Mission
ORGANIZATION IS A VEBA TRUST THAT RECEIVES CONTRIBUTIONS FROM NEW YORK LIFE INSURANCE COMPANY TO PREFUND LIFE AND HEALTH BENEFITS FOR RETIRED AGENTS OF NEW YORK LIFE INSURANCE COMPANY.
Public Charity
NEW YORK LIFE INSURANCE COMPANY AGENTS' HEALTH AND LIFE BENEFIT TRUST
NEW YORK LIFE INSURANCE COMPANY AGENTS' HEALTH AND LIFE BENEFIT TRUST is a Public Charity headquartered in NEW YORK, NY. Financial data from the 2024 filing: $17.5M revenue, $13.7M expenses, $487.3M total assets.
EIN: 137035850
NEW YORK, NY
Latest filing: 2024
Total Revenue$17.5M
Total Expenses$13.7M
Total Assets$487.3M
Grant Records0
Filing Years2020–2024
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 | $17.5M | $13.7M | $487.3M |
| 2023 | $57.9M | $61.2M | $427.3M |
| 2022 | $9.2M | $14.1M | $385.1M |
| 2020 | $16.4M | $18.7M | $376.3M |
Between 2020 and 2024, reported annual revenue grew from $16.4M to $17.5M (+7%), with total assets most recently reported at $487.3M.
Interactive year-over-year charts and full filing details available with membership.