2023 Form 5500 filing — Cleveland Clinic Investment Pension 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 20241007124921NAL0015181873001) for Cleveland Clinic Investment Pension Plan, reported by The Cleveland Clinic Foundation under EIN 34-0714585 and plan number 011. It reports 56,209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.5BReported net assets$1,460,661,842
Participants56.2K56,209
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241007124921NAL0015181873001
- Plan sponsor
- The Cleveland Clinic Foundation
- EIN
- 34-0714585
- Plan number
- 011
- 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)$1.5B total assets
Net assets$1.5BLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,460,661,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,460,661,842
- Employer contributions
- $129,292,572
- Total income / additions
- $347,782,408
- Benefits paid
- $74,006,707
- Administrative expenses
- $1,861,115
- Total expenses
- $75,867,822
- Net increase / (decrease)
- $271,914,586