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THE ROCKEFELLER UNIVERSITY

EIN 13-1624158-research-Latest filing 2025
Plans
6
Retirement
1
$839.4M assets
Welfare
5
$4.6M premiums
Participants
10,297
HUMAN RESOURCES, 1230 YORK AVE - NEW YORK, NY 100656307212-327-8300rockefeller.eduLinkedIn1001-5000 employeesresearch
Plans on this EIN
6 filings
#001403b-$839.4M - 4,228 part#503Mixed-$2.8M - 1,494 lives#505Fully Insured-$1.1M - 699 lives#504Fully Insured-$691K - 1,088 lives#512Fully Insured-$22K - 280 lives#506Fully Insured-$5K - 1,421 lives

Benefits portfolio analytics

5 plans / $4.6M premiums / 4,982 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.1M
  • Life$691K
  • Other$27K
Total $1.8M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK99%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $8K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE ROCKEFELLER UNIVERSITY RETIREMENT PLAN

403b

Assets$839.4M
Participants4,228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

GROUP HEALTH EXPENSE PLAN OF THE ROCKEFELLER UNIVERSITY

Mixed - AETNA LIFE INSURANCE COMAPNY

Premiums$2.8M
Covered lives1,494
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

TOTAL DISABILITY PLAN OF THE ROCKEFELLER UNIVERSITY

Fully Insured - STANDARD LIFE INSURANCE COMPANY OF NEW YORK

Premiums$1.1M
Covered lives699
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

GROUP LIFE INSURANCE OF THE ROCKEFELLER UNIVERSITY

Fully Insured - STANDARD LIFE INSURANCE COMPANY OF NEW YORK

Premiums$691K
Covered lives1,088
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

VOLUNTARY ACCIDENTAL DEATH AND DISMEMBERMENT

Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH

Premiums$22K
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

TRAVEL & ACCIDENT INSURANCE PLAN OF THE ROCKEFELLER UNIVERSITY

Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH

Premiums$5K
Covered lives1,421
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE ROCKEFELLER UNIVERSITY RETIREMENT PLAN403b$839.4M4,2282024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
503GROUP HEALTH EXPENSE PLAN OF THE ROCKEFELLER UNIVERSITYMixedAETNA LIFE INSURANCE COMAPNY$2.8M1,4942024
505TOTAL DISABILITY PLAN OF THE ROCKEFELLER UNIVERSITYFully InsuredSTANDARD LIFE INSURANCE COMPANY OF NEW YORK$1.1M6992025
504GROUP LIFE INSURANCE OF THE ROCKEFELLER UNIVERSITYFully InsuredSTANDARD LIFE INSURANCE COMPANY OF NEW YORK$691K1,0882025
512VOLUNTARY ACCIDENTAL DEATH AND DISMEMBERMENTFully InsuredNATIONAL UNION FIRE INS. CO. OF PITTSBURGH$22K2802025
506TRAVEL & ACCIDENT INSURANCE PLAN OF THE ROCKEFELLER UNIVERSITYFully InsuredNATIONAL UNION FIRE INS. CO. OF PITTSBURGH$5K1,4212025
Retirement plans
Welfare plans
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