Columbia University Retirement Plan - Local 241, Transport Workers Union Of America — Form 5500 plan (Trustees Of Columbia University C/O Benefits Department)
Plain-English plan 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, Columbia University Retirement Plan - Local 241, Transport Workers Union Of America is a benefit plan reported by Trustees Of Columbia University C/O Benefits Department under EIN 13-5598093 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,660 participants and $165,975,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Columbia University C/O Benefits Department
- EIN
- 13-5598093
- Plan number
- 005
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,660
- End-of-year plan assets
- $165,975,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,660 | H, C | 20250402132108NAL0004927811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,975,820
- Total liabilities (EOY)
- $653,102
- Net assets (EOY)
- $165,322,718
- Net assets (BOY)
- $160,498,041
Income & contributions
- Employer contributions
- $5,064,942
- Total contributions
- $5,064,942
- Total income / additions
- $12,707,294
Expenses & distributions
- Benefits paid
- $7,399,878
- Administrative expenses
- $482,739
- Total expenses
- $7,882,617
- Net increase / (decrease)
- $4,824,677
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| State Street Global Advisors | TRUSTEE | $224,617 | $0 | 2023 |
| Pricewaterhousecoopers Llp | NONE | $43,950 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $41,900 | not reported in the loaded dataset | 2023 |
| Cbiz Inc. | NONE | $9,010 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Columbia University C/O Benefits Department
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- State Street Global Advisors — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Cbiz Inc. — Schedule C compensation