Fundz
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Benefits Intelligence/Broker Directory/New York

Ny Life Securities LLC

New York, NY

Ny Life Securities LLC of New York, NY is the broker of record on 27 Form 5500 Schedule A filings covering 18 employer benefit plans across 14 states, with $353,654 in reported broker commissions (plan year 2025).

Employer clients
18
distinct plan sponsors
Schedule A filings
27
States served
14
Reported commissions
$353,654
plan year 2025
Reported fees
$49,262

Quick answer

Ny Life Securities LLC (New York, NY) is the broker of record for 18 employer benefit plan sponsors on 27 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ny Life Securities LLC have?
Ny Life Securities LLC is named as broker on Form 5500 Schedule A filings for 18 distinct plan sponsors in 14 states.
Who are Ny Life Securities LLC's largest employer clients?
By plan participants, the largest include Plan Professionals, LLC (18,762 participants), Administrative Group, LLC Dba Transamerica Fiduciary Services (2,783 participants) and True Drilling LLC (988 participants).
How much does Ny Life Securities LLC earn in commissions?
Insurers reported $353,654 in broker commissions and $49,262 in fees paid to Ny Life Securities LLC for plan year 2025, per Schedule A Part 1.
Where is Ny Life Securities LLC located?
Ny Life Securities LLC is based in New York, NY and has employer clients in 14 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ny Life Securities LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Plan Professionals, LLCNJ18,7622024-12-31
Administrative Group, LLC Dba Transamerica Fiduciary ServicesIA2,7832024-12-31
True Drilling LLCWY9882024-12-31
15 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.