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

Plan NameRETIREMENT 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 TypeDefined 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 FAMILY FUND, INC has sponsored the creation of one or more 401k plans.

Company Name:ROCKEFELLER FAMILY FUND, INC
Employer identification number (EIN):136257658
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

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 SignedName of Company SponsorDate Sponsor Signed
0012020-01-01GERALDINE F. WATSON2021-04-11
0012019-01-01GERALDINE F. WATSON2020-10-12
0012018-01-01GERALDINE F. WATSON2019-10-09
0012017-01-01GERALDINE F. WATSON2018-10-14
0012016-01-01GERALDINE F. WATSON2017-09-18
0012015-01-01GERALDINE F. WATSON2016-07-18
0012014-01-01GERALDINE F. WATSON2015-10-02
0012013-01-01GERALDINE F. WATSON2014-10-14
0012012-01-01GERALDINE F. WATSON2013-10-04
0012011-01-01GERALDINE F. WATSON2012-10-01
0012010-01-01GERALDINE F. WATSON2011-07-25

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 assets2019-12-311,127,106
Acturial value of plan assets2019-12-311,146,064
Funding target for retired participants and beneficiaries receiving payment2019-12-31746,887
Number of terminated vested participants2019-12-3114
Fundng target for terminated vested participants2019-12-31245,821
Active participant vested funding target2019-12-31222,619
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-31222,619
Total participant count2019-12-3120
Total funding target for all participants2019-12-311,215,327
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,282
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,355
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31415,267
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31385,079
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3115,100
Net shortfall amortization installment of oustanding balance2019-12-3169,263
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3128,303
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3128,303
Contributions allocatedtoward minimum required contributions for current year2019-12-31385,079
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND INC ET AL 2018 401k membership
Market value of plan assets2018-12-311,167,261
Acturial value of plan assets2018-12-311,103,782
Funding target for retired participants and beneficiaries receiving payment2018-12-31514,403
Number of terminated vested participants2018-12-3115
Fundng target for terminated vested participants2018-12-31419,301
Active participant vested funding target2018-12-31234,591
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-31234,591
Total participant count2018-12-3120
Total funding target for all participants2018-12-311,168,295
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31762
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31807
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3125,537
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3124,506
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3112,100
Net shortfall amortization installment of oustanding balance2018-12-3164,513
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3123,224
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3123,224
Contributions allocatedtoward minimum required contributions for current year2018-12-3124,506
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND INC ET AL 2017 401k membership
Market value of plan assets2017-12-311,027,990
Acturial value of plan assets2017-12-311,056,675
Funding target for retired participants and beneficiaries receiving payment2017-12-31498,507
Number of terminated vested participants2017-12-3115
Fundng target for terminated vested participants2017-12-31374,571
Active participant vested funding target2017-12-31214,072
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31214,072
Total participant count2017-12-3120
Total funding target for all participants2017-12-311,087,150
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3127,358
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3125,566
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3119,800
Net shortfall amortization installment of oustanding balance2017-12-3130,475
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3124,804
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3124,804
Contributions allocatedtoward minimum required contributions for current year2017-12-3125,566
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND INC ET AL 2016 401k membership
Market value of plan assets2016-12-311,024,915
Acturial value of plan assets2016-12-311,083,524
Funding target for retired participants and beneficiaries receiving payment2016-12-31497,439
Number of terminated vested participants2016-12-3115
Fundng target for terminated vested participants2016-12-31343,717
Active participant vested funding target2016-12-31198,475
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31198,475
Total participant count2016-12-3120
Total funding target for all participants2016-12-311,039,631
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3117,100
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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