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Original filing (PDF)20251203160827NAL0000870689001

ROCHESTER POLICE BENEVOLENT ASSOCIATION

Form 5500
FILING_RECEIVED
ROCHESTER POLICE BENEVOLENT ASSOCIATION
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
587
Accounts w/ balance
Plan assets (EOY)
$27.3M
Net assets (EOY)
$27.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • 68 bps in Schedule C fees — 134% above peer band of 29 bps.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCHESTER POLICE BENEVOLENT ASSOCIATION.
Plan sponsor
Name
ROCHESTER POLICE BENEVOLENT ASSOCIATION
EIN
16-0866078
Address
1425 LEXINGTON AVENUE · ROCHESTER, NY · 14606
Phone
(585) 254-5410
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-03
Welfare benefit codes
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

5 rows
Other
5
NameEINLocationRelationDirect compIndirect comp
CANANDAIGUA NATIONAL BANK16-1453120NONE$84K
BANK OF AMERICA94-1687665NONE$73K
BONADIO & CO., LLP16-1131146NONE$14K
MICHAEL VANROO16-0866078OFFICER$8K
JOHN PREWASNICAK16-0866078OFFICER$7K

Investments

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.