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Benefits Intelligence/Broker Directory/Wisconsin

Northwester Mutual Investment Servi

Milwaukee, WI

Northwester Mutual Investment Servi of Milwaukee, WI is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $344 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$344
plan year 2025
Reported fees
$3

Quick answer

Northwester Mutual Investment Servi (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 Northwester Mutual Investment Servi have?
Northwester Mutual Investment Servi is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Northwester Mutual Investment Servi's largest employer clients?
By plan participants, the largest include Credit Control, LLC (384 participants).
How much does Northwester Mutual Investment Servi earn in commissions?
Insurers reported $344 in broker commissions and $3 in fees paid to Northwester Mutual Investment Servi for plan year 2025, per Schedule A Part 1.
Where is Northwester Mutual Investment Servi located?
Northwester Mutual Investment Servi is based in Milwaukee, WI.

Source: Fundz verified event record.

Employer clients

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

EmployerStateParticipantsPlan year end
Credit Control, LLCMO3842025-12-31

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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.