Original filing (PDF)20250908142819NAL0032587472001

UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES

Name: UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES — PENSION PLAN OF UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES, Form 5500 (2024)
Creator: UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES

Form 5500-SF

FILING_RECEIVED

PENSION PLAN OF UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.6M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES.

Plan sponsor

Name

UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES

EIN

16-1015782

Address

75 COLLEGE AVENUE · ROCHESTER, NY · 146071009

Phone

(585) 242-6400

Industry

Other Services (ex. Public Admin)see all

Plan administrator