broker commissions (plan year 2023).

Employer clients
109
distinct plan sponsors
Schedule A filings
309
States served
32
Reported commissions
$1,964,740
plan year 2023
Reported fees
$8,247

Employer clients

Plan sponsors naming Northwestern Mut Inv Svc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Red Roof Inns, Inc.OH3,7972012-12-31
Pci Gaming AuthorityAL2,5612013-12-31
Westmont Hospitality Group, Inc.TX2,2012010-12-31
106 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know 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.

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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.