401k Plan data: CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN plan

CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN 401k Plan overview

Plan Name	CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN
Plan identification number	507

CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

CASE WESTERN RESERVE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: CASE WESTERN RESERVE UNIVERSITY

Employer identification number (EIN): 341018992

NAIC Classification: 611000

Additional information about CASE WESTERN RESERVE UNIVERSITY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1967-07-01

Company Identification Number: 362476

Legal Registered Office Address: 10900 EUCLID AVENUE
ADELBERT HALL, ROOM 311
CLEVELAND
United States of America (USA)
441067020

More information about CASE WESTERN RESERVE UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
507 2022-01-01 FELICIA MOSS 2023-05-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
507	2022-01-01	FELICIA MOSS	2023-05-22

Plan Statistics for CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN

401k plan membership statisitcs for CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN

Measure Date Value
2022: CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 209
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 213
Number of employers contributing to the scheme 2022-01-01 0

Measure	Date	Value
2022: CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	209
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	213
Number of employers contributing to the scheme	2022-01-01	0

Form 5500 Responses for CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN

2022: CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	First time form 5500 has been submitted	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

804747

Policy instance

Insurance contract or identification number	804747
Number of Individuals Covered	27
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $11,508
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $225,153
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	11508
Additional information about fees paid to insurance broker	DIRECT COMPENSATION, INDIRECT COMPENSATION
Insurance broker organization code?	3

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

5587736

Policy instance

Insurance contract or identification number	5587736
Number of Individuals Covered	336
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $3,897
Total amount of fees paid to insurance company	USD $1,612
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $93,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,897
Amount paid for insurance broker fees	63
Additional information about fees paid to insurance broker	NON-MONETARY COMPENSATION
Insurance broker organization code?	3

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

97691421001

Policy instance

Insurance contract or identification number	97691421001
Number of Individuals Covered	287
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,746
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $26,275
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,290
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

160573

Policy instance

Insurance contract or identification number	160573
Number of Individuals Covered	196
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,210
Total amount of fees paid to insurance company	USD $226
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,210
Amount paid for insurance broker fees	75
Additional information about fees paid to insurance broker	CONTINGENT COMPENSATION
Insurance broker organization code?	3

IMPACT EMPLOYEE ASSISTANCE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

94100011

Policy instance

Insurance contract or identification number	94100011
Number of Individuals Covered	4148
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Other welfare benefits provided	EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $79,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

804747HNO

Policy instance

Insurance contract or identification number	804747HNO
Number of Individuals Covered	281
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $62,283
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,481,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	62283
Additional information about fees paid to insurance broker	DIRECT COMPENSATION
Insurance broker organization code?	3

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Company Name:	CASE WESTERN RESERVE UNIVERSITY
Employer identification number (EIN):	341018992
NAIC Classification:	611000

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1967-07-01
Company Identification Number:	362476
Legal Registered Office Address:	10900 EUCLID AVENUE ADELBERT HALL, ROOM 311 CLEVELAND United States of America (USA) 441067020