2023 Form 5500 filing — Employees Supplemental Retirement Plan C
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 20250415050433NAL0005190224001) for Employees Supplemental Retirement Plan C, reported by Case Western Reserve University under EIN 34-1018992 and plan number 007. It reports 4,930 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415050433NAL0005190224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Case Western Reserve University
- EIN
- 34-1018992
- Plan number
- 007
- Location
- Cleveland, OH
- Participants
- 4,930
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $250,307,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $250,307,638
- Employer contributions
- $5,281,572
- Participant contributions
- $6,774,836
- Total income / additions
- $45,146,972
- Benefits paid
- $11,821,623
- Administrative expenses
- $99,551
- Total expenses
- $11,921,174
- Net increase / (decrease)
- $33,225,798
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group Inc. | NONE | $67,267 | not reported in the loaded dataset |
| Tiaa - Teachers Insurance And Annui | NONE | $32,284 | $0 |