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 |
|---|---|---|---|---|
| MERCER | ACTUARY | $434,156 | — | $434,156 |
| NEPC, LLC | INVESTMENT CONSULTANT | $236,025 | — | $236,025 |
| WILLIS TOWERS WATSON U.S. LLC | ADVISORY SERVICES | $125,620 | — | $125,620 |
| JENNISON GLOBAL OPPORTUNITY FUND | INVESTMENT MANAGER | $120,517 | — | $120,517 |
| JOHNSTON INTERNATIONAL EQUITY GROUP | INVESTMENT MANAGER | $118,863 | — | $118,863 |
| KEY BANK NATL ASSOC (IAS TRUSTEE) | ADMIN/CUSTODIAL FEE | $107,985 | — | $107,985 |
| HOTCHKIS & WILEY CAP MGMT LLC | INVESTMENT MANAGER | $96,414 | — | $96,414 |
| LINDSELL TRAIN GLOBAL EQUITY LLC | INVESTMENT MANAGER | $84,416 | — | $84,416 |
| PARAMETRIC | INVESTMENT MANAGER | $58,464 | — | $58,464 |
| BLACKROCK INSTITUTIONAL TRUST | INVESTMENT MANAGER | $47,817 | — | $47,817 |
| EMERALD PRINT MANAGEMENT | ACTUARY | $14,188 | — | $14,188 |
| FREED MAXICK P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — INVESTMENT CONSULTANT
- WILLIS TOWERS WATSON U.S. LLC — ADVISORY SERVICES
- KEY BANK NATL ASSOC (IAS TRUSTEE) — ADMIN/CUSTODIAL FEE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,444,465
- Estimated Expense Ratio: 0.201% 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 | $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 |