Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NORTHWESTERN MUTUAL LIFE INS.CO.
EIN 39-0509570Finance and InsuranceLatest filing 2024
Plans
14
Retirement
4
$9.65B assets
Welfare
10
$37.6M premiums
Participants
103,264
720 E WISCONSIN AVENUE - MILWAUKEE, WI 53202414-271-1444
Plans on this EIN
14 filings#003TraditionalDB-$3.25B - 14,379 part#005401k-$2.89B - 12,763 part#002TraditionalDB-$2.08B - 13,879 part#001ProfitSharing-$1.42B - 8,491 part#517Fully Insured-$19.9M - 9,298 lives#526Mixed-$6.7M - 3,687 lives#525Fully Insured-$5.6M - 7,746 lives#501Fully Insured-$3.0M - 8,301 lives#531Fully Insured-$2.1M - 291 lives#516Fully Insured-$300K - 154 lives#503Fully Insured-8,364 lives#504Self Funded-0 lives#515Self Funded-0 lives#550Self Funded-0 lives
Retirement portfolio analytics
4 plans aggregated / $9.65B assets / 49,512 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
55%top
- (Not disclosed)55%
- THE VANGUARD GROUP, INC.45%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
10 plans / $37.6M premiums / 37,841 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$25.0M
- Dental$7.0M
- Vision$7.0M
- Long-term disability$5.6M
Carrier market share
Premium dollars by Schedule A carrier
81%top
- NORTHWESTERN MUTUAL81%
- BLUE CROSS OF CALIFORNIA19%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
0%top
- ROBERTSON RYAN & ASSOCIATES0%
- WILLIS TOWERS WATSON US LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE NORTHWESTERN MUTUAL EMPLOYEE RETIREMENT PLAN
TraditionalDB
Assets$3.25B
Participants14,379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
THE NORTHWESTERN MUTUAL EMPLOYEE SAVINGS PLAN
401k
Assets$2.89B
Participants12,763
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN
TraditionalDB
Assets$2.08B
Participants13,879
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND
ProfitSharing
Assets$1.42B
Participants8,491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517
NML INS CO AGENTS GROUP LIFE INS PLAN
Fully Insured - NORTHWESTERN MUTUAL LIFE INS. CO.
Premiums$19.9M
Covered lives9,298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526
THE NORTHWESTERN MUTUAL EMPLOYEE FLEXIBLE BENEFIT PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF WISCONSIN
Premiums$6.7M
Covered lives3,687
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
NML AGENTS GROUP LONG-TERM DISABILITY
Fully Insured - NORTHWESTERN MUTUAL LIFE INS. CO.
Premiums$5.6M
Covered lives7,746
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
NML GROUP LIFE INSURANCE PLAN
Fully Insured - NORTHWESTERN MUTUAL LIFE INS. CO.
Premiums$3.0M
Covered lives8,301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#531
THE NML LIFE INSURANCE PLAN FOR OFFICERS
Fully Insured - NORTHWESTERN MUTUAL LIFE INS. CO.
Premiums$2.1M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
NORTHWESTERN MUTUAL HEALTH CARE BENEFITS PLAN FOR RETIREES
Fully Insured - BLUE CROSS BLUE SHIELD OF WISCONSIN
Premiums$300K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
NML GROUP TRAVEL ACCIDENT PLAN
Fully Insured - ZURICH AMERICAN INSURANCE COMPANY
Premiums$0
Covered lives8,364
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
NML INS CO AGENTS FLEXIBLE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550
THE NORTHWESTERN MUTUAL SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE NORTHWESTERN MUTUAL EMPLOYEE RETIREMENT PLAN | TraditionalDB | $3.25B | 14,379 | 2024 | |
| 005 | THE NORTHWESTERN MUTUAL EMPLOYEE SAVINGS PLAN | 401k | $2.89B | 12,763 | 2024 | |
| 002 | THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN | TraditionalDB | $2.08B | 13,879 | 2024 | |
| 001 | THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND | ProfitSharing | $1.42B | 8,491 | 2024 |
Welfare plans10
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 517 | NML INS CO AGENTS GROUP LIFE INS PLAN | Fully Insured | NORTHWESTERN MUTUAL LIFE INS. CO. | $19.9M | 9,298 | 2024 | |
| 526 | THE NORTHWESTERN MUTUAL EMPLOYEE FLEXIBLE BENEFIT PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF WISCONSIN | $6.7M | 3,687 | 2024 | |
| 525 | NML AGENTS GROUP LONG-TERM DISABILITY | Fully Insured | NORTHWESTERN MUTUAL LIFE INS. CO. | $5.6M | 7,746 | 2024 | |
| 501 | NML GROUP LIFE INSURANCE PLAN | Fully Insured | NORTHWESTERN MUTUAL LIFE INS. CO. | $3.0M | 8,301 | 2024 | |
| 531 | THE NML LIFE INSURANCE PLAN FOR OFFICERS | Fully Insured | NORTHWESTERN MUTUAL LIFE INS. CO. | $2.1M | 291 | 2024 | |
| 516 | NORTHWESTERN MUTUAL HEALTH CARE BENEFITS PLAN FOR RETIREES | Fully Insured | BLUE CROSS BLUE SHIELD OF WISCONSIN | $300K | 154 | 2024 | |
| 503 | NML GROUP TRAVEL ACCIDENT PLAN | Fully Insured | ZURICH AMERICAN INSURANCE COMPANY | $0 | 8,364 | 2024 | |
| 504 | THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 515 | NML INS CO AGENTS FLEXIBLE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 550 | THE NORTHWESTERN MUTUAL SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans