The Northwestern Mutual Employee Savings Plan — Form 5500 plan (Northwestern Mutual Life Ins. Co.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Northwestern Mutual Employee Savings Plan is a benefit plan reported by Northwestern Mutual Life Ins. Co. under EIN 39-0509570 and plan number 005. The latest loaded filing year is 2023. The filing reports 12,633 participants and $2,651,025,594 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northwestern Mutual Life Ins. Co.
EIN
39-0509570
Plan number
005
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
12,633
End-of-year plan assets
$2,651,025,594

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,633H, C20241014135209NAL0013400163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,651,025,594
Total liabilities (EOY)
$0
Net assets (EOY)
$2,651,025,594
Net assets (BOY)
$2,385,991,887

Income & contributions

Participant contributions
$92,106,885
Total contributions
$101,946,740
Total income / additions
$356,155,941

Expenses & distributions

Benefits paid
$90,518,794
Administrative expenses
$596,183
Total expenses
$91,122,234
Net increase / (decrease)
$265,033,707

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$624,833$02023

Related Form 5500 pages