2023 Form 5500 filing — The Northwestern Mutual Employee Disability Income Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20251006123005NAL0006438928001) for The Northwestern Mutual Employee Disability Income Plan, reported by Northwestern Mutual Life Ins.Co. under EIN 39-0509570 and plan number 504. It reports 8,431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251006123005NAL0006438928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwestern Mutual Life Ins.Co.
- EIN
- 39-0509570
- Plan number
- 504
- Location
- Milwaukee, WI
- Participants
- 8,431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,453,313
- Total liabilities (EOY)
- $588,865
- Net assets (EOY)
- $26,864,448
- Employer contributions
- $3,684,135
- Total income / additions
- $6,535,245
- Benefits paid
- $3,757,213
- Administrative expenses
- $38,246
- Total expenses
- $3,795,459
- Net increase / (decrease)
- $2,739,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nm Investment Mgmt Co | SUB OF SPONSOR | $38,246 | not reported in the loaded dataset |