2023 Form 5500 filing — Retirement Plan For Employees Of Highland Hospital Of Rochester, Ny
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 20241015142908NAL0058132194001) for Retirement Plan For Employees Of Highland Hospital Of Rochester, Ny, reported by Highland Hospital Of Rochester under EIN 16-0743037 and plan number 001. It reports 1,362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142908NAL0058132194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Highland Hospital Of Rochester
- EIN
- 16-0743037
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 1,362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,641,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,641,879
- Employer contributions
- $7,649,000
- Total income / additions
- $24,019,122
- Benefits paid
- $8,430,910
- Administrative expenses
- $1,490,189
- Total expenses
- $9,921,099
- Net increase / (decrease)
- $14,098,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nepc, LLC | NONE | $220,178 | not reported in the loaded dataset |
| Mercer (Us) LLC | ACTUARY | $106,781 | not reported in the loaded dataset |
| Wellington Trust Company,Na | NONE | $32,414 | not reported in the loaded dataset |
| Us Bank | NONE | $29,503 | $0 |
| Acadian Asset Management, LLC | NONE | $20,700 | not reported in the loaded dataset |
| Mengel Metzger Barr & Co Llp | NONE | $17,950 | not reported in the loaded dataset |
| Legal & General America, Inc | NONE | $15,929 | not reported in the loaded dataset |
| Income Research & Management | NONE | $13,640 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $9,147 | not reported in the loaded dataset |