Nylic Retirement 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, Nylic Retirement Plan is a benefit plan reported by New York Life Insurance Company under EIN 13-5582869 and plan number 005. The latest loaded filing year is 2023. The filing reports 23,975 participants and $3,202,647,337 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
- 005
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 23,975
- End-of-year plan assets
- $3,202,647,337
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,975 | H, C | 20241010140143NAL0020234193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,202,647,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,202,647,337
- Net assets (BOY)
- $3,099,718,781
Income & contributions
- Total contributions
- $0
- Total income / additions
- $260,730,786
Expenses & distributions
- Benefits paid
- $149,857,052
- Administrative expenses
- $7,945,178
- Total expenses
- $157,802,230
- Net increase / (decrease)
- $102,928,556
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Apogem Capital LLC | AFFILIATE | $4,392,601 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | RECORDKEEPER | $1,478,141 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Mgmt | NONE | $354,944 | not reported in the loaded dataset | 2023 |
| New York Life Insurance Company | EMPLOYER | $313,757 | $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 LLC — Schedule C compensation
- Fidelity Institutional Asset Mgmt — Schedule C compensation
- New York Life Insurance Company — Schedule C compensation
- Nepc, LLC — Schedule C compensation