Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CASE WESTERN RESERVE UNIVERSITY
EIN 34-1018992higher educationLatest filing 2025
Plans
7
Retirement
3
$2.63B assets
Welfare
4
$45.4M premiums
Participants
25,589
10900 EUCLID AVENUE, 320 CRAWFORD HALL, LOC 7047 - CLEVELAND, OH 44106216-368-2000case.eduLinkedIn5001-10000 employeeshigher education
Retirement portfolio analytics
3 plans aggregated / $2.63B assets / 15,843 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
90%top
- THE VANGUARD GROUP, INC.90%
- (Not disclosed)10%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $45.4M premiums / 9,936 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- ACE AMERICAN INSURANCE COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FACULTY AND KEY ADMINISTRATIVE EMPLOYEE'S RETIREMENT PLAN A
403b
Assets$2.07B
Participants5,869
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
EMPLOYEES SUPPLEMENTAL RETIREMENT PLAN C
403b
Assets$281.1M
Participants5,492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CASE WESTERN RESERVE UNIVERSITY EMPLOYEES RETIREMENT PLAN B
CashBalance
Assets$275.0M
Participants4,482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#600
BENELECT PLAN
Fully Insured - MEDICAL MUTUAL OF OHIO
Premiums$43.0M
Covered lives4,504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN
Fully Insured - AETNA HEALTH OF CALIFORNIA, INC.
Premiums$2.3M
Covered lives432
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
TRAVEL INSURANCE PLAN
Fully Insured - ACE AMERICAN INSURANCE COMPANY
Premiums$36K
Covered lives5,000
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#601
RETIREE MEDICAL DENTAL PLAN
Fully Insured - MEDICAL MUTUAL OF OHIO
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FACULTY AND KEY ADMINISTRATIVE EMPLOYEE'S RETIREMENT PLAN A | 403b | $2.07B | 5,869 | 2025 | |
| 007 | EMPLOYEES SUPPLEMENTAL RETIREMENT PLAN C | 403b | $281.1M | 5,492 | 2025 | |
| 003 | CASE WESTERN RESERVE UNIVERSITY EMPLOYEES RETIREMENT PLAN B | CashBalance | $275.0M | 4,482 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 600 | BENELECT PLAN | Fully Insured | MEDICAL MUTUAL OF OHIO | $43.0M | 4,504 | 2024 | |
| 507 | CASE WESTERN RESERVE UNIVERSITY POSTDOCTORAL BENEFITS PROGRAM ERISA PLAN | Fully Insured | AETNA HEALTH OF CALIFORNIA, INC. | $2.3M | 432 | 2024 | |
| 506 | TRAVEL INSURANCE PLAN | Fully Insured | ACE AMERICAN INSURANCE COMPANY | $36K | 5,000 | 2025 | |
| 601 | RETIREE MEDICAL DENTAL PLAN | Fully Insured | MEDICAL MUTUAL OF OHIO | $0 | 0 | 2024 |
Retirement plans
Welfare plans