2023 Form 5500 filing — Rochester General Health System Employee Retirement 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 20241014130054NAL0027336801003) for Rochester General Health System Employee Retirement Plan, reported by Rochester General Health System under EIN 22-2551509 and plan number 001. It reports 15,500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130054NAL0027336801003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rochester General Health System
- EIN
- 22-2551509
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 15,500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $600,985,826
- Net assets (EOY)
- $600,985,826
- Employer contributions
- $44,300,000
- Total income / additions
- $115,961,495
- Benefits paid
- $54,878,269
- Administrative expenses
- $12,401,928
- Total expenses
- $67,280,197
- Net increase / (decrease)
- $48,681,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARY | $343,292 | not reported in the loaded dataset |
| Nepc, LLC | INVESTMENT CONSULTANT | $217,900 | not reported in the loaded dataset |
| Jennison Global Opportunity Fund | INVESTMENT MANAGER | $128,527 | not reported in the loaded dataset |
| Willis Towers Watson U.S. LLC | ADVISORY SERVICES | $127,896 | not reported in the loaded dataset |
| Key Bank Natl Assoc (Ias Trustee) | ADMIN/CUSTODIAL FEE | $110,596 | not reported in the loaded dataset |
| Parametric | INVESTMENT MANAGER | $110,254 | not reported in the loaded dataset |
| Johnston International Equity Group | INVESTMENT MANAGER | $109,500 | not reported in the loaded dataset |
| Lindsell Train Global Equity LLC | INVESTMENT MANAGER | $97,738 | not reported in the loaded dataset |
| Hotchkis & Wiley Cap Mgmt LLC | INVESTMENT MANAGER | $53,213 | not reported in the loaded dataset |
| Borromin Capital Fund | INVESTMENT MANAGER | $48,055 | not reported in the loaded dataset |
| Blue Wolf Capital Fund Iv | INVESTMENT MANAGER | $44,488 | not reported in the loaded dataset |
| Blackrock Institutional Trust | INVESTMENT MANAGER | $23,792 | not reported in the loaded dataset |