Benefits broker of record
NORTHWESTERN MUTUAL INVESTMENT
NORTHWESTERN MUTUAL INVESTMENT is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 7 offices of NORTHWESTERN MUTUAL INVESTMENT.
Book profile
NORTHWESTERN MUTUAL INVESTMENT brokers 3 insured contracts for 3 employers, across 3 states, led by AZ, CT, KY.
MINNESOTA LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 33%); THE LINCOLN NATIONAL 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.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ITALIA & LEMP, INC. | GLASTONBURY, CT | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| CENTER FOR ORTHOPEDIC RESEARCH AND EXCELLENCE, INC. | PHOENIX, AZ | MINNESOTA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| COMMONWEALTH PAIN ASSOCIATES, PLLC | LOUISVILLE, KY | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)
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