Pension FundRIA · CRD 306782SEC-Registered

Updated:

Rochester Regional Health

The Unity Health System Pension Fund was established in 1999. It operates as the defined-benefit retirement vehicle for Rochester Regional Health, a health...

Rochester Regional Health logo

Rochester Regional Health

The Unity Health System Pension Fund was established in 1999. It operates as the defined-benefit retirement vehicle for Rochester Regional Health, a health system based in Rochester, New York. The plan covers retirement, disability, and death benefits for eligible employees. The fund holds a current private-equity allocation of 17.25 to 18.3 percent. It maintains direct ownership of multiple real-estate assets in the Rochester area, including Geneva Medical Campus, Riedman Health Center, and several senior-housing properties such as Resch Commons and Park Ridge Commons. Geographic exposure centers on New York State and the broader United States. Rochester Regional Health employs 16,000 people. The organization maintains the Rochester Regional Health Foundation, established in 2017, which raised an estimated $14.3 million for grants to Rochester General Hospital, Unity Hospital, and United Memorial Medical Center. Service providers include NEPC as investment advisor and KeyBank as custodian. The pension fund sits inside a larger health-system structure whose real-estate holdings and operating subsidiaries, such as ACM Global Laboratories and Finger Lakes Bone & Joint, are held directly by Rochester Regional Health rather than through external fund vehicles.

General information

Firm type

Pension Fund

Year founded

1999

Location

Region

North America

Country

United States

City

Rochester

Corporate office

100 Kings Highway South Building C, Rochester, NY, United States

Sector focus

Healthcare

Frequently asked questions

What is the legal structure of the Rochester Regional Health pension plan?

It is a defined-benefit plan established in 1999 under the name Unity Health System Pension Fund. The plan provides retirement, disability, and death benefits to eligible employees of Rochester Regional Health.

How large is the plan and where is its capital deployed?

Assets total $306 million. Roughly 17 to 18 percent sits in private equity, with the balance held in direct real-estate assets located in the Rochester, New York region.

Does the plan commit to external funds or make direct investments?

The plan maintains a private-equity allocation and holds direct ownership of commercial and residential properties in western New York. No external fund commitments are disclosed in available records.

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