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  2. THE CLEVELAND MUSEUM OF ART
Sponsor portfolioTH

THE CLEVELAND MUSEUM OF ART

EIN 34-0714336-museums and institutions-Latest filing 2025
Plans
3
Retirement
2
$42.2M assets
Welfare
1
$3.6M premiums
Participants
1,338
11150 EAST BOULEVARD - CLEVELAND, OH 44106216-707-2248clevelandart.orgLinkedIn201-500 employeesmuseums and institutions
Plans on this EIN
3 filings
#002401k-$31.8M - 638 part#001TraditionalDB-$10.5M - 210 part#510Fully Insured-$3.6M - 475 lives

Retirement portfolio analytics

2 plans aggregated / $42.2M assets / 848 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • OF ART 401(K) (#002)75%
  • OF ART PENSION (#001)25%
Total $42.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
75%top
  • ASCENSUS LLC75%
  • CHARLES SCHWAB & CO., INC.25%
Total $42.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF ART 401(K) (#002)638
  • OF ART PENSION (#001)210
Total 848Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 475 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.1M
  • Other$257K
  • Life$202K
  • Short-term disability$202K
  • Long-term disability$202K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • MEDICAL MUTUAL87%
  • MEDMUTUAL LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA4%
  • HUMANA INSURANCE COMPANY2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • +3 more
Total $3.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • CENTRO BENEFITS RESEARCH LLC1%
  • LUCE SMITH & SCOTT INC0%
Total $133K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN FKA THE CLEVELAND MUSEUM OF ART 401(K) PLAN

401k

Assets$31.8M
Participants638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE CLEVELAND MUSEUM OF ART PENSION PLAN

TraditionalDB

Assets$10.5M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

THE CLEVELAND MUSEUM OF ART HEALTH & WELFARE BENEFIT PLAN

Fully Insured - MEDICAL MUTUAL OF OHIO

Premiums$3.6M
Covered lives475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN FKA THE CLEVELAND MUSEUM OF ART 401(K) PLAN401k$31.8M6382024
001THE CLEVELAND MUSEUM OF ART PENSION PLANTraditionalDB$10.5M2102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510THE CLEVELAND MUSEUM OF ART HEALTH & WELFARE BENEFIT PLANFully InsuredMEDICAL MUTUAL OF OHIO$3.6M4752025
Retirement plans
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