The Retirement Savings 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 Savings Plan For Employees Of The Rockefeller Foundation is a benefit plan reported by The Rockefeller Foundation under EIN 13-1659629 and plan number 002. The latest loaded filing year is 2023. The filing reports 439 participants and $99,521,664 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
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $99,521,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20241001183415NAL0007632017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,521,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,521,664
- Net assets (BOY)
- $81,499,138
Income & contributions
- Employer contributions
- $6,053,172
- Participant contributions
- $2,353,533
- Total contributions
- $9,471,943
- Total income / additions
- $24,428,655
Expenses & distributions
- Benefits paid
- $6,393,467
- Administrative expenses
- $3,175
- Total expenses
- $6,406,129
- Net increase / (decrease)
- $18,022,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirment Insurance & Annuity | SERVICE PROVIDER | $3,175 | $0 | 2023 |