Employees Supplemental Retirement Plan C — 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, Employees Supplemental Retirement Plan C is a benefit plan reported by Case Western Reserve University under EIN 34-1018992 and plan number 007. The latest loaded filing year is 2023. The filing reports 4,930 participants and $250,307,638 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
007
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
4,930
End-of-year plan assets
$250,307,638

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,930H, C20250415050433NAL0005190224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$250,307,638
Total liabilities (EOY)
$0
Net assets (EOY)
$250,307,638
Net assets (BOY)
$217,081,840

Income & contributions

Employer contributions
$5,281,572
Participant contributions
$6,774,836
Total contributions
$13,472,431
Total income / additions
$45,146,972

Expenses & distributions

Benefits paid
$11,821,623
Administrative expenses
$99,551
Total expenses
$11,921,174
Net increase / (decrease)
$33,225,798

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group Inc.NONE$67,267not reported in the loaded dataset2023
Tiaa - Teachers Insurance And AnnuiNONE$32,284$02023

Related Form 5500 pages