The Retirement Income Plan For Employees Of The Rockefeller Foundation — Form 5500 plan (The Rockefeller Foundation)
Plain-English plan 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, The Retirement Income Plan For Employees Of The Rockefeller Foundation is a benefit plan reported by The Rockefeller Foundation under EIN 13-1659629 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $97,722,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Rockefeller Foundation
- EIN
- 13-1659629
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $97,722,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20240924124341NAL0007449507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,722,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,722,974
- Net assets (BOY)
- $92,617,645
Income & contributions
- Total contributions
- $0
- Total income / additions
- $10,135,285
Expenses & distributions
- Benefits paid
- $4,750,294
- Administrative expenses
- $279,662
- Total expenses
- $5,029,956
- Net increase / (decrease)
- $5,105,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | NONE | $120,673 | not reported in the loaded dataset | 2023 |
| Silchester International Investors | NONE | $96,537 | $0 | 2023 |
| State Street Global Advisors Trust | NONE | $32,553 | $0 | 2023 |
| Bank Of New York Mellon | NONE | $27,398 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Rockefeller Foundation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Willis Towers Watson — Schedule C compensation
- Silchester International Investors — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation