# Rochester Firefighters Benevolent Association Health & Welfare Plan
Source: https://planprovider.pro/companies/rochester-firefighters-benevolent-association-160866705-501

> Rochester Firefighters Benevolent Association's Health & Welfare plan: 455 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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