2024-10-25T09:19:46-05:00 2023-12-31 990 2023-01-01 391776485 NML POST-RETIREMENT HEALTH CARE BENEFIT TR-COLLECTIVE % DYLAN ROSKOPF NMLP 4142711444 PO BOX 3171 MILWAUKEE WI 532013171 TODD JONES CFO 4142711444 2024-10-22 true 2023 2024-10-15 13:58:12Z TODD JONES PO BOX 3171 MILWAUKEE WI 532013171 4486801 false X N/A X SEE SCHEDULE O 0 0 0 0 0 0 0 0 0 0 -20336451 4486801 -20336451 4486801 0 0 4210684 10489765 0 0 0 0 0 0 0 4210684 10489765 -24547135 -6002964 75561759 69558795 0 0 75561759 69558795 X SEE SCHEDULE O false false N/A false false false false false false false false false false false false true false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 true 0 false false false false false false false false X 0 0 false false false false false false false true false false true false false false false false false X DYLAN ROSKOPF 4146651493 720 E WISCONSIN AVE MILWAUKEE WI 53202 X TODD JONES EXECUTIVE VP - CFO 0.0 0.0 X 0 0 0 TODD SMASAL VP TOTAL REWARDS 0.0 0.0 X 0 0 0 JEFF LUEKEN VP & CIO 0.0 0.0 X 0 0 0 BONNIE TOMCZAK PRESIDENT - MSA 0.0 0.0 X 0 0 0 REBECCA VILLEGAS VP & CCO 0.0 0.0 X 0 0 0 0 0 0 0 false false false 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNREALIZED APPRECIATION OF ASSETS 4486801 4486801 4486801 4486801 4486801 0 0 0 10489765 10489765 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10489765 10489765 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 75561759 69558795 75561759 69558795 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 75561759 69558795 75561759 69558795 75561759 69558795 -6002964 X true X true X true false SEE STATEMENT 1 69558795 69558795 4486801 4486801 4486801 10489765 10489765 10489765 PART I, LINE 1 THE NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVE BARGAINED EMPLOYEES (THE "ORGANIZATION") WAS ESTABLISHED FOR THE SOLE PURPOSE OF ACCUMULATING AND DISTRIBUTING FUNDS TO PROVIDE POST-RETIREMENT HEALTH CARE BENEFITS TO RETIRED EMPLOYEES AND THEIR DEPENDENTS UNDER THE WELFARE PLAN MAINTAINED BY THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY PURSUANT TO THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT. PART III, LINE 1 THE NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVE BARGAINED EMPLOYEES (THE "ORGANIZATION") WAS ESTABLISHED FOR THE SOLE PURPOSE OF ACCUMULATING AND DISTRIBUTING FUNDS TO PROVIDE POST-RETIREMENT HEALTH CARE BENEFITS TO RETIRED EMPLOYEES AND THEIR DEPENDENTS UNDER THE WELFARE PLAN MAINTAINED BY THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY PURSUANT TO THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT. PART IV, LINE 34 THE ORGANIZATION WAS ESTABLISHED TO ACCUMULATE AND DISTRIBUTE FUNDS TO PROVIDE POST-RETIREMENT HEALTH CARE BENEFITS TO RETIRED EMPLOYEES AND THEIR DEPENDENTS UNDER THE WELFARE PLAN MAINTAINED BY THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY PURSUANT TO THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT. WE DO NOT BELIEVE THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY IS A RELATED ORGANIZATION FOR THE PURPOSES OF THIS FILING. PART V, LINE 3(B) THE TRUST DOES NOT HAVE UNRELATED BUSINESS INCOME EXCEEDING $1,000. PART VI, LINE 8(B) THE NML POST-RETIREMENT HEALTH CARE BENEFITS TRUST FOR COLLECTIVELY BARGAINED EMPLOYEES DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11(A) THE FORM 990 IS PREPARED BY THE TAX DIVISION OF THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AFTER THE AUDITED FINANCIAL STATEMENTS 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 TRUSTEES DO NOT RECEIVE ANY COMPENSATION FROM THE ORGANIZATION. EACH OF THE TRUSTEES IS ALSO AN EXECUTIVE OFFICER OR VICE PRESIDENT AT 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. 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.