Columbia University Retiree Medical And Life Insurance Benefits Plan — 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 Retiree Medical And Life Insurance Benefits Plan is a benefit plan reported by Trustees Of Columbia University C/O Benefits Department under EIN 13-5598093 and plan number 517. The latest loaded filing year is 2023. The filing reports 21,067 participants and $241,353,087 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
- 517
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 21,067
- End-of-year plan assets
- $241,353,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,067 | H, C | 20250402132345NAL0005358691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $241,353,087
- Total liabilities (EOY)
- $407,592
- Net assets (EOY)
- $240,945,495
- Net assets (BOY)
- $227,157,130
Income & contributions
- Participant contributions
- $1,300,738
- Total contributions
- $1,300,738
- Total income / additions
- $20,276,339
Expenses & distributions
- Benefits paid
- $5,055,359
- Administrative expenses
- $1,432,615
- Total expenses
- $6,487,974
- Net increase / (decrease)
- $13,788,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross And Blue Shield | NONE | $530,430 | $24,440 | 2023 |
| State Street Global Advisors | TRUSTEE | $553,275 | $0 | 2023 |
| Optum Rx, Inc. | NONE | $5,801 | $229,844 | 2023 |
| Unitedhealthcare Services, LLC | NONE | $172,909 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $74,700 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $72,500 | not reported in the loaded dataset | 2023 |
| Ebpa LLC | NONE | $13,579 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $6,351 | 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
- Anthem Blue Cross And Blue Shield — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Optum Rx, Inc. — Schedule C compensation
- Unitedhealthcare Services, LLC — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Ebpa LLC — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation