Find an old New York Life Insurance 401(k)
New York Life Insurance Company Employee Progress Sharing Investment Plan
New York Life Insurance Company · Plan 002 · EIN 13-5582869 · New York, NY
| Plan administrator | Celine Stricoff Vice President 51 Madison Avenue, Room 511, New York, NY 10010-1603 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
New York Life Insurance Company Agents Progress- Sharing Investment Plan
New York Life Insurance Company · Plan 006 · EIN 13-5582869 · New York, NY
| Plan administrator | Celine Stricoff Vice President 51 Madison Avenue, Rm 511, New York, NY 10010 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Nylic Retirement Plan
New York Life Insurance Company · Plan 005 · EIN 13-5582869 · New York, NY
| Plan administrator | Celine Stricoff Vice President 51 Madison Avenue, Room 506, New York, NY 10010 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Alight Solutions LLC | Schedule C ↗ |
| Former employees with balances | 4,079 separated participants still had money in the plan | Form 5500 ↗ |
New York Life Insurance Company Pension Plan
New York Life Insurance Company · Plan 001 · EIN 13-5582869 · New York, NY
| Plan administrator | Celine Stricoff Vice President 51 Madison Avenue, Room 506, New York, NY 10010 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Alight Solutions | Schedule C ↗ |
| Former employees with balances | 5,309 separated participants still had money in the plan | Form 5500 ↗ |
New York Life Insurance 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old New York Life Insurance 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Celine Stricoff Vice President, (212) 576-7000. Have your Social Security number and dates of employment ready.
What is the New York Life Insurance 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (212) 576-7000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with New York Life Insurance and does not hold accounts. Not financial advice. Report a correction