Cleveland Institute Of Art Defined Contribution And Tax Deferred Annuity Plan — Form 5500 plan (Cleveland Institute Of Art)
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 Institute Of Art Defined Contribution And Tax Deferred Annuity Plan is a benefit plan reported by Cleveland Institute Of Art under EIN 34-0714334 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $28,992,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cleveland Institute Of Art
- EIN
- 34-0714334
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $28,992,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241010104802NAL0019940081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,992,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,992,327
- Net assets (BOY)
- $27,932,953
Income & contributions
- Employer contributions
- $246,295
- Participant contributions
- $623,891
- Total contributions
- $921,916
- Total income / additions
- $4,434,056
Expenses & distributions
- Benefits paid
- $3,319,926
- Administrative expenses
- $54,756
- Total expenses
- $3,374,682
- Net increase / (decrease)
- $1,059,374
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa - Teachers Insurance And Assoc | NONE | $19,596 | $0 | 2023 |
| Nfp Retirement Inc | NONE | $16,547 | not reported in the loaded dataset | 2023 |
| Maloney + Novotny LLC | NONE | $12,900 | not reported in the loaded dataset | 2023 |
| Flexpath Strategies, LLC | NONE | $5,713 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cleveland Institute Of Art
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Tiaa - Teachers Insurance And Assoc — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Maloney + Novotny LLC — Schedule C compensation
- Flexpath Strategies, LLC — Schedule C compensation