2023 Form 5500 filing — The Cchs Retirement 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 20241007135842NAL0016194625001) for The Cchs Retirement Plan, reported by The Cleveland Clinic Foundation under EIN 34-0714585 and plan number 001. It reports 26,577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1BReported net assets$1,099,578,138
Participants26.6K26,577
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241007135842NAL0016194625001
Plan sponsor
The Cleveland Clinic Foundation
EIN
34-0714585
Plan number
001
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)$1.1B total assets
Net assets$1.1BLiabilities$195.8K
Money in vs. money out
Total income / additions$93.9M
Total expenses$97.9M
Benefits paid / distributions$92.1M
Full reported line items
Total assets (EOY)
$1,099,773,913
Total liabilities (EOY)
$195,775
Net assets (EOY)
$1,099,578,138
Total income / additions
$93,930,078
Benefits paid
$92,138,639
Administrative expenses
$5,755,867
Total expenses
$97,894,506
Net increase / (decrease)
-$3,964,428

Related Form 5500 pages