New York Life Investment Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through 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 Investment Management is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $463,971 and reported indirect compensation totals $0.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to New York Life Investment Management. Bars show relative scale.
- 1
- 2
- 3
State footprint
Where New York Life Investment Management appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
City footprint
Cities where plans reporting New York Life Investment Management are sponsored, by plan count.
- 1Atlanta, GA1 plan(s)
- 2West Trenton, NJ1 plan(s)
- 3Williamsport, PA1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1
- 2Jersey Shore State Bank, PA · Direct $0 · Indirect $0 · 2023
- 3Ibew Local Union 269 Annuity Fund, NJ · Direct $0 · Indirect $0 · 2023
Frequently asked questions
- What does Form 5500 Schedule C report about New York Life Investment Management?
- Public Form 5500 Schedule C filings report compensation paid to New York Life Investment Management as a plan service provider. Across loaded filings, total reported compensation is $463,971.
- How many plans report New York Life Investment Management as a service provider?
- New York Life Investment Management appears on 3 loaded plan(s) across 3 sponsor(s).
Related Form 5500 pages
- Newell Brands Consolidated Pension Plan (plan 001)
- Newell Operating Company — all reported plans
- Jersey Shore State Bank Retirement Plan (plan 001)
- Jersey Shore State Bank — all reported plans
- Ibew Local Union 269 Annuity Fund (plan 002)
- Ibew Local Union 269 Annuity Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources