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Insurance carrier

NEW YORK LIFE INVESTMENT MANAGEMENT

NEW YORK LIFE INVESTMENT MANAGEMENT appears on 2 employer benefit contracts in public Form 5500 Schedule A filings.

Book profile

NEW YORK LIFE INVESTMENT MANAGEMENT writes 2 insured contracts for 2 employers, across 2 states, led by CA, NY.

Brokers of record

Offices that file under one name are added up on one row. The name links to the office with the most contracts on this carrier.

BrokerContracts
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Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Employers with plans through NEW YORK LIFE INVESTMENT MANAGEMENT

EmployerLocationBrokerRenews
BOARD OF TRUSTEES LOCAL 854 PENSION BENEFIT FUND IBTNEW YORK, NY—Annuity / GIC—FY2024
TRI HOLDCO, INC.FOLSOM, CA—Annuity / GIC—FY2024

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)

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NEW YORK LIFE INVESTMENT MANAGEMENT — employer group plans on file · Form5500Lookup