2023 Form 5500 filing — The Retirement Savings 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 20241001183415NAL0007632017001) for The Retirement Savings Plan For Employees Of The Rockefeller Foundation, reported by The Rockefeller Foundation under EIN 13-1659629 and plan number 002. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001183415NAL0007632017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Rockefeller Foundation
- EIN
- 13-1659629
- Plan number
- 002
- Location
- New York, NY
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,521,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,521,664
- Employer contributions
- $6,053,172
- Participant contributions
- $2,353,533
- Total income / additions
- $24,428,655
- Benefits paid
- $6,393,467
- Administrative expenses
- $3,175
- Total expenses
- $6,406,129
- Net increase / (decrease)
- $18,022,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirment Insurance & Annuity | SERVICE PROVIDER | $3,175 | $0 |