Plan5500

Rockefeller Brothers Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rockefeller Brothers Fund (EIN 13-1760106) is a plan sponsor located in New York, NY with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-1760106
Location
New York, NY
Loaded plans
6
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Rockefeller Brothers Fund

  • 6 loaded plans hold $58.6M in reported assets.
  • The largest, Rockefeller Non-Profits 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 834 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$58.6MSummed across loaded plans$58,648,182
Total reported assets$58.6M$58,648,182
Total reported participants834
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$58.6M total assets
Net assets$58.6MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$972.9K
Total income / additions$11.2M
Expenses & distributions
Benefits paid / distributions$3.2M
Total expenses$3.3M
Net increase / (decrease)$8M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Rockefeller Non-Profits 401(K) Plan
Participants per plan139Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Rockefeller Non-Profits 401(K) Plan$58.6M
    Plan #002 · 147 participants · 2023
  2. 2
    Rockefeller Brothers Fund, Inc. Et Al Group Disability And Life Insurance Plannot reported in the loaded dataset
    Plan #505 · 167 participants · 2023
  3. 3
    Rockefeller Brothers Fund Medical Plannot reported in the loaded dataset
    Plan #507 · 158 participants · 2023
  4. 4
    Rockefeller Brothers Fund Employee Assistance Plannot reported in the loaded dataset
    Plan #508 · 129 participants · 2023
  5. 5
    Rockefeller Brothers Fund Group Benefit Plan For Dentalnot reported in the loaded dataset
    Plan #506 · 118 participants · 2023
  6. 6
    Rockefeller Brothers Fund Vision Plannot reported in the loaded dataset
    Plan #501 · 115 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rockefeller Brothers Fund. Open one for its full reported snapshot.

  1. 2023
    Rockefeller Brothers Fund, Inc. Et Al Group Disability And Life Insurance Plan167 participants · 2No schedules
    View filing →
  2. 2023
    Rockefeller Brothers Fund Employee Assistance Plan129 participants · 2No schedules
    View filing →
  3. 2023
    Rockefeller Brothers Fund Medical Plan158 participants · 2No schedules
    View filing →
  4. 2023
    Rockefeller Brothers Fund Vision Plan115 participants · 2No schedules
    View filing →
  5. 2023
    Rockefeller Brothers Fund Group Benefit Plan For Dental118 participants · 2No schedules
    View filing →
  6. 2023
    Rockefeller Non-Profits 401(K) Plan147 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rockefeller Brothers Fund report on Form 5500?
Rockefeller Brothers Fund (EIN 13-1760106) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rockefeller Brothers Fund?
The Employer Identification Number (EIN) reported for Rockefeller Brothers Fund is 13-1760106.
What is the latest Form 5500 filing year for Rockefeller Brothers Fund?
The latest loaded Form 5500 filing year for Rockefeller Brothers Fund is 2023.

Related Form 5500 pages