Case Western Reserve University — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Case Western Reserve University (EIN 34-1018992) is a plan sponsor located in Cleveland, OH with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 34-1018992
- Location
- Cleveland, OH
- Loaded plans
- 7
- Total reported participants
- 25,023
- Total reported plan assets (EOY)
- $2,466,709,169
- Plans with financial data
- 3
- Plans with provider compensation
- 3
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Faculty And Key Administrative Employee'S Retirement Plan A | 002 | 5,852 | $1,966,936,238 | 2023 |
| Employees Supplemental Retirement Plan C | 007 | 4,930 | $250,307,638 | 2023 |
| Case Western Reserve University Employees Retirement Plan B | 003 | 4,617 | $249,465,293 | 2023 |
| Travel Insurance Plan | 506 | 5,000 | not reported in the loaded dataset | 2023 |
| Benelect Plan | 600 | 4,069 | not reported in the loaded dataset | 2023 |
| Retiree Medical Dental Plan | 601 | 332 | not reported in the loaded dataset | 2023 |
| Case Western Reserve University Postdoctoral Benefits Program Erisa Plan | 507 | 223 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Case Western Reserve University Postdoctoral Benefits Program Erisa Plan | 223 | — | 20240618162226NAL0003912400001 |
| 2023 | Retiree Medical Dental Plan | 332 | — | 20241010171426NAL0010290195001 |
| 2023 | Benelect Plan | 4,069 | — | 20241010171532NAL0011769011001 |
| 2023 | Travel Insurance Plan | 5,000 | — | 20250313095557NAL0020775377001 |
| 2023 | Faculty And Key Administrative Employee'S Retirement Plan A | 5,852 | H, C | 20250415045819NAL0001329635001 |
| 2023 | Case Western Reserve University Employees Retirement Plan B | 4,617 | H, C | 20250415050234NAL0001331763001 |
| 2023 | Employees Supplemental Retirement Plan C | 4,930 | H, C | 20250415050433NAL0005190224001 |