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  2. ROCHESTER REGIONAL HEALTH
Sponsor portfolioTH

ROCHESTER REGIONAL HEALTH

EIN 47-1234999-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$1.08B assets
Welfare
1
$9.9M premiums
Participants
40,891
100 KINGS HIGHWAY SOUTH, BUILDING C - ROCHESTER, NY 14617585-922-1100rochesterregional.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filings
#003403b-$987.0M - 20,000 part#002401k-$92.5M - 2,721 part#501Mixed-$9.9M - 20,261 lives

Retirement portfolio analytics

2 plans aggregated / $1.08B assets / 22,721 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • DEFINED CONTRIBUTION PLAN (#003)91%
  • DEFINED CONTRIBUTION PLAN (#002)9%
Total $1.08BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • FID INV INST OPS CO100%
Total $1.08BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#003)20,000
  • DEFINED CONTRIBUTION PLAN (#002)2,721
Total 22,721Click row to drill in

Benefits portfolio analytics

1 plan / $9.9M premiums / 20,261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$8.2M
  • Life$6.5M
  • Short-term disability$6.5M
  • Long-term disability$6.5M
  • Vision$1.0M
  • Health$678K
  • +1 more
Total $9.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY78%
  • EYEMED VISION CARE10%
  • BLUE CROSS OF CALIFORNIA4%
  • MVP HEALTH CARE3%
  • LEGALPLANS, USA3%
  • +1 more
Total $9.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GALLAGHER BENEFIT SERVICES, INC.97%
  • PACIFIC RESEARCH BENEFIT ADVISORS2%
  • WILLIS TOWERS WATSON US LLC0%
Total $500K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ROCHESTER REGIONAL HEALTH 403(B) DEFINED CONTRIBUTION PLAN

403b

Assets$987.0M
Participants20,000
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROCHESTER REGIONAL HEALTH 401(K) DEFINED CONTRIBUTION PLAN

401k

Assets$92.5M
Participants2,721
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROCHESTER REGIONAL HEALTH BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$9.9M
Covered lives20,261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ROCHESTER REGIONAL HEALTH 403(B) DEFINED CONTRIBUTION PLAN403b$987.0M20,0002024
002ROCHESTER REGIONAL HEALTH 401(K) DEFINED CONTRIBUTION PLAN401k$92.5M2,7212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROCHESTER REGIONAL HEALTH BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$9.9M20,2612024
Retirement plans
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