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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 53 Form 5500 Schedule A filings covering 47 employer benefit plans across 21 states, with $1,267,702 in reported broker commissions (plan year 2025).

Employer clients
47
distinct plan sponsors
Schedule A filings
53
States served
21
Reported commissions
$1,267,702
plan year 2025
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 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.