2023 Form 5500 filing — Rochester Regional Health 403(B) Defined Contribution Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809141159NAL0006466033001) for Rochester Regional Health 403(B) Defined Contribution Plan, reported by Rochester Regional Health under EIN 47-1234999 and plan number 003. It reports 19,407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809141159NAL0006466033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rochester Regional Health
- EIN
- 47-1234999
- Plan number
- 003
- Location
- Rochester, NY
- Participants
- 19,407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $861,435,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $861,435,514
- Employer contributions
- $3,385,996
- Participant contributions
- $75,220,645
- Total income / additions
- $214,173,771
- Benefits paid
- $65,715,617
- Administrative expenses
- $1,228,037
- Total expenses
- $67,251,294
- Net increase / (decrease)
- $146,922,477
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $1,111,129 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | INV. ADVISORY | $116,008 | not reported in the loaded dataset |