Public Charity

NEW YORK LIFE INSURANCE COMPANY EMPLOYEES' HEALTH AND LIFE BENEFIT TRUST

Based in NEW YORK, NY, NEW YORK LIFE INSURANCE COMPANY EMPLOYEES' HEALTH AND LIFE BENEFIT TRUST operates as a Public Charity. The organization reported $17.2M in revenue, $16.0M in expenses, $569.6M in total assets for fiscal year 2024.

EIN: 137035849 NEW YORK, NY Latest filing: 2024
Total Revenue$17.2M
Total Expenses$16.0M
Total Assets$569.6M
Grant Records0
Filing Years2020–2024

Mission

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.

Officers & Directors

EVP & CHIEF INVEST OFFICER Anthony Malloy
SMD & DEPUTY CHIEF INVEST. Craig Sabal
SVP & CHIEF HUMAN RESOURCE Joanne Rodgers
SENIOR VICE PRESIDENT Kevin Bopp
SVP, DEPUTY GC & CHIEF TAX Scott Lenz
VP & ACTUARY Wesley Loden

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $17.2M $16.0M $569.6M
2023 $60.4M $64.2M $494.8M
2022 $5.1M $9.4M $438.3M
2020 $13.4M $12.9M $463.2M

Between 2020 and 2024, reported annual revenue grew from $13.4M to $17.2M (+28%), with total assets most recently reported at $569.6M.

Interactive year-over-year charts and full filing details available with membership.

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