Benefits broker of record · NEW YORK, NY
NY LIFE SECURITIES
NY LIFE SECURITIES of NEW YORK, NY is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of NY LIFE SECURITIES.
15 contracts on file name NY LIFE SECURITIES as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
NY LIFE SECURITIES brokers 15 insured contracts for 14 employers, across 11 states, led by MD, NY, PA.
Dental is the largest line (1 contract), followed by vision (1), life (1), disability (1).
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY writes the most contracts in the book (6, about 40%); JOHN HANCOCK LIFE INSURANCE COMPANY, TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY follow.
Renewals concentrate on July 1: 50% of the dated welfare contracts have policy years ending in June, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 1 · vision 1 · life 1 · disability 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| COMPUTER GENERATED SOLUTIONS, INC. | NEW YORK, NY | FIRST UNUM LIFE INSURANCE COMPANY | Jan 1FY2024 |
| CPA PAVEMENT SERVICES, INC. | HARRISBURG, PA | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jul 1FY2025 |
| CPA PAVEMENT SERVICES, INC. | HARRISBURG, PA | STARMOUNT LIFE INSURANCE COMPANY | Jul 1FY2025 |
| WESTHAB, INC. | YONKERS, NY | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| LA RAZA SERVICES, INC | DENVER, CO | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
more employers in NY LIFE SECURITIES's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both