New York Life Securities
Mount Laurel, NJ
New York Life Securities of Mount Laurel, NJ is the broker of record on 35 Form 5500 Schedule A filings covering 23 employer benefit plans across 13 states, with $327,508 in reported broker commissions (plan year 2025).
Quick answer
New York Life Securities (Mount Laurel, NJ) is the broker of record for 23 employer benefit plan sponsors on 35 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does New York Life Securities have?
- New York Life Securities is named as broker on Form 5500 Schedule A filings for 23 distinct plan sponsors in 13 states.
- Who are New York Life Securities's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Preferred Home Health Care, Inc. (522 participants).
- How much does New York Life Securities earn in commissions?
- Insurers reported $327,508 in broker commissions paid to New York Life Securities for plan year 2025, per Schedule A Part 1.
- Where is New York Life Securities located?
- New York Life Securities is based in Mount Laurel, NJ and has employer clients in 13 states.
- How does New York Life Securities rank among benefits brokers in New Jersey?
- New York Life Securities ranks #42 by employer clients among the 50 most active benefits brokers based in New Jersey.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming New York Life Securities on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Preferred Home Health Care, Inc. | FL | 522 | 2022-12-31 |
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Other benefits brokers in New Jersey
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- Custom Benefit Programs Inc: 588 employer clients, $191,663,158 reported commissions (Hammonton)
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- James R Nelligan & Assoc LLC: 130 employer clients, $1,477,521 reported commissions (Wall)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.