Rochester General Health System Employee Retirement Plan — Form 5500 plan (Rochester General Health System)
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, Rochester General Health System Employee Retirement Plan is a benefit plan reported by Rochester General Health System under EIN 22-2551509 and plan number 001. The latest loaded filing year is 2023. The filing reports 15,500 participants and $600,985,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rochester General Health System
- EIN
- 22-2551509
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 15,500
- End-of-year plan assets
- $600,985,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,500 | H, C | 20241014130054NAL0027336801003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $600,985,826
- Net assets (EOY)
- $600,985,826
- Net assets (BOY)
- $552,304,528
Income & contributions
- Employer contributions
- $44,300,000
- Total contributions
- $44,300,000
- Total income / additions
- $115,961,495
Expenses & distributions
- Benefits paid
- $54,878,269
- Administrative expenses
- $12,401,928
- Total expenses
- $67,280,197
- Net increase / (decrease)
- $48,681,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | ACTUARY | $343,292 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | INVESTMENT CONSULTANT | $217,900 | not reported in the loaded dataset | 2023 |
| Jennison Global Opportunity Fund | INVESTMENT MANAGER | $128,527 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson U.S. LLC | ADVISORY SERVICES | $127,896 | not reported in the loaded dataset | 2023 |
| Key Bank Natl Assoc (Ias Trustee) | ADMIN/CUSTODIAL FEE | $110,596 | not reported in the loaded dataset | 2023 |
| Parametric | INVESTMENT MANAGER | $110,254 | not reported in the loaded dataset | 2023 |
| Johnston International Equity Group | INVESTMENT MANAGER | $109,500 | not reported in the loaded dataset | 2023 |
| Lindsell Train Global Equity LLC | INVESTMENT MANAGER | $97,738 | not reported in the loaded dataset | 2023 |
| Hotchkis & Wiley Cap Mgmt LLC | INVESTMENT MANAGER | $53,213 | not reported in the loaded dataset | 2023 |
| Borromin Capital Fund | INVESTMENT MANAGER | $48,055 | not reported in the loaded dataset | 2023 |
| Blue Wolf Capital Fund Iv | INVESTMENT MANAGER | $44,488 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust | INVESTMENT MANAGER | $23,792 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rochester General Health System
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Mercer — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Jennison Global Opportunity Fund — Schedule C compensation
- Willis Towers Watson U.S. LLC — Schedule C compensation
- Key Bank Natl Assoc (Ias Trustee) — Schedule C compensation
- Parametric — Schedule C compensation
- Johnston International Equity Group — Schedule C compensation
- Lindsell Train Global Equity LLC — Schedule C compensation
- Hotchkis & Wiley Cap Mgmt LLC — Schedule C compensation
- Borromin Capital Fund — Schedule C compensation
- Blue Wolf Capital Fund Iv — Schedule C compensation
- Blackrock Institutional Trust — Schedule C compensation