The Rockefeller Foundation Health Reimbursement Account Plan — 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 Rockefeller Foundation Health Reimbursement Account Plan is a benefit plan reported by The Rockefeller Foundation under EIN 13-1659629 and plan number 512. The latest loaded filing year is 2023. The filing reports 8 participants and $1,750,656 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
- 512
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240731134140NAL0012716323001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,750,656
- Net assets (EOY)
- $1,750,656
- Net assets (BOY)
- $1,715,660
Income & contributions
- Total income / additions
- $83,705
Expenses & distributions
- Administrative expenses
- $8,709
- Total expenses
- $8,709
- Net increase / (decrease)
- $74,996
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.