Plan5500

Conifer Realty LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Conifer Realty LLC (EIN 16-1595525) is a plan sponsor located in Rochester, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1595525
Location
Rochester, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Conifer Realty LLC

  • 2 loaded plans hold $23M in reported assets.
  • The largest, Conifer Realty LLC Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,205 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23MSummed across loaded plans$22,952,683
Total reported assets$23M$22,952,683
Total reported participants1.2K1,205
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23M total assets
Net assets$23MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$2.3M
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.5M
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Conifer Realty LLC Retirement Savings Plan
Participants per plan603Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Conifer Realty LLC Retirement Savings Plan$23M
    Plan #001 · 721 participants · 2023
  2. 2
    Conifer Realty LLC Health And Welfare Plannot reported in the loaded dataset
    Plan #510 · 484 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Conifer Realty LLC. Open one for its full reported snapshot.

  1. 2023
    Conifer Realty LLC Retirement Savings Plan721 participants · 2Sch HSch C
    View filing →
  2. 2023
    Conifer Realty LLC Health And Welfare Plan484 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Conifer Realty LLC report on Form 5500?
Conifer Realty LLC (EIN 16-1595525) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Conifer Realty LLC?
The Employer Identification Number (EIN) reported for Conifer Realty LLC is 16-1595525.
What is the latest Form 5500 filing year for Conifer Realty LLC?
The latest loaded Form 5500 filing year for Conifer Realty LLC is 2023.

Related Form 5500 pages