Rochester Firefighters Benevolent Association Death Benefit — Form 5500 plan (Rochester Firefighters Benevolent Association)

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, Rochester Firefighters Benevolent Association Death Benefit is a benefit plan reported by Rochester Firefighters Benevolent Association under EIN 16-0866705 and plan number 501. The latest loaded filing year is 2023. The filing reports 968 participants and $6,056,976 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rochester Firefighters Benevolent Association
EIN
16-0866705
Plan number
501
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
968
End-of-year plan assets
$6,056,976

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023968H, C20241002075322NAL0008490561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,056,976
Total liabilities (EOY)
$17,500
Net assets (EOY)
$6,039,476
Net assets (BOY)
$5,516,017

Income & contributions

Total income / additions
$778,433

Expenses & distributions

Benefits paid
$226,700
Administrative expenses
$28,274
Total expenses
$254,974
Net increase / (decrease)
$523,459

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alesco AdvisorsNONE$22,572not reported in the loaded dataset2023
Cnb Wealth ManagementNONE$5,702not reported in the loaded dataset2023

Related Form 5500 pages