Find an old Northwestern Mutual Life Ins.Co 401(k)

Who to contact about an account in each of the 4 Northwestern Mutual Life Ins.Co plans, from the filings. Free, no sign-up, no Social Security number.

The Northwestern Mutual Employee Savings Plan

Northwestern Mutual Life Ins. Co. · Plan 005 · EIN 39-0509570 · Milwaukee, WI

Active · plan year 2024 filing401(k)
Plan administratorTodd Smasal Vp - Ttl Rwds & Talent
720 E Wisconsin Ave, Milwaukee, WI 53202
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances3,633 separated participants still had money in the planForm 5500 ↗

The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund

Northwestern Mutual Life Ins.Co. · Plan 001 · EIN 39-0509570 · Milwaukee, WI

Active · plan year 2024 filingProfit-sharing
Plan administratorCandace Damon Vp Field Total Rewards
720 E Wisconsin Avenue, Milwaukee, WI 53202
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances1,547 separated participants still had money in the planForm 5500 ↗

The Northwestern Mutual Employee Retirement Plan

Northwestern Mutual Life Ins.Co. · Plan 003 · EIN 39-0509570 · Milwaukee, WI

Active · plan year 2024 filingPension (defined benefit)
Plan administratorTodd Smasal Vp Total Rewards & Talent
720 E Wisconsin Ave, Milwaukee, WI 53202
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances2,224 separated participants still had money in the planForm 5500 ↗

The Northwestern Mutual Life Insurance Company Agents Retirement Plan

Northwestern Mutual Life Ins.Co. · Plan 002 · EIN 39-0509570 · Milwaukee, WI

Active · plan year 2024 filingPension (defined benefit)
Plan administratorNorthwestern Mutual C/O Candace Damon
720 E Wisconsin Ave, Milwaukee, WI 53202
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances2,595 separated participants still had money in the planForm 5500 ↗

Northwestern Mutual Life Ins.Co 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Northwestern Mutual Life Ins.Co 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Todd Smasal Vp - Ttl Rwds & Talent, (414) 665-2606. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Northwestern Mutual Life Ins.Co 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (414) 665-2606.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Northwestern Mutual Life Ins.Co and does not hold accounts. Not financial advice. Report a correction