Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ST ANNS HOME FOR THE AGED
EIN 16-0743146Latest filing 2025
Plans
3
Retirement
2
$74.1M assets
Welfare
1
Participants
2,411
1500 PORTLAND AVENUE - ROCHESTER, NY 14621585-697-6000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $74.1M assets / 2,084 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
51%top
- (Not disclosed)51%
- USI CONSULTING GROUP49%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ST. ANN'S HOME FOR THE AGED PENSION PLAN
TraditionalDB
Assets$38.1M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ST. ANN'S COMMUNITY 403(B) RETIREMENT PLAN
403b
Assets$36.0M
Participants1,665
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
ST ANNS HOME DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ST. ANN'S HOME FOR THE AGED PENSION PLAN | TraditionalDB | $38.1M | 419 | 2024 | |
| 002 | ST. ANN'S COMMUNITY 403(B) RETIREMENT PLAN | 403b | $36.0M | 1,665 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | ST ANNS HOME DENTAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans