401k Plan data: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL. plan

RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL. 401k Plan overview

Plan Name	RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL.
Plan identification number	001

RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL. Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROCKEFELLER BROTHERS FUND, INC has sponsored the creation of one or more 401k plans.

Company Name: ROCKEFELLER BROTHERS FUND, INC

Employer identification number (EIN): 131760106

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ROCKEFELLER BROTHERS FUND, INC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1940-12-27

Company Identification Number: 41774

Legal Registered Office Address: 437 MADISON AVENUE
New York
NEW YORK
United States of America (USA)
10022

More information about ROCKEFELLER BROTHERS FUND, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 GERALDINE F. WATSON 2021-04-11
001 2019-01-01 GERALDINE F. WATSON 2020-10-12
001 2018-01-01 GERALDINE F. WATSON 2019-10-09
001 2017-01-01 GERALDINE F. WATSON 2018-10-14
001 2016-01-01 GERALDINE F. WATSON 2017-09-18
001 2015-01-01 GERALDINE F. WATSON 2016-07-18
001 2014-01-01 GERALDINE F. WATSON 2015-10-03
001 2013-01-01 GERALDINE F. WATSON 2014-10-14
001 2012-01-01 GERALDINE F. WATSON 2013-10-04
001 2011-01-01 GERALDINE F. WATSON 2012-10-01
001 2010-01-01 GERALDINE F. WATSON 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	GERALDINE F. WATSON	2021-04-11
001	2019-01-01	GERALDINE F. WATSON	2020-10-12
001	2018-01-01	GERALDINE F. WATSON	2019-10-09
001	2017-01-01	GERALDINE F. WATSON	2018-10-14
001	2016-01-01	GERALDINE F. WATSON	2017-09-18
001	2015-01-01	GERALDINE F. WATSON	2016-07-18
001	2014-01-01	GERALDINE F. WATSON	2015-10-03
001	2013-01-01	GERALDINE F. WATSON	2014-10-14
001	2012-01-01	GERALDINE F. WATSON	2013-10-04
001	2011-01-01	GERALDINE F. WATSON	2012-10-01
001	2010-01-01	GERALDINE F. WATSON	2011-07-25

Plan Statistics for RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL.

401k plan membership statisitcs for RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL.

Measure Date Value
2019: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL. 2019 401k membership
Market value of plan assets 2019-12-31 8,314,575
Acturial value of plan assets 2019-12-31 8,463,449
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 6,786,537
Number of terminated vested participants 2019-12-31 12
Fundng target for terminated vested participants 2019-12-31 893,686
Active participant vested funding target 2019-12-31 1,101,418
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 1,101,418
Total participant count 2019-12-31 59
Total funding target for all participants 2019-12-31 8,781,641
Balance at beginning of prior year after applicable adjustments 2019-12-31 45,746
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 214,341
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 45,746
Amount remaining of prefunding balance 2019-12-31 214,341
Present value of excess contributions 2019-12-31 1,645
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 1,737
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 45,426
Balance of prefunding at beginning of current year 2019-12-31 212,841
Total employer contributions 2019-12-31 2,356,285
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 2,193,026
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 85,100
Net shortfall amortization installment of oustanding balance 2019-12-31 576,459
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 193,572
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 193,572
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 2,193,026
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL. 2018 401k membership
Market value of plan assets 2018-12-31 8,893,802
Acturial value of plan assets 2018-12-31 8,398,385
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 6,722,613
Number of terminated vested participants 2018-12-31 11
Fundng target for terminated vested participants 2018-12-31 766,981
Active participant vested funding target 2018-12-31 1,235,209
Number of active participants 2018-12-31 13
Total funding liabilities for active participants 2018-12-31 1,235,209
Total participant count 2018-12-31 59
Total funding target for all participants 2018-12-31 8,724,803
Balance at beginning of prior year after applicable adjustments 2018-12-31 39,368
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 184,459
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 39,368
Amount remaining of prefunding balance 2018-12-31 184,459
Present value of excess contributions 2018-12-31 3,742
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 3,959
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 45,746
Balance of prefunding at beginning of current year 2018-12-31 214,341
Total employer contributions 2018-12-31 174,017
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 169,900
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 69,600
Net shortfall amortization installment of oustanding balance 2018-12-31 586,505
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 168,255
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 168,255
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 169,900
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL. 2017 401k membership
Market value of plan assets 2017-12-31 8,161,339
Acturial value of plan assets 2017-12-31 8,391,035
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 6,325,863
Number of terminated vested participants 2017-12-31 12
Fundng target for terminated vested participants 2017-12-31 793,871
Active participant vested funding target 2017-12-31 1,197,232
Number of active participants 2017-12-31 14
Total funding liabilities for active participants 2017-12-31 1,197,232
Total participant count 2017-12-31 59
Total funding target for all participants 2017-12-31 8,316,966
Balance at beginning of prior year after applicable adjustments 2017-12-31 37,070
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 173,690
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 37,070
Amount remaining of prefunding balance 2017-12-31 173,690
Present value of excess contributions 2017-12-31 85,320
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 90,439
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 39,368
Balance of prefunding at beginning of current year 2017-12-31 184,459
Total employer contributions 2017-12-31 131,873
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 123,534
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 95,200
Net shortfall amortization installment of oustanding balance 2017-12-31 149,758
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 119,792
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 119,792
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 123,534
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL. 2016 401k membership
Market value of plan assets 2016-12-31 8,228,879
Acturial value of plan assets 2016-12-31 8,696,239
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 5,795,013
Number of terminated vested participants 2016-12-31 15
Fundng target for terminated vested participants 2016-12-31 951,831
Active participant vested funding target 2016-12-31 1,408,827
Number of active participants 2016-12-31 17
Total funding liabilities for active participants 2016-12-31 1,408,827
Total participant count 2016-12-31 59
Total funding target for all participants 2016-12-31 8,155,671
Balance at beginning of prior year after applicable adjustments 2016-12-31 37,219
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 174,388
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 37,219
Amount remaining of prefunding balance 2016-12-31 174,388
Present value of excess contributions 2016-12-31 170,745
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 181,348
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 37,070
Balance of prefunding at beginning of current year 2016-12-31 173,690
Total employer contributions 2016-12-31 90,800
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 85,320
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 90,800
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 85,320
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2019: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL. 2019 401k membership
Market value of plan assets	2019-12-31	8,314,575
Acturial value of plan assets	2019-12-31	8,463,449
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	6,786,537
Number of terminated vested participants	2019-12-31	12
Fundng target for terminated vested participants	2019-12-31	893,686
Active participant vested funding target	2019-12-31	1,101,418
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	1,101,418
Total participant count	2019-12-31	59
Total funding target for all participants	2019-12-31	8,781,641
Balance at beginning of prior year after applicable adjustments	2019-12-31	45,746
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	214,341
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	45,746
Amount remaining of prefunding balance	2019-12-31	214,341
Present value of excess contributions	2019-12-31	1,645
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	1,737
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	45,426
Balance of prefunding at beginning of current year	2019-12-31	212,841
Total employer contributions	2019-12-31	2,356,285
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	2,193,026
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	85,100
Net shortfall amortization installment of oustanding balance	2019-12-31	576,459
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	193,572
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	193,572
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	2,193,026
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL. 2018 401k membership
Market value of plan assets	2018-12-31	8,893,802
Acturial value of plan assets	2018-12-31	8,398,385
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	6,722,613
Number of terminated vested participants	2018-12-31	11
Fundng target for terminated vested participants	2018-12-31	766,981
Active participant vested funding target	2018-12-31	1,235,209
Number of active participants	2018-12-31	13
Total funding liabilities for active participants	2018-12-31	1,235,209
Total participant count	2018-12-31	59
Total funding target for all participants	2018-12-31	8,724,803
Balance at beginning of prior year after applicable adjustments	2018-12-31	39,368
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	184,459
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	39,368
Amount remaining of prefunding balance	2018-12-31	184,459
Present value of excess contributions	2018-12-31	3,742
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	3,959
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	45,746
Balance of prefunding at beginning of current year	2018-12-31	214,341
Total employer contributions	2018-12-31	174,017
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	169,900
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	69,600
Net shortfall amortization installment of oustanding balance	2018-12-31	586,505
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	168,255
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	168,255
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	169,900
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL. 2017 401k membership
Market value of plan assets	2017-12-31	8,161,339
Acturial value of plan assets	2017-12-31	8,391,035
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	6,325,863
Number of terminated vested participants	2017-12-31	12
Fundng target for terminated vested participants	2017-12-31	793,871
Active participant vested funding target	2017-12-31	1,197,232
Number of active participants	2017-12-31	14
Total funding liabilities for active participants	2017-12-31	1,197,232
Total participant count	2017-12-31	59
Total funding target for all participants	2017-12-31	8,316,966
Balance at beginning of prior year after applicable adjustments	2017-12-31	37,070
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	173,690
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	37,070
Amount remaining of prefunding balance	2017-12-31	173,690
Present value of excess contributions	2017-12-31	85,320
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	90,439
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	39,368
Balance of prefunding at beginning of current year	2017-12-31	184,459
Total employer contributions	2017-12-31	131,873
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	123,534
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	95,200
Net shortfall amortization installment of oustanding balance	2017-12-31	149,758
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	119,792
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	119,792
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	123,534
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND, INC. ET AL. 2016 401k membership
Market value of plan assets	2016-12-31	8,228,879
Acturial value of plan assets	2016-12-31	8,696,239
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	5,795,013
Number of terminated vested participants	2016-12-31	15
Fundng target for terminated vested participants	2016-12-31	951,831
Active participant vested funding target	2016-12-31	1,408,827
Number of active participants	2016-12-31	17
Total funding liabilities for active participants	2016-12-31	1,408,827
Total participant count	2016-12-31	59
Total funding target for all participants	2016-12-31	8,155,671
Balance at beginning of prior year after applicable adjustments	2016-12-31	37,219
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	174,388
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	37,219
Amount remaining of prefunding balance	2016-12-31	174,388
Present value of excess contributions	2016-12-31	170,745
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	181,348
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	37,070
Balance of prefunding at beginning of current year	2016-12-31	173,690
Total employer contributions	2016-12-31	90,800
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	85,320
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	90,800
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	85,320
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	ROCKEFELLER BROTHERS FUND, INC
Employer identification number (EIN):	131760106
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1940-12-27
Company Identification Number:	41774
Legal Registered Office Address:	437 MADISON AVENUE New York NEW YORK United States of America (USA) 10022