New York Life Insurance Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, New York Life Insurance Company (EIN 13-5582869) is a plan sponsor located in New York, NY with 22 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 13-5582869
- Location
- New York, NY
- Loaded plans
- 22
- Total reported participants
- 137,838
- Total reported plan assets (EOY)
- $25,238,477,578
- Plans with financial data
- 17
- Plans with provider compensation
- 5
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Psa No. 25 (Stable Value Account) | 125 | not reported in the loaded dataset | $7,161,038,128 | 2023 |
| New York Life Insurance Company Employee Progress Sharing Investment Plan | 002 | 19,412 | $4,560,597,726 | 2023 |
| New York Life Insurance Company Pension Plan | 001 | 22,814 | $4,095,166,690 | 2023 |
| Nylic Retirement Plan | 005 | 23,975 | $3,202,647,337 | 2023 |
| Psa No. 39b (Private Equity Account) | 205 | not reported in the loaded dataset | $1,359,260,806 | 2023 |
| New York Life Insurance Company Agents Progress- Sharing Investment Plan | 006 | 14,615 | $1,054,339,078 | 2023 |
| Psa No. 45-003 (Separate Account 45-003) | 209 | not reported in the loaded dataset | $942,636,258 | 2023 |
| Psa No. 45-004 (Separate Account 45-004) | 217 | not reported in the loaded dataset | $928,041,085 | 2023 |
| Group Plan For New York Life Retired Agents And Employees | 504 | 8,213 | $922,089,215 | 2023 |
| Psa No. 10a (Indexed Equity Separate Account) | 155 | not reported in the loaded dataset | $387,766,209 | 2023 |
| Psa No. 40-003 (High Yield Account) | 224 | not reported in the loaded dataset | $364,149,136 | 2023 |
| Psa No. 48-001 (Municipals Account) | 225 | not reported in the loaded dataset | $182,625,477 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Psa No. 10a (Indexed Equity Separate Account) | not reported in the loaded dataset | H | 20240928215216NAL0004062369001 |
| 2023 | Psa No. 11a (International Equity Separate Acct. ) | not reported in the loaded dataset | H | 20240928224021NAL0006719280001 |
| 2023 | Psa No. 39a (Private Equity Account) | not reported in the loaded dataset | H | 20240929142447NAL0007789232001 |
| 2023 | Psa No. 39 (Private Equity Account) | not reported in the loaded dataset | H | 20240929144350NAL0009144178001 |
| 2023 | Psa No. 39b (Private Equity Account) | not reported in the loaded dataset | H | 20240929150956NAL0008470064001 |
| 2023 | Psa No. 40-003 (High Yield Account) | not reported in the loaded dataset | H | 20240929190930NAL0002764083001 |
| 2023 | Psa No. 48-001 (Municipals Account) | not reported in the loaded dataset | H | 20240929192836NAL0008235680001 |
| 2023 | Psa No. 46-001 (Long/Short Hedge Fund Account) | not reported in the loaded dataset | H | 20241002102734NAL0008147585001 |