The Northwestern Mutual Employee Disability Income 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 Disability Income Plan is a benefit plan reported by Northwestern Mutual Life Ins.Co. under EIN 39-0509570 and plan number 504. The latest loaded filing year is 2023. The filing reports 8,431 participants and $27,453,313 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
504
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
8,431
End-of-year plan assets
$27,453,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,431H, C20251006123005NAL0006438928001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,453,313
Total liabilities (EOY)
$588,865
Net assets (EOY)
$26,864,448
Net assets (BOY)
$24,124,662

Income & contributions

Employer contributions
$3,684,135
Total contributions
$3,684,135
Total income / additions
$6,535,245

Expenses & distributions

Benefits paid
$3,757,213
Administrative expenses
$38,246
Total expenses
$3,795,459
Net increase / (decrease)
$2,739,786

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nm Investment Mgmt CoSUB OF SPONSOR$38,246not reported in the loaded dataset2023

Related Form 5500 pages