Assets by plan
Share of aggregate retirement assets
Filings through .
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The Rockefeller Foundation
EIN 13-1659629non-profit organization managementLatest filing 2025
Plans
5
Retirement
2
$240.6M assets
Health & Benefits
3
$5.5M premiums
Participants
1,081
420 FIFTH AVENUE - NEW YORK, NY 100182702212-869-8500rockefellerfoundation.orgLinkedIn201-500 employeesnon-profit organization management
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $240.6M assets / 655 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $5.5M premiums / 394 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.1M
- Other$4.8M
- Dental$4.7M
- Vision$4.4M
- Life$348K
- Short-term disability$348K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
THE RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION
401(k)
Assets$133.0M
Participants438
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION
Traditional DB
Assets$107.6M
Participants217
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#511
GROUP BENEFITS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$5.5M
Covered lives394
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507
SEVERANCE PAY PLAN (FORMERLY SEVERANCE ALLOWANCE PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION)
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#512
THE ROCKEFELLER FOUNDATION HEALTH REIMBURSEMENT ACCOUNT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION | 401(k) | $133.0M | 438 | 2025 |
| #001 | THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION | Traditional DB | $107.6M | 217 | 2025 |
- #002 · 401(k) · 2025438
- #001 · Traditional DB · 2025217
Health & Benefits plans
3 plans on this EIN
| 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 | $5.5M | 394 | 2025 |
| #507 | SEVERANCE PAY PLAN (FORMERLY SEVERANCE ALLOWANCE PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION) | Self-funded | - | $0 | 0 | 2025 |
| #512 | THE ROCKEFELLER FOUNDATION HEALTH REIMBURSEMENT ACCOUNT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #511 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025394
- SEVERANCE PAY PLAN (FORMERLY SEVERANCE ALLOWANCE PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION)$0#507 · Self-funded · 20250
- #512 · Self-funded · 20250
Retirement plans
Health & Benefits plans