Form 5500 · Employee benefit plan · NEW YORK, NY
ROCKEFELLER PHILANTHROPY ADVISORS, INC.
ROCKEFELLER PHILANTHROPY ADVISORS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CBIZ BENEFITS & INS SERVICES. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3615533 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 895 | December | $88,575 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 492 | December | $11,400 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 180 | December | $11,057 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 271 | December | $7,297 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 137 | December | $6,702 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 525 | December | $4,550 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 288 | December | $3,918 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 34 | December | $2,604 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 5 | December | $2,034 |
| UNUM INSURANCE COMPANY | — | 9 | December | $1,305 |
| UNUM INSURANCE COMPANY | — | 7 | December | $1,127 |
Questions
Who is ROCKEFELLER PHILANTHROPY ADVISORS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ROCKEFELLER PHILANTHROPY ADVISORS, INC.'s broker of record is CBIZ BENEFITS & INS SERVICES.
What insurance carrier does ROCKEFELLER PHILANTHROPY ADVISORS, INC. use?
ROCKEFELLER PHILANTHROPY ADVISORS, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 11 disclosed carriers.
When does ROCKEFELLER PHILANTHROPY ADVISORS, INC.'s group plan renew?
The most recent Schedule A policy period for ROCKEFELLER PHILANTHROPY ADVISORS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROCKEFELLER PHILANTHROPY ADVISORS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.