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Sponsor portfolioWelfare / HealthEIN 13-1659629

THE ROCKEFELLER FOUNDATION

420 FIFTH AVENUE · NEW YORK, NY 10018
2128528497
Plans filed
3
Years active
2015–2024
Industry
NAICS 81
Latest filing
2024
Total premiums (latest)
$5.6M
No prior year
Persons covered
405
No prior year
Total participants
433
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #511$5.6M
GROUP BENEFITS PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION
Fully insured405 covered·5 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #507$0
SEVERANCE PAY PLAN (FORMERLY SEVERANCE ALLOWANCE PLAN FOR EMPLOYEES OF THE ROCKEFELLER FOUNDATION)
Self-funded0 covered·0 carriers
Plan #512$0
THE ROCKEFELLER FOUNDATION HEALTH REIMBURSEMENT ACCOUNT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$5.3M24.6%
Health$5.0M23.0%
Dental$5.0M23.0%
Vision$4.7M21.9%
Life$547K2.5%
Short-term disability$547K2.5%
Long-term disability$547K2.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HDVOth
$4.7M85.1%11405
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LSTDLTDOth
$573K10.3%12193
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HD
$246K4.4%1121
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$15K0.3%1182

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CORPORATE SYNERGIES GROUP LLCCAMDEN, NJCIGNA HEALTH AND LIFE INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, UNITEDHEALTHCARE INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$113K$71K$183K99.1%1
MARY THERESA FISHERTOWNSEND, DEPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$2K$0$2K0.9%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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