Plan5500

2023 Form 5500 filing — Cleveland Clinic Health System Pension Trust

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 20241007142839NAL0016232881001) for Cleveland Clinic Health System Pension Trust, reported by The Cleveland Clinic Foundation under EIN 81-7002373 and plan number 013. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241007142839NAL0016232881001
Filing year
2023
Form type
4
Plan sponsor
The Cleveland Clinic Foundation
EIN
81-7002373
Plan number
013
Location
Cleveland, OH
Participants
not reported in the loaded dataset
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,353,899,439
Total liabilities (EOY)
$41,544,773
Net assets (EOY)
$1,312,354,666
Total income / additions
$117,577,887
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$117,577,887
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alight Solutions LLCRECORDKEEPER$1,174,706$1,303
Legal & General Investment ManagemeINVESTMENT MANAGEMENT$838,385not reported in the loaded dataset
Nisa Investment Advisors, LLCINVESTMENT MANAGEMENT$544,222$0
The Bank Of New York MellonINVESTMENT MANAGEMENT$514,915$0
Pacific Investment Management CompaINVESTMENT MANAGEMENT$470,975$0
Willis Towers WatsonACTUARIAL$164,408not reported in the loaded dataset
Mellon Capital Management CorpINVESTMENT MANAGEMENT$158,694$0
Cbiz Cpas P.C.AUDIT$60,900not reported in the loaded dataset

Related Form 5500 pages