Rochester Regional Health 403(B) Defined Contribution Plan — Form 5500 plan (Rochester Regional 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 Regional Health 403(B) Defined Contribution Plan is a benefit plan reported by Rochester Regional Health under EIN 47-1234999 and plan number 003. The latest loaded filing year is 2023. The filing reports 19,407 participants and $861,435,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rochester Regional Health
EIN
47-1234999
Plan number
003
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
19,407
End-of-year plan assets
$861,435,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,407H, C20240809141159NAL0006466033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$861,435,514
Total liabilities (EOY)
$0
Net assets (EOY)
$861,435,514
Net assets (BOY)
$714,513,037

Income & contributions

Employer contributions
$3,385,996
Participant contributions
$75,220,645
Total contributions
$87,239,428
Total income / additions
$214,173,771

Expenses & distributions

Benefits paid
$65,715,617
Administrative expenses
$1,228,037
Total expenses
$67,251,294
Net increase / (decrease)
$146,922,477

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$1,111,129not reported in the loaded dataset2023
Strategic Advisors, Inc.INV. ADVISORY$116,008not reported in the loaded dataset2023

Related Form 5500 pages