Plan Snapshot
- Plan Sponsor: Rochester General Health System
- Sponsor EIN: 222551509
- Sponsor Address: RIEDMAN CAMPUS 100 KINGS HIGHWAY S., ROCHESTER, NY, 146175504
- Plan Type: DB
- Total Participants: 7,601
- Total Assets: $717.1M
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 | 7,601 | $717.1M | $134.8M | $0 |
| 2023 | 7,388 | $601.0M | $44.3M | $0 |
| 2022 | 7,157 | $556.8M | $26.1M | $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 |
|---|---|---|---|---|
| FREED MAXICK P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $13,424,389 | $895,429 | $107,985 | — | — |
| 2023 | $12,401,928 | $961,416 | $110,596 | — | — |
| 2022 | $11,666,524 | $1,424,992 | $121,700 | — | $609,136 |