Civic Intelligence

The Nml Benefit Plans Trust

EIN 20-8855795 • 501(c)9 • Milwaukee, WI

Profile

SEE SCHEDULE 0

PO Box 3171Milwaukee, WI 53201-3171

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

32nd percentile

2.4%

Faster asset growth than 32% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-75%

Faster revenue growth than 1% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$38,927,749

Up $905,917 (+2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$38,927,749

Up $905,917 (+2.4%) from 2023

Revenue

Down

$995,973

Down $2,996,484 (-75%) from 2023

Expenses

Up

$90,056

Up $6,156 (+7.3%) from 2023

Net Income

Down

$905,917

Down $3,002,640 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $22,715,928Liabilities 2010: $0Net Assets 2010: $22,715,9282010Assets 2011: $152,758Liabilities 2011: $0Net Assets 2011: $152,7582011Assets 2012: $25,939,583Liabilities 2012: $22,868,686Net Assets 2012: $3,070,8972012Assets 2013: $3,344,810Liabilities 2013: $0Net Assets 2013: $3,344,8102013Assets 2014: $32,553,546Liabilities 2014: $0Net Assets 2014: $32,553,5462014Assets 2015: $32,515,036Liabilities 2015: $0Net Assets 2015: $32,515,0362015Assets 2017: $41,435,651Liabilities 2017: $0Net Assets 2017: $41,435,6512017Assets 2018: $39,337,106Liabilities 2018: $0Net Assets 2018: $39,337,1062018Assets 2019: $33,607,326Liabilities 2019: $0Net Assets 2019: $33,607,3262019Assets 2020: $38,979,542Liabilities 2020: $0Net Assets 2020: $38,979,5422020Assets 2021: $42,809,798Liabilities 2021: $0Net Assets 2021: $42,809,7982021Assets 2022: $34,113,275Liabilities 2022: $0Net Assets 2022: $34,113,2752022Assets 2023: $38,021,832Liabilities 2023: $0Net Assets 2023: $38,021,8322023Assets 2024: $38,927,749Liabilities 2024: $0Net Assets 2024: $38,927,7492024

Highlighted filing

2024

Assets$38,927,749
Liabilities$0
Net Assets$38,927,749

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MRevenue 2010: $3,000,806Expenses 2010: $0Net Income 2010: $3,000,8062010Revenue 2011: $152,758Expenses 2011: $0Net Income 2011: $152,7582011Revenue 2012: $3,070,897Expenses 2012: $0Net Income 2012: $3,070,8972012Revenue 2013: $3,344,810Expenses 2013: $0Net Income 2013: $3,344,8102013Revenue 2014: $3,269,153Expenses 2014: $0Net Income 2014: $3,269,1532014Revenue 2015: -$38,510Expenses 2015: $0Net Income 2015: -$38,5102015Revenue 2017: $5,557,826Expenses 2017: $0Net Income 2017: $5,557,8262017Revenue 2018: -$2,098,545Expenses 2018: $0Net Income 2018: -$2,098,5452018Revenue 2019: -$5,729,780Expenses 2019: $0Net Income 2019: -$5,729,7802019Revenue 2020: $5,460,824Expenses 2020: $88,608Net Income 2020: $5,372,2162020Revenue 2021: $3,927,469Expenses 2021: $97,213Net Income 2021: $3,830,2562021Revenue 2022: -$8,612,712Expenses 2022: $83,811Net Income 2022: -$8,696,5232022Revenue 2023: $3,992,457Expenses 2023: $83,900Net Income 2023: $3,908,5572023Revenue 2024: $995,973Expenses 2024: $90,056Net Income 2024: $905,9172024

Highlighted filing

2024

Revenue$995,973
Expenses$90,056
Net Income$905,917

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$0.00$38.9$1.00$0.09$0.91
2023Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$3.99$0.08$3.91
2022Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$8.61$0.08$8.70
2021Detailed filing. Detailed filing data is available for this year.$42.8$0.00$42.8$3.93$0.10$3.83
2020Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$5.46$0.09$5.37
2019Summary only. Only limited summary data is available for this year.$33.6$0.00$33.6$5.73$0.00$5.73
2018Summary only. Only limited summary data is available for this year.$39.3$0.00$39.3$2.10$0.00$2.10
2017Summary only. Only limited summary data is available for this year.$41.4$0.00$41.4$5.56$0.00$5.56
2015Summary only. Only limited summary data is available for this year.$32.5$0.00$32.5$0.04$0.00$0.04
2014Summary only. Only limited summary data is available for this year.$32.6$0.00$32.6$3.27$0.00$3.27
2013Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$3.34$0.00$3.34
2012Summary only. Only limited summary data is available for this year.$25.9$22.9$3.07$3.07$0.00$3.07
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$0.15$0.00$0.15
2010Summary only. Only limited summary data is available for this year.$22.7$0.00$22.7$3.00$0.00$3.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$995,973
Mission and Program Overview

Mission

SEE SCHEDULE 0

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$38,021,832$38,927,749▲ $905,917
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Other Assets Total$38,021,832$38,927,749▲ $905,917
Total Assets$38,021,832$38,927,749▲ $905,917
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$38,021,832$38,927,749▲ $905,917
Total Liabilities and Net Assets / Fund Balance$38,021,832$38,927,749▲ $905,917

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$38,927,749--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Todd M SmasalVP Total Rewards
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$995,973
Change in Net Assets
$905,917

Audited Revenue Reconciliation

Revenue per Audited Statements
$995,973
Total Revenue per Audited Statements
$995,973
Total Revenue per Form 990
$995,973
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$90,056
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$90,056--$90,056
Total Functional Expenses$90,056$0$0$90,056

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$90,056
Total Expenses per Audited Statements$90,056
Total Expenses per Form 990$90,056
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 8(B)

The nml benefit plans trust does not have a committee with the authority to act on behalf of the governing body.

Part VI, Line 11A

The form 990 is prepared by the tax division of the northwestern mutual life insurance company after the audited financial statement of the trust are final. The form 990 is reviewed in the tax division and by the trustee prior to filing with the irs.

PART VI, LINE 15(A) - (B)

This question is not applicable as the trustees do not receive compensation from the organization.

Part VI, Line 19

Applicable forms are available to the public, including beneficiaries, upon request.

Part VII

See form 990, part vii for a listing of the trustees of the organization. The trustee does not receive any compensation from the organization. The trustee is also vp of total rewards with the northwestern mutual life insurance company. We do not believe the northwestern mutual life insurance company is a related organization for the purposes of this filing.

Filing and Contact Details

Filer

Filer Name
The Nml Benefit Plans Trust
EIN
20-8855795
In Care Of
% DYLAN ROSKOPF
Phone
4142711444
Address
PO BOX 3171, MILWAUKEE, WI 53201-3171

Signing Officer

Name
Todd Smasal
Title
VP Total Rewards
Phone
4142711444
Signed
2025-11-04

Organization Details

Principal Officer
Todd Smasal
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Part I, Line 1

THE NML BENEFIT TRUST ("The Organization") WAS ESTABLISHED TO ACCUMULATE AND DISTRIBUTE FUNDS TO PROVIDE WELFARE, INCLUDING HEALTH CARE AND DISABILITY BENEFITS, TO ELIGIBLE EMPLOYEES AND AGENTS UNDER THE TERMS OF THE APPLICABLE PLANS SPONSORED BY THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY.

Part III, Line 1

The nml benefit trust ("the organization") was established to accumulate and distribute funds to provide welfare, including health care and disability benefits, to eligible employees and agents under the terms of the applicable plans sponsored by the northwestern mutual life insurance company.

Part IV, Line 34

The organization was established to accumulate and distribute funds to provide welfare, including health care and disability benefits, to eligible employees and agents under the terms of the applicable plans sponsored by the northwestern mutual life insurance company. We do not believe the northwestern mutual life insurance company is a related organization for purposes of this filing.

Part V, Line 3(B)

The trust does not have unrelated business income exceeding $1,000.

Part XII, Line 2(B)

We responded yes to this question, which we consider consistent with the response to part iv, line 12.

Part XII, Line 2(C)

The oversight process of the independent audit noted in line 2(b) has not changed.

Raw XML Appendix329 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DYLAN ROSKOPF
IRS990/BooksInCareOfDetail/PhoneNum04146651493
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0720 E WISCONSIN AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053202
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt090056
IRS990/CYOtherRevenueAmt0995973
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0905917
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt090056
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0995973
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0N/A
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt090056
IRS990/FeesForServicesManagementGrp/TotalAmt090056
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0TODD M SMASAL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0VP TOTAL REWARDS
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0995973
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt038021832
IRS990/NetAssetsOrFundBalancesEOYAmt038927749
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt038021832
IRS990/OtherAssetsTotalGrp/EOYAmt038927749
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED APPRECIATION ON ASSETS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0995973
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0995973
IRS990/OtherRevenueTotalAmt0995973
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0TODD SMASAL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt083900
IRS990/PYOtherRevenueAmt03992457
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03908557
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt083900
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03992457
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0905917
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt038021832
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt038927749
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt090056
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt038927749
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SEE STATEMENT 1
IRS990ScheduleD/RevenueSubtotalAmt0995973
IRS990ScheduleD/TotalBookValueOtherAssetsAmt038927749
IRS990ScheduleD/TotalExpensesPerForm990Amt090056
IRS990ScheduleD/TotalRevenuePerForm990Amt0995973
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0995973
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt090056
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE NML BENEFIT TRUST ("The Organization") WAS ESTABLISHED TO ACCUMULATE AND DISTRIBUTE FUNDS TO PROVIDE WELFARE, INCLUDING HEALTH CARE AND DISABILITY BENEFITS, TO ELIGIBLE EMPLOYEES AND AGENTS UNDER THE TERMS OF THE APPLICABLE PLANS SPONSORED BY THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE NML BENEFIT TRUST ("THE ORGANIZATION") WAS ESTABLISHED TO ACCUMULATE AND DISTRIBUTE FUNDS TO PROVIDE WELFARE, INCLUDING HEALTH CARE AND DISABILITY BENEFITS, TO ELIGIBLE EMPLOYEES AND AGENTS UNDER THE TERMS OF THE APPLICABLE PLANS SPONSORED BY THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WAS ESTABLISHED TO ACCUMULATE AND DISTRIBUTE FUNDS TO PROVIDE WELFARE, INCLUDING HEALTH CARE AND DISABILITY BENEFITS, TO ELIGIBLE EMPLOYEES AND AGENTS UNDER THE TERMS OF THE APPLICABLE PLANS SPONSORED BY THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY. WE DO NOT BELIEVE THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY IS A RELATED ORGANIZATION FOR PURPOSES OF THIS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST DOES NOT HAVE UNRELATED BUSINESS INCOME EXCEEDING $1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE NML BENEFIT PLANS TRUST DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 IS PREPARED BY THE TAX DIVISION OF THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AFTER THE AUDITED FINANCIAL STATEMENT OF THE TRUST ARE FINAL. THE FORM 990 IS REVIEWED IN THE TAX DIVISION AND BY THE TRUSTEE PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THIS QUESTION IS NOT APPLICABLE AS THE TRUSTEES DO NOT RECEIVE COMPENSATION FROM THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7APPLICABLE FORMS ARE AVAILABLE TO THE PUBLIC, INCLUDING BENEFICIARIES, UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SEE FORM 990, PART VII FOR A LISTING OF THE TRUSTEES OF THE ORGANIZATION. THE TRUSTEE DOES NOT RECEIVE ANY COMPENSATION FROM THE ORGANIZATION. THE TRUSTEE IS ALSO VP OF TOTAL REWARDS WITH THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY. WE DO NOT BELIEVE THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY IS A RELATED ORGANIZATION FOR THE PURPOSES OF THIS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WE RESPONDED YES TO THIS QUESTION, WHICH WE CONSIDER CONSISTENT WITH THE RESPONSE TO PART IV, LINE 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10THE OVERSIGHT PROCESS OF THE INDEPENDENT AUDIT NOTED IN LINE 2(B) HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART IV, LINE 34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART V, LINE 3(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, LINE 8(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI, LINE 11A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VI, LINE 15(a) - (b)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9PART XII, LINE 2(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PART XII, LINE 2(C)
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt038021832
IRS990/TotalAssetsEOYAmt038927749
IRS990/TotalAssetsGrp/BOYAmt038021832
IRS990/TotalAssetsGrp/EOYAmt038927749
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090056
IRS990/TotalFunctionalExpensesGrp/TotalAmt090056
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt038021832
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038927749
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0995973
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0995973
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt038021832
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038927749
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3171
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0532013171
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD SMASAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP TOTAL REWARDS
ReturnHeader/BusinessOfficerGrp/PhoneNum04142711444
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NML BENEFIT PLANS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NMLB
ReturnHeader/Filer/EIN0208855795
ReturnHeader/Filer/InCareOfNm0% DYLAN ROSKOPF
ReturnHeader/Filer/PhoneNum04142711444
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3171
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532013171
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-14T08:56:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.