Cleveland Clinic Health System Pension Trust — 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 Health System Pension Trust is a benefit plan reported by The Cleveland Clinic Foundation under EIN 81-7002373 and plan number 013. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,353,899,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cleveland Clinic Foundation
- EIN
- 81-7002373
- Plan number
- 013
- Plan type
- 4
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,353,899,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241007142839NAL0016232881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,353,899,439
- Total liabilities (EOY)
- $41,544,773
- Net assets (EOY)
- $1,312,354,666
- Net assets (BOY)
- $1,301,398,462
Income & contributions
- Total contributions
- $0
- Total income / additions
- $117,577,887
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $117,577,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | RECORDKEEPER | $1,174,706 | $1,303 | 2023 |
| Legal & General Investment Manageme | INVESTMENT MANAGEMENT | $838,385 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | INVESTMENT MANAGEMENT | $544,222 | $0 | 2023 |
| The Bank Of New York Mellon | INVESTMENT MANAGEMENT | $514,915 | $0 | 2023 |
| Pacific Investment Management Compa | INVESTMENT MANAGEMENT | $470,975 | $0 | 2023 |
| Willis Towers Watson | ACTUARIAL | $164,408 | not reported in the loaded dataset | 2023 |
| Mellon Capital Management Corp | INVESTMENT MANAGEMENT | $158,694 | $0 | 2023 |
| Cbiz Cpas P.C. | AUDIT | $60,900 | 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
- Alight Solutions LLC — Schedule C compensation
- Legal & General Investment Manageme — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Pacific Investment Management Compa — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Mellon Capital Management Corp — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation