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Benefits Intelligence/Broker Directory/Wisconsin

Northwestern Mutual Invstmnt Svcs

Milwaukee, WI

Northwestern Mutual Invstmnt Svcs of Milwaukee, WI is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $5,183 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$5,183
plan year 2024

Quick answer

Northwestern Mutual Invstmnt Svcs (Milwaukee, WI) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.

How many employer clients does Northwestern Mutual Invstmnt Svcs have?
Northwestern Mutual Invstmnt Svcs is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Northwestern Mutual Invstmnt Svcs's largest employer clients?
By plan participants, the largest include Forsythe, Inc. (148 participants).
How much does Northwestern Mutual Invstmnt Svcs earn in commissions?
Insurers reported $5,183 in broker commissions paid to Northwestern Mutual Invstmnt Svcs for plan year 2024, per Schedule A Part 1.
Where is Northwestern Mutual Invstmnt Svcs located?
Northwestern Mutual Invstmnt Svcs is based in Milwaukee, WI.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Northwestern Mutual Invstmnt Svcs 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
Forsythe, Inc.VA1482024-12-31

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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.