NEW YORK LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN
401k plan membership statisitcs for NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN
Measure | Date | Value |
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2022 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $4,821,849 |
Total transfer of assets from this plan | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $52,944,345 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $51,153,978 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $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 year | 2022-12-31 | $930,000,606 |
Value of total assets at beginning of year | 2022-12-31 | $1,042,490,687 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $361,418 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $200,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $49,676,569 |
Participant contributions at end of year | 2022-12-31 | $18,093,147 |
Participant contributions at beginning of year | 2022-12-31 | $18,293,618 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,428,769 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $360,101 |
Interest on participant loans | 2022-12-31 | $450,001 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $911,907,459 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $1,024,197,069 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,904,559 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $51,153,978 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PRICEWATERHOUSE COOPERS LLC |
Accountancy firm EIN | 2022-12-31 | 134008324 |
2021 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $4,213,158 |
Total transfer of assets from this plan | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $51,013,578 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $49,597,802 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $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 year | 2021-12-31 | $1,042,490,687 |
Value of total assets at beginning of year | 2021-12-31 | $920,633,234 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $352,176 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $200,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $49,395,000 |
Participant contributions at end of year | 2021-12-31 | $18,293,618 |
Participant contributions at beginning of year | 2021-12-31 | $18,691,462 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,736,533 |
Administrative expenses (other) incurred | 2021-12-31 | $244 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $351,932 |
Interest on participant loans | 2021-12-31 | $509,439 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $1,024,197,069 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $901,941,772 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,586,162 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $49,597,802 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PRICEWATERHOUSE COOPERS LLC |
Accountancy firm EIN | 2021-12-31 | 134008324 |
2020 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $6,186,121 |
Total transfer of assets from this plan | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $56,186,131 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $54,517,617 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $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 year | 2020-12-31 | $920,633,234 |
Value of total assets at beginning of year | 2020-12-31 | $846,240,921 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $358,212 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $200,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $41,650,555 |
Participant contributions at end of year | 2020-12-31 | $18,691,462 |
Participant contributions at beginning of year | 2020-12-31 | $21,315,515 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $984,840 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $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 year | 2020-12-31 | $901,941,772 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $824,925,406 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,496,191 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $54,517,617 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PRICEWATERHOUSE COOPERS LLC |
Accountancy firm EIN | 2020-12-31 | 134008324 |
2019 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $19,745,352 |
Total transfer of assets from this plan | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $43,920,477 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $42,222,180 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $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 year | 2019-12-31 | $846,240,921 |
Value of total assets at beginning of year | 2019-12-31 | $724,050,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $260,175 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $200,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $41,858,641 |
Participant contributions at end of year | 2019-12-31 | $21,315,515 |
Participant contributions at beginning of year | 2019-12-31 | $20,640,549 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,656,621 |
Administrative expenses (other) incurred | 2019-12-31 | $205 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $259,970 |
Interest on participant loans | 2019-12-31 | $673,093 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $824,925,406 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $703,410,220 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,588,554 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $42,222,180 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PRICEWATERHOUSE COOPERS LLC |
Accountancy firm EIN | 2019-12-31 | 134008324 |
2018 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $8,601,241 |
Total transfer of assets from this plan | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $42,766,293 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $41,188,050 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $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 year | 2018-12-31 | $724,050,769 |
Value of total assets at beginning of year | 2018-12-31 | $734,092,088 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $247,117 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $5,939,051 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $200,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $39,464,013 |
Participant contributions at end of year | 2018-12-31 | $20,640,549 |
Participant contributions at beginning of year | 2018-12-31 | $19,670,191 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,933,851 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $239,940 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $362,809,586 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $381,143,504 |
Interest on participant loans | 2018-12-31 | $578,120 |
Interest earned on other investments | 2018-12-31 | $14,293,277 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $340,600,634 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,202,002 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $41,188,050 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PRICEWATERHOUSE COOPERS LLC |
Accountancy firm EIN | 2018-12-31 | 134008324 |
2017 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $3,716,662 |
Total transfer of assets from this plan | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $32,896,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $31,145,118 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $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 year | 2017-12-31 | $734,092,088 |
Value of total assets at beginning of year | 2017-12-31 | $652,871,352 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $190,724 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $5,687,242 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $200,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $36,106,985 |
Participant contributions at end of year | 2017-12-31 | $19,670,191 |
Participant contributions at beginning of year | 2017-12-31 | $19,467,584 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,396,275 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $189,141 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $381,143,504 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $299,208,029 |
Interest on participant loans | 2017-12-31 | $499,325 |
Interest earned on other investments | 2017-12-31 | $14,217,220 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $333,278,393 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,024,953 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $31,145,118 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PRICEWATERHOUSE COOPERS LLC |
Accountancy firm EIN | 2017-12-31 | 134008324 |
2016 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $4,291,523 |
Total transfer of assets from this plan | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $27,918,854 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $26,590,987 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $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 year | 2016-12-31 | $652,871,354 |
Value of total assets at beginning of year | 2016-12-31 | $606,793,256 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $146,748 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $3,566,463 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $200,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $32,309,188 |
Participant contributions at end of year | 2016-12-31 | $19,467,584 |
Participant contributions at beginning of year | 2016-12-31 | $18,328,682 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,642,579 |
Administrative expenses (other) incurred | 2016-12-31 | $960 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $145,788 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $299,208,029 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $282,555,269 |
Interest on participant loans | 2016-12-31 | $434,053 |
Interest earned on other investments | 2016-12-31 | $14,924,550 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $334,195,741 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,658,336 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $26,590,987 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PRICEWATERHOUSE COOPERS LLC |
Accountancy firm EIN | 2016-12-31 | 134008324 |
2015 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $8,528,373 |
Total transfer of assets from this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $31,335,223 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $30,162,008 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $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 year | 2015-12-31 | $606,793,256 |
Value of total assets at beginning of year | 2015-12-31 | $589,514,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $140,359 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $4,654,210 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $200,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $30,334,508 |
Participant contributions at end of year | 2015-12-31 | $18,328,682 |
Participant contributions at beginning of year | 2015-12-31 | $17,914,087 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $977,679 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $137,574 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $282,555,269 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $286,602,047 |
Interest on participant loans | 2015-12-31 | $432,284 |
Interest earned on other investments | 2015-12-31 | $14,546,088 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $305,909,305 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,563,443 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $30,162,008 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PRICEWATERHOUSE COOPERS LLC |
Accountancy firm EIN | 2015-12-31 | 134008324 |
2014 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $14,582,636 |
Total transfer of assets from this plan | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $35,900,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $34,603,656 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $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 year | 2014-12-31 | $589,514,615 |
Value of total assets at beginning of year | 2014-12-31 | $547,988,434 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $133,147 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $5,305,615 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $200,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $28,512,587 |
Participant contributions at end of year | 2014-12-31 | $17,914,087 |
Participant contributions at beginning of year | 2014-12-31 | $17,963,365 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,050,503 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $131,942 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $286,602,047 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $260,310,529 |
Interest on participant loans | 2014-12-31 | $423,235 |
Interest earned on other investments | 2014-12-31 | $14,083,686 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $284,998,481 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,736,730 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $34,603,656 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PRICEWATERHOUSE COOPERS LLC |
Accountancy firm EIN | 2014-12-31 | 134008324 |
2013 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $13,729,564 |
Total transfer of assets from this plan | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $28,264,139 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $27,294,515 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $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 year | 2013-12-31 | $547,988,434 |
Value of total assets at beginning of year | 2013-12-31 | $472,773,429 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,417 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,884,297 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $25,667,576 |
Participant contributions at end of year | 2013-12-31 | $17,963,365 |
Participant contributions at beginning of year | 2013-12-31 | $17,893,053 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $4,119,907 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $1,322 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $260,310,529 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $197,624,662 |
Interest on participant loans | 2013-12-31 | $422,824 |
Interest earned on other investments | 2013-12-31 | $13,864,239 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $929 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $929 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $269,714,540 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,522,002 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $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 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PRICEWATERHOUSE COOPERS LLC |
Accountancy firm EIN | 2013-12-31 | 134008324 |
2012 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $5,120,560 |
Total transfer of assets from this plan | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $25,916,843 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $25,124,519 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $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 year | 2012-12-31 | $472,773,429 |
Value of total assets at beginning of year | 2012-12-31 | $432,180,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $2,742,317 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $22,812,904 |
Participant contributions at end of year | 2012-12-31 | $17,893,053 |
Participant contributions at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $0 |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $197,624,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $175,339,895 |
Interest on participant loans | 2012-12-31 | $430,247 |
Interest earned on other investments | 2012-12-31 | $13,257,709 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $929 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $5,047 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $257,254,785 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,241,705 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $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 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PRICEWATERHOUSE COOPERS LLC |
Accountancy firm EIN | 2012-12-31 | 134008324 |
2011 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $7,324,176 |
Total transfer of assets from this plan | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $20,505,582 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $19,328,495 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $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 year | 2011-12-31 | $432,180,303 |
Value of total assets at beginning of year | 2011-12-31 | $411,709,250 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,616 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,360,844 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $21,977,446 |
Participant contributions at end of year | 2011-12-31 | $17,304,122 |
Participant contributions at beginning of year | 2011-12-31 | $17,537,956 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $353,853 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $175,339,895 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $187,900,876 |
Interest on participant loans | 2011-12-31 | $459,596 |
Interest earned on other investments | 2011-12-31 | $12,203,603 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $5,047 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $8,946 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $239,531,239 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,748,551 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $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 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS LLC |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : NEW YORK LIFE AGENTS PROGRESS-SHARING INVESTMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $5,009,163 |
Total transfer of assets from this plan | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $22,896,527 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $22,143,793 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $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 year | 2010-12-31 | $411,709,250 |
Value of total assets at beginning of year | 2010-12-31 | $372,028,229 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $25,399 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $20,433,336 |
Participant contributions at end of year | 2010-12-31 | $17,537,956 |
Participant contributions at beginning of year | 2010-12-31 | $15,793,856 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $759,545 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $187,900,876 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $165,290,619 |
Interest on participant loans | 2010-12-31 | $479,944 |
Interest earned on other investments | 2010-12-31 | $11,633,919 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $8,946 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $14,119 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $206,261,472 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,639,983 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $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 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS LLC |
Accountancy firm EIN | 2010-12-31 | 134008324 |
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 securities | 2009-12-31 | $0 |