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Benefits Intelligence/Broker Directory/Wisconsin

Northwestern Mutual Investment

Milwaukee, WI

Northwestern Mutual Investment of Milwaukee, WI is the broker of record on 49 Form 5500 Schedule A filings covering 47 employer benefit plans across 21 states, with $1,173,032 in reported broker commissions (plan year 2024).

Employer clients
47
distinct plan sponsors
Schedule A filings
49
States served
21
Reported commissions
$1,173,032
plan year 2024
Reported fees
$18,046

Employer clients

Plan sponsors naming Northwestern Mutual Investment 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
Hospitality Staffing Ii LLCIL4,8932024-12-31
Center For Orthopedic Research And Excellence, Inc.AZ2,9762024-12-31
Life Enriching CommunitiesOH1,9142024-12-31
44 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.