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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 RUTH LARKIN. Coverage is written through TRUSTMARK INSURANCE COMPANY and 40 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-0714585 · plan 530 · as of Jul 2026

Participants
76,011
Carriers on file
41
Disclosed commissions
$1,461,668
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TRUSTMARK INSURANCE COMPANYLife1,454December$541,052
MEDMUTUAL LIFE INSURANCE COMPANYLife67,389December$347,221
UNUM LIFE INSURANCE COMPANY OF AMERICA2,260December$225,168
METLIFE LEGAL PLANS6,226December$115,392
GUARDIANDisability1,315June$55,864
LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability1,952December$46,147
METROPOLITAN LIFE INSURANCE COMPANY586June$28,450
LIFE INSURANCE COMPANY OF NORTH AMERICADisability1,538September$16,416
LIFE INSURANCE COMPANY OF NORTH AMERICA1,921September$11,524
LIFE INSURANCE COMPANY OF NORTH AMERICA701December$11,030
LIFE INSURANCE COMPANY OF NORTH AMERICADisability1,987December$9,629
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYLife915December$9,445
AMERICAN HERITAGE LIFE INSURANCE COMPANY171December$7,089
MEDMUTUAL LIFE INSURANCE COMPANYLife, Disability715December$6,666
AMERICAN UNITED LIFE INSURANCE COMPANYDisability169December$6,494
METROPOLITAN LIFE INSURANCE COMPANYHealth746December$6,097
GUARDIANDisability133June$5,268
UNUM LIFE INSURANCE COMPANY OF AMERICADisability72December$5,118
LIFE INSURANCE COMPANY OF NORTH AMERICA245September$3,559
UNUM LIFE INSURANCE COMPANY OF AMERICADisability135December$3,199
AMERICAN UNITED LIFE INSURANCE COMPANY4December$425
LIFE INSURANCE COMPANY OF NORTH AMERICADisability73December$249
LIFE INSURANCE COMPANY OF NORTH AMERICA7December$96
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDisability1December$36
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDisability2December$34
UNITED HEALTHCARE INSURANCE COMPANY44December$0
UNITED HEALTHCARE INSURANCE COMPANY53December$0
FIDELITY SECURITY LIFE INSURANCE COMPANYVision6,817December$0
FIDELITY SECURITY LIFE INSURANCE COMPANYVision64December$0
FIDELITY SECURITY LIFE INSURANCE COMPANYVision335December$0
FIDELITY SECURITY LIFE INSURANCE COMPANYVision18December$0
FIDELITY SECURITY LIFE INSURANCE COMPANYVision42,208December$0
FIDELITY SECURITY LIFE INSURANCE COMPANYVision6December$0
FIDELITY SECURITY LIFE INSURANCE COMPANYVision33,736December$0
FIDELITY SECURITY LIFE INSURANCE COMPANYVision5December$0
LINCOLN NATIONAL LIFE INSURANCE COMPANY1,701December$0
FIDELITY SECURITY LIFE INSURANCE COMPANYVision10,222December$0
METROPOLITAN LIFE INSURANCE COMPANYLife4,509March$0
LIFE INSURANCE COMPANY OF NORTH AMERICA62,720April$0
CIGNA HEALTH AND LIFE INSURANCE COMPANYDental7,848December$0
FIDELITY SECURITY LIFE INSURANCE COMPANYVision150December$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 RUTH LARKIN.

What insurance carrier does THE CLEVELAND CLINIC FOUNDATION use?

THE CLEVELAND CLINIC FOUNDATION's benefit plan is written through TRUSTMARK INSURANCE COMPANY, among 41 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.