Cleveland Institute Of Music Retirement Plan — Form 5500 plan (Cleveland Institute Of Music)
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 Music Retirement Plan is a benefit plan reported by Cleveland Institute Of Music under EIN 34-0714600 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $40,459,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cleveland Institute Of Music
- EIN
- 34-0714600
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $40,459,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20250416102504NAL0008268768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,459,679
- Net assets (EOY)
- $40,459,679
- Net assets (BOY)
- $36,466,553
Income & contributions
- Employer contributions
- $398,296
- Participant contributions
- $593,928
- Total contributions
- $993,124
- Total income / additions
- $6,279,936
Expenses & distributions
- Benefits paid
- $2,251,412
- Administrative expenses
- $35,398
- Total expenses
- $2,286,810
- Net increase / (decrease)
- $3,993,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clearstead Advisors, LLC | NONE | $21,714 | not reported in the loaded dataset | 2023 |
| Tiaa - Teachers Insurance | NONE | $13,684 | not reported in the loaded dataset | 2023 |