2023 Form 5500 filing — Psa No. 40-003 (High Yield Account)

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240929190930NAL0002764083001) for Psa No. 40-003 (High Yield Account), reported by New York Life Insurance Company under EIN 13-5582869 and plan number 224. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$363.8MReported net assets$363,829,274
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240929190930NAL0002764083001
Plan sponsor
New York Life Insurance Company
EIN
13-5582869
Plan number
224
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$364.1M total assets
Net assets$363.8MLiabilities$319.9K
Money in vs. money out
Total income / additions$40.9M
Total expenses$1.2M
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$364,149,136
Total liabilities (EOY)
$319,862
Net assets (EOY)
$363,829,274
Total income / additions
$40,868,593
Benefits paid
$0
Administrative expenses
$1,187,744
Total expenses
$1,187,744
Net increase / (decrease)
$39,680,849

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240929190930NAL0002764083001 cover?
It is the 2023 Form 5500 filing for Psa No. 40-003 (High Yield Account), reported by New York Life Insurance Company (EIN 13-5582869).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages