# GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST

Health and welfare plan sponsored by **ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST |
| EIN | 806076929 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | NEW YORK, NY |
| Industry | Finance and Insurance |
| Funding | mewa |
| Total premiums | $30.4M |
| Participants | 3,605 |
| Persons covered | 3,625 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Rx, Dental, HMO, Indemnity, Other |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Other, LTD |
| VISION SERVICE PLAN (VSP) | Vision |
| ELIXIR INSURANCE COMPANY | Rx |
| TRANSAMERICA LIFE INSURANCE COMPANY | Health |
| NIAGARA LIFE AND HEALTH INSURANCE | Health |
| CORPORATE COUNSELING ASSOCIATES, INC. | Other |

## Brokers

| Broker | Placed with |
|---|---|
| AON CONSULTING INC | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES |
| AON CONSULTING INC | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY |
| AON CONSULTING INC | VISION SERVICE PLAN |
| AON CONSULTING INC | CIGNA HEALTH AND LIFE INSURANCE COMPANY |
| AMWINS | ELIXIR INSURANCE COMPANY PRESCRIPTION DRUG PLAN |
| DIETRICH & ASSOCIATES | ELIXIR INSURANCE COMPANY PRESCRIPTION DRUG PLAN |
| AMWINS | TRANSAMERICA INSURANCE CO. |
| DIETRICH & ASSOCIATES | TRANSAMERICA INSURANCE CO. |
| WEB TPA | TRANSAMERICA INSURANCE CO. |
| AMWINS | NIAGARA HEALTH AND LIFE |
| DIETRICH & ASSOCIATES | NIAGARA HEALTH AND LIFE |

## 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/806076929-501
- Cite as: PlanOptica, https://planoptica.com/welfare/806076929-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers