2023 Form 5500 filing — Case Western Reserve University Employees Retirement Plan B

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 20250415050234NAL0001331763001) for Case Western Reserve University Employees Retirement Plan B, reported by Case Western Reserve University under EIN 34-1018992 and plan number 003. It reports 4,617 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$249.5MReported net assets$249,465,293
Participants4.6K4,617
Provider compensation$150.3K4 Schedule C row(s)$150,257
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250415050234NAL0001331763001
Plan sponsor
Case Western Reserve University
EIN
34-1018992
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)$249.5M total assets
Net assets$249.5MLiabilities$0
Money in vs. money out
Total income / additions$38.5M
Total expenses$14.2M
Benefits paid / distributions$10.6M
Contributions
Employer$11.4M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$249,465,293
Total liabilities (EOY)
$0
Net assets (EOY)
$249,465,293
Employer contributions
$11,423,636
Total income / additions
$38,511,923
Benefits paid
$10,646,240
Administrative expenses
$3,600,781
Total expenses
$14,247,021
Net increase / (decrease)
$24,264,902

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
TiaaNONE$54,300$0
Willis Towers WatsonNONE$52,857not reported in the loaded dataset
Maloney & Novotny LLCNONE$28,100not reported in the loaded dataset
Tiaa-Cref Trust Company FsbNONE$15,000not reported in the loaded dataset

Related Form 5500 pages