2023 Form 5500 filing — Catholic Charities Of The Diocese Of Rochester, Inc. 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 20241015145137NAL0056776386001) for Catholic Charities Of The Diocese Of Rochester, Inc. Employee Retirement Plan, reported by Catholic Charities Of The Diocese Of Rochester, Inc. under EIN 16-0743944 and plan number 002. It reports 1,329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145137NAL0056776386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catholic Charities Of The Diocese Of Rochester, Inc.
- EIN
- 16-0743944
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 1,329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,985,819
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,985,819
- Participant contributions
- $242,448
- Total income / additions
- $5,095,190
- Benefits paid
- $7,675,325
- Administrative expenses
- $133,614
- Total expenses
- $7,885,420
- Net increase / (decrease)
- -$2,790,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $120,703 | $0 |