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Sponsor portfolioWelfare / HealthEIN 13-3615533
ROCKEFELLER PHILANTHROPY ADVISORS, INC.
120 BROADWAY · NEW YORK, NY 10271
2128124330
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$8.4M
No prior year
Persons covered
1,000
No prior year
Total participants
388
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $8.1M | 32.2% | |
| Dental | $8.1M | 32.0% | |
| Vision | $8.1M | 32.0% | |
| Other | $254K | 1.0% | |
| Short-term disability | $250K | 1.0% | |
| Life | $236K | 0.9% | |
| Long-term disability | $184K | 0.7% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDV | $8.1M | 95.6% | 1 | 1 | 1,000 |
EIN 042381280 | LSTDLTDOth | $320K | 3.8% | 1 | 6 | 339 |
EIN 135581829 | H | $53K | 0.6% | 1 | 3 | 355 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | MANASQUAN, NJ | UNUM INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $99K | $9K | $108K | 100.0% | 1 |
History & trajectory
3 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