| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCELLUS BLUECROSS BLUESHIELD | 15-0329043 | — | NONE | $597K | — |
| MICHAEL CECERE | 16-0778220 | — | EMPLOYEE | $74K | — |
| BENESYS, INC. | — | TROY, MI | NONE | $70K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $57K | — |
| DIANE LALLY | 16-0778220 | — | EMPLOYEE | $51K | — |
| JULIE WHITE | 16-0778220 | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| EMPLOYEE |
| $49K |
| — |
| MANNING & NAPIER ADVISORS, INC. | 16-0995763 | — | NONE | $48K | — |
| NANCY TRAN | 16-0778220 | — | EMPLOYEE | $43K | — |
| BOLTON PARTNERS NORTHEAST, INC. | 27-3666661 | — | NONE | $35K | — |
| HARTER SECREST & EMERY | 16-0766172 | — | NONE | $33K | — |
| MICHELLE CATALFAMO | 16-0778220 | — | EMPLOYEE | $17K | — |
| URMC DEPARTMENT OF PSYCHIATRY | — | ROCHESTER, NY | NONE | $17K | — |
| M&T TRUST COMPANY | 16-0538020 | — | NONE | $16K | — |
| ROCHESTER ELECTRICAL WORKERS BLDG | 16-1038943 | — | AFFILIATED ENTITY | $13K | — |
| IT INSIGHTS OF ROCHESTER | — | ROCHESTER, NY | NONE | $11K | — |
| PHOENIX GRAPHICS | — | ROCHESTER, NY | NONE | $5K | — |
