Plan Ledger DOL Form 5500 · updated monthly

Rockefeller Philanthropy Advisors, Inc.benefits

Rockefeller Philanthropy Advisors, Inc. Health and Welfare Benefit Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$160,491

Rockefeller Philanthropy Advisors, Inc.'s benefits plans covered 492 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $160,491 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $326 per covered person, above the median for employer plans that report broker pay. Broker pay fell 12% from $182,830 in 2023.

Insurance contracts · 202411
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 525 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 895 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 271 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 288 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 34 covered
UNUM INSURANCE COMPANYpremiums n/a · 7 covered
FIRST UNUM LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 492 covered
FIRST UNUM LIFE INSURANCE COMPANY · lifepremiums n/a · 180 covered
UNUM INSURANCE COMPANYpremiums n/a · 9 covered
FIRST UNUM LIFE INSURANCE COMPANY · stdpremiums n/a · 137 covered
Brokers & agents paid · 20245
CBIZ INSURANCE SERVICES INC$19,400 · incl $3,635 fees
CBIZ BENEFITS & INSURANCE SERV$49,355 · incl $16,287 fees
Also brokered by Cbiz5
Tumi, Inc. NJ$1,238,886
V2X Inc. CO$941,238

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 133615533 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.