Lifespan Of Greater Rochester, Inc. 403(B) Retirement 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. 403(B) Retirement Plan is a benefit plan reported by Lifespan Of Greater Rochester Inc. under EIN 16-0986298 and plan number 003. The latest loaded filing year is 2023. The filing reports 215 participants and $5,068,295 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
- 003
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $5,068,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20250109064240NAL0012246961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,068,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,068,295
- Net assets (BOY)
- $3,807,702
Income & contributions
- Participant contributions
- $448,771
- Total contributions
- $648,469
- Total income / additions
- $1,332,591
Expenses & distributions
- Benefits paid
- $52,726
- Administrative expenses
- $19,272
- Total expenses
- $71,998
- Net increase / (decrease)
- $1,260,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins. And Annuity Co | NONE | $7,050 | $0 | 2023 |
| P&A Retirement Plan Services, Inc. | NONE | $6,278 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | NONE | $4,983 | $0 | 2023 |
| Valiant Retire Inc. | NONE | $957 | $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
- Voya Retirement Ins. And Annuity Co — Schedule C compensation
- P&A Retirement Plan Services, Inc. — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Valiant Retire Inc. — Schedule C compensation