Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE CLEVELAND CLINIC FOUNDATION
EIN 34-0714585medical practiceLatest filing 2024
Plans
6
Retirement
5
$14.62B assets
Welfare
1
$47.8M premiums
Participants
276,192
Retirement portfolio analytics
5 plans aggregated / $14.62B assets / 202,310 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $47.8M premiums / 67,389 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$28.4M
- Other$17.9M
- Vision$8.9M
- Long-term disability$4.0M
- Short-term disability$2.6M
- Dental$1.2M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
30%top
- METROPOLITAN LIFE INSURANCE COMPANY30%
- MEDMUTUAL LIFE INSURANCE COMPANY28%
- FIDELITY SECURITY LIFE INSURANCE COMPANY19%
- LIFE INSURANCE COMPANY OF NORTH AMERICA9%
- TRUSTMARK INSURANCE COMPANY5%
- +3 more
Broker market share
Schedule A broker compensation
23%top
- MARSH & MCLENNAN AGENCY LLC23%
- WILLIS TOWERS WATSON US LLC19%
- DAVID DICKENSON III14%
- RUTH LARKIN10%
- STRATEGIC EMPLOYEE BENEFIT SERVICES8%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN
403b
Assets$9.21B
Participants86,817
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011
CLEVELAND CLINIC INVESTMENT PENSION PLAN
ProfitSharing
Assets$1.77B
Participants73,315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE CLEVELAND CLINIC FOUNDATION CASH BALANCE PLAN
MoneyPurchase
Assets$1.62B
Participants6,518
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE CCHS RETIREMENT PLAN
CashBalance
Assets$1.04B
Participants24,365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CLEVELAND CLINIC 401(K) PLAN
401k
Assets$969.1M
Participants11,295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530
CLEVELAND CLINIC WELFARE BENEFITS PLAN
Fully Insured - MEDMUTUAL LIFE INSURANCE COMPANY
Premiums$47.8M
Covered lives67,389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | 403b | $9.21B | 86,817 | 2024 | |
| 011 | CLEVELAND CLINIC INVESTMENT PENSION PLAN | ProfitSharing | $1.77B | 73,315 | 2024 | |
| 003 | THE CLEVELAND CLINIC FOUNDATION CASH BALANCE PLAN | MoneyPurchase | $1.62B | 6,518 | 2024 | |
| 001 | THE CCHS RETIREMENT PLAN | CashBalance | $1.04B | 24,365 | 2024 | |
| 004 | CLEVELAND CLINIC 401(K) PLAN | 401k | $969.1M | 11,295 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 530 | CLEVELAND CLINIC WELFARE BENEFITS PLAN | Fully Insured | MEDMUTUAL LIFE INSURANCE COMPANY | $47.8M | 67,389 | 2024 |
Retirement plans
Welfare plans