# Northwestern Mutual Life Ins.Co. Health & Welfare Plan
Source: https://planprovider.pro/companies/northwestern-mutual-life-ins-co-390509570-516

> Northwestern Mutual Life Ins.Co.'s Health & Welfare plan: 2,317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northwestern Mutual Life Ins.Co.

- **Sponsor EIN:** 390509570

- **Sponsor Address:** 720 E WISCONSIN AVENUE, MILWAUKEE, WI, 53202

- **Plan Type:** Health & Welfare

- **Plan Number:** 516

- **Total Participants:** 2,317

- **Total Assets:** $59.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,317|$59.2M|$1.2M|$2.5M|

| 2023|2,347|$69.8M|$2.9M|$2.9M|

| 2022|2,340|$75.7M|$11.4M|$3.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UMR, INC.|Other Service Provider|$212,763|—|$212,763|

| NM INVESTMENT MGMT CO|Other Service Provider|$94,960|—|$94,960|

| HEALTH STRATEGIES GROUP|Other Service Provider|$75,000|—|$75,000|

| BENEFITFOCUS|Other Service Provider|$41,577|—|$41,577|

| CVS CAREMARK|Other Service Provider|$37,982|—|$37,982|

| DELTA DENTAL OF WISCONSIN|Recordkeeper|$15,063|—|$15,063|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $477,345

- **Estimated Expense Ratio:** 0.806% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$554,366|$94,960|$459,406|—|—|

| 2023|$761,595|$106,918|$654,677|—|—|

| 2022|$864,499|$120,666|$743,833|—|—|

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