Catholic Charities Of The Diocese Of Rochester, Inc. Employee Retirement Plan — Form 5500 plan (Catholic Charities Of The Diocese Of Rochester, Inc.)

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, Catholic Charities Of The Diocese Of Rochester, Inc. Employee Retirement Plan is a benefit plan reported by Catholic Charities Of The Diocese Of Rochester, Inc. under EIN 16-0743944 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,329 participants and $29,985,819 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Catholic Charities Of The Diocese Of Rochester, Inc.
EIN
16-0743944
Plan number
002
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
1,329
End-of-year plan assets
$29,985,819

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,329H, C20241015145137NAL0056776386001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,985,819
Total liabilities (EOY)
$0
Net assets (EOY)
$29,985,819
Net assets (BOY)
$32,776,049

Income & contributions

Participant contributions
$242,448
Total contributions
$242,448
Total income / additions
$5,095,190

Expenses & distributions

Benefits paid
$7,675,325
Administrative expenses
$133,614
Total expenses
$7,885,420
Net increase / (decrease)
-$2,790,230

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burke GroupNONE$120,703$02023

Related Form 5500 pages