Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.1M
- Dental$8.1M
- Vision$8.1M
- Other$254K
- Short-term disability$250K
- Life$236K
- +1 more
Sponsor portfolio
ROCKEFELLER PHILANTHROPY ADVISORS, INC.
EIN 13-3615533non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$75.2M assets
Welfare
1
$8.4M premiums
Participants
1,310
120 BROADWAY, SUITE 3475 - NEW YORK, NY 10271212-812-4330rockpa.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.4M premiums / 1,000 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- METROPOLITAN LIFE INSURANCE COMPANY1%
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 PHILANTHROPY ADVISORS 401(K) PLAN
401k
Assets$75.2M
Participants922
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROCKEFELLER PHILANTHROPY ADVISORS, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$8.4M
Covered lives1,000
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROCKEFELLER PHILANTHROPY ADVISORS 401(K) PLAN | 401k | $75.2M | 922 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROCKEFELLER PHILANTHROPY ADVISORS, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $8.4M | 1,000 | 2025 |
Retirement plans
Welfare plans