Retirement Plan For Employees Of Highland Hospital Of Rochester, Ny — Form 5500 plan (Highland Hospital Of Rochester)
Plain-English plan 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, Retirement Plan For Employees Of Highland Hospital Of Rochester, Ny is a benefit plan reported by Highland Hospital Of Rochester under EIN 16-0743037 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,362 participants and $137,641,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Highland Hospital Of Rochester
- EIN
- 16-0743037
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 1,362
- End-of-year plan assets
- $137,641,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,362 | H, C | 20241015142908NAL0058132194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,641,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,641,879
- Net assets (BOY)
- $123,543,856
Income & contributions
- Employer contributions
- $7,649,000
- Total contributions
- $7,649,000
- Total income / additions
- $24,019,122
Expenses & distributions
- Benefits paid
- $8,430,910
- Administrative expenses
- $1,490,189
- Total expenses
- $9,921,099
- Net increase / (decrease)
- $14,098,023
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nepc, LLC | NONE | $220,178 | not reported in the loaded dataset | 2023 |
| Mercer (Us) LLC | ACTUARY | $106,781 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company,Na | NONE | $32,414 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $29,503 | $0 | 2023 |
| Acadian Asset Management, LLC | NONE | $20,700 | not reported in the loaded dataset | 2023 |
| Mengel Metzger Barr & Co Llp | NONE | $17,950 | not reported in the loaded dataset | 2023 |
| Legal & General America, Inc | NONE | $15,929 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $13,640 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $9,147 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Highland Hospital Of Rochester
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Nepc, LLC — Schedule C compensation
- Mercer (Us) LLC — Schedule C compensation
- Wellington Trust Company,Na — Schedule C compensation
- Us Bank — Schedule C compensation
- Acadian Asset Management, LLC — Schedule C compensation
- Mengel Metzger Barr & Co Llp — Schedule C compensation
- Legal & General America, Inc — Schedule C compensation
- Income Research & Management — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation