Highland Retirement Plan — Form 5500 plan (Highland Hospital Of Rochester)

Plain-English plan 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, Highland Retirement Plan is a benefit plan reported by Highland Hospital Of Rochester under EIN 16-0743037 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,727 participants and $130,282,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Highland Hospital Of Rochester
EIN
16-0743037
Plan number
002
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
5,727
End-of-year plan assets
$130,282,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,727H, C20241015141734NAL0014815171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$130,282,357
Total liabilities (EOY)
$0
Net assets (EOY)
$130,282,357
Net assets (BOY)
$102,312,876

Income & contributions

Employer contributions
$6,122,910
Participant contributions
$9,382,974
Total contributions
$16,560,500
Total income / additions
$34,740,882

Expenses & distributions

Benefits paid
$6,545,676
Administrative expenses
$200,613
Total expenses
$6,771,401
Net increase / (decrease)
$27,969,481

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$200,613$02023

Related Form 5500 pages