2023 Form 5500 filing — St. Ann'S Home For The Aged Pension 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 20241015103114NAL0014403123001) for St. Ann'S Home For The Aged Pension Plan, reported by St. Ann'S Home For The Aged under EIN 16-0743146 and plan number 001. It reports 881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103114NAL0014403123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Ann'S Home For The Aged
- EIN
- 16-0743146
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,871,531
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,871,531
- Employer contributions
- $900,000
- Total income / additions
- $7,998,684
- Benefits paid
- $15,021,750
- Administrative expenses
- $772,633
- Total expenses
- $15,794,383
- Net increase / (decrease)
- -$7,795,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alesco Advisors | NONE | $85,628 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $28,017 | not reported in the loaded dataset |