2023 Form 5500 filing — Rochester Regional Health 401(K) Defined Contribution Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809141114NAL0011172496001) for Rochester Regional Health 401(K) Defined Contribution Plan, reported by Rochester Regional Health under EIN 47-1234999 and plan number 002. It reports 2,475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$78.4MReported net assets$78,371,156

Participants2.5K2,475

Provider compensation$110.4K2 Schedule C row(s)$110,400

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240809141114NAL0011172496001
Plan sponsor: Rochester Regional Health
EIN: 47-1234999
Plan number: 002
Location: Rochester, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$78.4M total assets

Net assets$78.4MLiabilities$0

Money in vs. money out

Total income / additions$22M

Total expenses$7M

Benefits paid / distributions$6.8M

Contributions

Employer$1.2M

Participant$8.2M

Full reported line items

Total assets (EOY): $78,371,156
Total liabilities (EOY): $0
Net assets (EOY): $78,371,156
Employer contributions: $1,203,950
Participant contributions: $8,169,813
Total income / additions: $21,974,664
Benefits paid: $6,847,455
Administrative expenses: $110,400
Total expenses: $7,000,109
Net increase / (decrease): $14,974,555

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fid Inv Inst Ops Co$98.2K
RECORDKEEPER · Direct $98.2K
2
Strategic Advisors, Inc.$12.2K
INV. ADVISOR · Direct $12.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240809141114NAL0011172496001 cover?: It is the 2023 Form 5500 filing for Rochester Regional Health 401(K) Defined Contribution Plan, reported by Rochester Regional Health (EIN 47-1234999).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).