2023 Form 5500 filing — The Rockefeller Foundation Health Reimbursement Account Plan
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 20240731134140NAL0012716323001) for The Rockefeller Foundation Health Reimbursement Account Plan, reported by The Rockefeller Foundation under EIN 13-1659629 and plan number 512. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240731134140NAL0012716323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Rockefeller Foundation
- EIN
- 13-1659629
- Plan number
- 512
- Location
- New York, NY
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,750,656
- Net assets (EOY)
- $1,750,656
- Total income / additions
- $83,705
- Administrative expenses
- $8,709
- Total expenses
- $8,709
- Net increase / (decrease)
- $74,996
- Schedule source
- Schedule I