Assets by plan
Share of aggregate retirement assets
Filings through .
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Catholic Charities of the Diocese of Rochester, Inc
EIN 16-0743944government administrationLatest filing 2025
Plans
3
Retirement
2
$31.2M assets
Health & Benefits
1
$4.9M premiums
Participants
4,125
1150 BUFFALO ROAD - ROCHESTER, NY 14624585-529-9516ccdor.orgLinkedIn1-10 employeesgovernment administration
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $31.2M assets / 3,239 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$3.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.9M premiums / 885 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.4M
- Prescription drug$4.4M
- Dental$244K
- Life$243K
- Long-term disability$243K
- Vision$46K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
CATHOLIC CHARITIES DIO OF ROCHESTER 403(B)
403(b)
Assets$27.7M
Participants1,930
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. EMPLOYEE RETIREMENT PLAN
401(k)
Assets$3.6M
Participants1,309
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER
Fully insured - EXCELLUS BLUECROSS BLUESHIELD
Premiums$4.9M
Covered lives885
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | CATHOLIC CHARITIES DIO OF ROCHESTER 403(B) | 403(b) | $27.7M | 1,930 | 2025 |
| #002 | CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. EMPLOYEE RETIREMENT PLAN | 401(k) | $3.6M | 1,309 | 2025 |
- #004 · 403(b) · 20251,930
- #002 · 401(k) · 20251,309
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER | Fully insured | EXCELLUS BLUECROSS BLUESHIELD | $4.9M | 885 | 2025 |
- #501 · Fully insured · EXCELLUS BLUECROSS BLUESHIELD · 2025885
Retirement plans
Health & Benefits plans