Defined Benefit Plan Of Rochester Presbyterian Home — Form 5500 plan (Rochester Presbyterian Home)

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, Defined Benefit Plan Of Rochester Presbyterian Home is a benefit plan reported by Rochester Presbyterian Home under EIN 16-0743142 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $8,199,208 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rochester Presbyterian Home
EIN
16-0743142
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
179
End-of-year plan assets
$8,199,208

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20241003123046NAL0017666640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,199,208
Total liabilities (EOY)
$0
Net assets (EOY)
$8,199,208
Net assets (BOY)
$6,699,089

Income & contributions

Employer contributions
$806,000
Total contributions
$806,000
Total income / additions
$1,795,973

Expenses & distributions

Benefits paid
$249,353
Administrative expenses
$46,501
Total expenses
$295,854
Net increase / (decrease)
$1,500,119

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Manning And Napier Advisors IncNONE$36,302not reported in the loaded dataset2023
Exeter Trust CompanyNONE$8,584not reported in the loaded dataset2023

Related Form 5500 pages