Northwestern Mutual Investment
Milwaukee, WI
Northwestern Mutual Investment of Milwaukee, WI is the broker of record on 80 Form 5500 Schedule A filings covering 49 employer benefit plans across 21 states, with $2,207,992 in reported broker commissions (plan year 2025).
Quick answer
Northwestern Mutual Investment (Milwaukee, WI) is the broker of record for 49 employer benefit plan sponsors on 80 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Northwestern Mutual Investment have?
- Northwestern Mutual Investment is named as broker on Form 5500 Schedule A filings for 49 distinct plan sponsors in 21 states.
- Who are Northwestern Mutual Investment's largest employer clients?
- By plan participants, the largest include Hospitality Staffing Ii LLC (4,744 participants), Center For Orthopedic Research And Excellence, Inc. (2,974 participants) and Life Enriching Communities (2,082 participants).
- How much does Northwestern Mutual Investment earn in commissions?
- Insurers reported $2.2 million in broker commissions and $18,747 in fees paid to Northwestern Mutual Investment for plan year 2025, per Schedule A Part 1.
- Where is Northwestern Mutual Investment located?
- Northwestern Mutual Investment is based in Milwaukee, WI and has employer clients in 21 states.
- How does Northwestern Mutual Investment rank among benefits brokers in Wisconsin?
- Northwestern Mutual Investment ranks #10 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 Investment 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 |
|---|---|---|---|
| Hospitality Staffing Ii LLC | IL | 4,744 | 2025-12-31 |
| Center For Orthopedic Research And Excellence, Inc. | AZ | 2,974 | 2025-12-31 |
| Life Enriching Communities | OH | 2,082 | 2025-12-31 |
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Other benefits brokers in Wisconsin
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- Hays Companies Insurance Agency: 65 employer clients, $423,785 reported commissions (Milwaukee)
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.