2023 Form 5500 filing — Case Western Reserve University Employees Retirement Plan B
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 20250415050234NAL0001331763001) for Case Western Reserve University Employees Retirement Plan B, reported by Case Western Reserve University under EIN 34-1018992 and plan number 003. It reports 4,617 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$249.5MReported net assets$249,465,293
Participants4.6K4,617
Provider compensation$150.3K4 Schedule C row(s)$150,257
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415050234NAL0001331763001
- Plan sponsor
- Case Western Reserve University
- EIN
- 34-1018992
- Plan number
- 003
- Location
- Cleveland, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$249.5M total assets
Net assets$249.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $249,465,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $249,465,293
- Employer contributions
- $11,423,636
- Total income / additions
- $38,511,923
- Benefits paid
- $10,646,240
- Administrative expenses
- $3,600,781
- Total expenses
- $14,247,021
- Net increase / (decrease)
- $24,264,902
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $54,300 | $0 |
| Willis Towers Watson | NONE | $52,857 | not reported in the loaded dataset |
| Maloney & Novotny LLC | NONE | $28,100 | not reported in the loaded dataset |
| Tiaa-Cref Trust Company Fsb | NONE | $15,000 | not reported in the loaded dataset |