Form 5500 · Employee benefit plan · NEW YORK, NY
THE ROCKEFELLER FOUNDATION
Public Form 5500 records show how THE ROCKEFELLER FOUNDATION (NEW YORK, NY) structures its employee benefits. Its broker of record is CORPORATE SYNERGIES GROUP LLC. Coverage is written through FIRST UNUM LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1659629 · plan 511 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 193 | December | $68,118 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision | 405 | December | $26,623 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental | 21 | December | $14,776 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 82 | December | $2,588 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | 75 | December | $2,094 |
Questions
Who is THE ROCKEFELLER FOUNDATION's benefits broker?
Per its most recent Form 5500 Schedule A, THE ROCKEFELLER FOUNDATION's broker of record is CORPORATE SYNERGIES GROUP LLC.
What insurance carrier does THE ROCKEFELLER FOUNDATION use?
THE ROCKEFELLER FOUNDATION's benefit plan is written through FIRST UNUM LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does THE ROCKEFELLER FOUNDATION's group plan renew?
The most recent Schedule A policy period for THE ROCKEFELLER FOUNDATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE ROCKEFELLER FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.