2023 Form 5500 filing — Cleveland Clinic Welfare Benefits 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 20241007130300NAL0031774338001) for Cleveland Clinic Welfare Benefits Plan, reported by The Cleveland Clinic Foundation under EIN 34-0714585 and plan number 530. It reports 71,821 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007130300NAL0031774338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cleveland Clinic Foundation
- EIN
- 34-0714585
- Plan number
- 530
- Location
- Cleveland, OH
- Participants
- 71,821
- Schedules available
- Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $4,555,527 | $54,234 |
| Cigna Health & Life Insurance Compa | CLAIMS ADMIN. | $2,506,378 | $0 |
| Gallagher Benefit Services | BROKER | $278,616 | not reported in the loaded dataset |
| Unum Life Insurance Company Of Amer | ADMINISTRATIVE SERVICE | $154,959 | not reported in the loaded dataset |
| Life Insurance Company Of North Ame | ADMINISTRATIVE SERVICE | $120,472 | not reported in the loaded dataset |