Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$300K
- Other$259K
- Life$245K
- Long-term disability$245K
- Dental$191K
- Vision$12K
- +1 more
Filings through .
Top hat
Rockefeller Brothers Fund, Inc
EIN 13-1760106philanthropyLatest filing 2025
Plans
6
Retirement
1
$76.9M assets
Health & Benefits
5
$519K premiums
Participants
752
475 RIVERSIDE DRIVE, SUITE 900 - NEW YORK, NY 10115212-812-4200rbf.orgLinkedIn11-50 employeesphilanthropy
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Benefits portfolio analytics
5 plans / $519K premiums / 1,037 covered lives
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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
ROCKEFELLER NON-PROFITS 401(K) PLAN
401(k)
Assets$76.9M
Participants165
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
ROCKEFELLER BROTHERS FUND, INC. ET AL GROUP DISABILITY AND LIFE INSURANCE PLAN
Fully insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$314K
Covered lives156
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
ROCKEFELLER BROTHERS FUND GROUP BENEFIT PLAN FOR DENTAL
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$191K
Covered lives283
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
ROCKEFELLER BROTHERS FUND VISION PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$12K
Covered lives283
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507
ROCKEFELLER BROTHERS FUND MEDICAL PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1K
Covered lives315
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508
ROCKEFELLER BROTHERS FUND EMPLOYEE ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ROCKEFELLER NON-PROFITS 401(K) PLAN | 401(k) | $76.9M | 165 | 2025 |
- #002 · 401(k) · 2025165
Health & Benefits plans
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | ROCKEFELLER BROTHERS FUND, INC. ET AL GROUP DISABILITY AND LIFE INSURANCE PLAN | Fully insured | FIRST UNUM LIFE INSURANCE COMPANY | $314K | 156 | 2025 |
| #506 | ROCKEFELLER BROTHERS FUND GROUP BENEFIT PLAN FOR DENTAL | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $191K | 283 | 2025 |
| #501 | ROCKEFELLER BROTHERS FUND VISION PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $12K | 283 | 2025 |
| #507 | ROCKEFELLER BROTHERS FUND MEDICAL PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1K | 315 | 2025 |
| #508 | ROCKEFELLER BROTHERS FUND EMPLOYEE ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2024 |
- #505 · Fully insured · FIRST UNUM LIFE INSURANCE COMPANY · 2025156
- #506 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025283
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025283
- #507 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025315
- #508 · Unknown · 20240
Retirement plans
Health & Benefits plans