2023 Form 5500 filing — The Cleveland Clinic Foundation Cash Balance Plan
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 20241007124328NAL0007576307001) for The Cleveland Clinic Foundation Cash Balance Plan, reported by The Cleveland Clinic Foundation under EIN 34-0714585 and plan number 003. It reports 6,134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.4BReported net assets$1,409,816,763
Participants6.1K6,134
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241007124328NAL0007576307001
- Plan sponsor
- The Cleveland Clinic Foundation
- EIN
- 34-0714585
- 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)$1.4B total assets
Net assets$1.4BLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,409,816,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,409,816,763
- Employer contributions
- $81,245,274
- Total income / additions
- $302,591,006
- Benefits paid
- $69,963,481
- Administrative expenses
- $1,508,261
- Total expenses
- $71,471,742
- Net increase / (decrease)
- $231,119,264