How many employer clients does Northwestern Mutual have?

Northwestern Mutual is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 10 states.

Who are Northwestern Mutual's largest employer clients?

By plan participants, the largest include Sfp Holding, Inc. (4,494 participants), Unify Holding, LLC (444 participants) and Isys Incorporated (254 participants).

How much does Northwestern Mutual earn in commissions?

Insurers reported $440,849 in broker commissions and $265 in fees paid to Northwestern Mutual for plan year 2025, per Schedule A Part 1.

Where is Northwestern Mutual located?

Northwestern Mutual is based in Milwaukee, WI and has employer clients in 10 states.

How does Northwestern Mutual rank among benefits brokers in Wisconsin?

Northwestern Mutual ranks #42 by employer clients among the 50 most active benefits brokers based in Wisconsin.

Benefits Intelligence/Broker Directory/Wisconsin

Northwestern Mutual

Milwaukee, WI

Northwestern Mutual of Milwaukee, WI is the broker of record on 19 Form 5500 Schedule A filings covering 12 employer benefit plans across 10 states, with $440,849 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$440,849

plan year 2025

Reported fees

$265

Quick answer

Northwestern Mutual (Milwaukee, WI) is the broker of record for 12 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Northwestern Mutual have?: Northwestern Mutual is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 10 states.
Who are Northwestern Mutual's largest employer clients?: By plan participants, the largest include Sfp Holding, Inc. (4,494 participants), Unify Holding, LLC (444 participants) and Isys Incorporated (254 participants).
How much does Northwestern Mutual earn in commissions?: Insurers reported $440,849 in broker commissions and $265 in fees paid to Northwestern Mutual for plan year 2025, per Schedule A Part 1.
Where is Northwestern Mutual located?: Northwestern Mutual is based in Milwaukee, WI and has employer clients in 10 states.
How does Northwestern Mutual rank among benefits brokers in Wisconsin?: Northwestern Mutual ranks #42 by employer clients among the 50 most active benefits brokers based in Wisconsin.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Northwestern Mutual 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
Sfp Holding, Inc.	MN	4,494	2024-12-31
Unify Holding, LLC	KY	444	2025-12-31
Isys Incorporated	CO	254	2025-12-31

9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Northwestern Mutual Investment: 49 employer clients, $2,207,992 reported commissions (Milwaukee)

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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.