Plain-English plan 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, Cleveland Brothers Retirement Plan is a benefit plan reported by Cleveland Brothers Holdings, Inc. under EIN 20-3561796 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,662 participants and $259,936,393 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $259,936,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $259,936,393
- Net assets (BOY)
- $223,591,520
Income & contributions
- Employer contributions
- $11,671,997
- Participant contributions
- $7,615,509
- Total contributions
- $19,619,884
- Total income / additions
- $55,247,754
Expenses & distributions
- Benefits paid
- $18,966,250
- Administrative expenses
- $156,570
- Total expenses
- $19,163,620
- Net increase / (decrease)
- $36,084,134