# Northwestern Mutual Life Ins.Co. 401(k) Plan
Source: https://planprovider.pro/companies/northwestern-mutual-life-ins-co-390509570-526

> Northwestern Mutual Life Ins.Co.'s 401(k) plan: 8,297 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:** 401(k)

- **Plan Number:** 526

- **Total Participants:** 8,297

- **Total Assets:** $11.9M

## 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|8,297|$11.9M|$77.1M|$31.1M|

| 2023|8,403|$11.7M|$76.0M|$28.8M|

| 2022|8,431|$10.3M|$63.6M|$26.2M|

## 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|Other Service Provider|$2,208,981|—|$2,208,981|

| BENEFITFOCUS INC|Other Service Provider|$304,900|—|$304,900|

| CVS CAREMARK|Other Service Provider|$267,425|—|$267,425|

| TELEDOC|Other Service Provider|$230,037|—|$230,037|

| DELTA DENTAL OF WISCONSIN|Recordkeeper|$126,859|—|$126,859|

| EMPATHIA|Other Service Provider|$95,429|—|$95,429|

| WAGEWORKS|Other Service Provider|$80,746|—|$80,746|

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

| BENEFIT CONCEPTS COBRA ADMIN|Other Service Provider|$44,216|—|$44,216|

| NM INVESTMENT MGMT CO|Other Service Provider|$15,965|—|$15,965|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,449,558

- **Estimated Expense Ratio:** 29.060% 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|$4,807,375|$15,965|$4,791,410|—|—|

| 2023|$5,878,247|$14,899|$5,863,348|—|—|

| 2022|$6,162,949|$14,812|$6,148,137|—|—|

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