2023 Form 5500 filing — University Of Rochester Retirement Program
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 20250411145159NAL0023386465001) for University Of Rochester Retirement Program, reported by University Of Rochester under EIN 16-0743209 and plan number 003. It reports 42,413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411145159NAL0023386465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Rochester
- EIN
- 16-0743209
- Plan number
- 003
- Location
- Rochester, NY
- Participants
- 42,413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,214,339,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,214,339,559
- Employer contributions
- $153,134,979
- Participant contributions
- $177,370,262
- Total income / additions
- $1,224,842,587
- Benefits paid
- $371,769,620
- Administrative expenses
- $1,516,377
- Total expenses
- $373,285,997
- Net increase / (decrease)
- $851,556,590
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORD KEEPING | $1,294,106 | $0 |
| Aon Hewitt Invesment Consulting, In | INVESTMENT MANAGEMENT | $98,000 | not reported in the loaded dataset |
| Command Financial Press Corp. | NONE | $46,360 | not reported in the loaded dataset |
| Bonadio & Co., Llp | AUDITOR | $45,000 | not reported in the loaded dataset |
| Nixon Peabody Llp | ATTORNEY | $32,911 | not reported in the loaded dataset |