Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
New York Life Insurance Company
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 31 retirement plans with 100 or more participants reported paying New York Life Insurance Company $5,000 or more. Those plans cover 585,833 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $7.1M. Per plan, the median was $20.64 per participant, with the middle half of plans between $10.61 and $30.01. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (14), California (5) and New Jersey (3).
In 2009 it appeared on 42 such filings; in 2024, 34. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $10.61 | $20.64 | $30.01 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.05% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines Corporation | NY | 149,818 | $59.4B | $2.1M |
| Laborers Annuity Plan for Northern California | Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity | CA | 78,189 | $1.54B | $493K |
| Itpeu Pension Fund | Itpeu Pension Fund | NJ | 58,365 | $172M | $91K |
| Laborers Pension Trust Fund for Northern California | Board of Trustees Laborers Pension Trust Fund for Northern California | CA | 44,826 | $5.45B | $412K |
| Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct | BD of TR of the Pension, Hosp & Benefit PL of the Elec Ind-Pension | NY | 40,749 | $5.24B | $575K |
| Annuity Plan of the Electrical Industry | Board of Trustees of the Annuity Plan of the Electrical Industry | NY | 39,697 | $2.28B | $238K |
| New York District Council of Carpenters Pension PL | Board of Trustees of Nycdcc Pension Fund | NY | 30,149 | $5.21B | $887K |
| Nylic Retirement Plan | New York Life Insurance Company | NY | 25,159 | $3.14B | $232K |
| Automotive Industries Pension Plan | Board of Trustees Automotive Industries Pension Plan | CA | 22,897 | $2.12B | $180K |
| New York Life Insurance Company Pension Plan | New York Life Insurance Company | NY | 22,822 | $3.95B | $294K |
| Division 1181 Atu - NY Employees Pension Fund and Plan | Board of Trustees of Division 1181 Atu - NY Employess Pension Fund and | NY | 14,070 | $824M | $162K |
| IUOE Stationary Engineers Local 39 Pension Plan | Bot of IUOE Stationary Engineers Local 39 Pension Plan | CA | 10,962 | $1.95B | $325K |
| Iron Workers District Council of New England Annuity Fund | Board of Trustees Iron Workers | MA | 9,989 | $614M | $285K |
| Painting Industry Annuity Fund | Board of Trustees of the Painting Industry Annuity Fund | NY | 8,480 | $879M | $184K |
| Annuity FD of the IUOE Local Union 94, 94A, 94B AFL-CIO | BD of Trustees Annuity Fund of the IUOE LCL Union 94, 94A, 94B AFL-CIO | NY | 7,900 | $1.82B | $141K |
| International Union of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan | Board of Trustees I.U.O.E. Local 478 Pension Plan | CT | 5,230 | $751M | $142K |
| U.A. Local No. 393 Defined Benefit Pension Plan | Board of Trustees of the U.A. Local No. 393 Defined Benefit Pension | CA | 3,823 | $1.02B | $16K |
| Iqor Retirement Savings Plan | Iqor, Inc. | FL | 3,252 | $48.5M | $0 |
| Local 381 Pension Fund | Board of Trustees Local 381 Pension | NY | 1,917 | $99.7M | $50K |
| Plumbers & Steamfitters Local 21 Pension Fund | Board of Trustees P&S Local 21 Pension Fund | NY | 1,813 | $295M | $57K |
| Community Hospital 403(b) Plan | Colorado West Healthcare System DBA Community Hospital | CO | 1,606 | $70.2M | $31K |
| IBEW Local No 461 Defined Contribution Pension Plan | Board of Trustees IBEW Local No 461 Defined Contribution Pension | MI | 1,088 | $171M | $12K |
| Annuity Fund of Heat and Frost Insulators Local 12 | Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 | NY | 724 | $200M | $134K |
| Pension Plan for Employees of Baptist Health Richmond | Baptist Healthcare System, Inc. | KY | 578 | $17.5M | $33K |
| Kumon North America, Inc. 401(k) Plan | Kumon North America, Inc. | NJ | 444 | $69.3M | $0 |
| Retirement Plan for Administrative and Racing Employees of the New York Racing Association, Inc. | The New York Racing Association Inc. | NY | 397 | $60.0M | $12K |
| Conti Civil, LLC Employees' 401(k) Plan | Conti Civil, LLC | NJ | 303 | $15.7M | $11K |
| Pension Plan for Employees of DZ Bank AG, New York Branch | DZ Bank AG, New York Branch | NY | 211 | $47.8M | $29K |
| Retirement Plan for Employees of Cascade Pole and Lumber Company | Stella-Jones Corporation | — | 158 | $4.6M | $14K |
| Abbott Industries, Inc. 401(k) Plan | Abbott Industries, Inc. | OK | 110 | $15.8M | $22K |
| 403(b) Thrift Plan for Employees of Community Action Development Corporation | Community Action Development Corporation | OK | 107 | $4.4M | $0 |
Questions and answers
How many plans does New York Life Insurance Company serve?
31 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay New York Life Insurance Company?
The median plan reported $20.64 per participant in direct and indirect compensation (28 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (18 plans), Contract Administrator (4 plans), Investment advisory (plan) (4 plans) and Recordkeeping and information management (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.