?>
Logo

RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 401k Plan overview

Plan NameRETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY
Plan identification number 002

RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT
Employer identification number (EIN):135598093
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01DANIEL DRISCOLL
0022016-07-01DANIEL DRISCOLL
0022016-07-01
0022015-07-01DANIEL DRISCOLL
0022014-07-01DIANNE L. KENNEY
0022013-07-01DIANNE L. KENNEY
0022012-07-01WILLIAM L INNES
0022011-07-01LOUIS BELLARDINE
0022009-07-01JEFFREY SCOTT
0022008-07-01LUCINDA DURNING

Plan Statistics for RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY

401k plan membership statisitcs for RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY

Measure Date Value
2022: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2022 401k membership
Market value of plan assets2022-06-229,700,643
Acturial value of plan assets2022-06-229,700,643
Funding target for retired participants and beneficiaries receiving payment2022-06-224,765,448
Number of terminated vested participants2022-06-2238
Fundng target for terminated vested participants2022-06-221,365,636
Active participant vested funding target2022-06-227,364
Number of active participants2022-06-223
Total funding liabilities for active participants2022-06-227,364
Total participant count2022-06-22461
Total funding target for all participants2022-06-226,138,448
Balance at beginning of prior year after applicable adjustments2022-06-223,469,681
Prefunding balance at beginning of prior year after applicable adjustments2022-06-220
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-220
Prefunding balanced used to offset prior years funding requirement2022-06-220
Amount remaining of carryover balance2022-06-223,469,681
Amount remaining of prefunding balance2022-06-220
Present value of excess contributions2022-06-220
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-220
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-220
Reductions in caryover balances due to elections or deemed elections2022-06-220
Reductions in prefunding balances due to elections or deemed elections2022-06-220
Balance of carryovers at beginning of current year2022-06-223,502,296
Balance of prefunding at beginning of current year2022-06-220
Total employer contributions2022-06-220
Total employee contributions2022-06-220
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-220
Contributions made to avoid restrictions adjusted to valuation date2022-06-220
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-220
Unpaid minimum required contributions for all prior years2022-06-220
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-220
Remaining amount of unpaid minimum required contributions2022-06-220
Minimum required contributions for current year target normal cost2022-06-22127,700
Net shortfall amortization installment of oustanding balance2022-06-220
Waiver amortization installment2022-06-220
Total funding amount beforereflecting carryover/prefunding balances2022-06-2267,801
Carryover balance elected to use to offset funding requirement2022-06-2267,801
Prefunding balance elected to use to offset funding requirement2022-06-220
Additional cash requirement2022-06-220
Contributions allocatedtoward minimum required contributions for current year2022-06-220
Unpaid minimum required contributions for current year2022-06-220
Unpaid minimum required contributions for all years2022-06-220
2021: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2021 401k membership
Total participants, beginning-of-year2021-07-015,464
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3010,826,080
Acturial value of plan assets2021-06-3010,826,080
Funding target for retired participants and beneficiaries receiving payment2021-06-305,025,009
Number of terminated vested participants2021-06-3071
Fundng target for terminated vested participants2021-06-302,156,016
Active participant vested funding target2021-06-308,548
Number of active participants2021-06-303
Total funding liabilities for active participants2021-06-308,548
Total participant count2021-06-30528
Total funding target for all participants2021-06-307,189,573
Balance at beginning of prior year after applicable adjustments2021-06-303,237,848
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-3024,585
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-303,213,263
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-303,469,681
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30111,400
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2020 401k membership
Total participants, beginning-of-year2020-07-015,454
Total number of active participants reported on line 7a of the Form 55002020-07-011,237
Number of retired or separated participants receiving benefits2020-07-01344
Number of other retired or separated participants entitled to future benefits2020-07-013,685
Total of all active and inactive participants2020-07-015,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-01198
Total participants2020-07-015,464
Number of participants with account balances2020-07-014,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-01343
Market value of plan assets2020-06-3010,693,830
Acturial value of plan assets2020-06-3010,693,830
Funding target for retired participants and beneficiaries receiving payment2020-06-305,272,653
Number of terminated vested participants2020-06-3081
Fundng target for terminated vested participants2020-06-302,119,166
Active participant vested funding target2020-06-308,748
Number of active participants2020-06-303
Total funding liabilities for active participants2020-06-308,748
Total participant count2020-06-30556
Total funding target for all participants2020-06-307,400,567
Balance at beginning of prior year after applicable adjustments2020-06-303,061,432
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-3052,000
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-303,009,432
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-303,237,848
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3080,000
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3024,585
Carryover balance elected to use to offset funding requirement2020-06-3024,585
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2019 401k membership
Total participants, beginning-of-year2019-07-015,491
Total number of active participants reported on line 7a of the Form 55002019-07-011,317
Number of retired or separated participants receiving benefits2019-07-01381
Number of other retired or separated participants entitled to future benefits2019-07-013,643
Total of all active and inactive participants2019-07-015,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-01113
Total participants2019-07-015,454
Number of participants with account balances2019-07-014,725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-01477
Market value of plan assets2019-06-307,404,090
Acturial value of plan assets2019-06-307,404,090
Funding target for retired participants and beneficiaries receiving payment2019-06-304,158,419
Number of terminated vested participants2019-06-3028
Fundng target for terminated vested participants2019-06-3062,071
Active participant vested funding target2019-06-309,157
Number of active participants2019-06-304
Total funding liabilities for active participants2019-06-309,157
Total participant count2019-06-30504
Total funding target for all participants2019-06-304,229,647
Balance at beginning of prior year after applicable adjustments2019-06-303,032,622
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-303,032,622
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-303,061,432
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3015,000
Net shortfall amortization installment of oustanding balance2019-06-30401,247
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3049,469
Carryover balance elected to use to offset funding requirement2019-06-3052,000
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2018 401k membership
Total participants, beginning-of-year2018-07-015,300
Total number of active participants reported on line 7a of the Form 55002018-07-011,321
Number of retired or separated participants receiving benefits2018-07-01399
Number of other retired or separated participants entitled to future benefits2018-07-013,654
Total of all active and inactive participants2018-07-015,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-01117
Total participants2018-07-015,491
Number of participants with account balances2018-07-014,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-01358
Market value of plan assets2018-06-307,945,248
Acturial value of plan assets2018-06-307,945,248
Funding target for retired participants and beneficiaries receiving payment2018-06-304,144,155
Number of terminated vested participants2018-06-3031
Fundng target for terminated vested participants2018-06-3053,117
Active participant vested funding target2018-06-30132,068
Number of active participants2018-06-308
Total funding liabilities for active participants2018-06-30132,068
Total participant count2018-06-30531
Total funding target for all participants2018-06-304,329,340
Balance at beginning of prior year after applicable adjustments2018-06-302,938,018
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-302,938,018
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-303,032,622
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2017 401k membership
Total participants, beginning-of-year2017-07-015,238
Total number of active participants reported on line 7a of the Form 55002017-07-011,205
Number of retired or separated participants receiving benefits2017-07-01389
Number of other retired or separated participants entitled to future benefits2017-07-013,585
Total of all active and inactive participants2017-07-015,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-01121
Total participants2017-07-015,300
Number of participants with account balances2017-07-014,620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-01464
Market value of plan assets2017-06-308,391,585
Acturial value of plan assets2017-06-308,391,585
Funding target for retired participants and beneficiaries receiving payment2017-06-304,439,376
Number of terminated vested participants2017-06-30182
Fundng target for terminated vested participants2017-06-301,261,355
Active participant vested funding target2017-06-30142,797
Number of active participants2017-06-3011
Total funding liabilities for active participants2017-06-30142,797
Total participant count2017-06-30708
Total funding target for all participants2017-06-305,843,528
Balance at beginning of prior year after applicable adjustments2017-06-302,752,757
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-302,752,757
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-302,938,018
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2016 401k membership
Total participants, beginning-of-year2016-07-015,407
Total number of active participants reported on line 7a of the Form 55002016-07-011,217
Number of retired or separated participants receiving benefits2016-07-01415
Number of other retired or separated participants entitled to future benefits2016-07-013,505
Total of all active and inactive participants2016-07-015,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-01101
Total participants2016-07-015,238
Number of participants with account balances2016-07-014,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-01127
2015: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2015 401k membership
Total participants, beginning-of-year2015-07-015,398
Total number of active participants reported on line 7a of the Form 55002015-07-011,197
Number of retired or separated participants receiving benefits2015-07-01439
Number of other retired or separated participants entitled to future benefits2015-07-013,667
Total of all active and inactive participants2015-07-015,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-01104
Total participants2015-07-015,407
Number of participants with account balances2015-07-014,457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-01129
2014: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2014 401k membership
Total participants, beginning-of-year2014-07-015,448
Total number of active participants reported on line 7a of the Form 55002014-07-011,187
Number of retired or separated participants receiving benefits2014-07-01448
Number of other retired or separated participants entitled to future benefits2014-07-013,657
Total of all active and inactive participants2014-07-015,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-01106
Total participants2014-07-015,398
Number of participants with account balances2014-07-014,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-01148
2013: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2013 401k membership
Total participants, beginning-of-year2013-07-015,442
Total number of active participants reported on line 7a of the Form 55002013-07-011,250
Number of retired or separated participants receiving benefits2013-07-01466
Number of other retired or separated participants entitled to future benefits2013-07-013,608
Total of all active and inactive participants2013-07-015,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-01124
Total participants2013-07-015,448
Number of participants with account balances2013-07-015,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-01101
2012: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2012 401k membership
Total participants, beginning-of-year2012-07-015,412
Total number of active participants reported on line 7a of the Form 55002012-07-011,461
Number of retired or separated participants receiving benefits2012-07-01545
Number of other retired or separated participants entitled to future benefits2012-07-013,314
Total of all active and inactive participants2012-07-015,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-01122
Total participants2012-07-015,442
Number of participants with account balances2012-07-014,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-01107
2011: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2011 401k membership
Total participants, beginning-of-year2011-07-015,306
Total number of active participants reported on line 7a of the Form 55002011-07-011,792
Number of retired or separated participants receiving benefits2011-07-01517
Number of other retired or separated participants entitled to future benefits2011-07-012,989
Total of all active and inactive participants2011-07-015,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-01114
Total participants2011-07-015,412
Number of participants with account balances2011-07-014,309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-01195
2009: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2009 401k membership
Total participants, beginning-of-year2009-07-015,549
Total number of active participants reported on line 7a of the Form 55002009-07-014,164
Number of retired or separated participants receiving benefits2009-07-01702
Number of other retired or separated participants entitled to future benefits2009-07-01290
Total of all active and inactive participants2009-07-015,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-01104
Total participants2009-07-015,260
Number of participants with account balances2009-07-014,180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0151
2008: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2008 401k membership
Total participants, beginning-of-year2008-07-012,352
Total number of active participants reported on line 7a of the Form 55002008-07-011,924
Number of retired or separated participants receiving benefits2008-07-01731
Number of other retired or separated participants entitled to future benefits2008-07-012,714
Total of all active and inactive participants2008-07-015,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-01101
Total participants2008-07-015,470
Number of participants with account balances2008-07-014,360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-01457

Financial Data on RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY

Measure Date Value
2022 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-22$2,929,137
Total unrealized appreciation/depreciation of assets2022-06-22$2,929,137
Total transfer of assets from this plan2022-06-22$171,971,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-22$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-22$51,196
Total income from all sources (including contributions)2022-06-22$7,368,137
Total loss/gain on sale of assets2022-06-22$0
Total of all expenses incurred2022-06-22$15,121,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-22$14,613,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-22$1,399,753
Value of total assets at end of year2022-06-22$0
Value of total assets at beginning of year2022-06-22$179,776,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-22$508,617
Total interest from all sources2022-06-22$31,578
Total dividends received (eg from common stock, registered investment company shares)2022-06-22$2,667,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-22Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-22$0
Total dividends received from registered investment company shares (eg mutual funds)2022-06-22$2,667,320
Administrative expenses professional fees incurred2022-06-22$89,543
Was this plan covered by a fidelity bond2022-06-22Yes
Value of fidelity bond cover2022-06-22$25,000,000
If this is an individual account plan, was there a blackout period2022-06-22No
Were there any nonexempt tranactions with any party-in-interest2022-06-22No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-22$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-22$51,196
Other income not declared elsewhere2022-06-22$56,493
Administrative expenses (other) incurred2022-06-22$323,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-22No
Value of net income/loss2022-06-22$-7,753,526
Value of net assets at end of year (total assets less liabilities)2022-06-22$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-22$179,724,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-22No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-22No
Were any leases to which the plan was party in default or uncollectible2022-06-22No
Investment advisory and management fees2022-06-22$95,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-22$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-22$51,767,794
Value of interest in pooled separate accounts at end of year2022-06-22$0
Value of interest in pooled separate accounts at beginning of year2022-06-22$2,788,798
Interest earned on other investments2022-06-22$31,578
Value of interest in common/collective trusts at end of year2022-06-22$0
Value of interest in common/collective trusts at beginning of year2022-06-22$7,744,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-22$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-22$117,475,054
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-22$7,986,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-22$432,270
Net investment gain/loss from pooled separate accounts2022-06-22$299,632
Net investment gain or loss from common/collective trusts2022-06-22$-448,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-22No
Was there a failure to transmit to the plan any participant contributions2022-06-22No
Has the plan failed to provide any benefit when due under the plan2022-06-22No
Contributions received in cash from employer2022-06-22$1,399,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-22$6,626,449
Did the plan have assets held for investment2022-06-22No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-22No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-22Yes
Opinion of an independent qualified public accountant for this plan2022-06-22Disclaimer
Accountancy firm name2022-06-22PRICEWATERHOUSECOOPERS
Accountancy firm EIN2022-06-22134008324
2021 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$17,217,109
Total unrealized appreciation/depreciation of assets2021-06-30$17,217,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$51,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$121,603
Total income from all sources (including contributions)2021-06-30$33,942,238
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$8,740,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$8,478,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,648,981
Value of total assets at end of year2021-06-30$179,776,066
Value of total assets at beginning of year2021-06-30$154,644,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$261,078
Total interest from all sources2021-06-30$2,052,960
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,374,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,374,863
Administrative expenses professional fees incurred2021-06-30$85,079
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$25,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$51,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$121,603
Other income not declared elsewhere2021-06-30$92,789
Administrative expenses (other) incurred2021-06-30$86,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$25,202,179
Value of net assets at end of year (total assets less liabilities)2021-06-30$179,724,870
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$154,522,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$89,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$51,767,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$40,411,516
Value of interest in pooled separate accounts at end of year2021-06-30$2,788,798
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,709,291
Interest earned on other investments2021-06-30$2,052,960
Value of interest in common/collective trusts at end of year2021-06-30$7,744,420
Value of interest in common/collective trusts at beginning of year2021-06-30$8,834,804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$117,475,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$102,688,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$9,165,194
Net investment gain/loss from pooled separate accounts2021-06-30$171,991
Net investment gain or loss from common/collective trusts2021-06-30$218,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$3,648,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$8,478,981
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2021-06-30134008324
2020 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$2,124,705
Total unrealized appreciation/depreciation of assets2020-06-30$2,124,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$121,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$57,126
Total income from all sources (including contributions)2020-06-30$10,785,444
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$8,623,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$8,276,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,617,149
Value of total assets at end of year2020-06-30$154,644,294
Value of total assets at beginning of year2020-06-30$152,417,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$346,511
Total interest from all sources2020-06-30$2,118,495
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,702,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,702,828
Administrative expenses professional fees incurred2020-06-30$113,010
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$25,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$121,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$57,126
Other income not declared elsewhere2020-06-30$73,888
Administrative expenses (other) incurred2020-06-30$101,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,162,236
Value of net assets at end of year (total assets less liabilities)2020-06-30$154,522,691
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$152,360,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$131,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$40,411,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$37,953,150
Value of interest in pooled separate accounts at end of year2020-06-30$2,709,291
Value of interest in pooled separate accounts at beginning of year2020-06-30$3,005,737
Interest earned on other investments2020-06-30$2,118,495
Value of interest in common/collective trusts at end of year2020-06-30$8,834,804
Value of interest in common/collective trusts at beginning of year2020-06-30$8,632,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$102,688,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$102,826,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$565,338
Net investment gain/loss from pooled separate accounts2020-06-30$30,382
Net investment gain or loss from common/collective trusts2020-06-30$552,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$3,617,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$8,276,697
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2020-06-30134008324
2019 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$2,528,670
Total unrealized appreciation/depreciation of assets2019-06-30$2,528,670
Total transfer of assets to this plan2019-06-30$3,134,671
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$57,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$67,596
Total income from all sources (including contributions)2019-06-30$10,992,637
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$8,654,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$8,392,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,983,651
Value of total assets at end of year2019-06-30$152,417,581
Value of total assets at beginning of year2019-06-30$146,955,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$262,500
Total interest from all sources2019-06-30$2,194,911
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,576,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,576,824
Administrative expenses professional fees incurred2019-06-30$184,599
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$25,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$57,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$67,596
Other income not declared elsewhere2019-06-30$69,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,337,694
Value of net assets at end of year (total assets less liabilities)2019-06-30$152,360,455
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$146,888,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$77,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$37,953,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$35,595,513
Value of interest in pooled separate accounts at end of year2019-06-30$3,005,737
Value of interest in pooled separate accounts at beginning of year2019-06-30$3,151,313
Interest earned on other investments2019-06-30$2,194,911
Value of interest in common/collective trusts at end of year2019-06-30$8,632,643
Value of interest in common/collective trusts at beginning of year2019-06-30$7,404,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$102,826,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$100,804,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$674,445
Net investment gain/loss from pooled separate accounts2019-06-30$157,322
Net investment gain or loss from common/collective trusts2019-06-30$807,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,983,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$8,392,443
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2019-06-30134008324
2018 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$5,293,374
Total unrealized appreciation/depreciation of assets2018-06-30$5,293,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$67,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$58,343
Total income from all sources (including contributions)2018-06-30$13,541,883
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$9,006,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$8,958,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,015,763
Value of total assets at end of year2018-06-30$146,955,686
Value of total assets at beginning of year2018-06-30$142,411,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$47,659
Total interest from all sources2018-06-30$2,177,022
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,435,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,435,482
Administrative expenses professional fees incurred2018-06-30$24,819
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$25,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$19,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$67,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$58,343
Other income not declared elsewhere2018-06-30$32,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,535,312
Value of net assets at end of year (total assets less liabilities)2018-06-30$146,888,090
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$142,352,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$22,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$35,595,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$33,703,987
Value of interest in pooled separate accounts at end of year2018-06-30$3,151,313
Value of interest in pooled separate accounts at beginning of year2018-06-30$3,135,570
Interest earned on other investments2018-06-30$2,177,022
Value of interest in common/collective trusts at end of year2018-06-30$7,404,090
Value of interest in common/collective trusts at beginning of year2018-06-30$7,945,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$100,804,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$97,607,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,343,823
Net investment gain/loss from pooled separate accounts2018-06-30$153,436
Net investment gain or loss from common/collective trusts2018-06-30$90,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$3,015,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$8,958,912
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2018-06-30134008324
2017 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$6,613,559
Total unrealized appreciation/depreciation of assets2017-06-30$6,613,559
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$58,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$67,585
Total income from all sources (including contributions)2017-06-30$15,997,912
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$7,718,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$7,680,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$3,262,672
Value of total assets at end of year2017-06-30$142,411,121
Value of total assets at beginning of year2017-06-30$134,140,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$37,547
Total interest from all sources2017-06-30$2,297,493
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$850,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$850,483
Administrative expenses professional fees incurred2017-06-30$13,871
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$25,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$19,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$23,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$58,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$67,585
Other income not declared elsewhere2017-06-30$43,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$8,279,702
Value of net assets at end of year (total assets less liabilities)2017-06-30$142,352,778
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$134,073,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$23,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$33,703,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$29,033,633
Value of interest in pooled separate accounts at end of year2017-06-30$3,135,570
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,753,960
Interest earned on other investments2017-06-30$2,297,493
Value of interest in common/collective trusts at end of year2017-06-30$7,945,247
Value of interest in common/collective trusts at beginning of year2017-06-30$8,391,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$97,607,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$93,937,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,530,080
Net investment gain/loss from pooled separate accounts2017-06-30$117,078
Net investment gain or loss from common/collective trusts2017-06-30$282,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$3,262,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$7,680,663
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2017-06-30134008324
2016 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-851,232
Total unrealized appreciation/depreciation of assets2016-06-30$-851,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$67,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$119,860
Total income from all sources (including contributions)2016-06-30$5,424,977
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$11,129,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$11,063,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$3,114,443
Value of total assets at end of year2016-06-30$134,140,661
Value of total assets at beginning of year2016-06-30$139,897,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$65,480
Total interest from all sources2016-06-30$2,285,064
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,118,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,118,209
Administrative expenses professional fees incurred2016-06-30$41,084
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$25,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$23,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$48,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$67,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$119,860
Other income not declared elsewhere2016-06-30$60,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-5,704,499
Value of net assets at end of year (total assets less liabilities)2016-06-30$134,073,076
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$139,777,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$24,396
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$29,033,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$29,408,025
Value of interest in pooled separate accounts at end of year2016-06-30$2,753,960
Value of interest in pooled separate accounts at beginning of year2016-06-30$2,743,237
Interest earned on other investments2016-06-30$2,285,064
Value of interest in common/collective trusts at end of year2016-06-30$8,391,585
Value of interest in common/collective trusts at beginning of year2016-06-30$8,696,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$93,937,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$99,001,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,064,674
Net investment gain/loss from pooled separate accounts2016-06-30$181,591
Net investment gain or loss from common/collective trusts2016-06-30$581,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$3,114,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$11,063,996
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2016-06-30134008324
2015 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$1,846,210
Total unrealized appreciation/depreciation of assets2015-06-30$1,846,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$119,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$61,124
Total income from all sources (including contributions)2015-06-30$8,459,152
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$5,647,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$5,581,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,938,293
Value of total assets at end of year2015-06-30$139,897,435
Value of total assets at beginning of year2015-06-30$137,027,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$66,298
Total interest from all sources2015-06-30$2,285,362
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$843,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$843,746
Administrative expenses professional fees incurred2015-06-30$39,993
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$25,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$48,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$42,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$119,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$61,124
Other income not declared elsewhere2015-06-30$118,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$2,811,460
Value of net assets at end of year (total assets less liabilities)2015-06-30$139,777,575
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$136,966,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$26,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$29,408,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$27,806,295
Value of interest in pooled separate accounts at end of year2015-06-30$2,743,237
Value of interest in pooled separate accounts at beginning of year2015-06-30$2,254,838
Interest earned on other investments2015-06-30$2,285,362
Value of interest in common/collective trusts at end of year2015-06-30$8,696,280
Value of interest in common/collective trusts at beginning of year2015-06-30$9,287,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$99,001,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$97,635,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$15,306
Net investment gain/loss from pooled separate accounts2015-06-30$254,935
Net investment gain or loss from common/collective trusts2015-06-30$157,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,938,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$5,581,394
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2015-06-30134008324
2014 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$7,979,923
Total unrealized appreciation/depreciation of assets2014-06-30$7,979,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$61,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$124,077
Total income from all sources (including contributions)2014-06-30$17,803,757
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$8,080,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$8,015,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,181,911
Value of total assets at end of year2014-06-30$137,027,239
Value of total assets at beginning of year2014-06-30$127,367,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$65,365
Total interest from all sources2014-06-30$2,259,154
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$703,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$703,995
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$25,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$42,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$37,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$61,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$124,077
Other income not declared elsewhere2014-06-30$83,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$9,722,987
Value of net assets at end of year (total assets less liabilities)2014-06-30$136,966,115
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$127,243,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$65,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$27,806,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$23,297,711
Value of interest in pooled separate accounts at end of year2014-06-30$2,254,838
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,127,895
Interest earned on other investments2014-06-30$2,259,154
Value of interest in common/collective trusts at end of year2014-06-30$9,287,843
Value of interest in common/collective trusts at beginning of year2014-06-30$9,201,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$97,635,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$92,702,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,506,273
Net investment gain/loss from pooled separate accounts2014-06-30$221,458
Net investment gain or loss from common/collective trusts2014-06-30$867,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$3,181,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$8,015,405
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2014-06-30134008324
2013 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$5,333,852
Total unrealized appreciation/depreciation of assets2013-06-30$5,333,852
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$124,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$84,351
Total income from all sources (including contributions)2013-06-30$13,425,563
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$5,785,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$5,758,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,552,085
Value of total assets at end of year2013-06-30$127,367,205
Value of total assets at beginning of year2013-06-30$119,687,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$27,718
Total interest from all sources2013-06-30$2,145,552
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$360,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$360,369
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$25,000,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$366,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$37,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$85,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$124,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$84,351
Other income not declared elsewhere2013-06-30$71,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$7,639,710
Value of net assets at end of year (total assets less liabilities)2013-06-30$127,243,128
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$119,603,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$27,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$23,297,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$20,326,497
Value of interest in pooled separate accounts at end of year2013-06-30$2,127,895
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,881,259
Interest earned on other investments2013-06-30$2,145,552
Value of interest in common/collective trusts at end of year2013-06-30$9,201,744
Value of interest in common/collective trusts at beginning of year2013-06-30$9,615,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$92,702,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$87,779,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,502,100
Net investment gain/loss from pooled separate accounts2013-06-30$166,396
Net investment gain or loss from common/collective trusts2013-06-30$294,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,185,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$5,758,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PRICEWATERHOUSECOOPER
Accountancy firm EIN2013-06-30134008324
2012 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$1,584,374
Total unrealized appreciation/depreciation of assets2012-06-30$1,584,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$84,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$5,815
Total income from all sources (including contributions)2012-06-30$6,350,162
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$5,728,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$5,698,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,216,975
Value of total assets at end of year2012-06-30$119,687,769
Value of total assets at beginning of year2012-06-30$118,987,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$30,157
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$338,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$338,290
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$25,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$106,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$85,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$84,351
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$5,815
Other income not declared elsewhere2012-06-30$85,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$621,819
Value of net assets at end of year (total assets less liabilities)2012-06-30$119,603,418
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$118,981,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$30,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$20,326,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$19,450,286
Value of interest in pooled separate accounts at end of year2012-06-30$1,881,259
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,660,329
Value of interest in common/collective trusts at end of year2012-06-30$9,615,037
Value of interest in common/collective trusts at beginning of year2012-06-30$9,291,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$87,779,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$88,584,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-101,327
Net investment gain/loss from pooled separate accounts2012-06-30$183,610
Net investment gain or loss from common/collective trusts2012-06-30$1,042,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,110,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$5,698,186
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2012-06-30134008324
2011 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$5,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$93,338
Total income from all sources (including contributions)2011-06-30$17,612,168
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$4,687,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$4,661,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,123,498
Value of total assets at end of year2011-06-30$118,987,414
Value of total assets at beginning of year2011-06-30$106,150,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$26,035
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$2,162,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$2,162,531
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$25,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$5,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$93,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$12,924,551
Value of net assets at end of year (total assets less liabilities)2011-06-30$118,981,599
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$106,057,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$26,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$19,450,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$16,295,869
Value of interest in pooled separate accounts at end of year2011-06-30$1,660,329
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,309,225
Value of interest in common/collective trusts at end of year2011-06-30$9,291,945
Value of interest in common/collective trusts at beginning of year2011-06-30$9,367,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$88,584,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$79,177,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$11,180,149
Net investment gain/loss from pooled separate accounts2011-06-30$276,077
Net investment gain or loss from common/collective trusts2011-06-30$869,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$3,123,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,661,582
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2011-06-30134008324
2010 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
2009 : RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-06-30$0

Form 5500 Responses for RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY

2021: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: RETIREMENT PLAN FOR SUPPORTING STAFF OF COLUMBIA UNIVERSITY 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planYes
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE CAMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number2-21837
Policy instance 3
Insurance contract or identification number2-21837
Number of Individuals Covered405
Insurance policy start date2021-07-01
Insurance policy end date2022-06-22
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractSINGLE PREMIUM GROUP ANNUITY CONTRACT WITH BOTH IMMEDIATE AND DEFERRED LIVES
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number013887
Policy instance 2
Insurance contract or identification number013887
Number of Individuals Covered27
Insurance policy start date2021-07-01
Insurance policy end date2022-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractSINGLE PREMIUM GROUP ANNUITY CONTRACT WITH BOTH IMMEDIATE AND DEFERRED LIVES
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100432
Policy instance 1
Insurance contract or identification number100432
Number of Individuals Covered1872
Insurance policy start date2021-07-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number013887
Policy instance 2
Insurance contract or identification number013887
Number of Individuals Covered33
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100432
Policy instance 1
Insurance contract or identification number100432
Number of Individuals Covered1908
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number013887
Policy instance 2
Insurance contract or identification number013887
Number of Individuals Covered35
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100432
Policy instance 1
Insurance contract or identification number100432
Number of Individuals Covered1956
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number013887
Policy instance 2
Insurance contract or identification number013887
Number of Individuals Covered31
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100432
Policy instance 1
Insurance contract or identification number100432
Number of Individuals Covered1998
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100432
Policy instance 1
Insurance contract or identification number100432
Number of Individuals Covered2065
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3