Benefits brokerage · 4 offices
NY LIFE SECURITIES
NY LIFE SECURITIES is named as the broker of record on 19 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| NEW YORK | NY | 15 |
| MOUNT LAUREL | NJ | 2 |
| No city on file | — | 1 |
| US NEW YORK | NY | 1 |
Book profile
NY LIFE SECURITIES brokers 19 insured contracts for 17 employers, across 12 states, led by NY, MD, NJ.
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 32%); JOHN HANCOCK LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, TRANSAMERICA FINANCIAL 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 | Office | Carrier | Renews |
|---|---|---|---|---|
| COMPUTER GENERATED SOLUTIONS, INC. | NEW YORK, NY | NEW YORK, NY | FIRST UNUM LIFE INSURANCE COMPANY | Jan 1FY2024 |
| CPA PAVEMENT SERVICES, INC. | HARRISBURG, PA | NEW YORK, NY | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jul 1FY2025 |
| CPA PAVEMENT SERVICES, INC. | HARRISBURG, PA | NEW YORK, NY | STARMOUNT LIFE INSURANCE COMPANY | Jul 1FY2025 |
| WESTHAB, INC. | YONKERS, NY | NEW YORK, NY | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| SHARE & HARRIS LLC | EAST BRUNSWICK, NJ | US NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in NY LIFE SECURITIES's book
See the full client list across every office, 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)