Form 5500 · Employee benefit plan · CLEVELAND, OH
THE CLEVELAND CLINIC FOUNDATION
THE CLEVELAND CLINIC FOUNDATION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CHASE PEGRIM. Coverage is written through VARIABLE ANNUITY LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-0714585 · plan 002 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE COMPANY | — | 57 | December | $390 |
| METROPOLITAN LIFE INSURANCE COMPANY 73 | — | 36 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 481 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 116 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY 72 | — | 436 | December | $0 |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | — | 11,052 | December | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 78 | December | $0 |
| THE VARIABLE ANNUITY LIFE INSURANCE CO. | — | 425 | December | $0 |
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | — | 11 | December | $0 |
| VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | — | 12 | December | $0 |
Questions
Who is THE CLEVELAND CLINIC FOUNDATION's benefits broker?
Per its most recent Form 5500 Schedule A, THE CLEVELAND CLINIC FOUNDATION's broker of record is CHASE PEGRIM.
What insurance carrier does THE CLEVELAND CLINIC FOUNDATION use?
THE CLEVELAND CLINIC FOUNDATION's benefit plan is written through VARIABLE ANNUITY LIFE INSURANCE COMPANY, among 10 disclosed carriers.
When does THE CLEVELAND CLINIC FOUNDATION's group plan renew?
The most recent Schedule A policy period for THE CLEVELAND CLINIC FOUNDATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE CLEVELAND CLINIC FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.