2023 Form 5500 filing — Nylic Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010140143NAL0020234193001) for Nylic Retirement Plan, reported by New York Life Insurance Company under EIN 13-5582869 and plan number 005. It reports 23,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140143NAL0020234193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New York Life Insurance Company
- EIN
- 13-5582869
- Plan number
- 005
- Location
- New York, NY
- Participants
- 23,975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,202,647,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,202,647,337
- Total income / additions
- $260,730,786
- Benefits paid
- $149,857,052
- Administrative expenses
- $7,945,178
- Total expenses
- $157,802,230
- Net increase / (decrease)
- $102,928,556
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Apogem Capital LLC | AFFILIATE | $4,392,601 | not reported in the loaded dataset |
| Alight Solutions LLC | RECORDKEEPER | $1,478,141 | not reported in the loaded dataset |
| Fidelity Institutional Asset Mgmt | NONE | $354,944 | not reported in the loaded dataset |
| New York Life Insurance Company | EMPLOYER | $313,757 | $0 |
| Nepc, LLC | NONE | $50,490 | not reported in the loaded dataset |