2023 Form 5500 filing — Retirement Plan For Officers Of Columbia University
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731084409NAL0014150307001) for Retirement Plan For Officers Of Columbia University, reported by Trustees Of Columbia University under EIN 13-5598093 and plan number 001. It reports 31,807 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731084409NAL0014150307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Columbia University
- EIN
- 13-5598093
- Plan number
- 001
- Location
- New York, NY
- Participants
- 31,807
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,026,291,682
- Total liabilities (EOY)
- $52,733
- Net assets (EOY)
- $5,026,238,949
- Employer contributions
- $198,858,495
- Participant contributions
- $1,798,117
- Total income / additions
- $890,470,692
- Benefits paid
- $215,000,840
- Administrative expenses
- $1,045,228
- Total expenses
- $216,046,068
- Net increase / (decrease)
- $674,424,624
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc | TRUSTEE | $513,021 | not reported in the loaded dataset |
| Seyfarth Shaw | ATTORNEY | $112,035 | not reported in the loaded dataset |
| Aon Hewitt Investment Consulting | CONSULTANT | $69,484 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $50,670 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $48,400 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | BROKER | $0 | $200 |