The Cchs Retirement Plan — Form 5500 plan (The Cleveland Clinic Foundation)

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, The Cchs Retirement Plan is a benefit plan reported by The Cleveland Clinic Foundation under EIN 34-0714585 and plan number 001. The latest loaded filing year is 2023. The filing reports 26,577 participants and $1,099,773,913 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1BPlan net assets, end of year$1,099,578,138
Participants26.6KCovered participants reported26,577
Assets / participant$41.4KComputed: assets ÷ participants$41,381 (computed)
Provider compensationNone reported
Plan sponsor
The Cleveland Clinic Foundation
EIN
34-0714585
Plan number
001
Plan type
2
Location
Cleveland, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326,577H20241007135842NAL0016194625001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1B total assets
Net assets$1.1BLiabilities$195.8K
Money in vs. money out
Total income / additions$93.9M
Total expenses$97.9M
Benefits paid / distributions$92.1M
Full reported line items

Net assets

Total assets (EOY)
$1,099,773,913
Total liabilities (EOY)
$195,775
Net assets (EOY)
$1,099,578,138
Net assets (BOY)
$1,103,542,566

Income & contributions

Total contributions
$0
Total income / additions
$93,930,078

Expenses & distributions

Benefits paid
$92,138,639
Administrative expenses
$5,755,867
Total expenses
$97,894,506
Net increase / (decrease)
-$3,964,428
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income98%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages