Case Western Reserve University Employees Retirement Plan B — Form 5500 plan (Case Western Reserve University)
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, Case Western Reserve University Employees Retirement Plan B is a benefit plan reported by Case Western Reserve University under EIN 34-1018992 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,617 participants and $249,465,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Case Western Reserve University
- EIN
- 34-1018992
- Plan number
- 003
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 4,617
- End-of-year plan assets
- $249,465,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,617 | H, C | 20250415050234NAL0001331763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $249,465,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $249,465,293
- Net assets (BOY)
- $225,200,391
Income & contributions
- Employer contributions
- $11,423,636
- Total contributions
- $11,423,636
- Total income / additions
- $38,511,923
Expenses & distributions
- Benefits paid
- $10,646,240
- Administrative expenses
- $3,600,781
- Total expenses
- $14,247,021
- Net increase / (decrease)
- $24,264,902
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $54,300 | $0 | 2023 |
| Willis Towers Watson | NONE | $52,857 | not reported in the loaded dataset | 2023 |
| Maloney & Novotny LLC | NONE | $28,100 | not reported in the loaded dataset | 2023 |
| Tiaa-Cref Trust Company Fsb | NONE | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Case Western Reserve University
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Tiaa — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Maloney & Novotny LLC — Schedule C compensation
- Tiaa-Cref Trust Company Fsb — Schedule C compensation