Faculty And Key Administrative Employee'S Retirement Plan A — Form 5500 plan (Case Western Reserve University)

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, Faculty And Key Administrative Employee'S Retirement Plan A is a benefit plan reported by Case Western Reserve University under EIN 34-1018992 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,852 participants and $1,966,936,238 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Case Western Reserve University
EIN
34-1018992
Plan number
002
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
5,852
End-of-year plan assets
$1,966,936,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,852H, C20250415045819NAL0001329635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,966,936,238
Total liabilities (EOY)
$0
Net assets (EOY)
$1,966,936,238
Net assets (BOY)
$1,790,404,181

Income & contributions

Employer contributions
$23,902,307
Participant contributions
$17,961,902
Total contributions
$46,511,017
Total income / additions
$285,626,254

Expenses & distributions

Benefits paid
$108,726,116
Administrative expenses
$368,081
Total expenses
$109,094,197
Net increase / (decrease)
$176,532,057

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group Inc.NONE$274,940not reported in the loaded dataset2023
Tiaa-CrefNONE$81,521not reported in the loaded dataset2023
Maloney & Novotny LLCNONE$11,620not reported in the loaded dataset2023

Related Form 5500 pages