Plan Ledger DOL Form 5500 · updated monthly

Rockefeller Health & Welfare Benefits Trustbenefits

Group Plans for Rockefeller Health & Welfare Benefits Trust · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$443,945

Rockefeller Health & Welfare Benefits Trust's benefits plans covered 3,092 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $21,786,251. Insurance brokers and agents were paid $443,945 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 2.0% of premiums. That is $144 per covered person, below the median for employer plans that report broker pay. Broker pay fell 31% from $645,233 in 2023.

Insurance contracts · 20248
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug dental hmo$21.6M · 3,256 covered
VISION SERVICE PLAN · vision$205K · 1,179 covered
CORPORATE COUNSELING ASSOCIATE, INCpremiums n/a · 1,718 covered
AETNA LIFE INSURANCE CO.premiums n/a · 623 covered
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 1,331 covered
ELIXIR INSURANCE COMPANY PRESCRIPTION DRUG PLAN · drugpremiums n/a · 60 covered
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 1,501 covered
TRANSAMERICA INSURANCE CO. · healthpremiums n/a · 60 covered
Brokers & agents paid · 20246
CUSTOM BENEFITS PROGRAMS INC$31,417
AMWINS$16,213
WEB TPA$5,124 · incl $5,124 fees
DIETRICH & ASSOCIATES$9,223
AON CONSULTING$256,095 · incl $3,578 fees
Also brokered by Aon5
Walgreen Co. IL$25,664,274
Macy's, Inc. OH$5,287,224
Trinet HR III, Inc. CA$4,596,776

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 806076929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.