2023 Form 5500 filing — Cleveland Clinic Savings And Investment 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 20241007133232NAL0007628771001) for Cleveland Clinic Savings And Investment Plan, reported by The Cleveland Clinic Foundation under EIN 34-0714585 and plan number 002. It reports 70,934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007133232NAL0007628771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cleveland Clinic Foundation
- EIN
- 34-0714585
- Plan number
- 002
- Location
- Cleveland, OH
- Participants
- 70,934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,504,070,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,504,070,150
- Employer contributions
- $118,874,320
- Participant contributions
- $417,776,335
- Total income / additions
- $1,769,691,903
- Benefits paid
- $573,711,727
- Administrative expenses
- $6,316,690
- Total expenses
- $582,553,078
- Net increase / (decrease)
- $1,187,138,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Key Private Bank | INVESTMENT ADVISOR | $1,369,266 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $1,149,382 | not reported in the loaded dataset |
| Cls Investments LLC | INVESTMENT ADVISOR | $467,456 | not reported in the loaded dataset |
| Beacon Financial Advisors, LLC | INVESTMENT ADVISOR | $208,303 | not reported in the loaded dataset |
| Sequoia Financial Advisors | INVESTMENT ADVISOR | $160,913 | not reported in the loaded dataset |
| Larson Financial Group, LLC | INVESTMENT ADVISOR | $134,097 | not reported in the loaded dataset |
| Willis Towers Watson | ACTUARIAL | $128,456 | not reported in the loaded dataset |
| Strategic Wealth Partners | INVESTMENT ADVISOR | $107,127 | not reported in the loaded dataset |
| Carnegie Investment Counsel | INVESTMENT ADVISOR | $98,646 | not reported in the loaded dataset |
| Regal Investment Advisors | INVESTMENT ADVISOR | $82,652 | not reported in the loaded dataset |
| Stratos Wealth Partners | INVESTMENT ADVISOR | $71,795 | not reported in the loaded dataset |
| Potomac Fund Management, Inc. | INVESTMENT ADVISOR | $70,466 | not reported in the loaded dataset |
| Lineweaver Wealth Advisors LLC | INVESTMENT ADVISOR | $70,219 | not reported in the loaded dataset |
| Fairport, LLC | INVESTMENT ADVISOR | $64,846 | not reported in the loaded dataset |
| Commonwealth Financial Network | INVESTMENT ADVISOR | $62,552 | not reported in the loaded dataset |
| Gries Financial Corporation | INVESTMENT ADVISOR | $52,645 | not reported in the loaded dataset |
| Cadaret Grant & Co | INVESTMENT ADVISOR | $51,019 | not reported in the loaded dataset |
| Ancora Family Wealth | INVESTMENT ADVISOR | $34,905 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDIT | $30,450 | not reported in the loaded dataset |
| B Riley Wealth Management | INVESTMENT ADVISOR | $26,826 | not reported in the loaded dataset |
| Peak Wealth Solutions Inc | INVESTMENT ADVISOR | $24,548 | not reported in the loaded dataset |
| Absolute Capital Mgmt, LLC | INVESTMENT ADVISOR | $22,757 | not reported in the loaded dataset |
| Flexible Plan Investments | INVESTMENT ADVISOR | $19,526 | not reported in the loaded dataset |
| Assetmark, Inc. | INVESTMENT ADVISOR | $18,866 | not reported in the loaded dataset |
| Lpl Financial - Retirement Partners | INVESTMENT ADVISOR | $17,365 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $16,841 | $0 |
| Elios Financial Group Inc | INVESTMENT ADVISOR | $14,467 | not reported in the loaded dataset |
| Essex Private Wealth Management | INVESTMENT ADVISOR | $11,855 | not reported in the loaded dataset |
| Fsm Wealth Advisors LLC | INVESTMENT ADVISOR | $9,139 | not reported in the loaded dataset |
| Abound Wealth Management | INVESTMENT ADVISOR | $9,122 | not reported in the loaded dataset |
| Bfc Planning, Inc | INVESTMENT ADVISOR | $8,752 | not reported in the loaded dataset |
| Sigma Planning Corp. | INVESTMENT ADVISOR | $8,137 | not reported in the loaded dataset |
| Pathfinder Wealth Advisors | INVESTMENT ADVISOR | $7,710 | not reported in the loaded dataset |
| Mai Wealth Advisors, LLC | INVESTMENT ADVISOR | $7,426 | not reported in the loaded dataset |
| 2 Knights Wealth Mgmt LLC | INVESTMENT ADVISOR | $7,027 | not reported in the loaded dataset |
| Lincoln Investment Planning | INVESTMENT ADVISOR | $5,627 | not reported in the loaded dataset |
| Mariner Wealth Advisors | INVESTMENT ADVISOR | $5,197 | not reported in the loaded dataset |
| Cambridge Investment Research | INVESTMENT ADVISOR | $5,047 | not reported in the loaded dataset |