Form 5500 · Employee benefit plan · MILWAUKEE, WI
NORTHWESTERN MUTUAL FIELD ASSOCIATIONS
The filing calls this plan NORTHWESTERN MUTUAL FIELD ASSOCIATIONS HEALTH CARE BENEFITS PLAN.
NORTHWESTERN MUTUAL FIELD ASSOCIATIONS of MILWAUKEE, WI is a 10,387-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is WILLIS TOWERS WATSON US LLC. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-6278191 · plan 560 · plan year 2025, filed Sep 14, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 5 insured contracts covering health, dental and vision; the largest, with BLUECROSS BLUESHIELD OF ILLINOIS, covers 20,752 people.
Reported premium is $169,840,527; the filing discloses no broker commission on these contracts.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
WILLIS TOWERS WATSON US LLC is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
4 carriers appear on the filing, including BLUECROSS BLUESHIELD OF ILLINOIS, DELTA DENTAL OF ILLINOIS, KAISER FOUNDATION HEALTH PLAN, INC. and VISION SERVICE PLAN. BLUECROSS BLUESHIELD OF ILLINOIS writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health | 20,752 | Jan 1, 2026 | $156,416,796 | $0 |
| DELTA DENTAL OF ILLINOIS | Dental | 9,673 | Jan 1, 2026 | $8,301,446 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 600 | Jan 1, 2026 | $2,995,116 | $0 |
| VISION SERVICE PLAN | Vision | 8,336 | Jan 1, 2026 | $1,411,080 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 129 | Jan 1, 2026 | $716,089 | $0 |
Premium and claims on this contract
BLUECROSS BLUESHIELD OF ILLINOIS, contract 209615. For the contract year on this filing, the carrier reported $156,416,796 in premium earned and $133,820,152 in claims incurred. Dividing one by the other gives 86%.
- BLUECROSS BLUESHIELD OF ILLINOIS, contract 209615 reported $6,191,381 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
How this plan compares
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