Plan Ledger DOL Form 5500 · updated monthly

The Rockefeller Foundationbenefits

Group Benefits Plan for Employees of the Rockefeller Foundation · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$185,049

The Rockefeller Foundation's benefits plans covered 194 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $4,746,187. Insurance brokers and agents were paid $185,049 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.9% of premiums. That is $954 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 7.6% from $171,907 in 2023.

Insurance contracts · 20245
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health dental vision$4.7M · 405 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dentalpremiums n/a · 21 covered
FIRST UNUM LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 193 covered
Brokers & agents paid · 20243
CORPORATE SYNERGIES GROUP LLC$182,461 · incl $70,850 fees
MARY THERESA FISHER$1,579
CORPORATE SYNERGIES GROUP$1,009
Also brokered by Corporate Synergies Group LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 131659629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.