2023 Form 5500 filing — Highland Retirement 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 20241015141734NAL0014815171001) for Highland Retirement Plan, reported by Highland Hospital Of Rochester under EIN 16-0743037 and plan number 002. It reports 5,727 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)$130.3MReported net assets$130,282,357
Participants5.7K5,727
Provider compensation$200.6K1 Schedule C row(s)$200,613
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015141734NAL0014815171001
- Plan sponsor
- Highland Hospital Of Rochester
- EIN
- 16-0743037
- Plan number
- 002
- Location
- Rochester, NY
- Received date
- not reported in the loaded dataset
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)$130.3M total assets
Net assets$130.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $130,282,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,282,357
- Employer contributions
- $6,122,910
- Participant contributions
- $9,382,974
- Total income / additions
- $34,740,882
- Benefits paid
- $6,545,676
- Administrative expenses
- $200,613
- Total expenses
- $6,771,401
- Net increase / (decrease)
- $27,969,481
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $200,613 | $0 |