?>
Logo

THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 401k Plan overview

Plan NameTHE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND
Plan identification number 001

THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

NORTHWESTERN MUTUAL LIFE INS. CO. has sponsored the creation of one or more 401k plans.

Company Name:NORTHWESTERN MUTUAL LIFE INS. CO.
Employer identification number (EIN):390509570
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012017-01-01JENNIFER GOODWIN
0012017-01-01TODD SMASAL2020-10-07
0012016-01-01JENNIFER GOODWIN
0012016-01-01
0012015-01-01JULIE FLAA
0012015-01-01
0012015-01-01THERESA GALLO2016-05-19
0012014-01-01JULIE FLAA
0012014-01-01THERESA GALLO2015-07-15
0012013-01-01ROBYN CORNELIUS
0012012-01-01ROBYN CORNELIUS ROBYN CORNELIUS2013-10-10
0012011-01-01ROBYN CORNELIUS
0012009-01-01ALLEN KLUZ

Plan Statistics for THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND

401k plan membership statisitcs for THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND

Measure Date Value
2022: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-017,956
Total number of active participants reported on line 7a of the Form 55002022-01-015,914
Number of retired or separated participants receiving benefits2022-01-01728
Number of other retired or separated participants entitled to future benefits2022-01-011,414
Total of all active and inactive participants2022-01-018,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01107
Total participants2022-01-018,163
Number of participants with account balances2022-01-018,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01645
2021: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-017,662
Total number of active participants reported on line 7a of the Form 55002021-01-015,909
Number of retired or separated participants receiving benefits2021-01-01661
Number of other retired or separated participants entitled to future benefits2021-01-011,285
Total of all active and inactive participants2021-01-017,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01101
Total participants2021-01-017,956
Number of participants with account balances2021-01-017,843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01594
2020: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-017,462
Total number of active participants reported on line 7a of the Form 55002020-01-015,616
Number of retired or separated participants receiving benefits2020-01-01648
Number of other retired or separated participants entitled to future benefits2020-01-011,305
Total of all active and inactive participants2020-01-017,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0193
Total participants2020-01-017,662
Number of participants with account balances2020-01-017,555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01483
2019: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-017,284
Total number of active participants reported on line 7a of the Form 55002019-01-015,408
Number of retired or separated participants receiving benefits2019-01-01674
Number of other retired or separated participants entitled to future benefits2019-01-011,293
Total of all active and inactive participants2019-01-017,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0187
Total participants2019-01-017,462
Number of participants with account balances2019-01-017,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01538
2018: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-017,255
Total number of active participants reported on line 7a of the Form 55002018-01-015,383
Number of retired or separated participants receiving benefits2018-01-01598
Number of other retired or separated participants entitled to future benefits2018-01-011,227
Total of all active and inactive participants2018-01-017,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0176
Total participants2018-01-017,284
Number of participants with account balances2018-01-017,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01588
2017: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-017,058
Total number of active participants reported on line 7a of the Form 55002017-01-015,399
Number of retired or separated participants receiving benefits2017-01-01520
Number of other retired or separated participants entitled to future benefits2017-01-011,263
Total of all active and inactive participants2017-01-017,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0173
Total participants2017-01-017,255
Number of participants with account balances2017-01-017,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01584
2016: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-016,893
Total number of active participants reported on line 7a of the Form 55002016-01-015,343
Number of retired or separated participants receiving benefits2016-01-01440
Number of other retired or separated participants entitled to future benefits2016-01-011,206
Total of all active and inactive participants2016-01-016,989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0169
Total participants2016-01-017,058
Number of participants with account balances2016-01-016,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01484
2015: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-016,871
Total number of active participants reported on line 7a of the Form 55002015-01-015,284
Number of retired or separated participants receiving benefits2015-01-01373
Number of other retired or separated participants entitled to future benefits2015-01-011,177
Total of all active and inactive participants2015-01-016,834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0159
Total participants2015-01-016,893
Number of participants with account balances2015-01-016,834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01595
2014: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-016,764
Total number of active participants reported on line 7a of the Form 55002014-01-015,337
Number of retired or separated participants receiving benefits2014-01-01314
Number of other retired or separated participants entitled to future benefits2014-01-011,165
Total of all active and inactive participants2014-01-016,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0155
Total participants2014-01-016,871
Number of participants with account balances2014-01-016,816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01606
2013: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-016,627
Total number of active participants reported on line 7a of the Form 55002013-01-015,322
Number of retired or separated participants receiving benefits2013-01-01251
Number of other retired or separated participants entitled to future benefits2013-01-011,139
Total of all active and inactive participants2013-01-016,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0152
Total participants2013-01-016,764
Number of participants with account balances2013-01-016,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01654
2012: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-016,460
Total number of active participants reported on line 7a of the Form 55002012-01-015,328
Number of retired or separated participants receiving benefits2012-01-01166
Number of other retired or separated participants entitled to future benefits2012-01-011,085
Total of all active and inactive participants2012-01-016,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0148
Total participants2012-01-016,627
Number of participants with account balances2012-01-016,579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01571
2011: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-016,395
Total number of active participants reported on line 7a of the Form 55002011-01-015,242
Number of retired or separated participants receiving benefits2011-01-01126
Number of other retired or separated participants entitled to future benefits2011-01-011,050
Total of all active and inactive participants2011-01-016,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0142
Total participants2011-01-016,460
Number of participants with account balances2011-01-016,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01553
2009: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-016,151
Total number of active participants reported on line 7a of the Form 55002009-01-015,127
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-011,031
Total of all active and inactive participants2009-01-016,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0129
Total participants2009-01-016,196
Number of participants with account balances2009-01-016,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01564

Financial Data on THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND

Measure Date Value
2022 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-94,906,305
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$40,497,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$40,224,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$32,265,601
Value of total assets at end of year2022-12-31$1,171,824,153
Value of total assets at beginning of year2022-12-31$1,307,228,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$273,177
Total interest from all sources2022-12-31$29,249,728
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,745,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$12,745,922
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$95,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$109,744
Other income not declared elsewhere2022-12-31$172,557
Administrative expenses (other) incurred2022-12-31$273,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-135,404,001
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,171,824,153
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,307,228,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$260,513,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$443,564,495
Interest earned on other investments2022-12-31$29,249,728
Value of interest in common/collective trusts at end of year2022-12-31$314,804,227
Value of interest in common/collective trusts at beginning of year2022-12-31$269,002,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$596,506,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$594,661,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-93,939,821
Net investment gain or loss from common/collective trusts2022-12-31$-75,400,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$32,265,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$40,114,775
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI, LLP
Accountancy firm EIN2022-12-31390758449
2021 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$161,305,823
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$52,711,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$52,449,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,423,168
Value of total assets at end of year2021-12-31$1,307,228,154
Value of total assets at beginning of year2021-12-31$1,198,633,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$261,408
Total interest from all sources2021-12-31$28,754,825
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,312,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$19,312,553
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$95,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$135,070
Other income not declared elsewhere2021-12-31$176,724
Administrative expenses (other) incurred2021-12-31$261,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$108,594,648
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,307,228,154
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,198,633,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$443,564,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$441,761,900
Interest earned on other investments2021-12-31$28,754,825
Value of interest in common/collective trusts at end of year2021-12-31$269,002,413
Value of interest in common/collective trusts at beginning of year2021-12-31$174,810,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$594,661,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$582,061,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$48,703,531
Net investment gain or loss from common/collective trusts2021-12-31$33,935,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$30,423,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$52,314,697
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI, LLP
Accountancy firm EIN2021-12-31390758449
2020 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$174,629,279
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$38,126,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$37,878,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$28,653,379
Value of total assets at end of year2020-12-31$1,198,633,506
Value of total assets at beginning of year2020-12-31$1,062,131,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$248,692
Total interest from all sources2020-12-31$26,899,164
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,903,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$15,903,421
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$95,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$326
Other income not declared elsewhere2020-12-31$30,226
Administrative expenses (other) incurred2020-12-31$248,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$136,502,354
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,198,633,506
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,062,131,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$441,761,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$382,020,838
Interest earned on other investments2020-12-31$26,899,164
Value of interest in common/collective trusts at end of year2020-12-31$174,810,480
Value of interest in common/collective trusts at beginning of year2020-12-31$141,406,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$582,061,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$538,704,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$68,578,156
Net investment gain or loss from common/collective trusts2020-12-31$34,564,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$28,653,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$37,877,907
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI, LLP
Accountancy firm EIN2020-12-31390758449
2019 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$166,842,647
Total income from all sources (including contributions)2019-12-31$166,842,647
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$37,344,448
Total of all expenses incurred2019-12-31$37,344,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$37,099,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$37,099,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,588,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,588,341
Value of total assets at end of year2019-12-31$1,062,131,152
Value of total assets at end of year2019-12-31$1,062,131,152
Value of total assets at beginning of year2019-12-31$932,632,953
Value of total assets at beginning of year2019-12-31$932,632,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$245,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$245,223
Total interest from all sources2019-12-31$25,607,703
Total interest from all sources2019-12-31$25,607,703
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,618,609
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,618,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,618,609
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,618,609
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$95,000,000
Value of fidelity bond cover2019-12-31$95,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$9,183
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$9,183
Other income not declared elsewhere2019-12-31$87,803
Other income not declared elsewhere2019-12-31$87,803
Administrative expenses (other) incurred2019-12-31$245,223
Administrative expenses (other) incurred2019-12-31$245,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$129,498,199
Value of net income/loss2019-12-31$129,498,199
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,062,131,152
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,062,131,152
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$932,632,953
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$932,632,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$382,020,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$382,020,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$361,389,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$361,389,208
Interest earned on other investments2019-12-31$25,607,703
Interest earned on other investments2019-12-31$25,607,703
Value of interest in common/collective trusts at end of year2019-12-31$141,406,195
Value of interest in common/collective trusts at end of year2019-12-31$141,406,195
Value of interest in common/collective trusts at beginning of year2019-12-31$61,145,357
Value of interest in common/collective trusts at beginning of year2019-12-31$61,145,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$538,704,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$538,704,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$510,098,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$510,098,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$77,207,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$77,207,619
Net investment gain or loss from common/collective trusts2019-12-31$17,732,572
Net investment gain or loss from common/collective trusts2019-12-31$17,732,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$27,588,341
Contributions received in cash from employer2019-12-31$27,588,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,090,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,090,042
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$23,315,336
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$40,529,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$40,280,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,896,385
Value of total assets at end of year2018-12-31$932,632,953
Value of total assets at beginning of year2018-12-31$949,846,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$249,136
Total interest from all sources2018-12-31$24,209,236
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$19,332,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$19,332,755
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$95,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$23,685
Other income not declared elsewhere2018-12-31$46,486
Administrative expenses (other) incurred2018-12-31$249,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,213,820
Value of net assets at end of year (total assets less liabilities)2018-12-31$932,632,953
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$949,846,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$361,389,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$383,870,718
Interest earned on other investments2018-12-31$24,209,236
Value of interest in common/collective trusts at end of year2018-12-31$61,145,357
Value of interest in common/collective trusts at beginning of year2018-12-31$62,171,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$510,098,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$503,804,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-43,331,973
Net investment gain or loss from common/collective trusts2018-12-31$-3,837,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$26,896,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$40,256,335
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI, LLP
Accountancy firm EIN2018-12-31390758449
2017 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$128,044,924
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$30,573,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$30,307,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$26,037,558
Value of total assets at end of year2017-12-31$949,846,773
Value of total assets at beginning of year2017-12-31$852,374,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$265,523
Total interest from all sources2017-12-31$24,522,591
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,572,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$15,572,530
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$95,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,718
Other income not declared elsewhere2017-12-31$16,017
Administrative expenses (other) incurred2017-12-31$265,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$97,471,892
Value of net assets at end of year (total assets less liabilities)2017-12-31$949,846,773
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$852,374,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$383,870,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$305,624,805
Interest earned on other investments2017-12-31$24,522,591
Value of interest in common/collective trusts at end of year2017-12-31$62,171,851
Value of interest in common/collective trusts at beginning of year2017-12-31$48,821,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$503,804,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$497,292,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$53,443,726
Net investment gain or loss from common/collective trusts2017-12-31$8,452,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$26,037,558
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$636,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$30,305,791
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI, LLP
Accountancy firm EIN2017-12-31390758449
2016 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$77,320,237
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$23,684,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,683,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$27,195,807
Value of total assets at end of year2016-12-31$852,374,881
Value of total assets at beginning of year2016-12-31$798,739,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$620
Total interest from all sources2016-12-31$25,409,365
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,039,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,039,646
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$95,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$58,695
Other income not declared elsewhere2016-12-31$17,631
Administrative expenses (other) incurred2016-12-31$620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$53,635,869
Value of net assets at end of year (total assets less liabilities)2016-12-31$852,374,881
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$798,739,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$305,624,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$292,047,594
Interest earned on other investments2016-12-31$25,409,365
Value of interest in common/collective trusts at end of year2016-12-31$48,821,066
Value of interest in common/collective trusts at beginning of year2016-12-31$45,293,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$497,292,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$461,397,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,251,620
Net investment gain or loss from common/collective trusts2016-12-31$3,406,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$27,195,807
Employer contributions (assets) at end of year2016-12-31$636,450
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,625,053
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI, LLP
Accountancy firm EIN2016-12-31390758449
2015 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$51,754,916
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$24,176,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$24,175,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$26,239,695
Value of total assets at end of year2015-12-31$798,739,012
Value of total assets at beginning of year2015-12-31$771,160,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$951
Total interest from all sources2015-12-31$24,375,772
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,762,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$11,762,931
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$95,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,700
Other income not declared elsewhere2015-12-31$58,615
Administrative expenses (other) incurred2015-12-31$951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$27,578,070
Value of net assets at end of year (total assets less liabilities)2015-12-31$798,739,012
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$771,160,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$292,047,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$289,522,749
Interest earned on other investments2015-12-31$24,375,772
Value of interest in common/collective trusts at end of year2015-12-31$45,293,494
Value of interest in common/collective trusts at beginning of year2015-12-31$44,133,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$461,397,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$437,504,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,241,488
Net investment gain or loss from common/collective trusts2015-12-31$-440,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$26,239,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$24,174,195
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WIPFLI, LLP
Accountancy firm EIN2015-12-31390758449
2014 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$71,667,832
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$27,038,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$27,037,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,599,813
Value of total assets at end of year2014-12-31$771,160,942
Value of total assets at beginning of year2014-12-31$726,531,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,016
Total interest from all sources2014-12-31$23,073,805
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,948,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$14,948,622
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$95,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$4,031
Other income not declared elsewhere2014-12-31$46,757
Administrative expenses (other) incurred2014-12-31$1,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$44,629,119
Value of net assets at end of year (total assets less liabilities)2014-12-31$771,160,942
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$726,531,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$289,522,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$311,194,108
Interest earned on other investments2014-12-31$23,073,805
Value of interest in common/collective trusts at end of year2014-12-31$44,133,420
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$437,504,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$415,337,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,140,930
Net investment gain or loss from common/collective trusts2014-12-31$857,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$25,599,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$27,033,666
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI, LLP
Accountancy firm EIN2014-12-31390758449
2013 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$110,447,302
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$17,549,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,547,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$24,652,745
Value of total assets at end of year2013-12-31$726,531,823
Value of total assets at beginning of year2013-12-31$633,633,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,494
Total interest from all sources2013-12-31$21,867,157
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,695,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$11,695,561
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$95,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,042
Other income not declared elsewhere2013-12-31$3,065
Administrative expenses (other) incurred2013-12-31$1,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$92,898,062
Value of net assets at end of year (total assets less liabilities)2013-12-31$726,531,823
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$633,633,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$311,194,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$240,226,245
Interest earned on other investments2013-12-31$21,867,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$415,337,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$393,407,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$52,228,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$24,652,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,546,704
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI, LLP
Accountancy firm EIN2013-12-31390758449
2012 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$78,457,791
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$19,048,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,045,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$23,249,035
Value of total assets at end of year2012-12-31$633,633,761
Value of total assets at beginning of year2012-12-31$574,224,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,802
Total interest from all sources2012-12-31$21,289,718
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,671,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,671,683
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$95,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$533
Other income not declared elsewhere2012-12-31$4,318
Administrative expenses (other) incurred2012-12-31$2,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$59,409,611
Value of net assets at end of year (total assets less liabilities)2012-12-31$633,633,761
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$574,224,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$240,226,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$217,370,143
Interest earned on other investments2012-12-31$21,289,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$393,407,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$356,854,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$29,243,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$23,249,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,044,845
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI, LLP
Accountancy firm EIN2012-12-31390758449
2011 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$31,421,413
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$15,985,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,980,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,157,411
Value of total assets at end of year2011-12-31$574,224,150
Value of total assets at beginning of year2011-12-31$558,787,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,988
Total interest from all sources2011-12-31$19,801,643
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,998,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,998,506
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$95,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$580
Other income not declared elsewhere2011-12-31$4,400
Administrative expenses (other) incurred2011-12-31$4,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$15,436,205
Value of net assets at end of year (total assets less liabilities)2011-12-31$574,224,150
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$558,787,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$217,370,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$232,028,435
Interest earned on other investments2011-12-31$19,801,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$356,854,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$326,759,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-14,540,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$22,157,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,979,640
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI, LLP
Accountancy firm EIN2011-12-31390758449
2010 : THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$72,134,382
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$13,995,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,991,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,240,171
Value of total assets at end of year2010-12-31$558,787,945
Value of total assets at beginning of year2010-12-31$500,649,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,683
Total interest from all sources2010-12-31$18,590,540
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,117,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,117,007
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$75,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,412
Other income not declared elsewhere2010-12-31$6,513
Administrative expenses (other) incurred2010-12-31$3,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$58,138,780
Value of net assets at end of year (total assets less liabilities)2010-12-31$558,787,945
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$500,649,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$232,028,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$207,807,835
Interest earned on other investments2010-12-31$18,590,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$326,759,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$292,841,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,180,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$21,240,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,990,507
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI,LLP
Accountancy firm EIN2010-12-31390758449

Form 5500 Responses for THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND

2022: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberGA0003/SEP 5250
Policy instance 1
Insurance contract or identification numberGA0003/SEP 5250
Number of Individuals Covered3192
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberGA0003/SEP 5250
Policy instance 1
Insurance contract or identification numberGA0003/SEP 5250
Number of Individuals Covered5097
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberGA0003/SEP 5250
Policy instance 1
Insurance contract or identification numberGA0003/SEP 5250
Number of Individuals Covered5016
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberGA0003/SEP 5250
Policy instance 1
Insurance contract or identification numberGA0003/SEP 5250
Number of Individuals Covered4552
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberGA0003/SEP 5250
Policy instance 1
Insurance contract or identification numberGA0003/SEP 5250
Number of Individuals Covered4509
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberGA0003/SEP 5250
Policy instance 1
Insurance contract or identification numberGA0003/SEP 5250
Number of Individuals Covered4642
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberGA0003/SEP 5250
Policy instance 1
Insurance contract or identification numberGA0003/SEP 5250
Number of Individuals Covered4572
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberGA0003/SEP 5250
Policy instance 1
Insurance contract or identification numberGA0003/SEP 5250
Number of Individuals Covered4685
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberGA0003/SEP 5250
Policy instance 1
Insurance contract or identification numberGA0003/SEP 5250
Number of Individuals Covered4712
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberGA0003/SEP 5250
Policy instance 1
Insurance contract or identification numberGA0003/SEP 5250
Number of Individuals Covered4733
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberGA0003/SEP 5250
Policy instance 1
Insurance contract or identification numberGA0003/SEP 5250
Number of Individuals Covered4684
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberGA0003/SEP 5250
Policy instance 1
Insurance contract or identification numberGA0003/SEP 5250
Number of Individuals Covered4738
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3