Plan5500

The Northwestern Mutual Employee 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 Employee Retirement Plan is a benefit plan reported by Northwestern Mutual Life Ins.Co. under EIN 39-0509570 and plan number 003. The latest loaded filing year is 2023. The filing reports 14,217 participants and $3,298,151,091 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
003
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
14,217
End-of-year plan assets
$3,298,151,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,217H, C20241009155031NAL0031771952001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,298,151,091
Total liabilities (EOY)
$10,837,823
Net assets (EOY)
$3,287,313,268
Net assets (BOY)
$3,070,555,521

Income & contributions

Total contributions
$0
Total income / additions
$348,827,986

Expenses & distributions

Benefits paid
$127,290,216
Administrative expenses
$4,780,023
Total expenses
$132,070,239
Net increase / (decrease)
$216,757,747

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nm Investment Mgmt CoSUB OF SPONSOR; INV MGR$4,684,198not reported in the loaded dataset2023
Bellwether Consulting LLCCONSULTANT$95,825not reported in the loaded dataset2023

Related Form 5500 pages