Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE ROCKEFELLER FOUNDATION
EIN 13-1659629non-profit organization managementLatest filing 2025
Plans
5
Retirement
2
$240.6M assets
Welfare
3
$5.6M premiums
Participants
1,088
420 FIFTH AVENUE - NEW YORK, NY 100182702212-869-8500rockefellerfoundation.orgLinkedIn201-500 employeesnon-profit organization management
Retirement portfolio analytics
2 plans aggregated / $240.6M assets / 655 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $5.6M premiums / 405 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.3M
- Health$5.0M
- Dental$5.0M
- Vision$4.7M
- Life$547K
- Short-term disability$547K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
85%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
99%top
- CORPORATE SYNERGIES GROUP LLC99%
- MARY THERESA FISHER1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION
401k
Assets$133.0M
Participants438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION
TraditionalDB
Assets$107.6M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
GROUP BENEFITS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$5.6M
Covered lives405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
SEVERANCE PAY PLAN (FORMERLY SEVERANCE ALLOWANCE PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION)
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
THE ROCKEFELLER FOUNDATION HEALTH REIMBURSEMENT ACCOUNT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION | 401k | $133.0M | 438 | 2025 | |
| 001 | THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION | TraditionalDB | $107.6M | 217 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | GROUP BENEFITS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5.6M | 405 | 2024 | |
| 507 | SEVERANCE PAY PLAN (FORMERLY SEVERANCE ALLOWANCE PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION) | Self Funded | - | $0 | 0 | 2024 | |
| 512 | THE ROCKEFELLER FOUNDATION HEALTH REIMBURSEMENT ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans