Rochester General Health System Employee Retirement Plan
Sponsored by Rochester General Health System · EIN 222551509 · Plan #001 · Rochester, NY
- Total assets
- $717M
- Net assets
- $714M
- Active participants
- 7,601
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Willis Towers Watson Securities, Llc CRD 317602 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer | Actuarial, Direct payment from the plan | $434,156 |
| Nepc, Llc | Consulting (pension) | $236,025 |
| Willis Towers Watson U.S. Llc | Investment advisory (plan) | $125,620 |
| Jennison Global Opportunity Fund | Investment management fees (direct) | $120,517 |
| Johnston International Equity Group | Investment management fees (direct) | $118,863 |
| Key Bank Natl Assoc (Ias Trustee) | Custodial (securities) | $107,985 |
| Hotchkis & Wiley Cap Mgmt Llc | Investment management fees (direct) | $96,414 |
| Lindsell Train Global Equity Llc | Investment management fees (direct) | $84,416 |
| Parametric | Investment management fees (direct) | $58,464 |
| Blackrock Institutional Trust | Investment management fees (direct) | $47,817 |
| Emerald Print Management | Actuarial, Direct payment from the plan | $14,188 |