2023 Form 5500 filing — Lifespan Of Greater Rochester, Inc. 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 20250109070806NAL0012275265001) for Lifespan Of Greater Rochester, Inc. Pension Plan, reported by Lifespan Of Greater Rochester Inc. under EIN 16-0986298 and plan number 002. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250109070806NAL0012275265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifespan Of Greater Rochester Inc.
- EIN
- 16-0986298
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,742,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,742,256
- Employer contributions
- $397,949
- Total income / additions
- $1,019,435
- Benefits paid
- $73,745
- Administrative expenses
- $19,199
- Total expenses
- $92,944
- Net increase / (decrease)
- $926,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| P&A Retirement Plan Services, Inc. | NONE | $6,902 | not reported in the loaded dataset |
| Voya Retirement Ins. And Annuity Co | NONE | $6,454 | $0 |
| Kestra Advisory Services, LLC | NONE | $4,983 | $0 |
| Valiant Retire Inc. | NONE | $860 | $0 |