?>
Logo

GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 401k Plan overview

Plan NameGROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES
Plan identification number 504

GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)

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 GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-01-01
5042021-01-01
5042020-01-01
5042019-01-01
5042018-01-01
5042017-01-01MARIA J. MAUCERI MARIA J. MAUCERI2018-09-28
5042016-01-01MARIA J. MAUCERI
5042015-01-01MARIA J. MAUCERI MARIA J. MAUCERI2016-10-17
5042014-01-01MARIA J. MAUCERI MARIA J. MAUCERI2015-10-15

Plan Statistics for GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES

401k plan membership statisitcs for GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES

Measure Date Value
2022: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-018,303
Total number of active participants reported on line 7a of the Form 55002022-01-018,213
Total of all active and inactive participants2022-01-018,213
2021: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-018,521
Total number of active participants reported on line 7a of the Form 55002021-01-018,303
Total of all active and inactive participants2021-01-018,303
2020: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-018,648
Total number of active participants reported on line 7a of the Form 55002020-01-018,521
Total of all active and inactive participants2020-01-018,521
2019: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-018,702
Total number of active participants reported on line 7a of the Form 55002019-01-018,648
Total of all active and inactive participants2019-01-018,648
2018: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-018,736
Total number of active participants reported on line 7a of the Form 55002018-01-018,702
Total of all active and inactive participants2018-01-018,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
2017: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-018,620
Total number of active participants reported on line 7a of the Form 55002017-01-018,736
Total of all active and inactive participants2017-01-018,736
2016: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-018,239
Total number of active participants reported on line 7a of the Form 55002016-01-018,620
Total of all active and inactive participants2016-01-018,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
2015: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-018,301
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-018,239
Total of all active and inactive participants2015-01-018,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
2014: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-018,258
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-018,301
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010

Financial Data on GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES

Measure Date Value
2022 : GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-159,518,392
Total unrealized appreciation/depreciation of assets2022-12-31$-159,518,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$35,837,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$34,469,195
Total income from all sources (including contributions)2022-12-31$-99,462,122
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$74,850,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$65,166,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$45,915,181
Value of total assets at end of year2022-12-31$823,407,350
Value of total assets at beginning of year2022-12-31$996,351,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,684,376
Total interest from all sources2022-12-31$6,438,190
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$11,685,333
Assets. Other investments not covered elsewhere at end of year2022-12-31$542,390,503
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$636,034,869
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$5,040,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$35,837,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$34,469,195
Other income not declared elsewhere2022-12-31$3,362,557
Administrative expenses (other) incurred2022-12-31$7,113,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-174,312,544
Value of net assets at end of year (total assets less liabilities)2022-12-31$787,570,153
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$961,882,697
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$54,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$280,003,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$359,648,180
Income. Interest from US Government securities2022-12-31$98,159
Income. Interest from corporate debt instruments2022-12-31$6,340,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$697,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$115,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$115,859
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$14,582,298
Asset value of US Government securities at end of year2022-12-31$315,935
Asset value of US Government securities at beginning of year2022-12-31$552,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$4,340,342
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$34,229,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$45,543,398
Contract administrator fees2022-12-31$2,516,008
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 EIN2022-12-31124008324
2021 : GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$137,846,685
Total unrealized appreciation/depreciation of assets2021-12-31$137,846,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$34,469,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$33,115,207
Total income from all sources (including contributions)2021-12-31$190,229,165
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$67,842,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$63,325,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$40,315,499
Value of total assets at end of year2021-12-31$996,351,892
Value of total assets at beginning of year2021-12-31$872,610,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,517,171
Total interest from all sources2021-12-31$6,315,153
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$12,322,515
Assets. Other investments not covered elsewhere at end of year2021-12-31$636,034,869
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$549,773,621
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$5,260,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$34,469,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$33,115,207
Other income not declared elsewhere2021-12-31$1,833,646
Administrative expenses (other) incurred2021-12-31$1,960,868
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$122,386,976
Value of net assets at end of year (total assets less liabilities)2021-12-31$961,882,697
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$839,495,721
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$79,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$359,648,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$317,815,580
Income. Interest from US Government securities2021-12-31$3,655
Income. Interest from corporate debt instruments2021-12-31$6,311,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$115,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$162,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$162,997
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$14,328,428
Asset value of US Government securities at end of year2021-12-31$552,984
Asset value of US Government securities at beginning of year2021-12-31$4,858,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,918,182
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$27,992,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$43,735,973
Contract administrator fees2021-12-31$2,476,935
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 EIN2021-12-31124008324
2020 : GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$97,176,992
Total unrealized appreciation/depreciation of assets2020-12-31$97,176,992
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$33,115,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$31,780,831
Total income from all sources (including contributions)2020-12-31$151,078,195
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$65,709,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$62,734,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$37,975,026
Value of total assets at end of year2020-12-31$872,610,928
Value of total assets at beginning of year2020-12-31$785,907,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,974,536
Total interest from all sources2020-12-31$6,340,595
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$12,035,448
Assets. Other investments not covered elsewhere at end of year2020-12-31$549,773,621
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$496,996,854
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$6,323,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$33,115,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$31,780,831
Other income not declared elsewhere2020-12-31$5,539,584
Administrative expenses (other) incurred2020-12-31$269,539
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$85,369,165
Value of net assets at end of year (total assets less liabilities)2020-12-31$839,495,721
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$754,126,556
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$126,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$317,815,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$279,492,775
Income. Interest from US Government securities2020-12-31$45,990
Income. Interest from corporate debt instruments2020-12-31$6,294,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$162,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$125,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$125,603
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$12,620,529
Asset value of US Government securities at end of year2020-12-31$4,858,730
Asset value of US Government securities at beginning of year2020-12-31$9,292,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,045,998
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$25,939,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$43,790,475
Contract administrator fees2020-12-31$2,578,577
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 : GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$125,020,814
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$125,020,814
Total unrealized appreciation/depreciation of assets2019-12-31$125,020,814
Total unrealized appreciation/depreciation of assets2019-12-31$125,020,814
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$31,780,831
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$31,780,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,476,817
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,476,817
Total income from all sources (including contributions)2019-12-31$196,795,958
Total income from all sources (including contributions)2019-12-31$196,795,958
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$77,485,508
Total of all expenses incurred2019-12-31$77,485,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$73,872,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$73,872,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$59,004,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$59,004,136
Value of total assets at end of year2019-12-31$785,907,387
Value of total assets at end of year2019-12-31$785,907,387
Value of total assets at beginning of year2019-12-31$665,292,923
Value of total assets at beginning of year2019-12-31$665,292,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,613,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,613,009
Total interest from all sources2019-12-31$6,463,851
Total interest from all sources2019-12-31$6,463,851
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,986,969
Contributions received from participants2019-12-31$11,986,969
Assets. Other investments not covered elsewhere at end of year2019-12-31$496,996,854
Assets. Other investments not covered elsewhere at end of year2019-12-31$496,996,854
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$424,940,502
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$424,940,502
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$6,609,977
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$6,609,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$31,780,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$31,780,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$30,476,817
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$30,476,817
Other income not declared elsewhere2019-12-31$1,949,118
Other income not declared elsewhere2019-12-31$1,949,118
Administrative expenses (other) incurred2019-12-31$344,600
Administrative expenses (other) incurred2019-12-31$344,600
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
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$119,310,450
Value of net income/loss2019-12-31$119,310,450
Value of net assets at end of year (total assets less liabilities)2019-12-31$754,126,556
Value of net assets at end of year (total assets less liabilities)2019-12-31$754,126,556
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$634,816,106
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$634,816,106
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$177,827
Investment advisory and management fees2019-12-31$177,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$279,492,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$279,492,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$229,332,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$229,332,417
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Income. Interest from US Government securities2019-12-31$247,682
Income. Interest from US Government securities2019-12-31$247,682
Income. Interest from corporate debt instruments2019-12-31$6,216,169
Income. Interest from corporate debt instruments2019-12-31$6,216,169
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$125,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$125,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$676,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$676,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$676,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$676,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$12,468,033
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$12,468,033
Asset value of US Government securities at end of year2019-12-31$9,292,155
Asset value of US Government securities at end of year2019-12-31$9,292,155
Asset value of US Government securities at beginning of year2019-12-31$10,343,933
Asset value of US Government securities at beginning of year2019-12-31$10,343,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,358,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,358,039
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
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$47,017,167
Contributions received in cash from employer2019-12-31$47,017,167
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$54,794,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$54,794,489
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$3,090,582
Contract administrator fees2019-12-31$3,090,582
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm name2019-12-31PRICEWATERHOUSE COOPERS LLC
Accountancy firm EIN2019-12-31134008324
Accountancy firm EIN2019-12-31134008324
2018 : GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-31,477,965
Total unrealized appreciation/depreciation of assets2018-12-31$-31,477,965
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$30,476,817
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,296,605
Total income from all sources (including contributions)2018-12-31$44,074,765
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$81,302,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$77,699,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$61,044,980
Value of total assets at end of year2018-12-31$665,292,923
Value of total assets at beginning of year2018-12-31$701,340,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,603,179
Total interest from all sources2018-12-31$6,314,188
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
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$11,356,301
Assets. Other investments not covered elsewhere at end of year2018-12-31$424,940,502
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$442,769,900
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$8,213,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$30,476,817
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$29,296,605
Other income not declared elsewhere2018-12-31$4,205,264
Administrative expenses (other) incurred2018-12-31$390,246
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-37,228,075
Value of net assets at end of year (total assets less liabilities)2018-12-31$634,816,106
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$672,044,181
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$102,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$229,332,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$248,496,827
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Income. Interest from US Government securities2018-12-31$211,593
Income. Interest from corporate debt instruments2018-12-31$6,102,595
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$676,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$642,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$642,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$12,029,303
Asset value of US Government securities at end of year2018-12-31$10,343,933
Asset value of US Government securities at beginning of year2018-12-31$9,431,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$3,988,298
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$49,688,679
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$57,457,006
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$3,110,057
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
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 name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$90,382,797
Total unrealized appreciation/depreciation of assets2017-12-31$90,382,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,296,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$28,033,046
Total income from all sources (including contributions)2017-12-31$157,668,614
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$69,329,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$65,876,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$53,834,589
Value of total assets at end of year2017-12-31$701,341,786
Value of total assets at beginning of year2017-12-31$611,739,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,453,235
Total interest from all sources2017-12-31$6,050,970
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
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$10,908,497
Assets. Other investments not covered elsewhere at end of year2017-12-31$442,770,900
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$394,073,570
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$9,245,260
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$29,296,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$28,033,046
Other income not declared elsewhere2017-12-31$3,738,368
Administrative expenses (other) incurred2017-12-31$323,593
Total non interest bearing cash at end of year2017-12-31$0
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
Value of net income/loss2017-12-31$88,339,071
Value of net assets at end of year (total assets less liabilities)2017-12-31$672,045,181
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$583,706,110
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Investment advisory and management fees2017-12-31$127,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$248,496,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$208,447,013
Value of interest in pooled separate accounts at end of year2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$72,478
Income. Interest from corporate debt instruments2017-12-31$5,978,492
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$642,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,423,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,423,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$8,879,031
Asset value of US Government securities at end of year2017-12-31$9,431,450
Asset value of US Government securities at beginning of year2017-12-31$7,795,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,661,890
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
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$42,926,092
Employer contributions (assets) at end of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$47,752,017
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Contract administrator fees2017-12-31$3,001,704
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
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 name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$33,407,047
Total unrealized appreciation/depreciation of assets2016-12-31$33,407,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$28,033,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$26,719,283
Total income from all sources (including contributions)2016-12-31$101,508,875
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$73,507,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$68,164,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$56,683,949
Value of total assets at end of year2016-12-31$611,739,156
Value of total assets at beginning of year2016-12-31$582,423,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,342,409
Total interest from all sources2016-12-31$5,932,211
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$8,826,200
Assets. Other investments not covered elsewhere at end of year2016-12-31$394,073,570
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$380,429,230
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$9,192,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$28,033,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$26,719,283
Other income not declared elsewhere2016-12-31$4,476,558
Administrative expenses (other) incurred2016-12-31$27,461
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$28,001,770
Value of net assets at end of year (total assets less liabilities)2016-12-31$583,706,110
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$555,704,340
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$123,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$208,447,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$200,550,993
Income. Interest from US Government securities2016-12-31$10,271
Income. Interest from corporate debt instruments2016-12-31$5,921,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,423,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,443,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,443,400
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$10,153,394
Asset value of US Government securities at end of year2016-12-31$7,795,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,009,110
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$47,857,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$48,819,177
Contract administrator fees2016-12-31$5,191,230
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 name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$6,148,241
Total unrealized appreciation/depreciation of assets2015-12-31$6,148,241
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,719,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$25,450,113
Total income from all sources (including contributions)2015-12-31$64,266,926
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$68,843,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$65,837,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$48,948,482
Value of total assets at end of year2015-12-31$582,423,623
Value of total assets at beginning of year2015-12-31$585,731,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,006,240
Total interest from all sources2015-12-31$5,964,677
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,471,875
Assets. Other investments not covered elsewhere at end of year2015-12-31$380,429,230
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$381,314,637
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$8,551,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$26,719,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$25,450,113
Other income not declared elsewhere2015-12-31$3,205,526
Administrative expenses (other) incurred2015-12-31$10,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,576,962
Value of net assets at end of year (total assets less liabilities)2015-12-31$555,704,340
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$560,281,302
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$117,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$200,550,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$203,986,708
Income. Interest from US Government securities2015-12-31$-757
Income. Interest from corporate debt instruments2015-12-31$5,965,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,443,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$430,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$430,070
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$8,009,479
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$40,476,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$49,276,362
Contract administrator fees2015-12-31$2,877,685
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 name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$40,526,730
Total unrealized appreciation/depreciation of assets2014-12-31$40,526,730
Total transfer of assets to this plan2014-12-31$531,459,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,450,113
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$99,491,694
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$70,669,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$68,490,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$50,180,356
Value of total assets at end of year2014-12-31$585,731,415
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,179,261
Total interest from all sources2014-12-31$5,961,132
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,187,104
Assets. Other investments not covered elsewhere at end of year2014-12-31$381,314,637
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$8,023,349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$25,450,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$2,823,476
Administrative expenses (other) incurred2014-12-31$7,632
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$28,822,132
Value of net assets at end of year (total assets less liabilities)2014-12-31$560,281,302
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
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$104,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$203,986,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Income. Interest from US Government securities2014-12-31$-258
Income. Interest from corporate debt instruments2014-12-31$5,961,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$430,070
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
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$7,289,192
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$41,993,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$53,177,760
Contract administrator fees2014-12-31$2,067,093
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 name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324

Form 5500 Responses for GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES

2022: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 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: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 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: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 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: GROUP PLAN FOR NEW YORK LIFE RETIRED AGENTS AND EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberFLY980024
Policy instance 8
Insurance contract or identification numberFLY980024
Number of Individuals Covered857
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $179,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number33881/11
Policy instance 1
Insurance contract or identification number33881/11
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $12,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number56020517, 56020
Policy instance 2
Insurance contract or identification number56020517, 56020
Number of Individuals Covered456
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number56301387, 56300
Policy instance 3
Insurance contract or identification number56301387, 56300
Number of Individuals Covered1047
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberYOK980022
Policy instance 4
Insurance contract or identification numberYOK980022
Number of Individuals Covered24
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberFLY980022
Policy instance 5
Insurance contract or identification numberFLY980022
Number of Individuals Covered3943
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $5,379,224
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberFLY980021
Policy instance 6
Insurance contract or identification numberFLY980021
Number of Individuals Covered340
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $71,909
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberFLY980023
Policy instance 7
Insurance contract or identification numberFLY980023
Number of Individuals Covered3930
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $8,934,960
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number34147, 34148
Policy instance 4
Insurance contract or identification number34147, 34148
Number of Individuals Covered8303
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $242,736
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?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,739,008
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees242736
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number56301387, 56300
Policy instance 3
Insurance contract or identification number56301387, 56300
Number of Individuals Covered1063
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number56020517, 56020
Policy instance 2
Insurance contract or identification number56020517, 56020
Number of Individuals Covered473
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number33881/11
Policy instance 1
Insurance contract or identification number33881/11
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $19,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number34147, 34148
Policy instance 4
Insurance contract or identification number34147, 34148
Number of Individuals Covered8521
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $246,145
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?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,117,065
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees246145
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number56301387, 56300
Policy instance 3
Insurance contract or identification number56301387, 56300
Number of Individuals Covered1080
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number56020517, 56020
Policy instance 2
Insurance contract or identification number56020517, 56020
Number of Individuals Covered477
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number33881/11
Policy instance 1
Insurance contract or identification number33881/11
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $24,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number33881/11
Policy instance 1
Insurance contract or identification number33881/11
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $24,604
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number56020517, 56020
Policy instance 2
Insurance contract or identification number56020517, 56020
Number of Individuals Covered483
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number56301387, 56300
Policy instance 3
Insurance contract or identification number56301387, 56300
Number of Individuals Covered1099
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number34147, 34148
Policy instance 4
Insurance contract or identification number34147, 34148
Number of Individuals Covered8648
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $246,145
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?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,925,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees246145
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number33881/11
Policy instance 1
Insurance contract or identification number33881/11
Number of Individuals Covered3
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $29,934
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number56020517, 56020
Policy instance 2
Insurance contract or identification number56020517, 56020
Number of Individuals Covered486
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?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number56301387, 56300
Policy instance 3
Insurance contract or identification number56301387, 56300
Number of Individuals Covered1108
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?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number34147, 34148
Policy instance 4
Insurance contract or identification number34147, 34148
Number of Individuals Covered8702
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 $261,311
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?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,480,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees261311
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number34147, 34148
Policy instance 4
Insurance contract or identification number34147, 34148
Number of Individuals Covered8736
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 $201,677
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?No
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,860,951
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees201677
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameTOWERS WATSON DELAWARE INC.
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number56301387, 56300
Policy instance 3
Insurance contract or identification number56301387, 56300
Number of Individuals Covered1120
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?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91596 )
Policy contract number56020517, 56020
Policy instance 2
Insurance contract or identification number56020517, 56020
Number of Individuals Covered489
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?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number33881/11
Policy instance 1
Insurance contract or identification number33881/11
Number of Individuals Covered5
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $18,080
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3