2023 Form 5500 filing — Retirement Plan For Building And Maintenance Employees Of Columbia University Properties

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 20250402132231NAL0017303186001) for Retirement Plan For Building And Maintenance Employees Of Columbia University Properties, reported by Trustees Of Columbia University C/O Benefits Department under EIN 13-5598093 and plan number 007. It reports 560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$43.1MReported net assets$43,117,333
Participants560
Provider compensation$193.4K4 Schedule C row(s)$193,441
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250402132231NAL0017303186001
Plan sponsor
Trustees Of Columbia University C/O Benefits Department
EIN
13-5598093
Plan number
007
Location
New York, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$43.3M total assets
Net assets$43.1MLiabilities$209.7K
Money in vs. money out
Total income / additions$2.2M
Total expenses$2.5M
Benefits paid / distributions$2.2M
Contributions
Employer$979.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$43,326,985
Total liabilities (EOY)
$209,652
Net assets (EOY)
$43,117,333
Employer contributions
$979,739
Total income / additions
$2,170,636
Benefits paid
$2,207,156
Administrative expenses
$247,762
Total expenses
$2,454,918
Net increase / (decrease)
-$284,282

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
State Street Global AdvisorsTRUSTEE$98,581$0
Pricewaterhousecoopers LlpNONE$43,950not reported in the loaded dataset
Willis Towers Watson Us LLCNONE$41,900not reported in the loaded dataset
Cbiz Inc.NONE$9,010not reported in the loaded dataset

Related Form 5500 pages