Plan Snapshot
- Plan Sponsor: Rochester Firefighters Benevolent Association
- Sponsor EIN: 160866705
- Sponsor Address: P.O. BOX 31764, ROCHESTER, NY, 14603
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 455
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 455 | $6.4M | $0 | $0 |
| 2023 | 461 | $6.1M | $0 | $0 |
| 2022 | 454 | $5.5M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ALESCO ADVISORS | Other Service Provider | $25,449 | — | $25,449 |
| CNB WEALTH MANAGEMENT | Other Service Provider | $6,261 | — | $6,261 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,710
- Estimated Expense Ratio: 0.499% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $31,710 | $31,710 | — | — | — |
| 2023 | $28,274 | $28,274 | — | — | — |
| 2022 | $36,335 | $36,335 | — | — | — |