Employee Benefits Plan Of Cp Rochester — Form 5500 plan (Cp 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, Employee Benefits Plan Of Cp Rochester is a benefit plan reported by Cp Rochester under EIN 16-0743950 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $11,831,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cp Rochester
- EIN
- 16-0743950
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $11,831,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20241003061019NAL0009441665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,831,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,831,847
- Net assets (BOY)
- $11,019,317
Income & contributions
- Employer contributions
- $140,000
- Total contributions
- $140,000
- Total income / additions
- $1,559,481
Expenses & distributions
- Benefits paid
- $631,756
- Administrative expenses
- $115,195
- Total expenses
- $746,951
- Net increase / (decrease)
- $812,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alesco Advisors LLC | NONE | $37,335 | not reported in the loaded dataset | 2023 |
| Burke Group | NONE | $10,070 | not reported in the loaded dataset | 2023 |