# Rochester General Health System DB Plan
Source: https://planprovider.pro/companies/rochester-general-health-system-plan

> Rochester General Health System's DB plan: 7,601 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — INVESTMENT CONSULTANT

- [WILLIS TOWERS WATSON U.S. LLC](https://planprovider.pro/provider/lincoln-financial-group) — ADVISORY SERVICES

- [KEY BANK NATL ASSOC (IAS TRUSTEE)](https://planprovider.pro/provider/victory-capital-management-inc) — 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|

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