Form 5500 · Employee benefit plan · NEW YORK, NY
ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST
The filing calls this plan GROUP PLANS FOR ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST.
ROCKEFELLER HEALTH & WELFARE BENEFITS TRUST of NEW YORK, NY insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is AON CONSULTING. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-6076929 · plan 501 · plan year 2024, filed Oct 2, 2025
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3,536 other employer plans in New York have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
The filing says this plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 8 insured contracts covering health, dental, vision, life and disability; the largest, with CIGNA HEALTH AND LIFE INSURANCE COMPANY, covers 3,256 people.
Reported premium across the insured contracts is $23,321,586, with $435,243 in disclosed broker commissions — about 1.9% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
AON CONSULTING is the broker of record on 4 of the 8 contracts; the rest name a different broker or none.
7 carriers appear on the filing, including CIGNA HEALTH AND LIFE INSURANCE COMPANY, FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY, VISION SERVICE PLAN and AETNA LIFE INSURANCE COMPANY. CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 3,256 | Jan 1, 2025 | $21,581,463 | $248,450 |
| FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 1,501 | Jan 1, 2025 | $866,934 | $86,693 |
| FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 1,331 | Jan 1, 2025 | $261,199 | $39,180 |
| AETNA LIFE INSURANCE COMPANY | — | 623 | Jan 1, 2025 | $188,559 | $31,417 |
| TRANSAMERICA INSURANCE CO. | Health | 60 | Jan 1, 2025 | $82,101 | $12,898 |
| ELIXIR INSURANCE COMPANY PRESCRIPTION DRUG PLAN | Health | 60 | Jan 1, 2025 | $128,042 | $12,538 |
| VISION SERVICE PLAN | Vision | 1,179 | Jan 1, 2025 | $204,788 | $4,067 |
| CORPORATE COUNSELING ASSOCIATE, INC | — | 1,718 | Jan 1, 2025 | $8,500 | $0 |
Premium and claims on these contracts
CIGNA HEALTH AND LIFE INSURANCE COMPANY, contract 3345921. For the contract year on this filing, the carrier reported $21,563,307 in premium earned and $28,555,915 in claims incurred. Dividing one by the other gives 132%.
VISION SERVICE PLAN, contract 12130178. For the contract year on this filing, the carrier reported $204,788 in premium earned and $161,020 in claims incurred. Dividing one by the other gives 79%.
- CIGNA HEALTH AND LIFE INSURANCE COMPANY, contract 3345921 reported $1,123,400 in retention.
- VISION SERVICE PLAN, contract 12130178 reported $32,766 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
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Renewal calendar
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