Case Western Reserve University Employees Retirement Plan B
Sponsored by Case Western Reserve University · EIN 341018992 · Plan #003
- Total assets
- $275M
- Net assets
- $275M
- Active participants
- 629
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Actuarial | $59,343 |
| Tiaa | Claims processing, Participant communication | $56,388 |
| Maloney & Novotny Llc | Accounting | $27,680 |
| Tiaa Cref Trust Company Fsb | Trustee (directed) | $15,000 |