Form 5500 · Employee benefit plan · NEW YORK, NY
ROCKEFELLER BROTHERS FUND
ROCKEFELLER BROTHERS FUND's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CBIZ BENEFITS & INSURANCE SERVICES. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1760106 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 139 | December | $25,193 |
Questions
Who is ROCKEFELLER BROTHERS FUND's benefits broker?
Per its most recent Form 5500 Schedule A, ROCKEFELLER BROTHERS FUND's broker of record is CBIZ BENEFITS & INSURANCE SERVICES.
What insurance carrier does ROCKEFELLER BROTHERS FUND use?
ROCKEFELLER BROTHERS FUND's benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY.
When does ROCKEFELLER BROTHERS FUND's group plan renew?
The most recent Schedule A policy period for ROCKEFELLER BROTHERS FUND ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROCKEFELLER BROTHERS FUND's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.