Rochester Primary Care Network 403(B) Plan — Form 5500 plan (Mosaic Health)
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 Primary Care Network 403(B) Plan is a benefit plan reported by Mosaic Health under EIN 16-1293681 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $6,594,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mosaic Health
- EIN
- 16-1293681
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $6,594,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241014081856NAL0025712577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,594,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,594,638
- Net assets (BOY)
- $5,054,791
Income & contributions
- Employer contributions
- $279,447
- Participant contributions
- $598,729
- Total contributions
- $1,130,221
- Total income / additions
- $2,090,674
Expenses & distributions
- Benefits paid
- $512,210
- Administrative expenses
- $38,617
- Total expenses
- $550,827
- Net increase / (decrease)
- $1,539,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus, Inc. | RECORD KEEPER | $38,617 | not reported in the loaded dataset | 2023 |