Cleveland Clinic Savings And Investment 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, Cleveland Clinic Savings And Investment Plan is a benefit plan reported by The Cleveland Clinic Foundation under EIN 34-0714585 and plan number 002. The latest loaded filing year is 2023. The filing reports 70,934 participants and $7,504,070,150 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cleveland Clinic Foundation
- EIN
- 34-0714585
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 70,934
- End-of-year plan assets
- $7,504,070,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 70,934 | H, C | 20241007133232NAL0007628771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,504,070,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,504,070,150
- Net assets (BOY)
- $6,316,931,325
Income & contributions
- Employer contributions
- $118,874,320
- Participant contributions
- $417,776,335
- Total contributions
- $589,979,367
- Total income / additions
- $1,769,691,903
Expenses & distributions
- Benefits paid
- $573,711,727
- Administrative expenses
- $6,316,690
- Total expenses
- $582,553,078
- Net increase / (decrease)
- $1,187,138,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Key Private Bank | INVESTMENT ADVISOR | $1,369,266 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $1,149,382 | not reported in the loaded dataset | 2023 |
| Cls Investments LLC | INVESTMENT ADVISOR | $467,456 | not reported in the loaded dataset | 2023 |
| Beacon Financial Advisors, LLC | INVESTMENT ADVISOR | $208,303 | not reported in the loaded dataset | 2023 |
| Sequoia Financial Advisors | INVESTMENT ADVISOR | $160,913 | not reported in the loaded dataset | 2023 |
| Larson Financial Group, LLC | INVESTMENT ADVISOR | $134,097 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | ACTUARIAL | $128,456 | not reported in the loaded dataset | 2023 |
| Strategic Wealth Partners | INVESTMENT ADVISOR | $107,127 | not reported in the loaded dataset | 2023 |
| Carnegie Investment Counsel | INVESTMENT ADVISOR | $98,646 | not reported in the loaded dataset | 2023 |
| Regal Investment Advisors | INVESTMENT ADVISOR | $82,652 | not reported in the loaded dataset | 2023 |
| Stratos Wealth Partners | INVESTMENT ADVISOR | $71,795 | not reported in the loaded dataset | 2023 |
| Potomac Fund Management, Inc. | INVESTMENT ADVISOR | $70,466 | not reported in the loaded dataset | 2023 |
| Lineweaver Wealth Advisors LLC | INVESTMENT ADVISOR | $70,219 | not reported in the loaded dataset | 2023 |
| Fairport, LLC | INVESTMENT ADVISOR | $64,846 | not reported in the loaded dataset | 2023 |
| Commonwealth Financial Network | INVESTMENT ADVISOR | $62,552 | not reported in the loaded dataset | 2023 |
| Gries Financial Corporation | INVESTMENT ADVISOR | $52,645 | not reported in the loaded dataset | 2023 |
| Cadaret Grant & Co | INVESTMENT ADVISOR | $51,019 | not reported in the loaded dataset | 2023 |
| Ancora Family Wealth | INVESTMENT ADVISOR | $34,905 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDIT | $30,450 | not reported in the loaded dataset | 2023 |
| B Riley Wealth Management | INVESTMENT ADVISOR | $26,826 | not reported in the loaded dataset | 2023 |
| Peak Wealth Solutions Inc | INVESTMENT ADVISOR | $24,548 | not reported in the loaded dataset | 2023 |
| Absolute Capital Mgmt, LLC | INVESTMENT ADVISOR | $22,757 | not reported in the loaded dataset | 2023 |
| Flexible Plan Investments | INVESTMENT ADVISOR | $19,526 | not reported in the loaded dataset | 2023 |
| Assetmark, Inc. | INVESTMENT ADVISOR | $18,866 | not reported in the loaded dataset | 2023 |
| Lpl Financial - Retirement Partners | INVESTMENT ADVISOR | $17,365 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | RECORDKEEPER | $16,841 | $0 | 2023 |
| Elios Financial Group Inc | INVESTMENT ADVISOR | $14,467 | not reported in the loaded dataset | 2023 |
| Essex Private Wealth Management | INVESTMENT ADVISOR | $11,855 | not reported in the loaded dataset | 2023 |
| Fsm Wealth Advisors LLC | INVESTMENT ADVISOR | $9,139 | not reported in the loaded dataset | 2023 |
| Abound Wealth Management | INVESTMENT ADVISOR | $9,122 | not reported in the loaded dataset | 2023 |
| Bfc Planning, Inc | INVESTMENT ADVISOR | $8,752 | not reported in the loaded dataset | 2023 |
| Sigma Planning Corp. | INVESTMENT ADVISOR | $8,137 | not reported in the loaded dataset | 2023 |
| Pathfinder Wealth Advisors | INVESTMENT ADVISOR | $7,710 | not reported in the loaded dataset | 2023 |
| Mai Wealth Advisors, LLC | INVESTMENT ADVISOR | $7,426 | not reported in the loaded dataset | 2023 |
| 2 Knights Wealth Mgmt LLC | INVESTMENT ADVISOR | $7,027 | not reported in the loaded dataset | 2023 |
| Lincoln Investment Planning | INVESTMENT ADVISOR | $5,627 | not reported in the loaded dataset | 2023 |
| Mariner Wealth Advisors | INVESTMENT ADVISOR | $5,197 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | INVESTMENT ADVISOR | $5,047 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cleveland Clinic Foundation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Key Private Bank — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Cls Investments LLC — Schedule C compensation
- Beacon Financial Advisors, LLC — Schedule C compensation
- Sequoia Financial Advisors — Schedule C compensation
- Larson Financial Group, LLC — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Strategic Wealth Partners — Schedule C compensation
- Carnegie Investment Counsel — Schedule C compensation
- Regal Investment Advisors — Schedule C compensation
- Stratos Wealth Partners — Schedule C compensation
- Potomac Fund Management, Inc. — Schedule C compensation
- Lineweaver Wealth Advisors LLC — Schedule C compensation
- Fairport, LLC — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Gries Financial Corporation — Schedule C compensation
- Cadaret Grant & Co — Schedule C compensation
- Ancora Family Wealth — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- B Riley Wealth Management — Schedule C compensation
- Peak Wealth Solutions Inc — Schedule C compensation
- Absolute Capital Mgmt, LLC — Schedule C compensation
- Flexible Plan Investments — Schedule C compensation
- Assetmark, Inc. — Schedule C compensation
- Lpl Financial - Retirement Partners — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Elios Financial Group Inc — Schedule C compensation
- Essex Private Wealth Management — Schedule C compensation
- Fsm Wealth Advisors LLC — Schedule C compensation
- Abound Wealth Management — Schedule C compensation
- Bfc Planning, Inc — Schedule C compensation
- Sigma Planning Corp. — Schedule C compensation
- Pathfinder Wealth Advisors — Schedule C compensation
- Mai Wealth Advisors, LLC — Schedule C compensation
- 2 Knights Wealth Mgmt LLC — Schedule C compensation
- Lincoln Investment Planning — Schedule C compensation
- Mariner Wealth Advisors — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation