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NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 401k Plan overview

Plan NameNEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN
Plan identification number 006

NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEW YORK LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK LIFE INSURANCE COMPANY
Employer identification number (EIN):135582869
NAIC Classification:523900

Additional information about NEW YORK LIFE INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 571930

More information about NEW YORK LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01MARIA J. MAUCERI MARIA J. MAUCERI2018-09-28
0062017-01-01
0062016-01-01MARIA J. MAUCERI
0062016-01-01
0062015-01-01MARIA J. MAUCERI MARIA J. MAUCERI2016-10-12
0062014-01-01MARIA J. MAUCERI MARIA J. MAUCERI2015-10-15
0062013-01-01MARIA J. MAUCERI MARIA J. MAUCERI2014-10-15
0062012-01-01MARIA J. MAUCERI MARIA J. MAUCERI2013-10-08
0062011-01-01MARIA J. MAUCERI MARIA J. MAUCERI2012-10-12
0062009-01-01MARIA J. MAUCERI MARIA J. MAUCERI2010-10-14

Plan Statistics for NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN

401k plan membership statisitcs for NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN

Measure Date Value
2022: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0114,909
Total number of active participants reported on line 7a of the Form 55002022-01-0110,849
Number of retired or separated participants receiving benefits2022-01-013,609
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0114,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01157
Total participants2022-01-0114,615
Number of participants with account balances2022-01-0111,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0115,066
Total number of active participants reported on line 7a of the Form 55002021-01-0111,360
Number of retired or separated participants receiving benefits2021-01-013,407
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0114,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01142
Total participants2021-01-0114,909
Number of participants with account balances2021-01-0111,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0114,532
Total number of active participants reported on line 7a of the Form 55002020-01-0111,937
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013,129
Total of all active and inactive participants2020-01-0115,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0115,066
Number of participants with account balances2020-01-0111,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0114,306
Total number of active participants reported on line 7a of the Form 55002019-01-0111,382
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013,037
Total of all active and inactive participants2019-01-0114,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01113
Total participants2019-01-0114,532
Number of participants with account balances2019-01-0110,501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114,662
Total number of active participants reported on line 7a of the Form 55002018-01-0111,363
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,814
Total of all active and inactive participants2018-01-0114,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01129
Total participants2018-01-0114,306
Number of participants with account balances2018-01-0110,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,626
Total number of active participants reported on line 7a of the Form 55002017-01-0111,634
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012,895
Total of all active and inactive participants2017-01-0114,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01133
Total participants2017-01-0114,662
Number of participants with account balances2017-01-0110,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113,044
Total number of active participants reported on line 7a of the Form 55002016-01-0110,868
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,653
Total of all active and inactive participants2016-01-0113,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01105
Total participants2016-01-0113,626
Number of participants with account balances2016-01-0110,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112,725
Total number of active participants reported on line 7a of the Form 55002015-01-0110,761
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,202
Total of all active and inactive participants2015-01-0112,963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0181
Total participants2015-01-0113,044
Number of participants with account balances2015-01-019,551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112,493
Total number of active participants reported on line 7a of the Form 55002014-01-0110,570
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,076
Total of all active and inactive participants2014-01-0112,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0179
Total participants2014-01-0112,725
Number of participants with account balances2014-01-019,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112,563
Total number of active participants reported on line 7a of the Form 55002013-01-0110,550
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,882
Total of all active and inactive participants2013-01-0112,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0161
Total participants2013-01-0112,493
Number of participants with account balances2013-01-019,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112,349
Total number of active participants reported on line 7a of the Form 55002012-01-0110,791
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,709
Total of all active and inactive participants2012-01-0112,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0163
Total participants2012-01-0112,563
Number of participants with account balances2012-01-018,773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111,877
Total number of active participants reported on line 7a of the Form 55002011-01-0110,733
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,549
Total of all active and inactive participants2011-01-0112,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0167
Total participants2011-01-0112,349
Number of participants with account balances2011-01-018,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112,159
Total number of active participants reported on line 7a of the Form 55002009-01-0110,856
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,244
Total of all active and inactive participants2009-01-0112,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0169
Total participants2009-01-0112,169
Number of participants with account balances2009-01-017,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN

Measure Date Value
2022 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$4,821,849
Total transfer of assets from this plan2022-12-31$2,649,020
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-61,718,565
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$52,944,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$51,153,978
Expenses. Certain deemed distributions of participant loans2022-12-31$1,428,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$53,009,897
Value of total assets at end of year2022-12-31$930,000,606
Value of total assets at beginning of year2022-12-31$1,042,490,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$361,418
Total interest from all sources2022-12-31$450,001
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$49,676,569
Participant contributions at end of year2022-12-31$18,093,147
Participant contributions at beginning of year2022-12-31$18,293,618
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,428,769
Administrative expenses (other) incurred2022-12-31$1,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-114,662,910
Value of net assets at end of year (total assets less liabilities)2022-12-31$930,000,606
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,042,490,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$360,101
Interest on participant loans2022-12-31$450,001
Value of interest in master investment trust accounts at end of year2022-12-31$911,907,459
Value of interest in master investment trust accounts at beginning of year2022-12-31$1,024,197,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,904,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$51,153,978
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm EIN2022-12-31134008324
2021 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$4,213,158
Total transfer of assets from this plan2021-12-31$3,696,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$172,354,573
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$51,013,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$49,597,802
Expenses. Certain deemed distributions of participant loans2021-12-31$1,063,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$52,717,695
Value of total assets at end of year2021-12-31$1,042,490,687
Value of total assets at beginning of year2021-12-31$920,633,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$352,176
Total interest from all sources2021-12-31$509,439
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$49,395,000
Participant contributions at end of year2021-12-31$18,293,618
Participant contributions at beginning of year2021-12-31$18,691,462
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,736,533
Administrative expenses (other) incurred2021-12-31$244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$121,340,995
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,042,490,687
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$920,633,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$351,932
Interest on participant loans2021-12-31$509,439
Value of interest in master investment trust accounts at end of year2021-12-31$1,024,197,069
Value of interest in master investment trust accounts at beginning of year2021-12-31$901,941,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,586,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$49,597,802
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm EIN2021-12-31134008324
2020 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$6,186,121
Total transfer of assets from this plan2020-12-31$4,505,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$128,898,160
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$56,186,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$54,517,617
Expenses. Certain deemed distributions of participant loans2020-12-31$1,310,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$44,131,586
Value of total assets at end of year2020-12-31$920,633,234
Value of total assets at beginning of year2020-12-31$846,240,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$358,212
Total interest from all sources2020-12-31$733,127
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$41,650,555
Participant contributions at end of year2020-12-31$18,691,462
Participant contributions at beginning of year2020-12-31$21,315,515
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$984,840
Administrative expenses (other) incurred2020-12-31$17,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$72,712,029
Value of net assets at end of year (total assets less liabilities)2020-12-31$920,633,234
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$846,240,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$341,001
Income. Interest from loans (other than to participants)2020-12-31$733,127
Value of interest in master investment trust accounts at end of year2020-12-31$901,941,772
Value of interest in master investment trust accounts at beginning of year2020-12-31$824,925,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,496,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$54,517,617
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm EIN2020-12-31134008324
2019 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$19,745,352
Total transfer of assets from this plan2019-12-31$14,278,432
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$160,643,709
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$43,920,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$42,222,180
Expenses. Certain deemed distributions of participant loans2019-12-31$1,438,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$45,103,816
Value of total assets at end of year2019-12-31$846,240,921
Value of total assets at beginning of year2019-12-31$724,050,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$260,175
Total interest from all sources2019-12-31$673,093
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$41,858,641
Participant contributions at end of year2019-12-31$21,315,515
Participant contributions at beginning of year2019-12-31$20,640,549
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,656,621
Administrative expenses (other) incurred2019-12-31$205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$116,723,232
Value of net assets at end of year (total assets less liabilities)2019-12-31$846,240,921
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$724,050,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$259,970
Interest on participant loans2019-12-31$673,093
Value of interest in master investment trust accounts at end of year2019-12-31$824,925,406
Value of interest in master investment trust accounts at beginning of year2019-12-31$703,410,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,588,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$42,222,180
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm EIN2019-12-31134008324
2018 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$8,601,241
Total transfer of assets from this plan2018-12-31$5,977,178
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$30,100,911
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$42,766,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$41,188,050
Expenses. Certain deemed distributions of participant loans2018-12-31$1,331,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$44,599,866
Value of total assets at end of year2018-12-31$724,050,769
Value of total assets at beginning of year2018-12-31$734,092,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$247,117
Total interest from all sources2018-12-31$14,871,397
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,939,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,939,051
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$39,464,013
Participant contributions at end of year2018-12-31$20,640,549
Participant contributions at beginning of year2018-12-31$19,670,191
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,933,851
Administrative expenses (other) incurred2018-12-31$7,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,665,382
Value of net assets at end of year (total assets less liabilities)2018-12-31$724,050,769
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$734,092,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$239,940
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$362,809,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$381,143,504
Interest on participant loans2018-12-31$578,120
Interest earned on other investments2018-12-31$14,293,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$340,600,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$333,278,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-35,309,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,202,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$41,188,050
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm EIN2018-12-31134008324
2017 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$3,716,662
Total transfer of assets from this plan2017-12-31$6,739,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$117,140,258
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$32,896,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$31,145,118
Expenses. Certain deemed distributions of participant loans2017-12-31$1,561,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$39,528,213
Value of total assets at end of year2017-12-31$734,092,088
Value of total assets at beginning of year2017-12-31$652,871,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$190,724
Total interest from all sources2017-12-31$14,716,545
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,687,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,687,242
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$36,106,985
Participant contributions at end of year2017-12-31$19,670,191
Participant contributions at beginning of year2017-12-31$19,467,584
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,396,275
Administrative expenses (other) incurred2017-12-31$1,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$84,243,377
Value of net assets at end of year (total assets less liabilities)2017-12-31$734,092,088
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$652,871,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$189,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$381,143,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$299,208,029
Interest on participant loans2017-12-31$499,325
Interest earned on other investments2017-12-31$14,217,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$333,278,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$334,195,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$57,208,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,024,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$31,145,118
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm EIN2017-12-31134008324
2016 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$4,291,523
Total transfer of assets from this plan2016-12-31$5,820,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$75,525,572
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$27,918,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,590,987
Expenses. Certain deemed distributions of participant loans2016-12-31$1,181,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$35,610,103
Value of total assets at end of year2016-12-31$652,871,354
Value of total assets at beginning of year2016-12-31$606,793,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$146,748
Total interest from all sources2016-12-31$15,358,603
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,566,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,566,463
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$32,309,188
Participant contributions at end of year2016-12-31$19,467,584
Participant contributions at beginning of year2016-12-31$18,328,682
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,642,579
Administrative expenses (other) incurred2016-12-31$960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$47,606,718
Value of net assets at end of year (total assets less liabilities)2016-12-31$652,871,354
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$606,793,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$145,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$299,208,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$282,555,269
Interest on participant loans2016-12-31$434,053
Interest earned on other investments2016-12-31$14,924,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$334,195,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$305,909,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$20,990,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,658,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,590,987
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm EIN2016-12-31134008324
2015 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$8,528,373
Total transfer of assets from this plan2015-12-31$4,045,936
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$44,131,427
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$31,335,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$30,162,008
Expenses. Certain deemed distributions of participant loans2015-12-31$1,032,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$32,875,630
Value of total assets at end of year2015-12-31$606,793,256
Value of total assets at beginning of year2015-12-31$589,514,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$140,359
Total interest from all sources2015-12-31$14,978,372
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,654,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,654,210
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$30,334,508
Participant contributions at end of year2015-12-31$18,328,682
Participant contributions at beginning of year2015-12-31$17,914,087
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$977,679
Administrative expenses (other) incurred2015-12-31$2,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$12,796,204
Value of net assets at end of year (total assets less liabilities)2015-12-31$606,793,256
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$589,514,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$137,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$282,555,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$286,602,047
Interest on participant loans2015-12-31$432,284
Interest earned on other investments2015-12-31$14,546,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$305,909,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$284,998,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,376,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,563,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$30,162,008
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm EIN2015-12-31134008324
2014 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$14,582,636
Total transfer of assets from this plan2014-12-31$8,510,384
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$71,354,654
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$35,900,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$34,603,656
Expenses. Certain deemed distributions of participant loans2014-12-31$1,163,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$31,299,820
Value of total assets at end of year2014-12-31$589,514,615
Value of total assets at beginning of year2014-12-31$547,988,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$133,147
Total interest from all sources2014-12-31$14,506,921
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,305,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,305,615
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$28,512,587
Participant contributions at end of year2014-12-31$17,914,087
Participant contributions at beginning of year2014-12-31$17,963,365
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,050,503
Administrative expenses (other) incurred2014-12-31$1,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$35,453,929
Value of net assets at end of year (total assets less liabilities)2014-12-31$589,514,615
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$547,988,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$131,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$286,602,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$260,310,529
Interest on participant loans2014-12-31$423,235
Interest earned on other investments2014-12-31$14,083,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$284,998,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$269,714,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$20,242,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,736,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$34,603,656
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm EIN2014-12-31134008324
2013 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$13,729,564
Total transfer of assets from this plan2013-12-31$9,352,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$99,102,279
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$28,264,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,294,515
Expenses. Certain deemed distributions of participant loans2013-12-31$966,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$32,309,485
Value of total assets at end of year2013-12-31$547,988,434
Value of total assets at beginning of year2013-12-31$472,773,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,417
Total interest from all sources2013-12-31$14,287,063
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,884,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,884,297
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$25,667,576
Participant contributions at end of year2013-12-31$17,963,365
Participant contributions at beginning of year2013-12-31$17,893,053
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,119,907
Administrative expenses (other) incurred2013-12-31$2,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$70,838,140
Value of net assets at end of year (total assets less liabilities)2013-12-31$547,988,434
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$472,773,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,322
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$260,310,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$197,624,662
Interest on participant loans2013-12-31$422,824
Interest earned on other investments2013-12-31$13,864,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$269,714,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$257,254,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$49,621,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,522,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$27,294,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm EIN2013-12-31134008324
2012 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$5,120,560
Total transfer of assets from this plan2012-12-31$4,309,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$65,699,232
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$25,916,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,124,519
Expenses. Certain deemed distributions of participant loans2012-12-31$792,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$25,962,117
Value of total assets at end of year2012-12-31$472,773,429
Value of total assets at beginning of year2012-12-31$432,180,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$13,687,957
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,742,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,742,317
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$22,812,904
Participant contributions at end of year2012-12-31$17,893,053
Participant contributions at beginning of year2012-12-31$17,304,122
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$907,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$39,782,389
Value of net assets at end of year (total assets less liabilities)2012-12-31$472,773,429
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$432,180,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$197,624,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$175,339,895
Interest on participant loans2012-12-31$430,247
Interest earned on other investments2012-12-31$13,257,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$257,254,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$239,531,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,306,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,241,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$25,124,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm EIN2012-12-31134008324
2011 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$7,324,176
Total transfer of assets from this plan2011-12-31$2,555,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$36,207,928
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$20,505,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,328,495
Expenses. Certain deemed distributions of participant loans2011-12-31$1,161,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,079,850
Value of total assets at end of year2011-12-31$432,180,303
Value of total assets at beginning of year2011-12-31$411,709,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,616
Total interest from all sources2011-12-31$12,663,200
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,360,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,360,844
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$21,977,446
Participant contributions at end of year2011-12-31$17,304,122
Participant contributions at beginning of year2011-12-31$17,537,956
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$353,853
Administrative expenses (other) incurred2011-12-31$15,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$15,702,346
Value of net assets at end of year (total assets less liabilities)2011-12-31$432,180,303
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$411,709,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$175,339,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$187,900,876
Interest on participant loans2011-12-31$459,596
Interest earned on other investments2011-12-31$12,203,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$239,531,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$206,261,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,895,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,748,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$19,328,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS LLC
Accountancy firm EIN2011-12-31134008324
2010 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$5,009,163
Total transfer of assets from this plan2010-12-31$3,079,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$60,648,053
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$22,896,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$22,143,793
Expenses. Certain deemed distributions of participant loans2010-12-31$727,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$22,832,864
Value of total assets at end of year2010-12-31$411,709,250
Value of total assets at beginning of year2010-12-31$372,028,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,399
Total interest from all sources2010-12-31$12,113,863
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$20,433,336
Participant contributions at end of year2010-12-31$17,537,956
Participant contributions at beginning of year2010-12-31$15,793,856
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$759,545
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$25,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$37,751,526
Value of net assets at end of year (total assets less liabilities)2010-12-31$411,709,250
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$372,028,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$187,900,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$165,290,619
Interest on participant loans2010-12-31$479,944
Interest earned on other investments2010-12-31$11,633,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$14,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$14,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$206,261,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$190,929,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$25,701,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,639,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$22,143,793
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS LLC
Accountancy firm EIN2010-12-31134008324
2009 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN

2022: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-11811
Policy instance 1
Insurance contract or identification numberGA-11811
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-11811
Policy instance 1
Insurance contract or identification numberGA-11811
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-11811
Policy instance 1
Insurance contract or identification numberGA-11811
Number of Individuals Covered13044
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-11811
Policy instance 1
Insurance contract or identification numberGA-11811
Number of Individuals Covered9335
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-11811
Policy instance 1
Insurance contract or identification numberGA-11811
Number of Individuals Covered9118
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-11811
Policy instance 1
Insurance contract or identification numberGA-11811
Number of Individuals Covered8773
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-11811
Policy instance 1
Insurance contract or identification numberGA-11811
Number of Individuals Covered8558
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-11811
Policy instance 1
Insurance contract or identification numberGA-11811
Number of Individuals Covered8207
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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