Cleveland Clinic Investment Pension 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 Investment Pension Plan is a benefit plan reported by The Cleveland Clinic Foundation under EIN 34-0714585 and plan number 011. The latest loaded filing year is 2023. The filing reports 56,209 participants and $1,460,661,842 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
- 011
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 56,209 | H | 20241007124921NAL0015181873001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,460,661,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,460,661,842
- Net assets (BOY)
- $1,188,747,256
Income & contributions
- Employer contributions
- $129,292,572
- Total contributions
- $129,292,572
- Total income / additions
- $347,782,408
Expenses & distributions
- Benefits paid
- $74,006,707
- Administrative expenses
- $1,861,115
- Total expenses
- $75,867,822
- Net increase / (decrease)
- $271,914,586
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.