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Original filing (PDF)20251014110421NAL0003738208001
NORTHWESTERN MUTUAL LIFE INS.CO.
Form 5500
FILING_RECEIVED
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND
Defined-contribution retirement plan
Signals · 2
44% in single holdingNo recordkeeper disclosed
Active participants
6,097
Accounts w/ balance
8,298
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
18 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Issuer Description of Investment Cost* Current Value ** The Northwestern Mutual Life Insurance Company Group Deposit Administration Contract" is 44% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWESTERN MUTUAL LIFE INS.CO..
Plan sponsor
Name
NORTHWESTERN MUTUAL LIFE INS.CO.
EIN
39-0509570
Address
720 E WISCONSIN AVENUE · MILWAUKEE, WI · 53202
Phone
(414) 271-1444
Industry
Finance & Insurancesee all
Plan administrator
Name
CANDACE DAMON VP FIELD TOTAL REWARDS
EIN
62-1509028
City
MILWAUKEE, WI
Phone
(414) 665-3939
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $299K | — |
Investments
12 direct securities · 18 pooled funds· $1.4B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$871.4M
12 holdings
Common Collective Trust
$552.0M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Issuer Description of Investment Cost* Current Value ** The Northwestern Mutual Life Insurance Company Group Deposit Administration Contract | — | — | — | $624.4M | 43.9% | |
| VFTC INST TOT STOCK MRKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $184.5M | 13.0% | |
| JPMCB LARGE CAP GROWTH FUND; CF-A C JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $108.7M | 7.6% | |
| VFTC DEVELOPED MRKTS INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 86-6632044 / PN 001 | Common Collective Trust | — | — | $55.4M | 3.9% | |
| Vanguard Mid-Cap Index Fund: Inst'l Plus Shares | — | — | — | $51.3M | 3.6% | |
| ARTISAN MID CAP GROWTH TRUST TIER 1 SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $49.9M | 3.5% | |
| Dodge & Cox Stock Fund; Class X | — | — | — | $42.8M | 3.0% | |
| Loomis Sayles Small Cap Growth Fund; Institutional Class | — | — | — | $39.8M | 2.8% | |
| VFTC TARGET RETIREMENT 2050 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $25.4M | 1.8% | |
| Vanguard Small-Cap Index Fund Institutional Shares | — | — | — | $20.6M | 1.4% | |
| Vanguard Real Estate Index Fund - Instl Shares | — | — | — | $19.7M | 1.4% | |
| MFS International Intrinsic Value Fund; Cl R6 | — | — | — | $19.0M | 1.3% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $17.7M | 1.2% | |
| VFTC TARGET RETIREMENT 2045 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $15.4M | 1.1% | |
| Goldman Sachs Emerging Markets Equity Insights Fund; Institutional Shares | — | — | — | $14.2M | 1.0% | |
| VFTC TARGET RETIREMENT 2040 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $13.4M | 0.9% | |
| VFTC TARGET RETIREMENT 2025 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $12.4M | 0.9% | |
| VFTC TARGET RETIREMENT 2035 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $12.1M | 0.8% | |
| VFTC TARGET RETIREMENT 2060 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $10.5M | 0.7% | |
| VFTC TARGET RETIREMENT 2055 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $10.3M | 0.7% | |
| VFTC INST TOT BOND MRKT INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $10.2M | 0.7% | |
| VFTC TARGET RETIREMENT 2030 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $10.1M | 0.7% | |
| VFTC TARGET RETMNT. INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $9.4M | 0.7% | |
| American Century Mid Cap Value Fund; Class R6 | — | — | — | $8.7M | 0.6% | |
| VFTC TARGET RETIREMENT 2065 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $8.5M | 0.6% | |
| Macquarie Small Cap Value Fund; Institutional Class | — | — | — | $8.2M | 0.6% | |
| VFTC TARGET RETIREMENT 2070 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $6.7M | 0.5% | |
| Federated Hermes Inst. High Yield Bond Fund; Inst. Class | — | — | — | $4.9M | 0.3% | |
| STATE STREET REAL ASSET FUND CLASSC STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $4.7M | 0.3% | |
| VFTC TARGET RETIREMENT 2020 TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $4.6M | 0.3% |