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
Sponsor portfolioTH
ROCKEFELLER BROTHERS FUND, INC.
EIN 13-1760106philanthropyLatest filing 2025
Plans
6
Retirement
1
$68.2M assets
Welfare
5
$519K premiums
Participants
754
475 RIVERSIDE DRIVE, 9TH FLOOR - NEW YORK, NY 10115212-812-4200rbf.orgLinkedIn11-50 employeesphilanthropy
Benefits portfolio analytics
5 plans / $519K premiums / 1,037 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA61%
- UNITEDHEALTHCARE INSURANCE COMPANY39%
Broker market share
Schedule A broker compensation
100%top
- CBIZ BENEFITS & INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ROCKEFELLER NON-PROFITS 401(K) PLAN
401k
Assets$68.2M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
ROCKEFELLER BROTHERS FUND, INC. ET AL GROUP DISABILITY AND LIFE INSURANCE PLAN
Fully Insured - FIRST UNUM LIFE INSURANCE COMPANY
Premiums$314K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
ROCKEFELLER BROTHERS FUND GROUP BENEFIT PLAN FOR DENTAL
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$191K
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
ROCKEFELLER BROTHERS FUND VISION PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$12K
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
ROCKEFELLER BROTHERS FUND MEDICAL PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1K
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
ROCKEFELLER BROTHERS FUND EMPLOYEE ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROCKEFELLER NON-PROFITS 401(K) PLAN | 401k | $68.2M | 167 | 2024 |
Welfare plans5
| 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 |
Retirement plans
Welfare plans