2023 Form 5500 filing — Cleveland Institute Of Art Defined Contribution And Tax Deferred Annuity 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 20241010104802NAL0019940081001) for Cleveland Institute Of Art Defined Contribution And Tax Deferred Annuity Plan, reported by Cleveland Institute Of Art under EIN 34-0714334 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010104802NAL0019940081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cleveland Institute Of Art
- EIN
- 34-0714334
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,992,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,992,327
- Employer contributions
- $246,295
- Participant contributions
- $623,891
- Total income / additions
- $4,434,056
- Benefits paid
- $3,319,926
- Administrative expenses
- $54,756
- Total expenses
- $3,374,682
- Net increase / (decrease)
- $1,059,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa - Teachers Insurance And Assoc | NONE | $19,596 | $0 |
| Nfp Retirement Inc | NONE | $16,547 | not reported in the loaded dataset |
| Maloney + Novotny LLC | NONE | $12,900 | not reported in the loaded dataset |
| Flexpath Strategies, LLC | NONE | $5,713 | not reported in the loaded dataset |