# ROCKEFELLER PHILANTHROPY ADVISORS, INC. HEALTH AND WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **ROCKEFELLER PHILANTHROPY ADVISORS, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ROCKEFELLER PHILANTHROPY ADVISORS, INC. |
| EIN | 133615533 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | NEW YORK, NY |
| Industry | non-profit organization management |
| Funding | fully insured |
| Total premiums | $8.4M |
| Participants | 388 |
| Persons covered | 1,000 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |
| METLIFE LEGAL PLANS | Health |

## Brokers

| Broker | Placed with |
|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | UNITEDHEALTHCARE INSURANCE COMPANY |
| CBIZ BENEFITS & INSURANCE SERVICES | FIRST UNUM LIFE INSURANCE COMPANY |
| CBIZ BENEFITS & INSURANCE SERVICES | METROPOLITAN LIFE INSURANCE COMPANY |
| CBIZ BENEFITS & INSURANCE SERVICES | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| CBIZ BENEFITS & INSURANCE SERVICES | UNUM INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/133615533-501
- Cite as: PlanOptica, https://planoptica.com/welfare/133615533-501
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