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Sponsor portfolioTH

ROCKEFELLER GROUP INTERNATIONAL, INC.

EIN 13-3975924-real estate-Latest filing 2025
Plans
4
Retirement
2
$267.4M assets
Welfare
2
$846K premiums
Participants
1,153
1271 AVENUE OF THE AMERICAS, 24TH FLOOR - NEW YORK, NY 10020212-282-2000LinkedIn1-10 employeesreal estate
Plans on this EIN
4 filings
#003401k-$144.1M - 319 part#001TraditionalDB-$123.3M - 479 part#521Fully Insured-$490K - 119 lives#502Mixed-$356K - 382 lives

Retirement portfolio analytics

2 plans aggregated / $267.4M assets / 798 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • INC. INCENTIVE Savings (#003)54%
  • GROUP INTERNATIONAL, INC. (#001)46%
Total $267.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP INTERNATIONAL, INC. (#001)479
  • INC. INCENTIVE Savings (#003)319
Total 798Click row to drill in

Benefits portfolio analytics

2 plans / $846K premiums / 501 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$490K
  • Prescription drug$490K
  • Other$317K
  • Life$303K
  • Short-term disability$303K
  • Long-term disability$303K
  • +1 more
Total $846K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • AETNA LIFE INSURANCE COMPANY58%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA36%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $846K4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • WILLIS TOWERS WATSON US LLC99%
  • HILB GROUP OF NEW ENGLAND1%
  • IMG0%
Total $17K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ROCKEFELLER GROUP INTERNATIONAL, INC. INCENTIVE SAVINGS PLAN

401k

Assets$144.1M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF ROCKEFELLER GROUP INTERNATIONAL, INC.

TraditionalDB

Assets$123.3M
Participants479
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#521

ROCKEFELLER GROUP HEALTH AND WELFARE PLAN FOR RETIRED EMPLOYEES

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$490K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ROCKEFELLER GROUP HEALTH AND WELFARE PLAN FOR ACTIVE EMPLOYEES

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$356K
Covered lives382
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ROCKEFELLER GROUP INTERNATIONAL, INC. INCENTIVE SAVINGS PLAN401k$144.1M3192024
001RETIREMENT INCOME PLAN FOR SALARIED EMPLOYEES OF ROCKEFELLER GROUP INTERNATIONAL, INC.TraditionalDB$123.3M4792024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
521ROCKEFELLER GROUP HEALTH AND WELFARE PLAN FOR RETIRED EMPLOYEESFully InsuredAETNA LIFE INSURANCE CO.$490K1192025
502ROCKEFELLER GROUP HEALTH AND WELFARE PLAN FOR ACTIVE EMPLOYEESMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$356K3822025
Retirement plans
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