1. Directory
  2. New York
  3. New York
  4. New York Life Insurance Company Agents' Health and Life Benefit Trust
EIN 13-7035850

New York Life Insurance Company Agents' Health and Life Benefit Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
New York
State
New York
Year formed
1993
Most recent tax filings
2023-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The New York Life Insurance Company Agents' Health and Life Benefit Trust receives contributions from New York Life Insurance Company to pre-fund life and health benefits for retired agents, as it fulfills its mission as an organization that operates as a VEBA trust.
Also known as...
New York Life Insurance Agents Health and Life Benefi; New York Life and Health Company Agents Benefit Trust; Trapp George Ttee
Total revenues
$57,941,038
2023
Total expenses
$61,159,680
2023
Total assets
$427,319,651
2023
Num. employees
0
2023

Program areas at New York Life Insurance Company Agents' Health and Life Benefit Trust

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.

Personnel at New York Life Insurance Company Agents' Health and Life Benefit Trust

NameTitleCompensation
Yie-Hsin HungSMD Chief Executive Officer - Nylim$0
Anthony MalloyExecutive Vice President and Chief Investment Officer$0
Sara Badler-Retired In DecSenior Vice President and Chief Compliance Officer$0
Craig SabalSenior Managing Director$0
Karen BainVice President - Tax

Financials for New York Life Insurance Company Agents' Health and Life Benefit Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$43,051,568
Investment income and dividends$7,427,378
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$7,462,092
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$57,941,038

Form 990s for New York Life Insurance Company Agents' Health and Life Benefit Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-12990View PDF
2022-122023-11-13990View PDF
2021-122022-11-14990View PDF
2020-122021-11-12990View PDF
2019-122022-01-05990OView PDF
...and 10 more Form 990s
Data update history
December 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 24, 2023
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 28, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 27, 2023
Updated personnel
Identified 5 new personnel
Nonprofit Types
Fraternal societiesMutual assistance organizationsHeadquarter / parent organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
51 Madison Ave
New York, NY 10010
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
New York County, NY
Phone
(201) 942-2264
IRS details
EIN
13-7035850
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1993
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Central organization
Free account sign-up

Want updates when New York Life Insurance Company Agents' Health and Life Benefit Trust has new information, or want to find more organizations like New York Life Insurance Company Agents' Health and Life Benefit Trust?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2025 Nonprofit Metrics LLC
Terms of Service and Privacy Policy