New York Life Insurance Company
recordkeeper51 known aliases resolved via the canonical alias map
Market position · 2024
Plans served46+1 YoYRank #399 of mapped providers
Assets under administration$86.3B0.1%Market share · rank #163
Fees received$5MMedian $11,847/planSum across Schedule C direct + indirect
Net wins YoY+212 won · 10 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical New York Life Insurance Company plan look like?
Service mix · median fees per plan
Count of plans where New York Life Insurance Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 13 | $57,715 | |
Other services; Other feesCode 49 | 13 | $6,986 | |
Direct payment from the plan; Investment management; Investment management fees paid directly by plan; Contract AdministratorCode 13 | 5 | $45,590 | |
Other commissions; Investment advisory (plan)Code 27 | 5 | $0 | |
Insurance services; Insurance mortality and expense charge; Distribution (12b-1) fees; Other insurance fees and expensesCode 23 | 3 | $13,720 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $6,029 | |
Investment advisory (plan); Accounting (including auditing); Actuarial; Investment advisory (participants); Custodial (other than securities); Claims processing; Trustee (discretionary); Consulting (general); Trustee (individual); Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment management; Custodial (securities); Insurance agents and brokers; Insurance servicesCode 10 | 1 | $8,329 | |
Direct payment from the plan; Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $406,000 |
Competitor overlap
Percent of New York Life Insurance Company's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under New York Life Insurance Company.
| Sponsor | From | Assets |
|---|---|---|
NEXTERA ENERGY, INC.FL · 592449419-001 | Mackay Shields LLC | $5.3B |
FLINT EQUIPMENT COMPANYGA · 412058504-002 | Draffin & Tucker, LLP | $23M |
NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC.DC · 135643515-002 | Raymond James & Associates, Inc. | $22M |
CONTI CIVIL, LLCNJ · 844932176-001 | Empower | $16M |
CONTI FEDERAL SERVICES, LLCFL · 831401674-001 | Empower | $12M |
ODYSSEA MARINE, LLCLA · 742881272-001 | Eagle Strategies LLC | $9M |
GOLDENWEST DIAMOND CORPORATIONCA · 953691055-001 | ADP | $9M |
CHURCH OF THE PENTECOST U.S.A., INC.NY · 133518705-002 | (new plan) | $8M |
CORE CLINICAL MANAGEMENT, LLCGA · 823301167-001 | (new plan) | $5M |
SOUTHCOAST WELDING & MANUFACTURING LLCCA · 454660667-001 | ADP | $4M |
Plans lost in 2024
Appeared last year under New York Life Insurance Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
PFIZER INCNY · 135315170-002 | AllianceBernstein | $19.6B |
GREIF PACKAGING LLCOH · 363268123-002 | WTW | $520M |
SITEONE LANDSCAPE SUPPLYGA · 364485550-002 | Mentoro Group LLC | $437M |
NUCLEAR ENERGY INSTITUTE, INC.DC · 521209124-002 | OneAmerica Retirement Services | $46M |
THE CONTI GROUP LLCPA · 832367830-001 | (new plan) | $12M |
GERENT, LLCVA · 261915445-001 | ADP | $6M |
YOUMAN, MADEO & FASANO, LLPNY · 364698288-001 | (new plan) | $1M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $2M | 10y | - |
NEXTERA ENERGY, INC.FL · 592449419-001 | $5.3B | 29,209 | $651,771 | 4y | - |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $538,474 | 9y | - |
NEW YORK LIFE INSURANCE COMPANYNY · 135582869-001 | $4.0B | 22,822 | $294,360 | 9y | - |
NEW YORK LIFE INSURANCE COMPANYNY · 135582869-005 | $3.1B | 25,159 | $231,584 | 10y | - |
BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRYNY · 136123600-003 | $2.2B | 40,310 | $218,389 | 3y | - |
BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED BENEFIT PENSIONCA · 946359772-002 | $1.0B | 3,823 | $15,768 | 2y | - |
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLANMD · 516029896-001 | $928M | 5,626 | $45,590 | 10y | - |
BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUNDNY · 516049898-001 | $884M | 8,480 | $57,715 | 10y | - |
AUTOLIV ASP, INCUT · 363640053-036 | $687M | 5,509 | $95,777 | 8y | 1 |
Flag exposure
91.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (51)
Raw Schedule C names collapsed into New York Life Insurance Company.
- FLICKINGER CONSULTING CO INC SRG
- FLIGHT CENTRE TRAVEL GROUP (USA)INC
- FLIK INTERNATIONAL
- FLIMP COMMUNICATIONS
- FLIMP MEDIA, INC.
- FLINT EQUIPMENT COMPANY
- FLIPPIN BRUCE
- FLIPPIN BRUCE & PORTER, INC.
- FLIPPIN, BRUCE & PORTER, INC.
- FLOORING SERVICES, INC.
- FLORA, JAMES H.
- FLORENCE BROWN
- FLORENCE MARTINEZ
- NEW YORK LIE INSURANCE CO
- NEW YORK LIFE
- NEW YORK LIFE INS & ANNUITY CORP
- NEW YORK LIFE INS CO. & ANNUITY
- NEW YORK LIFE INS CO. INST CAP LLC
- NEW YORK LIFE INS. CO.
- NEW YORK LIFE INS. CO. INST CAP LLC
- NEW YORK LIFE INSURACE COMPANY
- NEW YORK LIFE INSURANCE
- NEW YORK LIFE INSURANCE & ANNUITY
- NEW YORK LIFE INSURANCE AND ANNUITY
- NEW YORK LIFE INSURANCE CO
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for New York Life Insurance Company's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 4 | 8.70% | 26.94% | -18.25 pp |
| Late contributions | 3 | 6.52% | 1.71% | +4.81 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 17.39% | 1.76% | +15.63 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with New York Life Insurance Company. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on New York Life Insurance Company's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| American Beacon | 4 | 8.7% |
| Morningstar Investment Management | 4 | 8.7% |
| NEPC LLC | 4 | 8.7% |
| Wilshire Associates | 4 | 8.7% |
| Columbia Investment Management | 3 | 6.5% |
| Dodge & Cox | 3 | 6.5% |
| Mercer | 3 | 6.5% |
| Milliman | 3 | 6.5% |
| PIMCO | 3 | 6.5% |
| Sterling Capital Management | 3 | 6.5% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).