Plan5500

Retirement Plan For The Employees Of The Jewish Home Of Rochester — Form 5500 plan (The Jewish Home 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, Retirement Plan For The Employees Of The Jewish Home Of Rochester is a benefit plan reported by The Jewish Home Of Rochester under EIN 16-0743058 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Jewish Home Of Rochester
EIN
16-0743058
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
444
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023444H, C20240923082536NAL0004069443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$13,864,412

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$331,036

Expenses & distributions

Benefits paid
$14,143,962
Administrative expenses
$51,486
Total expenses
$14,195,448
Net increase / (decrease)
-$13,864,412

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Harper Danesh LLCACTUARY$95,012not reported in the loaded dataset2023
Agilis Parnters LLCBROKER$50,000not reported in the loaded dataset2023
Harter, Secrest & Emery LlpLEGAL$33,147not reported in the loaded dataset2023
Fidicuient Advisors LLCINVESTMENT ADVISOR$10,697not reported in the loaded dataset2023

Related Form 5500 pages