How many employer clients does North Mutual Investments have?

North Mutual Investments is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.

Who are North Mutual Investments's largest employer clients?

By plan participants, the largest include Uss Midway Museum (184 participants).

How much does North Mutual Investments earn in commissions?

Insurers reported $21,529 in broker commissions paid to North Mutual Investments for plan year 2025, per Schedule A Part 1.

Where is North Mutual Investments located?

North Mutual Investments is based in Milwaukee, WI.

Benefits Intelligence/Broker Directory/Wisconsin

North Mutual Investments

Milwaukee, WI

North Mutual Investments of Milwaukee, WI is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $21,529 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$21,529

plan year 2025

Quick answer

North Mutual Investments (Milwaukee, WI) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does North Mutual Investments have?: North Mutual Investments is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are North Mutual Investments's largest employer clients?: By plan participants, the largest include Uss Midway Museum (184 participants).
How much does North Mutual Investments earn in commissions?: Insurers reported $21,529 in broker commissions paid to North Mutual Investments for plan year 2025, per Schedule A Part 1.
Where is North Mutual Investments located?: North Mutual Investments is based in Milwaukee, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming North Mutual Investments on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Uss Midway Museum	CA	184	2025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.