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Sponsor portfolioWelfare / HealthEIN 13-1760106
ROCKEFELLER BROTHERS FUND, INC.
475 RIVERSIDE DRIVE, 9TH FLOOR · NEW YORK, NY 10115
2128124200
- Plans filed
- 5
- Years active
- 2015–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$519K
No prior year
Persons covered
1,037
No prior year
Total participants
444
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #505$314K
ROCKEFELLER BROTHERS FUND, INC. ET AL GROUP DISABILITY AND LIFE INSURANCE PLAN
Fully insured156 covered·2 carriers
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #506$191K
ROCKEFELLER BROTHERS FUND GROUP BENEFIT PLAN FOR DENTAL
Fully insured283 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$12K
ROCKEFELLER BROTHERS FUND VISION PLAN
Fully insured283 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #507$1K
ROCKEFELLER BROTHERS FUND MEDICAL PLAN
Fully insured315 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #508$0
ROCKEFELLER BROTHERS FUND EMPLOYEE ASSISTANCE PLAN
Unknown0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $300K | 24.0% | |
| Other | $259K | 20.7% | |
| Life | $245K | 19.5% | |
| Long-term disability | $245K | 19.5% | |
| Dental | $191K | 15.2% | |
| Vision | $12K | 1.0% | |
| Health | $1K | 0.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 131898173 | LSTDLTDOth | $314K | 60.6% | 1 | 9 | 156 |
EIN 362739571 | HDV | $204K | 39.4% | 3 | 3 | 881 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | MANASQUAN, NJ | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $148K | $18K | $166K | 100.0% | 4 |
History & trajectory
11 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