2023 Form 5500 filing — The Retirement Income Plan For Employees Of The Rockefeller Foundation
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924124341NAL0007449507001) for The Retirement Income Plan For Employees Of The Rockefeller Foundation, reported by The Rockefeller Foundation under EIN 13-1659629 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924124341NAL0007449507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Rockefeller Foundation
- EIN
- 13-1659629
- Plan number
- 001
- Location
- New York, NY
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,722,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,722,974
- Total income / additions
- $10,135,285
- Benefits paid
- $4,750,294
- Administrative expenses
- $279,662
- Total expenses
- $5,029,956
- Net increase / (decrease)
- $5,105,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | NONE | $120,673 | not reported in the loaded dataset |
| Silchester International Investors | NONE | $96,537 | $0 |
| State Street Global Advisors Trust | NONE | $32,553 | $0 |
| Bank Of New York Mellon | NONE | $27,398 | $0 |