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).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ROCKEFELLER PHILANTHROPY ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ROCKEFELLER PHILANTHROPY ADVISORS, INC.

Employer identification number (EIN): 133615533

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 Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 TINA BEYERS 2018-08-20
001 2016-01-01 TINA BEYERS 2017-08-14
001 2015-01-01 TINA BEYERS 2016-10-12
001 2014-01-01 NICHOLAS HODGES 2015-10-14
001 2014-01-01 NICHOLAS HODGES 2015-10-09
001 2013-01-01 KATHY EASON 2014-08-08
001 2012-01-01 KATHY EASON 2013-09-05
001 2011-01-01 KATHY EASON 2012-10-11
001 2010-01-01 KATHY EASON 2011-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	TINA BEYERS	2018-08-20
001	2016-01-01	TINA BEYERS	2017-08-14
001	2015-01-01	TINA BEYERS	2016-10-12
001	2014-01-01	NICHOLAS HODGES	2015-10-14
001	2014-01-01	NICHOLAS HODGES	2015-10-09
001	2013-01-01	KATHY EASON	2014-08-08
001	2012-01-01	KATHY EASON	2013-09-05
001	2011-01-01	KATHY EASON	2012-10-11
001	2010-01-01	KATHY EASON	2011-09-29

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
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND INC ET AL 2016 401k membership
Market value of plan assets 2016-12-31 306,896
Acturial value of plan assets 2016-12-31 319,046
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 28,130
Number of terminated vested participants 2016-12-31 11
Fundng target for terminated vested participants 2016-12-31 151,954
Active participant vested funding target 2016-12-31 128,653
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 128,653
Total participant count 2016-12-31 16
Total funding target for all participants 2016-12-31 308,737
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
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 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 6,400
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 6,808
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 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 0
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 0
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 1,000
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 0
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
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF ROCKEFELLER BROTHERS FUND INC ET AL 2016 401k membership
Market value of plan assets	2016-12-31	306,896
Acturial value of plan assets	2016-12-31	319,046
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	28,130
Number of terminated vested participants	2016-12-31	11
Fundng target for terminated vested participants	2016-12-31	151,954
Active participant vested funding target	2016-12-31	128,653
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	128,653
Total participant count	2016-12-31	16
Total funding target for all participants	2016-12-31	308,737
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
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	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	6,400
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	6,808
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	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	0
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	0
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	1,000
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	0
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 PHILANTHROPY ADVISORS, INC.
Employer identification number (EIN):	133615533
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations