2023 Form 5500 filing — Employee Benefits Plan Of Cp 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 20241003061019NAL0009441665001) for Employee Benefits Plan Of Cp Rochester, reported by Cp Rochester under EIN 16-0743950 and plan number 001. It reports 309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003061019NAL0009441665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cp Rochester
- EIN
- 16-0743950
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,831,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,831,847
- Employer contributions
- $140,000
- Total income / additions
- $1,559,481
- Benefits paid
- $631,756
- Administrative expenses
- $115,195
- Total expenses
- $746,951
- Net increase / (decrease)
- $812,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alesco Advisors LLC | NONE | $37,335 | not reported in the loaded dataset |
| Burke Group | NONE | $10,070 | not reported in the loaded dataset |