Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NEW YORK LIFE INSURANCE COMPANY
EIN 13-5582869financial servicesLatest filing 2025
Plans
10
Retirement
4
$13.25B assets
Welfare
6
$34.2M premiums
Participants
140,097
51 MADISON AVENUE ROOM 511 - NEW YORK, NY 100101603212-576-7000newyorklife.comLinkedIn10001+ employeesfinancial services
Plans on this EIN
10 filings#002401k-$4.99B - 19,407 part#001CashBalance-$3.95B - 22,822 part#005TraditionalDB-$3.14B - 25,159 part#006401k-$1.17B - 15,340 part#504Mixed-$14.8M - 3,877 lives#501Fully Insured-$13.1M - 12,490 lives#503Mixed-$6.2M - 9,104 lives#502Fully Insured-$7K - 12,490 lives#505Unknown-0 lives#507Self Funded-0 lives
Retirement portfolio analytics
4 plans aggregated / $13.25B assets / 82,728 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
54%top
- ALIGHT SOLUTIONS LLC54%
- (Not disclosed)46%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $34.2M premiums / 37,961 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- ZURICH AMERICAN INSURANCE COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NEW YORK LIFE INSURANCE COMPANY EMPLOYEE PROGRESS SHARING INVESTMENT PLAN
401k
Assets$4.99B
Participants19,407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NEW YORK LIFE INSURANCE COMPANY PENSION PLAN
CashBalance
Assets$3.95B
Participants22,822
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
NYLIC RETIREMENT PLAN
TraditionalDB
Assets$3.14B
Participants25,159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
NEW YORK LIFE INSURANCE COMPANY AGENTS PROGRESS- SHARING INVESTMENT PLAN
401k
Assets$1.17B
Participants15,340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES
Mixed - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
Premiums$14.8M
Covered lives3,877
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
GROUP PLAN FOR NEW YORK LIFE EMPLOYEES
Fully Insured - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
Premiums$13.1M
Covered lives12,490
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
GROUP PLAN FOR NEW YORK LIFE AGENTS
Mixed - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
Premiums$6.2M
Covered lives9,104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
NEW YORK LIFE INSURANCE COMPANY TRAVEL ACCIDENT PLAN
Fully Insured - ZURICH AMERICAN INSURANCE COMPANY
Premiums$7K
Covered lives12,490
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
NEW YORK LIFE INSURANCE COMPANY JOB ELIMINATION SEVERANCE BENEFIT PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
OFFICER LIFE PLAN OF NEW YORK LIFE INSURANCE COMPANY
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NEW YORK LIFE INSURANCE COMPANY EMPLOYEE PROGRESS SHARING INVESTMENT PLAN | 401k | $4.99B | 19,407 | 2024 | |
| 001 | NEW YORK LIFE INSURANCE COMPANY PENSION PLAN | CashBalance | $3.95B | 22,822 | 2024 | |
| 005 | NYLIC RETIREMENT PLAN | TraditionalDB | $3.14B | 25,159 | 2024 | |
| 006 | NEW YORK LIFE INSURANCE COMPANY AGENTS PROGRESS- SHARING INVESTMENT PLAN | 401k | $1.17B | 15,340 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES | Mixed | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $14.8M | 3,877 | 2024 | |
| 501 | GROUP PLAN FOR NEW YORK LIFE EMPLOYEES | Fully Insured | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $13.1M | 12,490 | 2024 | |
| 503 | GROUP PLAN FOR NEW YORK LIFE AGENTS | Mixed | NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK | $6.2M | 9,104 | 2024 | |
| 502 | NEW YORK LIFE INSURANCE COMPANY TRAVEL ACCIDENT PLAN | Fully Insured | ZURICH AMERICAN INSURANCE COMPANY | $7K | 12,490 | 2025 | |
| 505 | NEW YORK LIFE INSURANCE COMPANY JOB ELIMINATION SEVERANCE BENEFIT PLAN | Unknown | - | $0 | 0 | 2024 | |
| 507 | OFFICER LIFE PLAN OF NEW YORK LIFE INSURANCE COMPANY | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans