2026 · 3rd Quarter (July 1 - Sep 30)
Filed by NEW YORK LIFE INSURANCE COMPANY.
Open official filingSource-reported fields
Expense method: A
Literal source text
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 and S. 5156, Retirement Simplification and Clarity Act, all provisions.
Literal federal measure citations: H.R. 2082, H.R. 6324, S. 5156
Issues relating to increasing access to and awareness of Social Security survivor benefits for bereaved children, including H.R 10428, Survivor Benefits Application Modernization Act, all provisions. 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.
Literal federal measure citations: H.R 10428
Issues related to life insurer investments.
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