2023 Form 5500 filing — Columbia University Voluntary Retirement Savings Plan
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 20240731084543NAL0014152211001) for Columbia University Voluntary Retirement Savings Plan, reported by Trustees Of Columbia University under EIN 13-5598093 and plan number 009. It reports 36,768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731084543NAL0014152211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Columbia University
- EIN
- 13-5598093
- Plan number
- 009
- Location
- New York, NY
- Participants
- 36,768
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,038,037,867
- Total liabilities (EOY)
- $177,272
- Net assets (EOY)
- $3,037,860,595
- Participant contributions
- $155,664,518
- Total income / additions
- $666,656,881
- Benefits paid
- $114,310,383
- Administrative expenses
- $769,989
- Total expenses
- $115,080,372
- Net increase / (decrease)
- $551,576,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc | TRUSTEE | $539,835 | not reported in the loaded dataset |
| The Vanguard Group, Inc | TRUSTEE | $519,040 | not reported in the loaded dataset |
| Tiaa | NONE | $480,437 | $0 |
| Seyfarth Shaw | ATTORNEY | $105,327 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $70,930 | not reported in the loaded dataset |
| Aon Hewitt Investment Consulting | CONSULTANT | $64,379 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $61,247 | not reported in the loaded dataset |
| Aon Hewitt Investment Consulting | CONSULTANT | $57,680 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $48,400 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $44,140 | not reported in the loaded dataset |
| Martin Education Enterprises | NONE | $37,597 | not reported in the loaded dataset |
| Curcio Webb | CONSULTANT | $18,750 | not reported in the loaded dataset |
| Martin Education Enterprises | NONE | $15,629 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKER | $0 | $624 |