St. Ann'S Home For The Aged Pension Plan — Form 5500 plan (St. Ann'S Home For The Aged)
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, St. Ann'S Home For The Aged Pension Plan is a benefit plan reported by St. Ann'S Home For The Aged under EIN 16-0743146 and plan number 001. The latest loaded filing year is 2023. The filing reports 881 participants and $45,871,531 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Ann'S Home For The Aged
- EIN
- 16-0743146
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 881
- End-of-year plan assets
- $45,871,531
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 881 | H, C | 20241015103114NAL0014403123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,871,531
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,871,531
- Net assets (BOY)
- $53,667,230
Income & contributions
- Employer contributions
- $900,000
- Total contributions
- $900,000
- Total income / additions
- $7,998,684
Expenses & distributions
- Benefits paid
- $15,021,750
- Administrative expenses
- $772,633
- Total expenses
- $15,794,383
- Net increase / (decrease)
- -$7,795,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alesco Advisors | NONE | $85,628 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $28,017 | not reported in the loaded dataset | 2023 |