2023 Form 5500 filing — Retirement Plan For The Employees Of The Jewish Home Of Rochester
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 20240923082536NAL0004069443001) for Retirement Plan For The Employees Of The Jewish Home Of Rochester, reported by The Jewish Home Of Rochester under EIN 16-0743058 and plan number 001. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923082536NAL0004069443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Jewish Home Of Rochester
- EIN
- 16-0743058
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Total income / additions
- $331,036
- Benefits paid
- $14,143,962
- Administrative expenses
- $51,486
- Total expenses
- $14,195,448
- Net increase / (decrease)
- -$13,864,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harper Danesh LLC | ACTUARY | $95,012 | not reported in the loaded dataset |
| Agilis Parnters LLC | BROKER | $50,000 | not reported in the loaded dataset |
| Harter, Secrest & Emery Llp | LEGAL | $33,147 | not reported in the loaded dataset |
| Fidicuient Advisors LLC | INVESTMENT ADVISOR | $10,697 | not reported in the loaded dataset |