Benefits broker of record · MILWAUKEE, WI
NORTHWESTERN MUTUAL INV. SRVCS
NORTHWESTERN MUTUAL INV. SRVCS of MILWAUKEE, WI is named as the broker of record on 7 insurance contracts in public Form 5500 Schedule A filings.
7 contracts on file name NORTHWESTERN MUTUAL INV. SRVCS as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
NORTHWESTERN MUTUAL INV. SRVCS brokers 7 insured contracts for 7 employers, across 6 states, led by FL, IL, MA.
NATIONWIDE LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 71%); JOHN HANCOCK LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| DIVERSIFIED TECHNICAL SERVICES, INC. | SAN ANTONIO, TX | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| GARDANT MANAGEMENT SOLUTIONS, INC. | KANKAKEE, IL | NATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| SROA PROPERTY MANAGEMENT, LLC | WEST PALM BEACH, FL | NATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| PATHWAYS HEALTHCARE, LLC | WESTWOOD, MA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2025 |
| MDWEST ONE, P.C. | OMAHA, NE | NATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in NORTHWESTERN MUTUAL INV. SRVCS's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both