Cleveland Clinic Welfare Benefits Plan — Form 5500 plan (The Cleveland Clinic Foundation)
Plain-English plan 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, Cleveland Clinic Welfare Benefits Plan is a benefit plan reported by The Cleveland Clinic Foundation under EIN 34-0714585 and plan number 530. The latest loaded filing year is 2023. The filing reports 71,821 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cleveland Clinic Foundation
- EIN
- 34-0714585
- Plan number
- 530
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 71,821
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71,821 | C | 20241007130300NAL0031774338001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | CLAIMS PROCESSING | $4,555,527 | $54,234 | 2023 |
| Cigna Health & Life Insurance Compa | CLAIMS ADMIN. | $2,506,378 | $0 | 2023 |
| Gallagher Benefit Services | BROKER | $278,616 | not reported in the loaded dataset | 2023 |
| Unum Life Insurance Company Of Amer | ADMINISTRATIVE SERVICE | $154,959 | not reported in the loaded dataset | 2023 |
| Life Insurance Company Of North Ame | ADMINISTRATIVE SERVICE | $120,472 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cleveland Clinic Foundation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Umr, Inc. — Schedule C compensation
- Cigna Health & Life Insurance Compa — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- Unum Life Insurance Company Of Amer — Schedule C compensation
- Life Insurance Company Of North Ame — Schedule C compensation