Plan Snapshot
- Plan Sponsor: New York Life Insurance Company
- Sponsor EIN: 135582869
- Sponsor Address: 51 MADISON AVENUE, NEW YORK, NY, 10010
- Plan Type: DC
- Total Participants: 11,418
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 11,418 | $1.2B | $1.4M | $54.8M |
| 2023 | 11,238 | $1.1B | $1.9M | $52.0M |
| 2022 | 10,849 | $930.0M | $1.9M | $49.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRICEWATERHOUSE COOPERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSE COOPERS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $405,509 | $405,055 | — | — | — |
| 2023 | $372,538 | $372,036 | — | — | — |
| 2022 | $361,418 | $360,101 | — | — | — |