Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CATHOLIC CHARITIES OF THE DIOCESE O ROCHESTER
EIN 16-0743944government administrationLatest filing 2025
Plans
3
Retirement
2
$38.2M assets
Welfare
1
$4.9M premiums
Participants
4,611
1150 BUFFALO RD - ROCHESTER, NY 14624585-328-3210ccdor.orgLinkedIn1-10 employeesgovernment administration
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $38.2M assets / 3,725 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.9M premiums / 885 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- CONSILIARIUM GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. EMPLOYEE RETIREMENT PLAN
401k
Assets$30.4M
Participants1,874
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. 403(B) PLAN
403b
Assets$7.8M
Participants1,851
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER
Fully Insured - EXCELLUS BLUECROSS BLUESHIELD
Premiums$4.9M
Covered lives885
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. EMPLOYEE RETIREMENT PLAN | 401k | $30.4M | 1,874 | 2024 | |
| 004 | CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. 403(B) PLAN | 403b | $7.8M | 1,851 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans