New York Life Insurance Company Pension Plan — Form 5500 plan (New York Life Insurance Company)
Plain-English plan 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 Pension Plan is a benefit plan reported by New York Life Insurance Company under EIN 13-5582869 and plan number 001. The latest loaded filing year is 2023. The filing reports 22,814 participants and $4,095,166,690 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New York Life Insurance Company
- EIN
- 13-5582869
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 22,814
- End-of-year plan assets
- $4,095,166,690
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,814 | H, C | 20241010140310NAL0040320530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,095,166,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,095,166,690
- Net assets (BOY)
- $3,907,959,579
Income & contributions
- Total contributions
- $0
- Total income / additions
- $424,902,186
Expenses & distributions
- Benefits paid
- $228,634,338
- Administrative expenses
- $9,060,737
- Total expenses
- $237,695,075
- Net increase / (decrease)
- $187,207,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Apogem Capital, LLC | AFFILIATE | $5,591,473 | not reported in the loaded dataset | 2023 |
| Alight Solutions | RECORDKEEPER | $1,326,103 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Mgmt | NONE | $491,914 | not reported in the loaded dataset | 2023 |
| New York Life Insurance Company | EMPLOYER | $399,391 | $0 | 2023 |
| Nepc, LLC | NONE | $50,490 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New York Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Apogem Capital, LLC — Schedule C compensation
- Alight Solutions — Schedule C compensation
- Fidelity Institutional Asset Mgmt — Schedule C compensation
- New York Life Insurance Company — Schedule C compensation
- Nepc, LLC — Schedule C compensation