2023 Form 5500 filing — Employees Supplemental Retirement Plan C
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 20250415050433NAL0005190224001) for Employees Supplemental Retirement Plan C, reported by Case Western Reserve University under EIN 34-1018992 and plan number 007. It reports 4,930 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)$250.3MReported net assets$250,307,638
Participants4.9K4,930
Provider compensation$99.6K2 Schedule C row(s)$99,551
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415050433NAL0005190224001
- Plan sponsor
- Case Western Reserve University
- EIN
- 34-1018992
- Plan number
- 007
- 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)$250.3M total assets
Net assets$250.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $250,307,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $250,307,638
- Employer contributions
- $5,281,572
- Participant contributions
- $6,774,836
- Total income / additions
- $45,146,972
- Benefits paid
- $11,821,623
- Administrative expenses
- $99,551
- Total expenses
- $11,921,174
- Net increase / (decrease)
- $33,225,798
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group Inc. | NONE | $67,267 | not reported in the loaded dataset |
| Tiaa - Teachers Insurance And Annui | NONE | $32,284 | $0 |