2024-11-12T19:05:49-06:00 2023-12-31 132781641 MITCHELL & TITUS LLP 80 PINE STREET NEW YORK NY 10005 990 2023-01-01 137035849 NEW YORK LIFE INSURANCE COMPANY EMPLOYEES' HEALTH AND LIFE BENEFIT TRUST NEWY 2019422264 51 MADISON AVENUE NEW YORK NY 10010 KAREN BAIN VICE PRESIDENT - TAX 2019428310 2024-11-12 1 0 FREDERICK E DAVIS JR P00446023 2127094500 2024-11-11 2023 2024-10-15 13:58:12Z KAREN BAIN 51 MADISON AVENUE NEW YORK NY 10010 101756498 0 X N/A X 1993 NJ ORGANIZATION IS A VEBA TRUST THAT RECEIVES CONTRIBUTIONS FROM NEW YORK LIFE INSURANCE COMPANY TO PREFUND LIFE AND HEALTH BENEFITS FOR RETIRED EMPLOYEES OF NEW YORK LIFE INSURANCE COMPANY. 6 0 0 6 8288573 4335025 0 0 0 46959802 7603813 13459310 -2505793 0 5098020 60419112 0 0 3317000 52627638 0 0 0 0 0 6130688 11587393 9447688 64215031 -4349668 -3795919 438308471 494773147 0 0 438308471 494773147 ORGANIZATION IS A VEBA TRUST THAT RECEIVES CONTRIBUTIONS FROM NEW YORK LIFE INSURANCE COMPANY TO PREFUND LIFE AND HEALTH BENEFITS FOR RETIRED EMPLOYEES OF NEW YORK LIFE INSURANCE COMPANY. 0 0 ORGANIZATION IS A VEBA TRUST THAT RECEIVES CONTRIBUTIONS FROM NEW YORK LIFE INSURANCE COMPANY TO PREFUND LIFE AND HEALTH BENEFITS FOR RETIRED EMPLOYEES OF NEW YORK LIFE INSURANCE COMPANY. 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 X 6 0 1 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 X KAREN BAIN NEW YORK LIFE INSURANCE COMPANY 2019428310 51 MADISON AVENUE NEW YORK NY 10010 X X CRAIG SABAL SMD & DEPUTY CHIEF INVEST. OFFICER 0.50 0.50 X 0 0 0 ANTHONY MALLOY EVP & CHIEF INVEST OFFICER 0.50 0.50 X 0 0 0 SCOTT LENZ SVP, DEPUTY GC & CHIEF TAX 0.50 0.50 X 0 0 0 WESLEY LODEN VP & ACTUARY 0.50 0.50 X 0 0 0 JOANNE RODGERS SVP & CHIEF HUMAN RESOURCES OFFICER 0.50 0.50 X 0 0 0 KEVIN BOPP SENIOR VICE PRESIDENT 0.50 0.50 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER VEBA CONTRIBUTION 900001 46959802 46959802 46959802 6839398 2710592 4128806 47957298 41337386 6619912 6619912 5577981 1041931 60419112 46959802 8288573 5170737 52627638 TAXES ON UBTI 8971969 COST OF INSURANCE 2595385 EXPENSE LOADING AND FEE 20039 64215031 99949 1068712 138551723 148551470 299656799 345152965 438308471 494773147 0 0 X 438308471 494773147 0 0 0 0 438308471 494773147 438308471 494773147 -3795919 60260595 0 X X 0 1 X 0 0 0 MACKAY AND VANGUARD MUTUAL FUNDS 148551470 F 148551470 LIFE INSURANCE POLICIES - SURRENDER VALUE 345152965 345152965 X PART X, LINE 2: NEW YORK LIFE INSURANCE COMPANY BELIEVES THAT THE PLAN IS DESIGNED AND CURRENTLY BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE, INCLUDING THE PAYMENT OF TAXES ON UNRELATED BUSINESS TAXABLE INCOME. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 2 ALL TRUSTEES ARE EMPLOYEES OF NEW YORK LIFE INSURANCE COMPANY. FORM 990, PART VI, SECTION A, LINE 7A ALL TRUSTEES ARE EMPLOYEES OF NEW YORK LIFE INSURANCE COMPANY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED AND REVIEWED BY THE TAX DEPARTMENT OF NEW YORK LIFE INSURANCE COMPANY AND PROVIDED TO TRUSTEES FOR SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 COPIES ARE AVAILABLE UPON REQUEST. PART VII, SEC. A - COMPENSATION OF OFFICERS, DIRECTORS AND TRUSTEES COMPENSATION FOR THE GOVERNING VOTING MEMBERS IS REPORTED AS ZERO AS THE MEMBERS SERVE AS VOLUNTEERS TO NEW YORK LIFE INSURANCE COMPANY AGENTS' HEALTH AND LIFE BENEFIT TRUST (VOLUNTEER EXCEPTION). NEW YORK LIFE INSURANCE COMPANY AGENTS' HEALTH AND LIFE BENEFIT TRUST 51 MADISON AVENUE NEW YORK NY 10010 137035850 FUND BENEFIT PAYMENT NJ 501(C)(9) 0 NEW YORK LIFE INSURANCE COMPANY 30 HUDSON STREET JERSEY CITY NJ 07302 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0