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Filters:EIN 131659629 Clear all

Companies

companyThe Rockefeller Foundation
$199Mreported plan assets
EIN: 13-1659629Location: NYPlans: 5Participants: 1,106Latest: 2023
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Plans

planThe Retirement Savings Plan For Employees Of The Rockefeller FoundationFinancial statementProvider compensation2023 filing
$99.5Mreported assets (EOY)
Sponsor: The Rockefeller FoundationEIN: 13-1659629Plan: 002Participants: 439Assets: $99,521,664Net assets: $99.5MAssets / participant: $226.7KLocation: New York, NYLatest: 2023
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planThe Retirement Income Plan For Employees Of The Rockefeller FoundationFinancial statementProvider compensation2023 filing
$97.7Mreported assets (EOY)
Sponsor: The Rockefeller FoundationEIN: 13-1659629Plan: 001Participants: 241Assets: $97,722,974Net assets: $97.7MAssets / participant: $405.5KLocation: New York, NYLatest: 2023
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planThe Rockefeller Foundation Health Reimbursement Account PlanFinancial statement2023 filing
$1.8Mreported assets (EOY)
Sponsor: The Rockefeller FoundationEIN: 13-1659629Plan: 512Participants: 8Assets: $1,750,656Net assets: $1.8MAssets / participant: $218.8KLocation: New York, NYLatest: 2023
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planSeverance Pay Plan (Formerly Severance Allowance Plan For Employees Of The Rockefeller Foundation)2023 filing
Sponsor: The Rockefeller FoundationEIN: 13-1659629Plan: 507Participants: 196Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023
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planGroup Benefits Plan For Employees Of The Rockefeller Foundation2023 filing
Sponsor: The Rockefeller FoundationEIN: 13-1659629Plan: 511Participants: 222Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — The Retirement Income Plan For Employees Of The Rockefeller Foundation
Sponsor: The Rockefeller FoundationEIN: 13-1659629Plan: 001Ack ID: 20240924124341NAL0007449507001
filing2023 Form 5500 — The Retirement Savings Plan For Employees Of The Rockefeller Foundation
Sponsor: The Rockefeller FoundationEIN: 13-1659629Plan: 002Ack ID: 20241001183415NAL0007632017001
filing2023 Form 5500 — Severance Pay Plan (Formerly Severance Allowance Plan For Employees Of The Rockefeller Foundation)
Sponsor: The Rockefeller FoundationEIN: 13-1659629Plan: 507Ack ID: 20240730131524NAL0034259456001
filing2023 Form 5500 — Group Benefits Plan For Employees Of The Rockefeller Foundation
Sponsor: The Rockefeller FoundationEIN: 13-1659629Plan: 511Ack ID: 20240730125232NAL0020028993001
filing2023 Form 5500 — The Rockefeller Foundation Health Reimbursement Account Plan
Sponsor: The Rockefeller FoundationEIN: 13-1659629Plan: 512Ack ID: 20240731134140NAL0012716323001