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
Participants
8
End-of-year plan assets
$1,750,656

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238I20240731134140NAL0012716323001

Reported financial statement (2023 · Schedule I)

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

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages