TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA
401k plan membership statisitcs for COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA
| Measure | Date | Value |
|---|
| 2023: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2023 401k membership |
|---|
| Market value of plan assets | 2023-06-30 | 162,717,078 |
| Acturial value of plan assets | 2023-06-30 | 178,988,786 |
| Funding target for retired participants and beneficiaries receiving payment | 2023-06-30 | 63,876,509 |
| Number of terminated vested participants | 2023-06-30 | 187 |
| Fundng target for terminated vested participants | 2023-06-30 | 11,995,696 |
| Active participant vested funding target | 2023-06-30 | 64,321,497 |
| Number of active participants | 2023-06-30 | 913 |
| Total funding liabilities for active participants | 2023-06-30 | 67,895,650 |
| Total participant count | 2023-06-30 | 1,598 |
| Total funding target for all participants | 2023-06-30 | 143,767,855 |
| Balance at beginning of prior year after applicable adjustments | 2023-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2023-06-30 | 51,273,744 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2023-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2023-06-30 | 5,069,772 |
| Amount remaining of carryover balance | 2023-06-30 | 0 |
| Amount remaining of prefunding balance | 2023-06-30 | 46,203,972 |
| Present value of excess contributions | 2023-06-30 | 7,864,380 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-06-30 | 7,129,872 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-06-30 | 7,129,872 |
| Reductions in caryover balances due to elections or deemed elections | 2023-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2023-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2023-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2023-06-30 | 45,188,084 |
| Total employer contributions | 2023-06-30 | 5,064,942 |
| Total employee contributions | 2023-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2023-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2023-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-06-30 | 4,683,919 |
| Liquidity shortfalls end of Q1 | 2023-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2023-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2023-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2023-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2023-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2023-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2023-06-30 | 6,032,207 |
| Net shortfall amortization installment of oustanding balance | 2023-06-30 | 9,967,153 |
| Waiver amortization installment | 2023-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2023-06-30 | 6,958,435 |
| Carryover balance elected to use to offset funding requirement | 2023-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2023-06-30 | 5,633,080 |
| Additional cash requirement | 2023-06-30 | 1,325,355 |
| Contributions allocatedtoward minimum required contributions for current year | 2023-06-30 | 4,683,919 |
| Unpaid minimum required contributions for current year | 2023-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2023-06-30 | 0 |
| 2022: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 1,598 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 945 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 388 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 187 |
| Total of all active and inactive participants | 2022-07-01 | 1,520 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 140 |
| Total participants | 2022-07-01 | 1,660 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 22 |
| Market value of plan assets | 2022-06-30 | 192,521,883 |
| Acturial value of plan assets | 2022-06-30 | 181,342,592 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-06-30 | 56,523,314 |
| Number of terminated vested participants | 2022-06-30 | 175 |
| Fundng target for terminated vested participants | 2022-06-30 | 10,620,589 |
| Active participant vested funding target | 2022-06-30 | 60,073,603 |
| Number of active participants | 2022-06-30 | 874 |
| Total funding liabilities for active participants | 2022-06-30 | 64,136,786 |
| Total participant count | 2022-06-30 | 1,532 |
| Total funding target for all participants | 2022-06-30 | 131,280,689 |
| Balance at beginning of prior year after applicable adjustments | 2022-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-30 | 43,113,667 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-06-30 | 7,423,360 |
| Amount remaining of carryover balance | 2022-06-30 | 0 |
| Amount remaining of prefunding balance | 2022-06-30 | 35,690,307 |
| Present value of excess contributions | 2022-06-30 | 9,297,663 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-30 | 10,465,447 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-30 | 10,465,447 |
| Reductions in caryover balances due to elections or deemed elections | 2022-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2022-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2022-06-30 | 51,273,744 |
| Total employer contributions | 2022-06-30 | 9,137,298 |
| Total employee contributions | 2022-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-30 | 8,427,688 |
| Liquidity shortfalls end of Q1 | 2022-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2022-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2022-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2022-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2022-06-30 | 5,520,086 |
| Net shortfall amortization installment of oustanding balance | 2022-06-30 | 1,211,841 |
| Waiver amortization installment | 2022-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-06-30 | 5,633,080 |
| Carryover balance elected to use to offset funding requirement | 2022-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-06-30 | 5,069,772 |
| Additional cash requirement | 2022-06-30 | 563,308 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-06-30 | 8,427,688 |
| Unpaid minimum required contributions for current year | 2022-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2022-06-30 | 0 |
| 2021: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 1,532 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 913 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 378 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 174 |
| Total of all active and inactive participants | 2021-07-01 | 1,465 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 133 |
| Total participants | 2021-07-01 | 1,598 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 23 |
| Market value of plan assets | 2021-06-30 | 167,163,718 |
| Acturial value of plan assets | 2021-06-30 | 161,308,087 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 53,219,482 |
| Number of terminated vested participants | 2021-06-30 | 212 |
| Fundng target for terminated vested participants | 2021-06-30 | 11,360,144 |
| Active participant vested funding target | 2021-06-30 | 60,054,696 |
| Number of active participants | 2021-06-30 | 913 |
| Total funding liabilities for active participants | 2021-06-30 | 64,928,205 |
| Total participant count | 2021-06-30 | 1,604 |
| Total funding target for all participants | 2021-06-30 | 129,507,831 |
| Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 38,732,178 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 5,962,157 |
| Amount remaining of carryover balance | 2021-06-30 | 0 |
| Amount remaining of prefunding balance | 2021-06-30 | 32,770,021 |
| Present value of excess contributions | 2021-06-30 | 6,707,134 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 7,302,588 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 7,302,588 |
| Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2021-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2021-06-30 | 43,113,667 |
| Total employer contributions | 2021-06-30 | 10,952,558 |
| Total employee contributions | 2021-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 10,122,479 |
| Liquidity shortfalls end of Q1 | 2021-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2021-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2021-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2021-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2021-06-30 | 5,701,754 |
| Net shortfall amortization installment of oustanding balance | 2021-06-30 | 11,313,411 |
| Waiver amortization installment | 2021-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 8,248,176 |
| Carryover balance elected to use to offset funding requirement | 2021-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 7,423,360 |
| Additional cash requirement | 2021-06-30 | 824,816 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 10,122,479 |
| Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
| 2020: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 1,604 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 874 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 365 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 161 |
| Total of all active and inactive participants | 2020-07-01 | 1,400 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 132 |
| Total participants | 2020-07-01 | 1,532 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 26 |
| Market value of plan assets | 2020-06-30 | 149,467,843 |
| Acturial value of plan assets | 2020-06-30 | 145,696,564 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 48,865,445 |
| Number of terminated vested participants | 2020-06-30 | 237 |
| Fundng target for terminated vested participants | 2020-06-30 | 11,570,532 |
| Active participant vested funding target | 2020-06-30 | 54,336,131 |
| Number of active participants | 2020-06-30 | 902 |
| Total funding liabilities for active participants | 2020-06-30 | 59,483,083 |
| Total participant count | 2020-06-30 | 1,605 |
| Total funding target for all participants | 2020-06-30 | 119,919,060 |
| Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 34,489,888 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 5,236,388 |
| Amount remaining of carryover balance | 2020-06-30 | 0 |
| Amount remaining of prefunding balance | 2020-06-30 | 29,253,500 |
| Present value of excess contributions | 2020-06-30 | 5,751,389 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 6,342,703 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 6,342,703 |
| Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2020-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2020-06-30 | 38,732,178 |
| Total employer contributions | 2020-06-30 | 9,394,967 |
| Total employee contributions | 2020-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 8,660,854 |
| Liquidity shortfalls end of Q1 | 2020-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2020-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2020-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2020-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2020-06-30 | 5,423,651 |
| Net shortfall amortization installment of oustanding balance | 2020-06-30 | 12,954,674 |
| Waiver amortization installment | 2020-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 7,915,877 |
| Carryover balance elected to use to offset funding requirement | 2020-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 5,962,157 |
| Additional cash requirement | 2020-06-30 | 1,953,720 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 8,660,854 |
| Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
| 2019: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 1,605 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 913 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 362 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 199 |
| Total of all active and inactive participants | 2019-07-01 | 1,474 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 130 |
| Total participants | 2019-07-01 | 1,604 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 15 |
| Market value of plan assets | 2019-06-30 | 133,319,123 |
| Acturial value of plan assets | 2019-06-30 | 133,851,001 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 44,787,105 |
| Number of terminated vested participants | 2019-06-30 | 231 |
| Fundng target for terminated vested participants | 2019-06-30 | 9,762,895 |
| Active participant vested funding target | 2019-06-30 | 48,340,647 |
| Number of active participants | 2019-06-30 | 865 |
| Total funding liabilities for active participants | 2019-06-30 | 52,898,226 |
| Total participant count | 2019-06-30 | 1,562 |
| Total funding target for all participants | 2019-06-30 | 107,448,226 |
| Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 30,548,715 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 4,085,904 |
| Amount remaining of carryover balance | 2019-06-30 | 0 |
| Amount remaining of prefunding balance | 2019-06-30 | 26,462,811 |
| Present value of excess contributions | 2019-06-30 | 6,642,082 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 6,960,626 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 6,960,626 |
| Reductions in caryover balances due to elections or deemed elections | 2019-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2019-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2019-06-30 | 34,489,888 |
| Total employer contributions | 2019-06-30 | 7,036,375 |
| Total employee contributions | 2019-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 6,477,158 |
| Liquidity shortfalls end of Q1 | 2019-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2019-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2019-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2019-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2019-06-30 | 4,448,915 |
| Net shortfall amortization installment of oustanding balance | 2019-06-30 | 8,087,113 |
| Waiver amortization installment | 2019-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 5,962,157 |
| Carryover balance elected to use to offset funding requirement | 2019-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 5,236,388 |
| Additional cash requirement | 2019-06-30 | 725,769 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 6,477,158 |
| Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
| 2018: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 1,562 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 902 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 350 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 223 |
| Total of all active and inactive participants | 2018-07-01 | 1,475 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 130 |
| Total participants | 2018-07-01 | 1,605 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 26 |
| Market value of plan assets | 2018-06-30 | 124,484,695 |
| Acturial value of plan assets | 2018-06-30 | 122,706,306 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 40,364,228 |
| Number of terminated vested participants | 2018-06-30 | 237 |
| Fundng target for terminated vested participants | 2018-06-30 | 8,374,153 |
| Active participant vested funding target | 2018-06-30 | 45,360,255 |
| Number of active participants | 2018-06-30 | 825 |
| Total funding liabilities for active participants | 2018-06-30 | 49,480,892 |
| Total participant count | 2018-06-30 | 1,516 |
| Total funding target for all participants | 2018-06-30 | 98,219,273 |
| Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 23,842,345 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 3,384,480 |
| Amount remaining of carryover balance | 2018-06-30 | 0 |
| Amount remaining of prefunding balance | 2018-06-30 | 20,457,865 |
| Present value of excess contributions | 2018-06-30 | 7,896,560 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 8,448,083 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 8,448,083 |
| Reductions in caryover balances due to elections or deemed elections | 2018-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2018-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2018-06-30 | 30,548,715 |
| Total employer contributions | 2018-06-30 | 8,488,784 |
| Total employee contributions | 2018-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 7,792,567 |
| Liquidity shortfalls end of Q1 | 2018-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2018-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2018-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2018-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2018-06-30 | 4,177,947 |
| Net shortfall amortization installment of oustanding balance | 2018-06-30 | 6,061,682 |
| Waiver amortization installment | 2018-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 5,236,389 |
| Carryover balance elected to use to offset funding requirement | 2018-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-06-30 | 4,085,904 |
| Additional cash requirement | 2018-06-30 | 1,150,485 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 7,792,567 |
| Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
| 2017: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 1,516 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 865 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 347 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 224 |
| Total of all active and inactive participants | 2017-07-01 | 1,436 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 126 |
| Total participants | 2017-07-01 | 1,562 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 19 |
| Market value of plan assets | 2017-06-30 | 110,929,694 |
| Acturial value of plan assets | 2017-06-30 | 112,086,951 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 38,832,742 |
| Number of terminated vested participants | 2017-06-30 | 252 |
| Fundng target for terminated vested participants | 2017-06-30 | 7,565,952 |
| Active participant vested funding target | 2017-06-30 | 40,560,760 |
| Number of active participants | 2017-06-30 | 750 |
| Total funding liabilities for active participants | 2017-06-30 | 44,240,756 |
| Total participant count | 2017-06-30 | 1,458 |
| Total funding target for all participants | 2017-06-30 | 90,639,450 |
| Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 19,172,843 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 3,384,478 |
| Amount remaining of carryover balance | 2017-06-30 | 0 |
| Amount remaining of prefunding balance | 2017-06-30 | 15,788,365 |
| Present value of excess contributions | 2017-06-30 | 6,652,596 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 7,071,944 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 7,071,944 |
| Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
| Balance of carryovers at beginning of current year | 2017-06-30 | 0 |
| Balance of prefunding at beginning of current year | 2017-06-30 | 23,842,345 |
| Total employer contributions | 2017-06-30 | 9,384,741 |
| Total employee contributions | 2017-06-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 8,597,983 |
| Liquidity shortfalls end of Q1 | 2017-06-30 | 0 |
| Liquidity shortfalls end of Q2 | 2017-06-30 | 0 |
| Liquidity shortfalls end of Q3 | 2017-06-30 | 0 |
| Liquidity shortfalls end of Q4 | 2017-06-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
| Minimum required contributions for current year target normal cost | 2017-06-30 | 3,676,230 |
| Net shortfall amortization installment of oustanding balance | 2017-06-30 | 2,394,844 |
| Waiver amortization installment | 2017-06-30 | 0 |
| Waived amount of outstanding balance | 2017-06-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 4,085,903 |
| Carryover balance elected to use to offset funding requirement | 2017-06-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 3,384,480 |
| Additional cash requirement | 2017-06-30 | 701,423 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 8,597,983 |
| Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
| Unpaid minimum required contributions for all years | 2017-06-30 | 0 |
| 2016: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 1,458 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 825 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 343 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 230 |
| Total of all active and inactive participants | 2016-07-01 | 1,398 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 118 |
| Total participants | 2016-07-01 | 1,516 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 20 |
| 2015: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 1,398 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 750 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 341 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 242 |
| Total of all active and inactive participants | 2015-07-01 | 1,333 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 125 |
| Total participants | 2015-07-01 | 1,458 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 12 |
| 2014: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 1,372 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 696 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 342 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 240 |
| Total of all active and inactive participants | 2014-07-01 | 1,278 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 120 |
| Total participants | 2014-07-01 | 1,398 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 12 |
| 2013: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 1,348 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 691 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 324 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 241 |
| Total of all active and inactive participants | 2013-07-01 | 1,256 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 116 |
| Total participants | 2013-07-01 | 1,372 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 13 |
| 2012: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 1,308 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 677 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 318 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 233 |
| Total of all active and inactive participants | 2012-07-01 | 1,228 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 120 |
| Total participants | 2012-07-01 | 1,348 |
| Number of participants with account balances | 2012-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 1,288 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 652 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 312 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 232 |
| Total of all active and inactive participants | 2011-07-01 | 1,196 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 112 |
| Total participants | 2011-07-01 | 1,308 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 9 |
| 2009: COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 1,269 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 638 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 317 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 198 |
| Total of all active and inactive participants | 2009-07-01 | 1,153 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 95 |
| Total participants | 2009-07-01 | 1,248 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $782,345 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $636,655 |
| Total income from all sources (including contributions) | 2023-06-30 | $14,928,070 |
| Total loss/gain on sale of assets | 2023-06-30 | $0 |
| Total of all expenses incurred | 2023-06-30 | $7,602,386 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $7,146,535 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $9,137,298 |
| Value of total assets at end of year | 2023-06-30 | $161,280,386 |
| Value of total assets at beginning of year | 2023-06-30 | $153,809,012 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $455,851 |
| Total interest from all sources | 2023-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Administrative expenses professional fees incurred | 2023-06-30 | $82,300 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $25,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-06-30 | $782,345 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-06-30 | $636,655 |
| Administrative expenses (other) incurred | 2023-06-30 | $153,474 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $7,325,684 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $160,498,041 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $153,172,357 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Investment advisory and management fees | 2023-06-30 | $220,077 |
| Value of interest in common/collective trusts at end of year | 2023-06-30 | $161,280,386 |
| Value of interest in common/collective trusts at beginning of year | 2023-06-30 | $153,809,012 |
| Net investment gain or loss from common/collective trusts | 2023-06-30 | $5,790,772 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $9,137,298 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $7,146,535 |
| Did the plan have assets held for investment | 2023-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2023-06-30 | 134008324 |
| 2022 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $636,655 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $560,600 |
| Total income from all sources (including contributions) | 2022-06-30 | $-21,321,329 |
| Total loss/gain on sale of assets | 2022-06-30 | $0 |
| Total of all expenses incurred | 2022-06-30 | $6,787,370 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $6,324,749 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $10,952,558 |
| Value of total assets at end of year | 2022-06-30 | $153,809,012 |
| Value of total assets at beginning of year | 2022-06-30 | $181,841,656 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $462,621 |
| Total interest from all sources | 2022-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Administrative expenses professional fees incurred | 2022-06-30 | $73,500 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $25,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-06-30 | $636,655 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-06-30 | $560,600 |
| Administrative expenses (other) incurred | 2022-06-30 | $146,108 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-28,108,699 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $153,172,357 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $181,281,056 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Investment advisory and management fees | 2022-06-30 | $243,013 |
| Value of interest in common/collective trusts at end of year | 2022-06-30 | $153,809,012 |
| Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $181,841,656 |
| Net investment gain or loss from common/collective trusts | 2022-06-30 | $-32,273,887 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $10,952,558 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $6,324,749 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Disclaimer |
| Accountancy firm name | 2022-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2022-06-30 | 134008324 |
| 2021 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $560,600 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $667,666 |
| Total income from all sources (including contributions) | 2021-06-30 | $32,739,838 |
| Total loss/gain on sale of assets | 2021-06-30 | $0 |
| Total of all expenses incurred | 2021-06-30 | $8,803,775 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $8,350,176 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $9,394,967 |
| Value of total assets at end of year | 2021-06-30 | $181,841,656 |
| Value of total assets at beginning of year | 2021-06-30 | $158,012,659 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $453,599 |
| Total interest from all sources | 2021-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Administrative expenses professional fees incurred | 2021-06-30 | $74,858 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $25,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-06-30 | $560,600 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-06-30 | $667,666 |
| Administrative expenses (other) incurred | 2021-06-30 | $142,324 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $23,936,063 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $181,281,056 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $157,344,993 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Investment advisory and management fees | 2021-06-30 | $236,417 |
| Value of interest in common/collective trusts at end of year | 2021-06-30 | $181,841,656 |
| Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $158,012,659 |
| Net investment gain or loss from common/collective trusts | 2021-06-30 | $23,344,871 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $9,394,967 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $8,350,176 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2021-06-30 | 134008324 |
| 2020 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $667,666 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $489,547 |
| Total income from all sources (including contributions) | 2020-06-30 | $20,737,386 |
| Total loss/gain on sale of assets | 2020-06-30 | $0 |
| Total of all expenses incurred | 2020-06-30 | $5,516,560 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $5,081,178 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $7,036,375 |
| Value of total assets at end of year | 2020-06-30 | $158,012,659 |
| Value of total assets at beginning of year | 2020-06-30 | $142,613,714 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $435,382 |
| Total interest from all sources | 2020-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Administrative expenses professional fees incurred | 2020-06-30 | $81,615 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $25,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-06-30 | $667,666 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-06-30 | $489,547 |
| Administrative expenses (other) incurred | 2020-06-30 | $137,738 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $15,220,826 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $157,344,993 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $142,124,167 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Investment advisory and management fees | 2020-06-30 | $216,029 |
| Value of interest in common/collective trusts at end of year | 2020-06-30 | $158,012,659 |
| Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $142,613,714 |
| Net investment gain or loss from common/collective trusts | 2020-06-30 | $13,701,011 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $7,036,375 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $5,081,178 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2020-06-30 | 134008324 |
| 2019 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $489,547 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $471,624 |
| Total income from all sources (including contributions) | 2019-06-30 | $22,440,933 |
| Total loss/gain on sale of assets | 2019-06-30 | $0 |
| Total of all expenses incurred | 2019-06-30 | $4,902,585 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $4,589,547 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $8,488,784 |
| Value of total assets at end of year | 2019-06-30 | $142,613,714 |
| Value of total assets at beginning of year | 2019-06-30 | $125,057,443 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $313,038 |
| Total interest from all sources | 2019-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $25,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-06-30 | $489,547 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-30 | $471,624 |
| Other income not declared elsewhere | 2019-06-30 | $-1 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $17,538,348 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $142,124,167 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $124,585,819 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Investment advisory and management fees | 2019-06-30 | $313,038 |
| Value of interest in common/collective trusts at end of year | 2019-06-30 | $142,613,714 |
| Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $125,057,443 |
| Net investment gain or loss from common/collective trusts | 2019-06-30 | $13,952,150 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $8,488,784 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $4,589,547 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2019-06-30 | 134008324 |
| 2018 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $471,624 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $473,481 |
| Total income from all sources (including contributions) | 2018-06-30 | $14,362,352 |
| Total loss/gain on sale of assets | 2018-06-30 | $0 |
| Total of all expenses incurred | 2018-06-30 | $4,656,688 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $4,418,166 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $9,384,741 |
| Value of total assets at end of year | 2018-06-30 | $125,057,443 |
| Value of total assets at beginning of year | 2018-06-30 | $115,353,636 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $238,522 |
| Total interest from all sources | 2018-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $25,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-06-30 | $471,624 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-06-30 | $473,481 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $9,705,664 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $124,585,819 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $114,880,155 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Investment advisory and management fees | 2018-06-30 | $238,522 |
| Value of interest in common/collective trusts at end of year | 2018-06-30 | $125,057,443 |
| Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $115,353,636 |
| Net investment gain or loss from common/collective trusts | 2018-06-30 | $4,977,611 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $9,384,741 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $4,418,166 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2018-06-30 | 134008324 |
| 2017 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $473,481 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $393,893 |
| Total income from all sources (including contributions) | 2017-06-30 | $16,020,847 |
| Total loss/gain on sale of assets | 2017-06-30 | $0 |
| Total of all expenses incurred | 2017-06-30 | $4,598,796 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $4,335,343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $7,287,778 |
| Value of total assets at end of year | 2017-06-30 | $115,353,636 |
| Value of total assets at beginning of year | 2017-06-30 | $103,851,997 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $263,453 |
| Total interest from all sources | 2017-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $25,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-06-30 | $473,481 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-06-30 | $393,893 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $11,422,051 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $114,880,155 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $103,458,104 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Investment advisory and management fees | 2017-06-30 | $263,453 |
| Value of interest in common/collective trusts at end of year | 2017-06-30 | $115,353,636 |
| Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $103,851,997 |
| Net investment gain or loss from common/collective trusts | 2017-06-30 | $8,733,069 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $7,287,778 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $4,335,343 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2017-06-30 | 134008324 |
| 2016 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $393,893 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $378,869 |
| Total income from all sources (including contributions) | 2016-06-30 | $11,950,002 |
| Total loss/gain on sale of assets | 2016-06-30 | $0 |
| Total of all expenses incurred | 2016-06-30 | $4,146,487 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $3,906,067 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $5,672,796 |
| Value of total assets at end of year | 2016-06-30 | $103,851,997 |
| Value of total assets at beginning of year | 2016-06-30 | $96,033,458 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $240,420 |
| Total interest from all sources | 2016-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $25,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-06-30 | $393,893 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-06-30 | $378,869 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $7,803,515 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $103,458,104 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $95,654,589 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Investment advisory and management fees | 2016-06-30 | $240,420 |
| Value of interest in common/collective trusts at end of year | 2016-06-30 | $103,851,997 |
| Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $96,033,458 |
| Net investment gain or loss from common/collective trusts | 2016-06-30 | $6,277,206 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $5,672,796 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $3,906,067 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2016-06-30 | 134008324 |
| 2015 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $378,869 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $351,707 |
| Total income from all sources (including contributions) | 2015-06-30 | $7,552,902 |
| Total loss/gain on sale of assets | 2015-06-30 | $0 |
| Total of all expenses incurred | 2015-06-30 | $3,890,482 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $3,651,618 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $5,669,577 |
| Value of total assets at end of year | 2015-06-30 | $96,033,458 |
| Value of total assets at beginning of year | 2015-06-30 | $92,343,876 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $238,864 |
| Total interest from all sources | 2015-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $25,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-06-30 | $378,869 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-06-30 | $351,707 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $3,662,420 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $95,654,589 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $91,992,169 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Investment advisory and management fees | 2015-06-30 | $238,864 |
| Value of interest in common/collective trusts at end of year | 2015-06-30 | $96,033,458 |
| Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $92,343,876 |
| Net investment gain or loss from common/collective trusts | 2015-06-30 | $1,883,325 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $5,669,577 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $3,651,618 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2015-06-30 | 134008324 |
| 2014 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $351,707 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $573,779 |
| Total income from all sources (including contributions) | 2014-06-30 | $19,463,478 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $3,569,508 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $3,354,701 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $7,107,359 |
| Value of total assets at end of year | 2014-06-30 | $92,343,876 |
| Value of total assets at beginning of year | 2014-06-30 | $76,671,978 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $214,807 |
| Total interest from all sources | 2014-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $25,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-06-30 | $351,707 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $573,779 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $15,893,970 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $91,992,169 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $76,098,199 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Investment advisory and management fees | 2014-06-30 | $214,807 |
| Value of interest in common/collective trusts at end of year | 2014-06-30 | $92,343,876 |
| Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $76,671,978 |
| Net investment gain or loss from common/collective trusts | 2014-06-30 | $12,356,119 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $7,107,359 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $3,354,701 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2014-06-30 | 134008324 |
| 2013 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $573,779 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $46,472 |
| Total income from all sources (including contributions) | 2013-06-30 | $6,004,047 |
| Total loss/gain on sale of assets | 2013-06-30 | $0 |
| Total of all expenses incurred | 2013-06-30 | $3,282,029 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $3,082,289 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $2,294,214 |
| Value of total assets at end of year | 2013-06-30 | $76,671,978 |
| Value of total assets at beginning of year | 2013-06-30 | $73,422,653 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $199,740 |
| Total interest from all sources | 2013-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $25,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-06-30 | $573,779 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $46,472 |
| Other income not declared elsewhere | 2013-06-30 | $-1 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $2,722,018 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $76,098,199 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $73,376,181 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Investment advisory and management fees | 2013-06-30 | $199,740 |
| Value of interest in common/collective trusts at end of year | 2013-06-30 | $76,671,978 |
| Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $70,495,794 |
| Net investment gain or loss from common/collective trusts | 2013-06-30 | $3,709,834 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $2,294,214 |
| Employer contributions (assets) at end of year | 2013-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $2,926,859 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $3,082,289 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2013-06-30 | 134008324 |
| 2012 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $46,472 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $37,477 |
| Total income from all sources (including contributions) | 2012-06-30 | $12,545,097 |
| Total loss/gain on sale of assets | 2012-06-30 | $0 |
| Total of all expenses incurred | 2012-06-30 | $2,988,424 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $2,816,045 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $5,485,464 |
| Value of total assets at end of year | 2012-06-30 | $73,422,653 |
| Value of total assets at beginning of year | 2012-06-30 | $63,856,985 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $172,379 |
| Total interest from all sources | 2012-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $46,472 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $37,477 |
| Other income not declared elsewhere | 2012-06-30 | $2 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $9,556,673 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $73,376,181 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $63,819,508 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $172,379 |
| Value of interest in common/collective trusts at end of year | 2012-06-30 | $70,495,794 |
| Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $56,183,641 |
| Net investment gain or loss from common/collective trusts | 2012-06-30 | $7,059,631 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $5,485,464 |
| Employer contributions (assets) at end of year | 2012-06-30 | $2,926,859 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $7,673,344 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $2,816,045 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2012-06-30 | 134008324 |
| 2011 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $37,477 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $257,902 |
| Total income from all sources (including contributions) | 2011-06-30 | $16,426,728 |
| Total loss/gain on sale of assets | 2011-06-30 | $0 |
| Total of all expenses incurred | 2011-06-30 | $2,847,592 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $2,703,561 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $9,361,370 |
| Value of total assets at end of year | 2011-06-30 | $63,856,985 |
| Value of total assets at beginning of year | 2011-06-30 | $50,498,274 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $144,031 |
| Total interest from all sources | 2011-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-06-30 | $37,477 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-06-30 | $257,902 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $13,579,136 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $63,819,508 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $50,240,372 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $144,031 |
| Value of interest in common/collective trusts at end of year | 2011-06-30 | $56,183,641 |
| Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $45,991,423 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $0 |
| Net investment gain or loss from common/collective trusts | 2011-06-30 | $7,065,358 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $9,361,370 |
| Employer contributions (assets) at end of year | 2011-06-30 | $7,673,344 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $4,506,851 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $2,703,561 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | PRICEWATERHOUSECOOPERS |
| Accountancy firm EIN | 2011-06-30 | 134008324 |
| 2010 : COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
