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Benefits broker of record · MILWAUKEE, WI

NORTHWESTERN MUTUAL INVESTMENT

NORTHWESTERN MUTUAL INVESTMENT of MILWAUKEE, WI is named as the broker of record on 40 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
40
Book size
$100k–1M
States
WI

Book profile

NORTHWESTERN MUTUAL INVESTMENT brokers 40 insured contracts for 40 employers covering 11,110 people, across at least 6 states, led by MN, TX, ID.

AMERICAN UNITED LIFE INSURANCE COMPANY writes the most contracts in the book (19, about 48%); MINNESOTA LIFE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP., AMERITAS LIFE INSURANCE CORP follow.

Renewals concentrate in December — 88% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
GARDEN STATE CONSUMER CREDIT COUNSELING, INC.MANALAPAN, NJAMERICAN UNITED LIFE INSURANCE COMPANYDecember
FRESCA HOLDING COMPANY LLCLOUISVILLE, COAMERICAN UNITED LIFE INSURANCE COMPANYDecember
JONES CONTRACTORS INC.HENDERSON, TNAMERICAN UNITED LIFE INSURANCE COMPANYDecember
TEXAS CHIROPRACTIC COLLEGE FOUNDATION INC.PASADENA, TXAMERICAN UNITED LIFE INSURANCE COMPANYAugust
GARDEN STATE CONSUMER CREDIT COUNSELING, INC.MANALAPAN, NJAMERICAN UNITED LIFE INSURANCE COMPANYDecember
Subscriber access
35

more plans in NORTHWESTERN MUTUAL INVESTMENT's book

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A