Northwestern Mutual Health Care Benefits Plan For Retirees — 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, Northwestern Mutual Health Care Benefits Plan For Retirees is a benefit plan reported by Northwestern Mutual Life Ins.Co. under EIN 39-0509570 and plan number 516. The latest loaded filing year is 2023. The filing reports 2,340 participants and $69,788,121 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
- 516
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 2,340
- End-of-year plan assets
- $69,788,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,340 | H, C | 20241009155348NAL0009375059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,788,121
- Total liabilities (EOY)
- $3,966,683
- Net assets (EOY)
- $65,821,438
- Net assets (BOY)
- $73,530,891
Income & contributions
- Employer contributions
- $2,856,121
- Participant contributions
- $2,863,839
- Total contributions
- $5,719,960
- Total income / additions
- $10,313,679
Expenses & distributions
- Benefits paid
- $17,261,537
- Administrative expenses
- $761,595
- Total expenses
- $18,023,132
- Net increase / (decrease)
- -$7,709,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSOR | $219,791 | not reported in the loaded dataset | 2023 |
| Quantum Health | NONE | $159,283 | not reported in the loaded dataset | 2023 |
| Nm Investment Mgmt Co | SUB OF SPONSOR; INV MGR | $106,918 | not reported in the loaded dataset | 2023 |
| Health Strategies Group | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Cvs Caremark | NONE | $52,048 | not reported in the loaded dataset | 2023 |
| Benefitfocus | NONE | $42,012 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Wisconsin | THIRD PARTY ADMIN | $17,874 | not reported in the loaded dataset | 2023 |
| Benefit Concepts Cobra Admin | NONE | $2,503 | not reported in the loaded dataset | 2023 |
| Wageworks Hra Admin | NONE | $156 | not reported in the loaded dataset | 2023 |
| Alight | CLAIMS ADMINISTRATOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwestern Mutual Life Ins.Co.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Umr, Inc. — Schedule C compensation
- Quantum Health — Schedule C compensation
- Nm Investment Mgmt Co — Schedule C compensation
- Health Strategies Group — Schedule C compensation
- Cvs Caremark — Schedule C compensation
- Benefitfocus — Schedule C compensation
- Delta Dental Of Wisconsin — Schedule C compensation
- Benefit Concepts Cobra Admin — Schedule C compensation
- Wageworks Hra Admin — Schedule C compensation
- Alight — Schedule C compensation