2023 Form 5500 filing — The Cleveland Clinic Foundation Cash Balance Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007124328NAL0007576307001) for The Cleveland Clinic Foundation Cash Balance Plan, reported by The Cleveland Clinic Foundation under EIN 34-0714585 and plan number 003. It reports 6,134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241007124328NAL0007576307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cleveland Clinic Foundation
- EIN
- 34-0714585
- Plan number
- 003
- Location
- Cleveland, OH
- Participants
- 6,134
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,409,816,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,409,816,763
- Employer contributions
- $81,245,274
- Total income / additions
- $302,591,006
- Benefits paid
- $69,963,481
- Administrative expenses
- $1,508,261
- Total expenses
- $71,471,742
- Net increase / (decrease)
- $231,119,264
- Schedule source
- Schedule H