New York Life Insurance Company Employee Progress Sharing Investment 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 Employee Progress Sharing Investment Plan is a benefit plan reported by New York Life Insurance Company under EIN 13-5582869 and plan number 002. The latest loaded filing year is 2023. The filing reports 19,412 participants and $4,560,597,726 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
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
19,412
End-of-year plan assets
$4,560,597,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,412H, C20241010141558NAL0021200001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,560,597,726
Total liabilities (EOY)
$0
Net assets (EOY)
$4,560,597,726
Net assets (BOY)
$4,091,002,444

Income & contributions

Employer contributions
$60,726,833
Participant contributions
$132,947,134
Total contributions
$213,953,101
Total income / additions
$713,319,699

Expenses & distributions

Benefits paid
$233,549,622
Administrative expenses
$1,312,051
Total expenses
$236,545,658
Net increase / (decrease)
$476,774,041

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alight Financial AdvisorsAFFILIATE OF RECORDKEEPER$1,309,381not reported in the loaded dataset2023

Related Form 5500 pages