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Benefits Intelligence/Broker Directory/Wisconsin

Northwestern Mutual Investment Svcs

Milwaukee, WI

Northwestern Mutual Investment Svcs of Milwaukee, WI is the broker of record on 28 Form 5500 Schedule A filings covering 26 employer benefit plans across 15 states, with $241,674 in reported broker commissions (plan year 2025).

Employer clients
26
distinct plan sponsors
Schedule A filings
28
States served
15
Reported commissions
$241,674
plan year 2025
Reported fees
$25,958

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.

EmployerStateParticipantsPlan year end
Resource Label Group, LLCTN1,9032024-12-31
Hr, Inc. Dba Simple HrFL1,4352024-12-31
R & E Automated Systems, LLCMI5342024-12-31
23 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.