Form 5500 Search

NY LIFE

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
14
Active participants
7,971
Total plan assets
$1.0B
Filings (rows)
16
Direct comp
$540K
Indirect comp
$54K

SERVICES PROVIDED

Other6
Advisor / Consultant5
Broker3

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
NEW YORK LIFE INS CO ANCHOR ACCOUNT4

Top plans served

Showing top 16 of 14 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
NEWELL OPERATING COMPANY
NEWELL BRANDS CONSOLIDATED PENSION PLAN
ATLANTA, GA
Other
NONE
1,241$843.9M$399K
BOARD OF TRUSTEES LOCAL 854 PENSION BENEFIT FUND IBT
LOCAL 854 PENSION FUND
NEW YORK, NY
Other
NONE
0$81.8M$10K
FIDUCIARY WISE, LLC
PREFERRED EMPLOYER PLAN II
GILBERT, AZ
Other
1,513$75.8M$0
HOLMES BUILDING MATERIALS, LLC
HOLMES RETIREMENT PLAN 401(K)
BATON ROUGE, LA
Advisor / Consultant
INVESTMENT ADVISORY
130$5.8M$0
HOLMES BUILDING MATERIALS, LLC
HOLMES RETIREMENT PLAN 401(K)
BATON ROUGE, LA
Advisor / Consultant
INVESTMENT ADVISORY/PLAN
142$4.6M$0
TRITECH HEALTHCARE MANAGEMENT, LLC
TRITECH HEALTHCARE MANAGEMENT, LLC 401(K) P/S PLAN
MELVILLE, NY
Broker
BROKER/ADVISO R
99$4.1M$0
ALBUQUERQUE HEALTH CARE FOR THE HOMELESS, INC.
ALBUQUERQUE HEALTH CARE FOR THE HOMELESS 403(B) RETIREMENT PLAN
ALBUQUERQUE, NM
Broker
BROKER
89$2.9M$3K
CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY&CENTRAL COAST
CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY& CENTRAL COAST 401(K) PLAN
SALEM, OR
Advisor / Consultant
BROKER/ADVISOR
170$2.2M$0
C & S LEASE SERVICE, L.C.
C & S LEASE SERVICE, L.C. 401(K) PLAN
KILGORE, TX
Advisor / Consultant
ADVISOR
190$718K$0
C & S LEASE SERVICE, L.C.
C & S LEASE SERVICE, L.C. 401(K) PLAN
KILGORE, TX
Advisor / Consultant
ADVISOR
235$425K$0
TRITECH HEALTHCARE MANAGEMENT, LLC
TRITECH HEALTHCARE MANAGEMENT, LLC 401(K) P/S PLAN
MELVILLE, NY
Broker
BROKER/ADVISO R
0$0$0
VIRGINIA PORT AUTHORITY
PORT OF VIRGINIA WELFARE BENEFIT PLAN
NORFOLK, VA
Other
FML ASO FEES
464$13K
VIRGINIA PORT AUTHORITY
PORT OF VIRGINIA WELFARE BENEFIT PLAN
NORFOLK, VA
Other
STD ASO FEES
463$14K
VIRGINIA PORT AUTHORITY
PORT OF VIRGINIA WELFARE BENEFIT PLAN
NORFOLK, VA
Other
FML ASO FEES
463$14K
VIRGINIA PORT AUTHORITY
PORT OF VIRGINIA WELFARE BENEFIT PLAN
NORFOLK, VA
Other
STD ASO
464$14K
ACUITY BRANDS, INC
GROUP LONG AND SHORT TERM DISABILITY BENEFIT PLAN
ATLANTA, GA
Other
NONE - ADMIN/CLAIMS PROCE
3,235$73K
NY LIFE — Form 5500 Service Provider Profile | Form 5500 Search