Plan5500

The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund — Form 5500 plan (Northwestern Mutual Life Ins.Co.)

Plain-English plan 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, The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund is a benefit plan reported by Northwestern Mutual Life Ins.Co. under EIN 39-0509570 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,163 participants and $1,307,660,616 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.3BPlan net assets, end of year$1,307,660,616
Participants8.2KCovered participants reported8,163
Assets / participant$160.2KComputed: assets ÷ participants$160,194 (computed)
Provider compensation$287.8K1 Schedule C provider row(s)$287,845
Plan sponsor
Northwestern Mutual Life Ins.Co.
EIN
39-0509570
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    8,163 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.3B total assets
Net assets$1.3BLiabilities$0
Money in vs. money out
Total income / additions$180.3M
Total expenses$44.5M
Benefits paid / distributions$44.2M
Contributions
Employer$34.8M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,307,660,616
Total liabilities (EOY)
$0
Net assets (EOY)
$1,307,660,616
Net assets (BOY)
$1,171,824,153

Income & contributions

Employer contributions
$34,771,689
Total contributions
$34,771,689
Total income / additions
$180,341,753

Expenses & distributions

Benefits paid
$44,217,445
Administrative expenses
$287,845
Total expenses
$44,505,290
Net increase / (decrease)
$135,836,463
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group, Inc.$287.8K
    NONE · Direct $287.8K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund?
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund is reported as sponsored by Northwestern Mutual Life Ins.Co. (EIN 39-0509570, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund?
The latest Form 5500 filing year loaded for The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund is 2023.
How many participants does The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund report?
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund reports 8,163 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund?
The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund reports $1,307,660,616 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages