2023 Form 5500 filing — Rochester Firefighters Benevolent Association Death Benefit

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 20241002075322NAL0008490561001) for Rochester Firefighters Benevolent Association Death Benefit, reported by Rochester Firefighters Benevolent Association under EIN 16-0866705 and plan number 501. It reports 968 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002075322NAL0008490561001
Filing year
2023
Form type
2
Plan sponsor
Rochester Firefighters Benevolent Association
EIN
16-0866705
Plan number
501
Location
Rochester, NY
Participants
968
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,056,976
Total liabilities (EOY)
$17,500
Net assets (EOY)
$6,039,476
Total income / additions
$778,433
Benefits paid
$226,700
Administrative expenses
$28,274
Total expenses
$254,974
Net increase / (decrease)
$523,459
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alesco AdvisorsNONE$22,572not reported in the loaded dataset
Cnb Wealth ManagementNONE$5,702not reported in the loaded dataset

Related Form 5500 pages