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Form 5500 · Retirement plan · CLEVELAND, OH

CASE WESTERN RESERVE UNIVERSITY

The filing calls this plan CASE WESTERN RESERVE UNIVERSITY EMPLOYEES RETIREMENT PLAN B.

CASE WESTERN RESERVE UNIVERSITY of CLEVELAND, OH files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by TEACHERS INSURANCE AND ANNUITY ASSOCIATION. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
TEACHERS INSURANCE AND ANNUITY ASSOCIATION
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1018992 · plan 003 · plan year 2025, filed Apr 14, 2026

Participants at the start of the year
4,547
Contracts on file
1
Contract value
$2,950,546
Plan year end
June

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TEACHERS INSURANCE AND ANNUITY ASSOCIATION.

The contracts held $2,950,546 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TEACHERS INSURANCE AND ANNUITY ASSOCIATIONAnnuity / GIC4,482June$2,950,546$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

WILLIS TOWERS WATSON
Named on Schedule C · EIN 23-1159360
$59,343
paid directly by the plan
TIAA
Claims processing · EIN 13-1624203
$56,388
paid directly by the plan
MALONEY & NOVOTNY LLC
Accounting and audit · EIN 34-0677006
$27,680
paid directly by the plan
TIAA-CREF TRUST COMPANY FSB
Investment advisory · EIN 43-1814494
$15,000
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$275,046,136
Paid out in benefits
$10,641,470
Participants at the start of the year
4,547

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 34-0677006
MALONEY & NOVOTNY, LLC
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$27,680

From Schedule H of this filing.

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