Benefits brokerage · 4 offices
NORTHWESTERN MUTUAL INVESTMENT SERV
NORTHWESTERN MUTUAL INVESTMENT SERV is named as the broker of record on 181 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| MILWAUKEE | WI | 175 |
| No city on file | — | 4 |
| RESTON | VA | 1 |
| VIRGINIA BEACH | VA | 1 |
Book profile
NORTHWESTERN MUTUAL INVESTMENT SERV brokers 181 insured contracts for 160 employers, across 36 states, led by NY, IL, MA.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (79, about 44%); JOHN HANCOCK LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 59% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
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 | Office | Carrier | Renews |
|---|---|---|---|---|
| RIDGEWELL'S, INC. | BETHESDA, MD | MILWAUKEE, WI | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| CENTURY BANK | SANTA FE, NM | MILWAUKEE, WI | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| RIDGE CORPORATION | PATASKALA, OH | MILWAUKEE, WI | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| TRANSPORT DESIGNS, INC. | BURNSVILLE, MN | MILWAUKEE, WI | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| PLAN COMPLIANCE SERVICES, INC. | CLEARWATER, FL | MILWAUKEE, WI | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
more employers in NORTHWESTERN MUTUAL INVESTMENT SERV's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)