Lifespan Of Greater Rochester, Inc. Pension Plan — Form 5500 plan (Lifespan Of Greater 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, Lifespan Of Greater Rochester, Inc. Pension Plan is a benefit plan reported by Lifespan Of Greater Rochester Inc. under EIN 16-0986298 and plan number 002. The latest loaded filing year is 2023. The filing reports 155 participants and $4,742,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifespan Of Greater Rochester Inc.
- EIN
- 16-0986298
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $4,742,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20250109070806NAL0012275265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,742,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,742,256
- Net assets (BOY)
- $3,815,765
Income & contributions
- Employer contributions
- $397,949
- Total contributions
- $399,441
- Total income / additions
- $1,019,435
Expenses & distributions
- Benefits paid
- $73,745
- Administrative expenses
- $19,199
- Total expenses
- $92,944
- Net increase / (decrease)
- $926,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| P&A Retirement Plan Services, Inc. | NONE | $6,902 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins. And Annuity Co | NONE | $6,454 | $0 | 2023 |
| Kestra Advisory Services, LLC | NONE | $4,983 | $0 | 2023 |
| Valiant Retire Inc. | NONE | $860 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lifespan Of Greater Rochester Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- P&A Retirement Plan Services, Inc. — Schedule C compensation
- Voya Retirement Ins. And Annuity Co — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Valiant Retire Inc. — Schedule C compensation