How many employer clients does Northwestern Mutual Inv Services have?

Northwestern Mutual Inv Services is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 6 states.

Who are Northwestern Mutual Inv Services's largest employer clients?

By plan participants, the largest include Opco Ca Skilled Mgmt Inc. (4,521 participants), Ellingson Drainage, Inc. (319 participants) and Turtle Mountain Community College (123 participants).

How much does Northwestern Mutual Inv Services earn in commissions?

Insurers reported $131,930 in broker commissions and $182,623 in fees paid to Northwestern Mutual Inv Services for plan year 2025, per Schedule A Part 1.

Where is Northwestern Mutual Inv Services located?

Northwestern Mutual Inv Services is based in Milwaukee, WI and has employer clients in 6 states.

Benefits Intelligence/Broker Directory/Wisconsin

Northwestern Mutual Inv Services

Milwaukee, WI

Northwestern Mutual Inv Services of Milwaukee, WI is the broker of record on 14 Form 5500 Schedule A filings covering 7 employer benefit plans across 6 states, with $131,930 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$131,930

plan year 2025

Reported fees

$182,623

Quick answer

Northwestern Mutual Inv Services (Milwaukee, WI) is the broker of record for 7 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Northwestern Mutual Inv Services have?: Northwestern Mutual Inv Services is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 6 states.
Who are Northwestern Mutual Inv Services's largest employer clients?: By plan participants, the largest include Opco Ca Skilled Mgmt Inc. (4,521 participants), Ellingson Drainage, Inc. (319 participants) and Turtle Mountain Community College (123 participants).
How much does Northwestern Mutual Inv Services earn in commissions?: Insurers reported $131,930 in broker commissions and $182,623 in fees paid to Northwestern Mutual Inv Services for plan year 2025, per Schedule A Part 1.
Where is Northwestern Mutual Inv Services located?: Northwestern Mutual Inv Services is based in Milwaukee, WI and has employer clients in 6 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Northwestern Mutual Inv Services 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
Opco Ca Skilled Mgmt Inc.	CA	4,521	2024-12-31
Ellingson Drainage, Inc.	MN	319	2025-12-31
Turtle Mountain Community College	ND	123	2025-12-31

4 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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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.