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CLEVELAND CLINIC INVESTMENT PENSION PLAN 401k Plan overview

Plan NameCLEVELAND CLINIC INVESTMENT PENSION PLAN
Plan identification number 011

CLEVELAND CLINIC INVESTMENT PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE CLEVELAND CLINIC FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE CLEVELAND CLINIC FOUNDATION
Employer identification number (EIN):340714585
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about THE CLEVELAND CLINIC FOUNDATION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1921-02-10
Company Identification Number: 95560
Legal Registered Office Address: 1300 EAST 9TH ST
-
CLEVELAND
United States of America (USA)
44114

More information about THE CLEVELAND CLINIC FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEVELAND CLINIC INVESTMENT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0112022-01-01
0112021-01-01
0112020-01-01
0112019-01-01
0112018-01-01
0112017-01-01STEVEN C. GLASS
0112016-01-01STEVEN C. GLASS
0112015-01-01STEVEN C. GLASS STEVEN C. GLASS2016-10-11
0112014-01-01STEVEN C. GLASS STEVEN C. GLASS2015-10-14
0112013-01-01STEVEN GLASS STEVEN GLASS2014-10-14
0112012-01-01STEVEN C. GLASS STEVEN C. GLASS2013-10-14
0112011-01-01STEVEN C. GLASS STEVEN C. GLASS2012-10-11

Plan Statistics for CLEVELAND CLINIC INVESTMENT PENSION PLAN

401k plan membership statisitcs for CLEVELAND CLINIC INVESTMENT PENSION PLAN

Measure Date Value
2022: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0153,774
Total number of active participants reported on line 7a of the Form 55002022-01-0148,582
Number of retired or separated participants receiving benefits2022-01-01300
Number of other retired or separated participants entitled to future benefits2022-01-017,260
Total of all active and inactive participants2022-01-0156,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0167
Total participants2022-01-0156,209
Number of participants with account balances2022-01-0155,718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014,498
2021: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0152,058
Total number of active participants reported on line 7a of the Form 55002021-01-0146,417
Number of retired or separated participants receiving benefits2021-01-01257
Number of other retired or separated participants entitled to future benefits2021-01-017,041
Total of all active and inactive participants2021-01-0153,715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0159
Total participants2021-01-0153,774
Number of participants with account balances2021-01-0153,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014,374
2020: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0150,284
Total number of active participants reported on line 7a of the Form 55002020-01-0145,969
Number of retired or separated participants receiving benefits2020-01-01122
Number of other retired or separated participants entitled to future benefits2020-01-015,916
Total of all active and inactive participants2020-01-0152,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0151
Total participants2020-01-0152,058
Number of participants with account balances2020-01-0151,486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012,888
2019: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0148,850
Total number of active participants reported on line 7a of the Form 55002019-01-0144,818
Number of retired or separated participants receiving benefits2019-01-01214
Number of other retired or separated participants entitled to future benefits2019-01-015,204
Total of all active and inactive participants2019-01-0150,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0148
Total participants2019-01-0150,284
Number of participants with account balances2019-01-0149,768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012,998
2018: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0146,331
Total number of active participants reported on line 7a of the Form 55002018-01-0143,754
Number of retired or separated participants receiving benefits2018-01-01167
Number of other retired or separated participants entitled to future benefits2018-01-014,878
Total of all active and inactive participants2018-01-0148,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0151
Total participants2018-01-0148,850
Number of participants with account balances2018-01-0148,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013,070
2017: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0144,760
Total number of active participants reported on line 7a of the Form 55002017-01-0141,985
Number of retired or separated participants receiving benefits2017-01-01122
Number of other retired or separated participants entitled to future benefits2017-01-014,179
Total of all active and inactive participants2017-01-0146,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0145
Total participants2017-01-0146,331
Number of participants with account balances2017-01-0145,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012,778
2016: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0143,218
Total number of active participants reported on line 7a of the Form 55002016-01-0141,131
Number of retired or separated participants receiving benefits2016-01-0197
Number of other retired or separated participants entitled to future benefits2016-01-013,495
Total of all active and inactive participants2016-01-0144,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0137
Total participants2016-01-0144,760
Number of participants with account balances2016-01-0143,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012,467
2015: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0144,272
Total number of active participants reported on line 7a of the Form 55002015-01-0139,953
Number of retired or separated participants receiving benefits2015-01-0172
Number of other retired or separated participants entitled to future benefits2015-01-013,148
Total of all active and inactive participants2015-01-0143,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0145
Total participants2015-01-0143,218
Number of participants with account balances2015-01-0142,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012,704
2014: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0144,505
Total number of active participants reported on line 7a of the Form 55002014-01-0138,619
Number of retired or separated participants receiving benefits2014-01-01128
Number of other retired or separated participants entitled to future benefits2014-01-015,486
Total of all active and inactive participants2014-01-0144,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0139
Total participants2014-01-0144,272
Number of participants with account balances2014-01-0143,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012,699
2013: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0143,474
Total number of active participants reported on line 7a of the Form 55002013-01-0139,856
Number of retired or separated participants receiving benefits2013-01-0180
Number of other retired or separated participants entitled to future benefits2013-01-014,527
Total of all active and inactive participants2013-01-0144,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0142
Total participants2013-01-0144,505
Number of participants with account balances2013-01-0143,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012,339
2012: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0140,036
Total number of active participants reported on line 7a of the Form 55002012-01-0139,252
Number of retired or separated participants receiving benefits2012-01-0190
Number of other retired or separated participants entitled to future benefits2012-01-014,105
Total of all active and inactive participants2012-01-0143,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0127
Total participants2012-01-0143,474
Number of participants with account balances2012-01-0142,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01611
2011: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0139,082
Total number of active participants reported on line 7a of the Form 55002011-01-0136,443
Number of retired or separated participants receiving benefits2011-01-0173
Number of other retired or separated participants entitled to future benefits2011-01-013,498
Total of all active and inactive participants2011-01-0140,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0122
Total participants2011-01-0140,036
Number of participants with account balances2011-01-0139,478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01680

Financial Data on CLEVELAND CLINIC INVESTMENT PENSION PLAN

Measure Date Value
2022 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-119,681,882
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$72,963,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$70,945,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$115,956,970
Value of total assets at end of year2022-12-31$1,188,747,256
Value of total assets at beginning of year2022-12-31$1,381,393,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,018,863
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$111,433
Administrative expenses (other) incurred2022-12-31$55,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-192,645,748
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,188,747,256
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,381,393,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$827,070
Value of interest in master investment trust accounts at end of year2022-12-31$1,186,471,652
Value of interest in master investment trust accounts at beginning of year2022-12-31$1,379,403,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$115,956,970
Employer contributions (assets) at end of year2022-12-31$2,275,604
Employer contributions (assets) at beginning of year2022-12-31$1,989,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$70,945,003
Contract administrator fees2022-12-31$1,136,791
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$267,559,899
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$71,197,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$69,176,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$103,694,414
Value of total assets at end of year2021-12-31$1,381,393,004
Value of total assets at beginning of year2021-12-31$1,185,030,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,021,406
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$137,367
Administrative expenses (other) incurred2021-12-31$45,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$196,362,347
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,381,393,004
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,185,030,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$649,126
Value of interest in master investment trust accounts at end of year2021-12-31$1,379,403,875
Value of interest in master investment trust accounts at beginning of year2021-12-31$1,183,259,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$103,694,414
Employer contributions (assets) at end of year2021-12-31$1,989,129
Employer contributions (assets) at beginning of year2021-12-31$1,771,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$69,176,146
Contract administrator fees2021-12-31$1,326,643
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$258,017,628
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$50,349,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,592,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$96,499,392
Value of total assets at end of year2020-12-31$1,185,030,657
Value of total assets at beginning of year2020-12-31$977,362,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,756,930
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$162,162
Administrative expenses (other) incurred2020-12-31$47,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$207,668,113
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,185,030,657
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$977,362,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$668,430
Value of interest in master investment trust accounts at end of year2020-12-31$1,183,259,135
Value of interest in master investment trust accounts at beginning of year2020-12-31$975,586,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$96,499,392
Employer contributions (assets) at end of year2020-12-31$1,771,522
Employer contributions (assets) at beginning of year2020-12-31$1,775,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$48,592,585
Contract administrator fees2020-12-31$1,041,380
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$267,088,462
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$47,992,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$46,599,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$98,758,645
Value of total assets at end of year2019-12-31$977,362,544
Value of total assets at beginning of year2019-12-31$758,266,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,392,401
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$153,526
Administrative expenses (other) incurred2019-12-31$777,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$219,096,169
Value of net assets at end of year (total assets less liabilities)2019-12-31$977,362,544
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$758,266,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$391,333
Value of interest in master investment trust accounts at end of year2019-12-31$975,586,623
Value of interest in master investment trust accounts at beginning of year2019-12-31$756,601,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$98,758,645
Employer contributions (assets) at end of year2019-12-31$1,775,921
Employer contributions (assets) at beginning of year2019-12-31$1,665,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$46,599,892
Contract administrator fees2019-12-31$223,433
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
2018 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$52,326,649
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$39,902,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$39,330,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$93,166,637
Value of total assets at end of year2018-12-31$758,266,375
Value of total assets at beginning of year2018-12-31$745,842,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$572,136
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$99,474
Administrative expenses (other) incurred2018-12-31$174,582
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$2,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$12,423,902
Value of net assets at end of year (total assets less liabilities)2018-12-31$758,266,375
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$745,842,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$322,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$701,426,791
Value of interest in master investment trust accounts at end of year2018-12-31$756,601,301
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,538,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,538,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$32,138,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$93,166,637
Employer contributions (assets) at end of year2018-12-31$1,665,074
Employer contributions (assets) at beginning of year2018-12-31$4,735,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$39,330,611
Contract administrator fees2018-12-31$75,368
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$191,348,030
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$32,455,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$31,979,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$88,666,667
Value of total assets at end of year2017-12-31$745,842,473
Value of total assets at beginning of year2017-12-31$586,950,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$476,218
Total interest from all sources2017-12-31$892,447
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$20,236,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$20,236,889
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$58,064
Administrative expenses (other) incurred2017-12-31$57,859
Total non interest bearing cash at end of year2017-12-31$2,800
Total non interest bearing cash at beginning of year2017-12-31$25,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$158,892,232
Value of net assets at end of year (total assets less liabilities)2017-12-31$745,842,473
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$586,950,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$266,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$701,426,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$546,576,007
Interest earned on other investments2017-12-31$835,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,538,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,056,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,056,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$56,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$32,138,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$27,839,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$81,493,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$88,666,667
Employer contributions (assets) at end of year2017-12-31$4,735,994
Employer contributions (assets) at beginning of year2017-12-31$4,451,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$31,979,580
Contract administrator fees2017-12-31$151,643
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$125,158,982
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$23,957,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,688,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$88,476,431
Value of total assets at end of year2016-12-31$586,950,241
Value of total assets at beginning of year2016-12-31$485,749,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$269,582
Total interest from all sources2016-12-31$717,256
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$13,635,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$13,635,098
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$82,681
Administrative expenses (other) incurred2016-12-31$269,582
Total non interest bearing cash at end of year2016-12-31$25,787
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$101,201,120
Value of net assets at end of year (total assets less liabilities)2016-12-31$586,950,241
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$485,749,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$546,576,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$452,931,606
Interest earned on other investments2016-12-31$704,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,056,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,318,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,318,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$13,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$27,839,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$23,036,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$22,247,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$88,476,431
Employer contributions (assets) at end of year2016-12-31$4,451,809
Employer contributions (assets) at beginning of year2016-12-31$2,461,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,688,280
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total income from all sources (including contributions)2015-12-31$80,436,626
Total of all expenses incurred2015-12-31$28,271,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$28,169,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$79,579,845
Value of total assets at end of year2015-12-31$485,749,121
Value of total assets at beginning of year2015-12-31$433,583,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$101,914
Total interest from all sources2015-12-31$34,580
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,767,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$14,767,135
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$118,366
Total non interest bearing cash at beginning of year2015-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$52,165,280
Value of net assets at end of year (total assets less liabilities)2015-12-31$485,749,121
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$433,583,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$101,914
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$452,931,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$404,421,098
Interest earned on other investments2015-12-31$34,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,318,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,605,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,605,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$23,036,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$20,283,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,063,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$79,579,845
Employer contributions (assets) at end of year2015-12-31$2,461,849
Employer contributions (assets) at beginning of year2015-12-31$2,273,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$28,169,432
Contract administrator fees2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$106,290,964
Total of all expenses incurred2014-12-31$24,483,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$24,391,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$78,903,134
Value of total assets at end of year2014-12-31$433,583,841
Value of total assets at beginning of year2014-12-31$351,776,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$92,532
Total interest from all sources2014-12-31$31,596
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,626,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,626,904
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$591,839
Administrative expenses (other) incurred2014-12-31$4,590
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$81,807,012
Value of net assets at end of year (total assets less liabilities)2014-12-31$433,583,841
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$351,776,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$87,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$404,421,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$325,926,396
Interest earned on other investments2014-12-31$30,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,605,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,912,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,912,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$20,283,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$18,066,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$13,137,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$78,903,134
Employer contributions (assets) at end of year2014-12-31$2,273,200
Employer contributions (assets) at beginning of year2014-12-31$1,872,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$24,391,420
Contract administrator fees2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2013 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-314,190
Total unrealized appreciation/depreciation of assets2013-12-31$-314,190
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$124,747,366
Total of all expenses incurred2013-12-31$10,273,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,186,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$78,558,648
Value of total assets at end of year2013-12-31$351,776,829
Value of total assets at beginning of year2013-12-31$237,303,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$86,809
Total interest from all sources2013-12-31$31,966
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,568,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$9,568,417
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$57,450
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$114,473,789
Value of net assets at end of year (total assets less liabilities)2013-12-31$351,776,829
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$237,303,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$86,809
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$325,926,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$215,297,064
Interest earned on other investments2013-12-31$31,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,912,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,720,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,720,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$18,066,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,522,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$36,845,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$78,558,648
Employer contributions (assets) at end of year2013-12-31$1,872,186
Employer contributions (assets) at beginning of year2013-12-31$3,762,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,186,768
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2013-12-31431947695
2012 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-323,099
Total unrealized appreciation/depreciation of assets2012-12-31$-323,099
Total income from all sources (including contributions)2012-12-31$97,201,417
Total of all expenses incurred2012-12-31$6,359,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,341,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$77,047,616
Value of total assets at end of year2012-12-31$237,303,040
Value of total assets at beginning of year2012-12-31$146,460,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,256
Total interest from all sources2012-12-31$28,562
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,288,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,288,275
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$133,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$90,842,247
Value of net assets at end of year (total assets less liabilities)2012-12-31$237,303,040
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$146,460,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$17,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$215,297,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$131,891,140
Interest earned on other investments2012-12-31$27,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,720,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,944,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,944,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,522,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,505,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,026,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$77,047,616
Employer contributions (assets) at end of year2012-12-31$3,762,618
Employer contributions (assets) at beginning of year2012-12-31$2,119,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,341,914
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2012-12-31431947695
2011 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$71,936,686
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,208,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,198,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$73,006,848
Value of total assets at end of year2011-12-31$146,460,793
Value of total assets at beginning of year2011-12-31$77,732,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,119
Total interest from all sources2011-12-31$222,303
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,621,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,621,999
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$68,728,621
Value of net assets at end of year (total assets less liabilities)2011-12-31$146,460,793
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$77,732,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$9,119
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$131,891,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$69,517,829
Interest earned on other investments2011-12-31$221,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,944,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,479,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,479,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,505,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,731,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,914,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$73,006,848
Employer contributions (assets) at end of year2011-12-31$2,119,317
Employer contributions (assets) at beginning of year2011-12-31$2,003,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,198,946
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : CLEVELAND CLINIC INVESTMENT PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$78,374,773
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$642,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$639,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$71,934,896
Value of total assets at end of year2010-12-31$77,732,172
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,082
Total interest from all sources2010-12-31$7,136
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,090,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,090,168
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$77,732,172
Value of net assets at end of year (total assets less liabilities)2010-12-31$77,732,172
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$69,517,829
Interest earned on other investments2010-12-31$6,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,479,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,731,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,342,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$71,934,896
Employer contributions (assets) at end of year2010-12-31$2,003,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$639,519
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695

Form 5500 Responses for CLEVELAND CLINIC INVESTMENT PENSION PLAN

2022: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CLEVELAND CLINIC INVESTMENT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGIA
Policy instance 1
Insurance contract or identification numberGIA
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number28375-072
Policy instance 2
Insurance contract or identification number28375-072
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number28375-071
Policy instance 3
Insurance contract or identification number28375-071
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGIA
Policy instance 1
Insurance contract or identification numberGIA
Number of Individuals Covered2691
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number28375-072
Policy instance 2
Insurance contract or identification number28375-072
Number of Individuals Covered275
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number28375-071
Policy instance 3
Insurance contract or identification number28375-071
Number of Individuals Covered275
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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