Benefits broker of record
NORTHWESTERN MUTUAL INVESTMENT SERV
NORTHWESTERN MUTUAL INVESTMENT SERV is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of NORTHWESTERN MUTUAL INVESTMENT SERV.
Book profile
NORTHWESTERN MUTUAL INVESTMENT SERV brokers 4 insured contracts for 4 employers, across 3 states, led by CA, NC, VA.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 75%); 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 |
|---|---|---|---|
| SERVICE PROS INSTALLATION GROUP, INC. | CHARLOTTE, NC | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| MICROWAVE APPLICATIONS GROUP | SANTA MARIA, CA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| MASONIC HOME OF VIRGINIA | HENRICO, VA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| NORTH COUNTY & ESCONDIDO P.T. INC | ESCONDIDO, CA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
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)
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