New York Life And Health & Life Benefit Tr

New York, NY
Tax-exempt since Aug. 1995
EIN: 13-7035849

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$60.4M (2023)

Expenses

$64.2M (2023)

Total Assets

$495M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$60,419,112

Expenses

$64,215,031

Net Income

-$3,795,919

Net Assets

$494,773,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$46,959,802	77.7%
Investment Income	$6,839,398	11.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,619,912	11.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$494,773,147
Total Liabilities	$0
Net Assets	$494,773,147

Compensation

Key Employees and Officers	Compensation	Related	Other
Craig Sabal (Smd & Deputy Chief Invest. Officer)	$0	$0	$0
Anthony Malloy (Evp & Chief Invest Officer)	$0	$0	$0
Scott Lenz (Svp, Deputy Gc & Chief Tax)	$0	$0	$0
Wesley Loden (Vp & Actuary)	$0	$0	$0
Joanne Rodgers (Svp & Chief Human Resources Officer)	$0	$0	$0
Kevin Bopp (Senior Vice President)	$0	$0	$0

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990

Filed on Nov. 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$5,098,020

Expenses

$9,447,688

Net Income

-$4,349,668

Net Assets

$438,308,471

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$5,712,404	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,891,409	37.1%
Net Inventory Sales	$0
Other Revenue	-$2,505,793

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$438,308,471
Total Liabilities	$0
Net Assets	$438,308,471

Compensation

Key Employees and Officers	Compensation	Related	Other
Sara Badler Retired In Dec 2022 (Svp & Chief Compliance Officer)	$0	$0	$0
Craig Sabal (Senior Managing Director)	$0	$0	$0
Yie Hsin Hung (Smd Ceo Nylim Until Sept 2022)	$0	$0	$0
Anthony Malloy (Evp & Chief Invest Officer)	$0	$0	$0
Scott Lenz (Svp, Deputy Gc & Chief Tax)	$0	$0	$0
Wesley Loden (Vp & Actuary)	$0	$0	$0

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990

Filed on Nov. 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$12,422,614

Expenses

$14,812,045

Net Income

-$2,389,431

Net Assets

$532,585,343

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,690,575	13.6%
Investment Income	$5,441,590	43.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$4,506,547	36.3%
Net Inventory Sales	$0
Other Revenue	$783,902	6.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$532,585,343
Total Liabilities	$0
Net Assets	$532,585,343

Compensation

Key Employees and Officers	Compensation	Related	Other
Sara Badler (Svp & Chief Compliance Off)	$0	$0	$0
Craig Sabal (Senior Managing Director)	$0	$0	$0
Yie Hsin Hung (Smd Ceo Nylim)	$0	$0	$0
Anthony Malloy (Evp & Chief Invest Officer)	$0	$0	$0
Scott Lenz (Svp, Deputy Gc & Chief Tax)	$0	$0	$0
Wesley Loden (Vp & Actuary)	$0	$0	$0

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990

Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$13,436,456

Expenses

$12,916,341

Net Income

$520,115

Net Assets

$463,245,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,232,228	9.2%
Investment Income	$5,489,703	40.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$4,620,160	34.4%
Net Inventory Sales	$0
Other Revenue	$2,094,365	15.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$463,245,416
Total Liabilities	$0
Net Assets	$463,245,416

Compensation

Key Employees and Officers	Compensation	Related	Other
Sara Badler (Svp & Chief Compliance Officer)	$0	$0	$0
Craig Sabal (Senior Managing Director)	$0	$0	$0
Yie Hsin Hung (Smd Ceo Nylim)	$0	$0	$0
Anthony Malloy (Evp & Chief Invest Officer)	$0	$0	$0
Scott Lenz (Svp, Deputy Gc & Chief Tax Counsel)	$0	$0	$0
Robert Hynes (Consultant)	$0	$0	$0

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990

Filed on Nov. 13, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$14,461,666

Expenses

$12,098,624

Net Income

$2,363,042

Net Assets

$413,847,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,232,228	36.2%
Investment Income	$5,674,633	39.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,128,316	35.5%
Net Inventory Sales	$0
Other Revenue	-$1,573,511

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$413,847,782
Total Liabilities	$0
Net Assets	$413,847,782

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Revenue

$26,551,039

Expenses

$22,812,620

Net Income

$3,738,419

Net Assets

$347,873,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$12,476,589	47.0%
Investment Income	$5,423,031	20.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$6,329,911	23.8%
Net Inventory Sales	$0
Other Revenue	$2,321,508	8.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$347,873,014
Total Liabilities	$0
Net Assets	$347,873,014

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$7,786,197

Expenses

$8,225,663

Net Income

-$439,466

Net Assets

$367,549,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,276,589	16.4%
Investment Income	$5,130,517	65.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$759,346	9.8%
Net Inventory Sales	$0
Other Revenue	$619,745	8.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$367,549,300
Total Liabilities	$0
Net Assets	$367,549,300

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$38,233,130

Expenses

$6,865,717

Net Income

$31,367,413

Net Assets

$319,154,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$3,759,336	9.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$32,205,920	84.2%
Net Inventory Sales	$0
Other Revenue	$2,267,874	5.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$319,154,275
Total Liabilities	$0
Net Assets	$319,154,275

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$10,793,303

Expenses

$9,668,339

Net Income

$1,124,964

Net Assets

$301,684,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$3,274,123	30.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,775,372	53.5%
Net Inventory Sales	$0
Other Revenue	$1,743,808	16.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$301,684,610
Total Liabilities	$0
Net Assets	$301,684,610

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$6,745,006

Expenses

$8,624,307

Net Income

-$1,879,301

Net Assets

$303,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$3,274,903	48.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,402,214	35.6%
Net Inventory Sales	$0
Other Revenue	$1,067,889	15.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$303,115
Total Liabilities	$0
Net Assets	$303,115

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$7,036,743

Expenses

$8,681,170

Net Income

-$1,644,427

Net Assets

$285,651,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$419,000	6.0%
Investment Income	$3,268,138	46.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$967,228	13.7%
Net Inventory Sales	$0
Other Revenue	$2,382,377	33.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$285,651,757
Total Liabilities	$0
Net Assets	$285,651,757

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$7,104,434

Expenses

$7,984,705

Net Income

-$880,271

Net Assets

$240,918,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$944,000	13.3%
Investment Income	$4,512,916	63.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$593,297	8.4%
Net Inventory Sales	$0
Other Revenue	$1,054,221	14.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$240,918,632
Total Liabilities	$0
Net Assets	$240,918,632

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$14,467,199

Expenses

$15,493,995

Net Income

-$1,026,796

Net Assets

$221,776,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$7,372,000	51.0%
Investment Income	$4,574,875	31.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$165,316	1.1%
Net Inventory Sales	$0
Other Revenue	$2,355,008	16.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$221,776,509
Total Liabilities	$0
Net Assets	$221,776,509

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$11,280,326

Expenses

$8,310,535

Net Income

$2,969,791

Net Assets

$225,076,992

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,344,000	29.6%
Investment Income	$5,325,342	47.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,560,120	22.7%
Net Inventory Sales	$0
Other Revenue	$50,864	0.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$225,076,992
Total Liabilities	$0
Net Assets	$225,076,992

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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New York Life And Health & Life Benefit Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $60.4M (2023)

Expenses $64.2M (2023)

Total Assets $495M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2010

Extracted Financial Data

Revenue

$60.4M (2023)

Expenses

$64.2M (2023)

Total Assets

$495M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004