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THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 401k Plan overview

Plan NameTHE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN
Plan identification number 504

THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

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 EMPLOYEE DISABILITY INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01
5042021-01-01
5042020-01-01
5042019-01-01
5042018-01-01
5042017-01-01TODD W SMASAL DIRECTOR TOTAL REWARD
5042016-01-01TODD SMASAL
5042015-01-01TODD W SMASAL DIRECTOR TOTAL REWARD DAVID E WILLERT DIRECTOR FED TAX2016-10-11
5042014-01-01TODD W SMASAL DIRECTOR TOTAL REWARD DAVID E WILLERT DIRECTOR FED TAX2015-10-12
5042013-01-01TODD W SMASAL DIRECTOR TOTAL REWARD DAVID E WILLERT DIRECTOR FED TAX2014-10-13
5042012-01-01TODD W SMASAL DIRECTOR TOTAL REWARD JASON T ANDERSON ASST DIRECTOR-TAX2013-10-08
5042011-01-01TODD W SMASAL DIRECTOR TOTAL REWARD JASON T ANDERSON ASST DIRECTOR-TAX2012-11-12
5042010-01-01TODD W SMASAL DIRECTOR TOTAL REWARD JASON T ANDERSON ASST DIRECTOR-TAX2011-10-10
5042009-01-01TODD W SMASAL JASON T ANDERSON ASST DIRECTOR-TAX2010-10-15

Plan Statistics for THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN

401k plan membership statisitcs for THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN

Measure Date Value
2022: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,474
Total number of active participants reported on line 7a of the Form 55002022-01-018,431
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-018,431
2021: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,645
Total number of active participants reported on line 7a of the Form 55002021-01-017,474
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-017,474
2020: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,019
Total number of active participants reported on line 7a of the Form 55002020-01-016,645
Total of all active and inactive participants2020-01-016,645
Total participants2020-01-016,645
2019: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,976
Total number of active participants reported on line 7a of the Form 55002019-01-016,019
Total of all active and inactive participants2019-01-016,019
Total participants2019-01-016,019
2018: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,644
Total number of active participants reported on line 7a of the Form 55002018-01-015,976
Total of all active and inactive participants2018-01-015,976
Total participants2018-01-015,976
2017: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,008
Total number of active participants reported on line 7a of the Form 55002017-01-015,644
Total of all active and inactive participants2017-01-015,644
Total participants2017-01-015,644
2016: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,726
Total number of active participants reported on line 7a of the Form 55002016-01-016,008
Total of all active and inactive participants2016-01-016,008
Total participants2016-01-016,008
2015: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,296
Total number of active participants reported on line 7a of the Form 55002015-01-015,726
Total of all active and inactive participants2015-01-015,726
Total participants2015-01-015,726
2014: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,074
Total number of active participants reported on line 7a of the Form 55002014-01-015,296
Total of all active and inactive participants2014-01-015,296
Total participants2014-01-015,296
2013: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,033
Total number of active participants reported on line 7a of the Form 55002013-01-015,074
Total of all active and inactive participants2013-01-015,074
Total participants2013-01-015,074
2012: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,945
Total number of active participants reported on line 7a of the Form 55002012-01-015,033
Total of all active and inactive participants2012-01-015,033
Total participants2012-01-015,033
2011: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,706
Total number of active participants reported on line 7a of the Form 55002011-01-014,945
Total of all active and inactive participants2011-01-014,945
Total participants2011-01-014,945
2010: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,776
Total number of active participants reported on line 7a of the Form 55002010-01-014,706
Total of all active and inactive participants2010-01-014,706
Total participants2010-01-014,706
2009: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,875
Total number of active participants reported on line 7a of the Form 55002009-01-014,776
Total of all active and inactive participants2009-01-014,776
Total participants2009-01-014,776

Financial Data on THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN

Measure Date Value
2022 : THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,455,350
Total unrealized appreciation/depreciation of assets2022-12-31$-7,455,350
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$454,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$596,273
Total income from all sources (including contributions)2022-12-31$-2,671,868
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,619,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,581,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,548,717
Value of total assets at end of year2022-12-31$24,579,442
Value of total assets at beginning of year2022-12-31$31,011,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,026
Total interest from all sources2022-12-31$1,234,765
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$211,246
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$226,858
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$780,527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$413,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$29,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$203,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,290,913
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,124,662
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,415,575
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 default2022-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2022-12-31$27,799
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$2,837,077
Assets. partnership/joint venture interests at beginning of year2022-12-31$2,735,469
Investment advisory and management fees2022-12-31$38,026
Interest earned on other investments2022-12-31$1,234,765
Asset value of US Government securities at end of year2022-12-31$2,395,567
Asset value of US Government securities at beginning of year2022-12-31$3,066,807
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$3,548,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,581,019
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$12,500,221
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$16,748,632
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$5,854,804
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$7,820,811
Liabilities. Value of benefit claims payable at end of year2022-12-31$425,574
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$393,272
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 EMPLOYEE DISABILITY INCOME PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,368,942
Total unrealized appreciation/depreciation of assets2021-12-31$1,368,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$596,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$31,674
Total income from all sources (including contributions)2021-12-31$6,439,578
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,076,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,026,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,633,035
Value of total assets at end of year2021-12-31$31,011,848
Value of total assets at beginning of year2021-12-31$28,083,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,001
Total interest from all sources2021-12-31$1,437,601
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$226,858
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$169,035
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$413,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$998,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$203,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$31,674
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$2,363,270
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,415,575
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,052,305
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
Assets. partnership/joint venture interests at end of year2021-12-31$2,735,469
Assets. partnership/joint venture interests at beginning of year2021-12-31$2,431,307
Investment advisory and management fees2021-12-31$50,001
Interest earned on other investments2021-12-31$1,437,601
Asset value of US Government securities at end of year2021-12-31$3,066,807
Asset value of US Government securities at beginning of year2021-12-31$2,377,595
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$3,633,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,026,307
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$16,748,632
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$13,931,084
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$7,820,811
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$8,176,306
Liabilities. Value of benefit claims payable at end of year2021-12-31$393,272
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 EMPLOYEE DISABILITY INCOME PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,904,415
Total unrealized appreciation/depreciation of assets2020-12-31$2,904,415
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$31,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$42,564
Total income from all sources (including contributions)2020-12-31$6,873,309
Total of all expenses incurred2020-12-31$3,006,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,961,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,961,965
Value of total assets at end of year2020-12-31$28,083,979
Value of total assets at beginning of year2020-12-31$24,228,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,837
Total interest from all sources2020-12-31$1,006,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$169,035
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$134,229
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$95,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$998,652
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$610,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$31,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$42,564
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$3,866,507
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,052,305
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,185,798
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 default2020-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$2,453
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$2,431,307
Assets. partnership/joint venture interests at beginning of year2020-12-31$1,954,738
Investment advisory and management fees2020-12-31$44,837
Interest earned on other investments2020-12-31$1,006,929
Asset value of US Government securities at end of year2020-12-31$2,377,595
Asset value of US Government securities at beginning of year2020-12-31$1,957,464
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$2,961,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,961,965
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$13,931,084
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$12,660,688
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$8,176,306
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$6,910,988
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 EMPLOYEE DISABILITY INCOME PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,374,101
Total unrealized appreciation/depreciation of assets2019-12-31$3,374,101
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$42,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$389,532
Total income from all sources (including contributions)2019-12-31$7,250,592
Total of all expenses incurred2019-12-31$2,959,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,914,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,914,574
Value of total assets at end of year2019-12-31$24,228,362
Value of total assets at beginning of year2019-12-31$20,284,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,702
Total interest from all sources2019-12-31$961,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$134,229
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$106,400
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$95,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$610,255
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$283,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$42,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$389,532
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$4,291,316
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,185,798
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,894,482
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 default2019-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$2,120
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$1,954,738
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,616,834
Investment advisory and management fees2019-12-31$44,702
Interest earned on other investments2019-12-31$961,917
Asset value of US Government securities at end of year2019-12-31$1,957,464
Asset value of US Government securities at beginning of year2019-12-31$1,881,321
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,914,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,914,574
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$12,660,688
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$9,359,715
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$6,910,988
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,036,205
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI, LLP
Accountancy firm EIN2019-12-31390758449
2018 : THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,892,647
Total unrealized appreciation/depreciation of assets2018-12-31$-1,892,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$389,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$159,890
Total income from all sources (including contributions)2018-12-31$2,075,015
Total of all expenses incurred2018-12-31$3,136,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,102,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,102,869
Value of total assets at end of year2018-12-31$20,284,014
Value of total assets at beginning of year2018-12-31$21,115,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$33,471
Total interest from all sources2018-12-31$864,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$106,400
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$64,746
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$95,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$283,539
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$332,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$389,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$159,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,061,325
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,894,482
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,955,807
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 default2018-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$11,673
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$1,616,834
Assets. partnership/joint venture interests at beginning of year2018-12-31$1,293,092
Investment advisory and management fees2018-12-31$33,471
Interest earned on other investments2018-12-31$864,793
Asset value of US Government securities at end of year2018-12-31$1,881,321
Asset value of US Government securities at beginning of year2018-12-31$1,968,969
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$3,102,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,102,869
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$9,359,715
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$10,833,058
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$7,036,205
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$6,623,670
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 EMPLOYEE DISABILITY INCOME PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,025,512
Total unrealized appreciation/depreciation of assets2017-12-31$2,025,512
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$159,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$149,239
Total income from all sources (including contributions)2017-12-31$6,427,470
Total of all expenses incurred2017-12-31$3,616,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,584,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,584,412
Value of total assets at end of year2017-12-31$21,115,697
Value of total assets at beginning of year2017-12-31$18,294,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,224
Total interest from all sources2017-12-31$817,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$64,746
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$32,049
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$95,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$332,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$453,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$159,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$149,239
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$2,810,834
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,955,807
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,144,973
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 default2017-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$11,126
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$1,293,092
Assets. partnership/joint venture interests at beginning of year2017-12-31$1,033,280
Investment advisory and management fees2017-12-31$32,224
Interest earned on other investments2017-12-31$817,546
Asset value of US Government securities at end of year2017-12-31$1,968,969
Asset value of US Government securities at beginning of year2017-12-31$983,460
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$3,584,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,584,412
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$10,833,058
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$9,387,634
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$6,623,670
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$6,404,712
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 EMPLOYEE DISABILITY INCOME PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$980,281
Total unrealized appreciation/depreciation of assets2016-12-31$980,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$149,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$197,641
Total income from all sources (including contributions)2016-12-31$5,658,404
Total of all expenses incurred2016-12-31$3,957,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,925,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,925,246
Value of total assets at end of year2016-12-31$18,294,212
Value of total assets at beginning of year2016-12-31$16,641,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,450
Total interest from all sources2016-12-31$752,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$32,049
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$33,878
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$453,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$301,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$149,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$197,641
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$1,700,708
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,144,973
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,444,265
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 default2016-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$32,744
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$1,033,280
Assets. partnership/joint venture interests at beginning of year2016-12-31$1,032,118
Investment advisory and management fees2016-12-31$32,450
Interest earned on other investments2016-12-31$752,877
Asset value of US Government securities at end of year2016-12-31$983,460
Asset value of US Government securities at beginning of year2016-12-31$815,078
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$3,925,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,925,246
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$9,387,634
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$8,183,106
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$6,404,712
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$6,275,731
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI, LLP
Accountancy firm EIN2016-12-31390758449
2015 : THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-810,430
Total unrealized appreciation/depreciation of assets2015-12-31$-810,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$197,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$123,274
Total income from all sources (including contributions)2015-12-31$3,301,007
Total of all expenses incurred2015-12-31$3,320,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,304,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,304,926
Value of total assets at end of year2015-12-31$16,641,906
Value of total assets at beginning of year2015-12-31$16,587,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,557
Total interest from all sources2015-12-31$806,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$33,878
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$47,802
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$95,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$301,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$265,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$197,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$123,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-19,476
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,444,265
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,463,741
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 default2015-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$6,985
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$1,032,118
Assets. partnership/joint venture interests at beginning of year2015-12-31$1,050,795
Investment advisory and management fees2015-12-31$15,557
Interest earned on other investments2015-12-31$806,511
Asset value of US Government securities at end of year2015-12-31$815,078
Asset value of US Government securities at beginning of year2015-12-31$1,017,186
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$3,304,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,304,926
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$8,183,106
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$8,441,258
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$6,275,731
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,764,548
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 EMPLOYEE DISABILITY INCOME PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,047,965
Total unrealized appreciation/depreciation of assets2014-12-31$1,047,965
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$123,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$289,701
Total income from all sources (including contributions)2014-12-31$4,872,017
Total of all expenses incurred2014-12-31$3,218,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,202,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,202,026
Value of total assets at end of year2014-12-31$16,587,015
Value of total assets at beginning of year2014-12-31$15,100,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,638
Total interest from all sources2014-12-31$622,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$47,802
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$44,727
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$95,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$265,426
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$432,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$123,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$289,701
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$1,653,353
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,463,741
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,810,388
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 default2014-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$2,265
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$1,050,795
Assets. partnership/joint venture interests at beginning of year2014-12-31$950,474
Investment advisory and management fees2014-12-31$16,638
Interest earned on other investments2014-12-31$622,026
Asset value of US Government securities at end of year2014-12-31$1,017,186
Asset value of US Government securities at beginning of year2014-12-31$784,441
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$3,202,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,202,026
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$8,441,258
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$7,098,111
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$5,764,548
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$5,789,399
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 EMPLOYEE DISABILITY INCOME PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,214,079
Total unrealized appreciation/depreciation of assets2013-12-31$1,214,079
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$289,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,478
Total income from all sources (including contributions)2013-12-31$4,595,288
Total of all expenses incurred2013-12-31$2,903,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,888,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,888,247
Value of total assets at end of year2013-12-31$15,100,089
Value of total assets at beginning of year2013-12-31$13,144,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,426
Total interest from all sources2013-12-31$492,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$44,727
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$46,645
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$432,937
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$137,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$289,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$25,478
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$1,691,615
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,810,388
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,118,773
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 default2013-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$2,415
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$950,474
Assets. partnership/joint venture interests at beginning of year2013-12-31$837,285
Investment advisory and management fees2013-12-31$15,426
Interest earned on other investments2013-12-31$492,962
Asset value of US Government securities at end of year2013-12-31$784,441
Asset value of US Government securities at beginning of year2013-12-31$519,254
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$2,888,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,888,247
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$7,098,111
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$4,749,177
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$5,789,399
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,853,950
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 EMPLOYEE DISABILITY INCOME PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,116,254
Total unrealized appreciation/depreciation of assets2012-12-31$1,116,254
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$25,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$46,184
Total income from all sources (including contributions)2012-12-31$4,226,766
Total of all expenses incurred2012-12-31$2,673,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,658,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,658,196
Value of total assets at end of year2012-12-31$13,144,251
Value of total assets at beginning of year2012-12-31$11,611,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,484
Total interest from all sources2012-12-31$452,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$46,645
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$59,810
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$137,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$85,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$25,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$46,184
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$1,553,086
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,118,773
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,565,687
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 default2012-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$8,361
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$837,285
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$15,484
Interest earned on other investments2012-12-31$452,316
Asset value of US Government securities at end of year2012-12-31$519,254
Asset value of US Government securities at beginning of year2012-12-31$444,632
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$2,658,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,658,196
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$4,749,177
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$4,173,970
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,853,950
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$6,847,899
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI, LLP
Accountancy firm EIN2012-12-31390758449
2011 : THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-344,628
Total unrealized appreciation/depreciation of assets2011-12-31$-344,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$46,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,937
Total income from all sources (including contributions)2011-12-31$2,923,752
Total of all expenses incurred2011-12-31$2,846,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,827,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,827,631
Value of total assets at end of year2011-12-31$11,611,871
Value of total assets at beginning of year2011-12-31$11,495,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,864
Total interest from all sources2011-12-31$440,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$59,810
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$58,313
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$95,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$85,560
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$59,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$46,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,937
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$77,257
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,565,687
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,488,430
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 default2011-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$10,822
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,864
Interest earned on other investments2011-12-31$440,749
Asset value of US Government securities at end of year2011-12-31$444,632
Asset value of US Government securities at beginning of year2011-12-31$442,386
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$2,827,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,827,631
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$4,173,970
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,191,594
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$6,847,899
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$6,743,861
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 EMPLOYEE DISABILITY INCOME PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,059,525
Total unrealized appreciation/depreciation of assets2010-12-31$1,059,525
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$252,291
Total income from all sources (including contributions)2010-12-31$4,464,642
Total of all expenses incurred2010-12-31$2,947,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,933,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,933,109
Value of total assets at end of year2010-12-31$11,495,367
Value of total assets at beginning of year2010-12-31$10,223,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,896
Total interest from all sources2010-12-31$472,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$58,313
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$21,611
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$59,213
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$243,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$252,291
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$1,517,637
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,488,430
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,970,793
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 default2010-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$15,042
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$13,896
Interest earned on other investments2010-12-31$472,008
Asset value of US Government securities at end of year2010-12-31$442,386
Asset value of US Government securities at beginning of year2010-12-31$590,480
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$2,933,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,933,109
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,191,594
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,571,309
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$6,743,861
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,795,741
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 EMPLOYEE DISABILITY INCOME PLAN

2022: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: THE NORTHWESTERN MUTUAL EMPLOYEE DISABILITY INCOME PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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