Northwestern Mutual Investment Svrc
Milwaukee, WI
Northwestern Mutual Investment Svrc of Milwaukee, WI is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $91,822 in reported broker commissions (plan year 2025).
Quick answer
Northwestern Mutual Investment Svrc (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 Northwestern Mutual Investment Svrc have?
- Northwestern Mutual Investment Svrc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Northwestern Mutual Investment Svrc's largest employer clients?
- By plan participants, the largest include Premier Medical Alliance LLC (69 participants).
- How much does Northwestern Mutual Investment Svrc earn in commissions?
- Insurers reported $91,822 in broker commissions paid to Northwestern Mutual Investment Svrc for plan year 2025, per Schedule A Part 1.
- Where is Northwestern Mutual Investment Svrc located?
- Northwestern Mutual Investment Svrc is based in Milwaukee, WI.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Northwestern Mutual Investment Svrc 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 |
|---|---|---|---|
| Premier Medical Alliance LLC | NJ | 69 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Wisconsin
- M3 Insurance Solutions Inc: 342 employer clients, $22,402,107 reported commissions (Madison)
- Northwestern Mutual Investment Serv: 161 employer clients, $4,569,299 reported commissions (Milwaukee)
- Umr Inc: 127 employer clients, $815,854 reported commissions (Wausau)
- R&R Insurance Services Inc.: 88 employer clients, $2,192,833 reported commissions (Waukesha)
- The Retirement Advantage Inc: 88 employer clients, $30,791 reported commissions (Appleton)
- Hausmann Group Inc: 65 employer clients, $2,992,894 reported commissions (Madison)
- Baird Insurance Services Inc: 50 employer clients, $5,114,532 reported commissions (Milwaukee)
- Northwestern Mutual Investment: 49 employer clients, $2,207,992 reported commissions (Milwaukee)
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.