2023 Form 5500 filing — Defined Benefit Plan Of Rochester Presbyterian Home
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 20241003123046NAL0017666640001) for Defined Benefit Plan Of Rochester Presbyterian Home, reported by Rochester Presbyterian Home under EIN 16-0743142 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003123046NAL0017666640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rochester Presbyterian Home
- EIN
- 16-0743142
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,199,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,199,208
- Employer contributions
- $806,000
- Total income / additions
- $1,795,973
- Benefits paid
- $249,353
- Administrative expenses
- $46,501
- Total expenses
- $295,854
- Net increase / (decrease)
- $1,500,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning And Napier Advisors Inc | NONE | $36,302 | not reported in the loaded dataset |
| Exeter Trust Company | NONE | $8,584 | not reported in the loaded dataset |