Plan5500

Group Plan For New York Life Retired Agents And Employees — 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, Group Plan For New York Life Retired Agents And Employees is a benefit plan reported by New York Life Insurance Company under EIN 13-5582869 and plan number 504. The latest loaded filing year is 2023. The filing reports 8,213 participants and $922,089,215 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$884.8MPlan net assets, end of year$884,768,782
Participants8.2KCovered participants reported8,213
Assets / participant$112.3KComputed: assets ÷ participants$112,272 (computed)
Provider compensation$495.8K2 Schedule C provider row(s)$495,775
Plan sponsor
New York Life Insurance Company
EIN
13-5582869
Plan number
504
Plan type
2
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    8,213 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$922.1M total assets
Net assets$884.8MLiabilities$37.3M
Money in vs. money out
Total income / additions$189.9M
Total expenses$92.7M
Benefits paid / distributions$71.7M
Contributions
Employer$40.8M
Participant$11.1M
Full reported line items

Net assets

Total assets (EOY)
$922,089,215
Total liabilities (EOY)
$37,320,433
Net assets (EOY)
$884,768,782
Net assets (BOY)
$787,570,153

Income & contributions

Employer contributions
$40,793,411
Participant contributions
$11,143,408
Total contributions
$51,936,819
Total income / additions
$189,852,110

Expenses & distributions

Benefits paid
$71,678,969
Administrative expenses
$20,974,512
Total expenses
$92,653,481
Net increase / (decrease)
$97,198,629
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 79%Participant 21%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Alight Solutions$465.5K
    NONE · Direct $465.5K
  2. 2
    Nepc, LLC$30.3K
    NONE · Direct $30.3K

What to inspect next

Frequently asked questions

Who sponsors the Group Plan For New York Life Retired Agents And Employees?
Group Plan For New York Life Retired Agents And Employees is reported as sponsored by New York Life Insurance Company (EIN 13-5582869, plan number 504) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Group Plan For New York Life Retired Agents And Employees?
The latest Form 5500 filing year loaded for Group Plan For New York Life Retired Agents And Employees is 2023.
How many participants does Group Plan For New York Life Retired Agents And Employees report?
Group Plan For New York Life Retired Agents And Employees reports 8,213 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Group Plan For New York Life Retired Agents And Employees?
Group Plan For New York Life Retired Agents And Employees reports $922,089,215 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages