Plan5500

The Northwestern Mutual Life Insurance Company Agents Retirement Plan — 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 Retirement Plan is a benefit plan reported by Northwestern Mutual Life Ins.Co. under EIN 39-0509570 and plan number 002. The latest loaded filing year is 2023. The filing reports 13,640 participants and $2,083,930,570 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northwestern Mutual Life Ins.Co.
EIN
39-0509570
Plan number
002
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
13,640
End-of-year plan assets
$2,083,930,570

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,640H, C20241014154429NAL0026613217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,083,930,570
Total liabilities (EOY)
$6,847,858
Net assets (EOY)
$2,077,082,712
Net assets (BOY)
$1,925,077,624

Income & contributions

Total contributions
$0
Total income / additions
$219,673,327

Expenses & distributions

Benefits paid
$64,623,796
Administrative expenses
$3,044,443
Total expenses
$67,668,239
Net increase / (decrease)
$152,005,088

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nm Investment Mgmt CoSUB OF SPONSOR; INV MGR$2,948,617not reported in the loaded dataset2023
Bellwether Consulting LLCCONSULTANT$95,825not reported in the loaded dataset2023

Related Form 5500 pages