2023 Form 5500 filing — Cleveland Institute Of Music 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 20250416102504NAL0008268768001) for Cleveland Institute Of Music Retirement Plan, reported by Cleveland Institute Of Music under EIN 34-0714600 and plan number 001. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250416102504NAL0008268768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cleveland Institute Of Music
- EIN
- 34-0714600
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,459,679
- Net assets (EOY)
- $40,459,679
- Employer contributions
- $398,296
- Participant contributions
- $593,928
- Total income / additions
- $6,279,936
- Benefits paid
- $2,251,412
- Administrative expenses
- $35,398
- Total expenses
- $2,286,810
- Net increase / (decrease)
- $3,993,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clearstead Advisors, LLC | NONE | $21,714 | not reported in the loaded dataset |
| Tiaa - Teachers Insurance | NONE | $13,684 | not reported in the loaded dataset |