Original filing (PDF)20251009111450NAL0010838496001

NEW YORK LIFE INSURANCE COMPANY

Name: NEW YORK LIFE INSURANCE COMPANY — NEW YORK LIFE INSURANCE COMPANY PENSION PLAN, Form 5500 (2024)
Creator: NEW YORK LIFE INSURANCE COMPANY

Form 5500

FILING_RECEIVED

NEW YORK LIFE INSURANCE COMPANY PENSION PLAN

Defined-benefit pension plan

Signals · 2

51% in single holding51% employer stock

Active participants

9,269

Accounts w/ balance

—

Plan assets (EOY)

$4.0B

Net assets (EOY)

$4.0B

How this plan invests

This plan

12 pooled trusts

Schedule D

69 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK LIFE INSURANCE COMPANY.

Plan sponsor

Name

NEW YORK LIFE INSURANCE COMPANY

EIN

13-5582869

Address

51 MADISON AVENUE · ROOM 506 · NEW YORK, NY · 10010

Phone

(212) 576-7000

Industry

Finance & Insurancesee all

Plan administrator

Name

CELINE STRICOFF VICE PRESIDENT

EIN

55-0860767

City

NEW YORK, NY

Phone

(212) 576-7000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

PRICEWATERHOUSE COOPERS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALIGHT SOLUTIONS	82-1061233	—	RECORDKEEPER	$1.5M	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INSTITUTIONAL ASSET MGMT	20-2159373	—	NONE	$894K	—

Investments

69 direct securities · 12 pooled funds· $4.1B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Stock

$2.0B

1 holding

Pooled Separate Account

$1.2B

8 holdings

Bonds / Notes

$381.4M

64 holdings

Common Collective Trust

$274.1M

4 holdings

Other securities

$178.8M

2 holdings

Common Collective Trusts

$83.7M

1 holding

Cash / Money Market

$75K

1 holding

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					% of plan
New York Life Insurance Company General account group annuity contract * IPG Contract GA-31243	Common Stock	—	$2.7B	$2.0B	51.3%
PRIVATE EQUITY ACCOUNT 39B NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 205	Pooled Separate Account	—	$203.5M	$680.8M	17.2%
HIGH YIELD ACCOUNT SA 40-003 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 224	Pooled Separate Account	—	$160.7M	$224.3M	5.7%
INDEXED EQUITY ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 155	Pooled Separate Account	—	$68.8M	$162.4M	4.1%
Morgan Stanley Prime Property Fund, LLC** Real estate fund	Other securities	—	$81.8M	$109.2M	2.8%
MUNICIPALS 48-001 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 225	Pooled Separate Account	—	—	$107.1M	2.7%
New York Life Insurance Company * Municipal Bond Account Pooled separate account	Bonds / Notes	—	$92.6M	$107.1M	2.7%
Capital Group EUPAC Trust** CIT	Common Collective Trusts	—	$74.6M	$83.7M	2.1%
CAP GROUP EUROPACIFIC GROWTH TRUST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 611	Common Collective Trust	—	—	$83.7M	2.1%
GQG PARTNERS INTERNATIONAL EQU CIT RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011	Common Collective Trust	—	$66.3M	$77.6M	2.0%
FIAM SMALL CAP CORE COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 008	Common Collective Trust	—	$66.2M	$71.2M	1.8%
Invesco Core Real Estate – U.S.A., L.P.** Real estate fund	Other securities	—	$75.9M	$69.6M	1.8%
STRATEGIC PROPERTY FUND JP MORGAN CHASE · EIN 13-4994650 / PN 001	Common Collective Trust	—	$38.6M	$41.6M	1.1%
LONG/SHORT HEDGE FUND ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 206	Pooled Separate Account	—	$8.0M	$16.6M	0.4%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 11/15/2050	Bonds / Notes	—	$14.2M	$12.1M	0.3%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 08/15/2051	Bonds / Notes	—	$13.5M	$11.1M	0.3%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 05/15/2053	Bonds / Notes	—	$13.4M	$11.1M	0.3%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 02/15/2052	Bonds / Notes	—	$13.4M	$10.9M	0.3%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 02/15/2051	Bonds / Notes	—	$13.1M	$10.8M	0.3%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 11/15/2051	Bonds / Notes	—	$11.1M	$10.2M	0.3%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 05/15/2049	Bonds / Notes	—	$11.7M	$10.1M	0.3%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 05/15/2051	Bonds / Notes	—	$10.7M	$9.9M	0.2%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 08/15/2048	Bonds / Notes	—	$10.5M	$8.8M	0.2%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 02/15/2049	Bonds / Notes	—	$10.4M	$8.8M	0.2%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 05/15/2052	Bonds / Notes	—	$9.7M	$8.2M	0.2%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 11/15/2048	Bonds / Notes	—	$9.3M	$8.1M	0.2%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 02/15/2053	Bonds / Notes	—	$9.5M	$8.0M	0.2%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 05/15/2050	Bonds / Notes	—	$9.4M	$8.0M	0.2%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 08/15/2052	Bonds / Notes	—	$8.9M	$7.3M	0.2%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 02/15/2048	Bonds / Notes	—	$6.7M	$6.5M	0.2%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 08/15/2047	Bonds / Notes	—	$7.0M	$6.0M	0.2%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 02/15/2054	Bonds / Notes	—	$6.9M	$5.7M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 11/15/2047	Bonds / Notes	—	$6.4M	$5.6M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 02/15/2050	Bonds / Notes	—	$6.1M	$5.3M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 08/15/2049	Bonds / Notes	—	$5.9M	$5.1M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 02/15/2046	Bonds / Notes	—	$5.6M	$5.0M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 05/15/2046	Bonds / Notes	—	$5.7M	$4.9M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 11/15/2053	Bonds / Notes	—	$5.7M	$4.8M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 02/15/2045	Bonds / Notes	—	$5.0M	$4.7M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 05/15/2048	Bonds / Notes	—	$5.1M	$4.5M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 05/15/2047	Bonds / Notes	—	$4.9M	$4.4M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 08/15/2050	Bonds / Notes	—	$5.0M	$4.4M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 08/15/2046	Bonds / Notes	—	$4.7M	$4.2M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 05/15/2054	Bonds / Notes	—	$4.7M	$4.2M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 11/15/2052	Bonds / Notes	—	$4.7M	$4.1M	0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 11/15/2045	Bonds / Notes	—	$3.8M	$3.3M	<0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 11/15/2046	Bonds / Notes	—	$3.6M	$3.1M	<0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 08/15/2054	Bonds / Notes	—	$3.4M	$3.1M	<0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 08/15/2048	Bonds / Notes	—	$3.6M	$3.1M	<0.1%
U.S. Treasury STRIPS Federal bond, 0.00%, mature 02/15/2054	Bonds / Notes	—	$3.1M	$3.0M	<0.1%

1–50 of 81

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Name	EIN	Location	Relation	Direct comp	Indirect comp
APOGEM CAPITAL, LLC	85-1664787	—	AFFILIATE	$4.1M	—
NEW YORK LIFE INSURANCE COMPANY	13-5582869	—	EMPLOYER	$294K	—
NEPC, LLC	26-1429809	—	NONE	$90K	—