Northwestern Mutual Investment Svcs
Milwaukee, WI
Northwestern Mutual Investment Svcs of Milwaukee, WI is the broker of record on 46 Form 5500 Schedule A filings covering 29 employer benefit plans across 15 states, with $525,354 in reported broker commissions (plan year 2025).
Quick answer
Northwestern Mutual Investment Svcs (Milwaukee, WI) is the broker of record for 29 employer benefit plan sponsors on 46 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Northwestern Mutual Investment Svcs have?
- Northwestern Mutual Investment Svcs is named as broker on Form 5500 Schedule A filings for 29 distinct plan sponsors in 15 states.
- Who are Northwestern Mutual Investment Svcs's largest employer clients?
- By plan participants, the largest include Resource Label Group, LLC (1,903 participants), Hr, Inc. Dba Simple Hr (1,530 participants) and Greater Houston All Pro Auto Interiors, LLC (1,025 participants).
- How much does Northwestern Mutual Investment Svcs earn in commissions?
- Insurers reported $525,354 in broker commissions and $25,958 in fees paid to Northwestern Mutual Investment Svcs for plan year 2025, per Schedule A Part 1.
- Where is Northwestern Mutual Investment Svcs located?
- Northwestern Mutual Investment Svcs is based in Milwaukee, WI and has employer clients in 15 states.
- How does Northwestern Mutual Investment Svcs rank among benefits brokers in Wisconsin?
- Northwestern Mutual Investment Svcs ranks #21 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 Svcs 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 |
|---|---|---|---|
| Resource Label Group, LLC | TN | 1,903 | 2024-12-31 |
| Hr, Inc. Dba Simple Hr | FL | 1,530 | 2025-12-31 |
| Greater Houston All Pro Auto Interiors, LLC | TX | 1,025 | 2025-12-31 |
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Other benefits brokers in Wisconsin
- M3 Insurance Solutions Inc: 342 employer clients, $22,402,107 reported commissions (Madison)
- Northwestern Mutual Investment Serv: 161 employer clients, $4,569,299 reported commissions (Milwaukee)
- Umr Inc: 127 employer clients, $815,854 reported commissions (Wausau)
- R&R Insurance Services Inc.: 88 employer clients, $2,192,833 reported commissions (Waukesha)
- The Retirement Advantage Inc: 88 employer clients, $30,791 reported commissions (Appleton)
- Hausmann Group Inc: 65 employer clients, $2,992,894 reported commissions (Madison)
- Baird Insurance Services Inc: 50 employer clients, $5,114,532 reported commissions (Milwaukee)
- Northwestern Mutual Investment: 49 employer clients, $2,207,992 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.