Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.
2026 · 1st Quarter (Jan 1 - Mar 31)
NEW YORK LIFE INSURANCE COMPANY
Filed by NEW YORK LIFE INSURANCE COMPANY.
Open official filingSource-reported fields
Filing overview
- Type
- 1st Quarter - Report
- Posted
- Apr 20, 2026
- Income
- Not reported
- Expenses
- $1,100,000.00
- Registrant
- NEW YORK LIFE INSURANCE COMPANY
- Filing UUID
- 9c0c47b7-08b5-4431-bdb2-ae3c48a3aeb0
- Termination date
- Not reported
Expense method: A
Literal source text
Lobbying issues and bill citations
Issues relating to increasing access to and awareness of Social Security survivor benefits for bereaved children. Issues related to proposals to clarify (i) the non-fiduciary status of insurance companies in the administration of insurance contracts issued to ERISA retirement plans, and (ii) the non-ERISA status of insurance company general account assets that support these contracts.
Issues related to provisions in the Basel III Endgame proposal impacting mutual life insurers. Issues related to data privacy and modernization of the Gramm Leach Bliley Act.
Relationship and amount limits
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