Form 5500 · Employee benefit plan · MILWAUKEE, WI
NORTHWESTERN MUTUAL LIFE INS.CO.
The filing calls this plan NML GROUP TRAVEL ACCIDENT PLAN.
NORTHWESTERN MUTUAL LIFE INS.CO. of MILWAUKEE, WI is a 8,255-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is ROBERTSON RYAN & ASSOCIATES INC. Coverage is written through ZURICH AMERICAN INSURANCE COMPANY. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0509570 · plan 503 · plan year 2024, filed Sep 24, 2025
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits, 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.
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
The most recent policy period ended in July, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ZURICH AMERICAN INSURANCE COMPANY | — | 8,364 | Jul 14, 2024 | — | $0 |
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.
Other plans filed by this employer
How this plan compares
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