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COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 401k Plan overview

Plan NameCOLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS
Plan identification number 006

COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS Benefits

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

401k Sponsoring company profile

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

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062021-07-01
0062021-07-01
0062020-07-01
0062019-07-01
0062018-07-01
0062017-07-01DANIEL DRISCOLL
0062016-07-01DANIEL DRISCOLL
0062016-07-01
0062015-07-01DANIEL DRISCOLL
0062014-07-01DIANNE L. KENNEY
0062013-07-01DIANNE L. KENNEY
0062012-07-01WILLIAM L INNES
0062011-07-01LOUIS BELLARDINE
0062010-07-01LOUIS BELLARDINE
0062009-07-01JEFFREY SCOTT
0062008-07-01LUCINDA DURNING

Plan Statistics for COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS

401k plan membership statisitcs for COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS

Measure Date Value
2022: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2022 401k membership
Market value of plan assets2022-06-222,538,131
Acturial value of plan assets2022-06-222,538,131
Funding target for retired participants and beneficiaries receiving payment2022-06-221,444,494
Number of terminated vested participants2022-06-225
Fundng target for terminated vested participants2022-06-2226,790
Active participant vested funding target2022-06-22298
Number of active participants2022-06-221
Total funding liabilities for active participants2022-06-22298
Total participant count2022-06-22170
Total funding target for all participants2022-06-221,471,582
Balance at beginning of prior year after applicable adjustments2022-06-221,532,134
Prefunding balance at beginning of prior year after applicable adjustments2022-06-220
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-2282,400
Prefunding balanced used to offset prior years funding requirement2022-06-220
Amount remaining of carryover balance2022-06-221,449,734
Amount remaining of prefunding balance2022-06-220
Present value of excess contributions2022-06-220
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-220
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-220
Reductions in caryover balances due to elections or deemed elections2022-06-2253,061
Reductions in prefunding balances due to elections or deemed elections2022-06-220
Balance of carryovers at beginning of current year2022-06-221,360,865
Balance of prefunding at beginning of current year2022-06-220
Total employer contributions2022-06-220
Total employee contributions2022-06-220
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-220
Contributions made to avoid restrictions adjusted to valuation date2022-06-220
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-220
Liquidity shortfalls end of Q12022-06-220
Liquidity shortfalls end of Q22022-06-220
Liquidity shortfalls end of Q32022-06-220
Liquidity shortfalls end of Q42022-06-220
Unpaid minimum required contributions for all prior years2022-06-220
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-220
Remaining amount of unpaid minimum required contributions2022-06-220
Minimum required contributions for current year target normal cost2022-06-2298,700
Net shortfall amortization installment of oustanding balance2022-06-220
Waiver amortization installment2022-06-220
Total funding amount beforereflecting carryover/prefunding balances2022-06-2298,700
Carryover balance elected to use to offset funding requirement2022-06-2298,700
Prefunding balance elected to use to offset funding requirement2022-06-220
Additional cash requirement2022-06-220
Contributions allocatedtoward minimum required contributions for current year2022-06-220
Unpaid minimum required contributions for current year2022-06-220
Unpaid minimum required contributions for all years2022-06-220
2021: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2021 401k membership
Total participants, beginning-of-year2021-07-014,318
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-302,849,841
Acturial value of plan assets2021-06-302,849,841
Funding target for retired participants and beneficiaries receiving payment2021-06-301,623,819
Number of terminated vested participants2021-06-304
Fundng target for terminated vested participants2021-06-3022,987
Active participant vested funding target2021-06-30327
Number of active participants2021-06-301
Total funding liabilities for active participants2021-06-30327
Total participant count2021-06-30179
Total funding target for all participants2021-06-301,647,133
Balance at beginning of prior year after applicable adjustments2021-06-301,569,623
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-3055,000
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-301,514,623
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-3045,043
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-301,532,134
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3082,400
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-3082,400
Carryover balance elected to use to offset funding requirement2021-06-3082,400
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2020 401k membership
Total participants, beginning-of-year2020-07-014,328
Total number of active participants reported on line 7a of the Form 55002020-07-011,067
Number of retired or separated participants receiving benefits2020-07-01145
Number of other retired or separated participants entitled to future benefits2020-07-013,025
Total of all active and inactive participants2020-07-014,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0181
Total participants2020-07-014,318
Number of participants with account balances2020-07-013,915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-01241
Market value of plan assets2020-06-302,959,991
Acturial value of plan assets2020-06-302,959,991
Funding target for retired participants and beneficiaries receiving payment2020-06-301,670,564
Number of terminated vested participants2020-06-308
Fundng target for terminated vested participants2020-06-3064,171
Active participant vested funding target2020-06-303,224
Number of active participants2020-06-302
Total funding liabilities for active participants2020-06-303,224
Total participant count2020-06-30190
Total funding target for all participants2020-06-301,737,959
Balance at beginning of prior year after applicable adjustments2020-06-301,494,420
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-301,494,420
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-3021,038
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-301,569,623
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3055,000
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3055,000
Carryover balance elected to use to offset funding requirement2020-06-3055,000
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2019 401k membership
Total participants, beginning-of-year2019-07-014,306
Total number of active participants reported on line 7a of the Form 55002019-07-011,251
Number of retired or separated participants receiving benefits2019-07-01155
Number of other retired or separated participants entitled to future benefits2019-07-012,928
Total of all active and inactive participants2019-07-014,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0138
Total participants2019-07-014,372
Number of participants with account balances2019-07-013,919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-01672
Market value of plan assets2019-06-303,006,416
Acturial value of plan assets2019-06-303,006,416
Funding target for retired participants and beneficiaries receiving payment2019-06-301,845,172
Number of terminated vested participants2019-06-307
Fundng target for terminated vested participants2019-06-3030,524
Active participant vested funding target2019-06-3014,299
Number of active participants2019-06-303
Total funding liabilities for active participants2019-06-3014,299
Total participant count2019-06-30202
Total funding target for all participants2019-06-301,889,995
Balance at beginning of prior year after applicable adjustments2019-06-301,540,151
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-301,540,151
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-3053,278
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-301,494,420
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2018 401k membership
Total participants, beginning-of-year2018-07-014,257
Total number of active participants reported on line 7a of the Form 55002018-07-011,252
Number of retired or separated participants receiving benefits2018-07-01161
Number of other retired or separated participants entitled to future benefits2018-07-012,859
Total of all active and inactive participants2018-07-014,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0134
Total participants2018-07-014,306
Number of participants with account balances2018-07-013,905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-01502
Market value of plan assets2018-06-303,253,925
Acturial value of plan assets2018-06-303,253,925
Funding target for retired participants and beneficiaries receiving payment2018-06-301,911,171
Number of terminated vested participants2018-06-309
Fundng target for terminated vested participants2018-06-3030,482
Active participant vested funding target2018-06-3013,586
Number of active participants2018-06-303
Total funding liabilities for active participants2018-06-3013,586
Total participant count2018-06-30212
Total funding target for all participants2018-06-301,955,239
Balance at beginning of prior year after applicable adjustments2018-06-301,502,293
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-301,502,293
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-301,540,151
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2017 401k membership
Total participants, beginning-of-year2017-07-014,194
Total number of active participants reported on line 7a of the Form 55002017-07-011,218
Number of retired or separated participants receiving benefits2017-07-01170
Number of other retired or separated participants entitled to future benefits2017-07-012,832
Total of all active and inactive participants2017-07-014,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0137
Total participants2017-07-014,257
Number of participants with account balances2017-07-013,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-01452
Market value of plan assets2017-06-303,451,222
Acturial value of plan assets2017-06-303,451,222
Funding target for retired participants and beneficiaries receiving payment2017-06-302,070,130
Number of terminated vested participants2017-06-3058
Fundng target for terminated vested participants2017-06-30347,212
Active participant vested funding target2017-06-3018,819
Number of active participants2017-06-305
Total funding liabilities for active participants2017-06-3018,819
Total participant count2017-06-30278
Total funding target for all participants2017-06-302,436,161
Balance at beginning of prior year after applicable adjustments2017-06-301,617,549
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-301,617,549
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-30205,353
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-301,502,293
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2016 401k membership
Total participants, beginning-of-year2016-07-014,179
Total number of active participants reported on line 7a of the Form 55002016-07-011,253
Number of retired or separated participants receiving benefits2016-07-01181
Number of other retired or separated participants entitled to future benefits2016-07-012,734
Total of all active and inactive participants2016-07-014,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0126
Total participants2016-07-014,194
Number of participants with account balances2016-07-013,774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-01105
2015: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2015 401k membership
Total participants, beginning-of-year2015-07-013,952
Total number of active participants reported on line 7a of the Form 55002015-07-011,200
Number of retired or separated participants receiving benefits2015-07-01195
Number of other retired or separated participants entitled to future benefits2015-07-012,749
Total of all active and inactive participants2015-07-014,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0135
Total participants2015-07-014,179
Number of participants with account balances2015-07-013,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-01110
2014: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2014 401k membership
Total participants, beginning-of-year2014-07-014,079
Total number of active participants reported on line 7a of the Form 55002014-07-011,130
Number of retired or separated participants receiving benefits2014-07-01202
Number of other retired or separated participants entitled to future benefits2014-07-012,583
Total of all active and inactive participants2014-07-013,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0137
Total participants2014-07-013,952
Number of participants with account balances2014-07-013,504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-01108
2013: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2013 401k membership
Total participants, beginning-of-year2013-07-014,025
Total number of active participants reported on line 7a of the Form 55002013-07-011,272
Number of retired or separated participants receiving benefits2013-07-01211
Number of other retired or separated participants entitled to future benefits2013-07-012,561
Total of all active and inactive participants2013-07-014,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0135
Total participants2013-07-014,079
Number of participants with account balances2013-07-013,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-01117
2012: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2012 401k membership
Total participants, beginning-of-year2012-07-013,955
Total number of active participants reported on line 7a of the Form 55002012-07-011,582
Number of retired or separated participants receiving benefits2012-07-01242
Number of other retired or separated participants entitled to future benefits2012-07-012,170
Total of all active and inactive participants2012-07-013,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0131
Total participants2012-07-014,025
Number of participants with account balances2012-07-013,551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0196
2011: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2011 401k membership
Total participants, beginning-of-year2011-07-013,833
Total number of active participants reported on line 7a of the Form 55002011-07-011,616
Number of retired or separated participants receiving benefits2011-07-01219
Number of other retired or separated participants entitled to future benefits2011-07-012,092
Total of all active and inactive participants2011-07-013,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0128
Total participants2011-07-013,955
Number of participants with account balances2011-07-013,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-01129
2010: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2010 401k membership
Total participants, beginning-of-year2010-07-013,734
Total number of active participants reported on line 7a of the Form 55002010-07-011,875
Number of retired or separated participants receiving benefits2010-07-01224
Number of other retired or separated participants entitled to future benefits2010-07-011,709
Total of all active and inactive participants2010-07-013,808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0125
Total participants2010-07-013,833
Number of participants with account balances2010-07-013,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-01201
2009: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2009 401k membership
Total participants, beginning-of-year2009-07-013,869
Total number of active participants reported on line 7a of the Form 55002009-07-013,082
Number of retired or separated participants receiving benefits2009-07-01539
Number of other retired or separated participants entitled to future benefits2009-07-0185
Total of all active and inactive participants2009-07-013,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0128
Total participants2009-07-013,734
Number of participants with account balances2009-07-013,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0177
2008: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2008 401k membership
Total participants, beginning-of-year2008-07-011,594
Total number of active participants reported on line 7a of the Form 55002008-07-011,759
Number of retired or separated participants receiving benefits2008-07-01328
Number of other retired or separated participants entitled to future benefits2008-07-012,081
Total of all active and inactive participants2008-07-014,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-0127
Total participants2008-07-014,195
Number of participants with account balances2008-07-013,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-01977

Financial Data on COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS

Measure Date Value
2022 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-22$1,722,433
Total unrealized appreciation/depreciation of assets2022-06-22$1,722,433
Total transfer of assets from this plan2022-06-22$112,613,173
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-22$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-22$24,557
Total income from all sources (including contributions)2022-06-22$4,755,805
Total loss/gain on sale of assets2022-06-22$0
Total of all expenses incurred2022-06-22$5,035,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-22$4,656,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-22$684,453
Value of total assets at end of year2022-06-22$0
Value of total assets at beginning of year2022-06-22$112,917,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-22$379,234
Total interest from all sources2022-06-22$640
Total dividends received (eg from common stock, registered investment company shares)2022-06-22$1,770,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-22Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-22$0
Total dividends received from registered investment company shares (eg mutual funds)2022-06-22$1,770,533
Administrative expenses professional fees incurred2022-06-22$72,827
Was this plan covered by a fidelity bond2022-06-22Yes
Value of fidelity bond cover2022-06-22$25,000,000
If this is an individual account plan, was there a blackout period2022-06-22No
Were there any nonexempt tranactions with any party-in-interest2022-06-22No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-22$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-22$24,557
Other income not declared elsewhere2022-06-22$30,813
Administrative expenses (other) incurred2022-06-22$269,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-22No
Value of net income/loss2022-06-22$-279,467
Value of net assets at end of year (total assets less liabilities)2022-06-22$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-22$112,892,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-22No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-22No
Were any leases to which the plan was party in default or uncollectible2022-06-22No
Investment advisory and management fees2022-06-22$37,343
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-22$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-22$40,356,190
Value of interest in pooled separate accounts at end of year2022-06-22$0
Value of interest in pooled separate accounts at beginning of year2022-06-22$2,096,247
Interest earned on other investments2022-06-22$640
Value of interest in common/collective trusts at end of year2022-06-22$0
Value of interest in common/collective trusts at beginning of year2022-06-22$2,538,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-22$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-22$67,926,629
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-22$1,666,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-22$400,440
Net investment gain/loss from pooled separate accounts2022-06-22$228,175
Net investment gain or loss from common/collective trusts2022-06-22$-81,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-22No
Was there a failure to transmit to the plan any participant contributions2022-06-22No
Has the plan failed to provide any benefit when due under the plan2022-06-22No
Contributions received in cash from employer2022-06-22$684,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-22$2,989,135
Did the plan have assets held for investment2022-06-22No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-22No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-22Yes
Opinion of an independent qualified public accountant for this plan2022-06-22Disclaimer
Accountancy firm name2022-06-22PRICEWATERHOUSECOOPERS
Accountancy firm EIN2022-06-22134008324
2021 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$9,913,210
Total unrealized appreciation/depreciation of assets2021-06-30$9,913,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$24,557
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$69,113
Total income from all sources (including contributions)2021-06-30$22,173,093
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$5,441,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$5,266,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,232,375
Value of total assets at end of year2021-06-30$112,917,197
Value of total assets at beginning of year2021-06-30$96,230,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$175,923
Total interest from all sources2021-06-30$1,232,240
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$912,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$912,059
Administrative expenses professional fees incurred2021-06-30$75,262
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$25,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$24,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$69,113
Other income not declared elsewhere2021-06-30$47,858
Administrative expenses (other) incurred2021-06-30$30,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$16,731,125
Value of net assets at end of year (total assets less liabilities)2021-06-30$112,892,640
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$96,161,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$69,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$40,356,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$31,415,594
Value of interest in pooled separate accounts at end of year2021-06-30$2,096,247
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,065,775
Interest earned on other investments2021-06-30$1,232,240
Value of interest in common/collective trusts at end of year2021-06-30$2,538,131
Value of interest in common/collective trusts at beginning of year2021-06-30$2,849,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$67,926,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$59,899,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$7,663,462
Net investment gain/loss from pooled separate accounts2021-06-30$130,804
Net investment gain or loss from common/collective trusts2021-06-30$41,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$2,232,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$5,266,045
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2021-06-30134008324
2020 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$1,250,126
Total unrealized appreciation/depreciation of assets2020-06-30$1,250,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$69,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$23,598
Total income from all sources (including contributions)2020-06-30$6,265,564
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$6,008,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$5,789,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,065,843
Value of total assets at end of year2020-06-30$96,230,628
Value of total assets at beginning of year2020-06-30$95,928,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$219,153
Total interest from all sources2020-06-30$1,007,899
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,357,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,357,397
Administrative expenses professional fees incurred2020-06-30$81,046
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$25,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$69,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$23,598
Other income not declared elsewhere2020-06-30$38,160
Administrative expenses (other) incurred2020-06-30$25,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$257,046
Value of net assets at end of year (total assets less liabilities)2020-06-30$96,161,515
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$95,904,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$112,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$31,415,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$30,080,218
Value of interest in pooled separate accounts at end of year2020-06-30$2,065,775
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,100,373
Interest earned on other investments2020-06-30$1,007,899
Value of interest in common/collective trusts at end of year2020-06-30$2,849,841
Value of interest in common/collective trusts at beginning of year2020-06-30$2,959,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$59,899,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$60,787,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$423,431
Net investment gain/loss from pooled separate accounts2020-06-30$21,974
Net investment gain or loss from common/collective trusts2020-06-30$100,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$2,065,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$5,789,365
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2020-06-30134008324
2019 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$1,467,272
Total unrealized appreciation/depreciation of assets2019-06-30$1,467,272
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$23,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$24,739
Total income from all sources (including contributions)2019-06-30$6,481,114
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$5,685,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$5,491,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,583,554
Value of total assets at end of year2019-06-30$95,928,067
Value of total assets at beginning of year2019-06-30$95,134,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$194,117
Total interest from all sources2019-06-30$1,025,067
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,428,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,428,721
Administrative expenses professional fees incurred2019-06-30$168,340
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$25,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$23,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$24,739
Other income not declared elsewhere2019-06-30$30,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$795,129
Value of net assets at end of year (total assets less liabilities)2019-06-30$95,904,469
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$95,109,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$25,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$30,080,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$28,407,342
Value of interest in pooled separate accounts at end of year2019-06-30$2,100,373
Value of interest in pooled separate accounts at beginning of year2019-06-30$2,227,483
Interest earned on other investments2019-06-30$1,025,067
Value of interest in common/collective trusts at end of year2019-06-30$2,959,991
Value of interest in common/collective trusts at beginning of year2019-06-30$3,006,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$60,787,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$61,492,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$623,818
Net investment gain/loss from pooled separate accounts2019-06-30$109,646
Net investment gain or loss from common/collective trusts2019-06-30$212,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,583,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$5,491,868
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2019-06-30134008324
2018 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$2,999,130
Total unrealized appreciation/depreciation of assets2018-06-30$2,999,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$24,739
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$27,731
Total income from all sources (including contributions)2018-06-30$8,432,544
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$4,845,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$4,811,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,610,638
Value of total assets at end of year2018-06-30$95,134,079
Value of total assets at beginning of year2018-06-30$91,549,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$33,500
Total interest from all sources2018-06-30$1,390,789
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$973,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$973,701
Administrative expenses professional fees incurred2018-06-30$24,198
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$25,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$11,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$24,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$27,731
Other income not declared elsewhere2018-06-30$13,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,587,371
Value of net assets at end of year (total assets less liabilities)2018-06-30$95,109,340
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$91,521,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$9,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$28,407,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$26,418,091
Value of interest in pooled separate accounts at end of year2018-06-30$2,227,483
Value of interest in pooled separate accounts at beginning of year2018-06-30$2,144,632
Interest earned on other investments2018-06-30$1,390,789
Value of interest in common/collective trusts at end of year2018-06-30$3,006,416
Value of interest in common/collective trusts at beginning of year2018-06-30$3,253,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$61,492,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$59,721,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,316,260
Net investment gain/loss from pooled separate accounts2018-06-30$106,493
Net investment gain or loss from common/collective trusts2018-06-30$22,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,610,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$4,811,673
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2018-06-30134008324
2017 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$3,701,942
Total unrealized appreciation/depreciation of assets2017-06-30$3,701,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$27,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$25,013
Total income from all sources (including contributions)2017-06-30$10,258,098
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$5,038,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$5,016,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,015,471
Value of total assets at end of year2017-06-30$91,549,700
Value of total assets at beginning of year2017-06-30$86,327,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$22,660
Total interest from all sources2017-06-30$1,499,311
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$609,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$609,404
Administrative expenses professional fees incurred2017-06-30$12,884
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$25,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$11,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$14,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$27,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$25,013
Other income not declared elsewhere2017-06-30$27,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$5,219,353
Value of net assets at end of year (total assets less liabilities)2017-06-30$91,521,969
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$86,302,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$9,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$26,418,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$23,187,060
Value of interest in pooled separate accounts at end of year2017-06-30$2,144,632
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,053,029
Interest earned on other investments2017-06-30$1,499,311
Value of interest in common/collective trusts at end of year2017-06-30$3,253,924
Value of interest in common/collective trusts at beginning of year2017-06-30$3,451,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$59,721,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$57,621,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,231,107
Net investment gain/loss from pooled separate accounts2017-06-30$80,425
Net investment gain or loss from common/collective trusts2017-06-30$93,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,015,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$5,016,085
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2017-06-30134008324
2016 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-465,009
Total unrealized appreciation/depreciation of assets2016-06-30$-465,009
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$25,013
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$30,061
Total income from all sources (including contributions)2016-06-30$3,717,040
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$5,445,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$5,397,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,396,884
Value of total assets at end of year2016-06-30$86,327,629
Value of total assets at beginning of year2016-06-30$88,061,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$48,641
Total interest from all sources2016-06-30$1,461,988
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$802,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$802,786
Administrative expenses professional fees incurred2016-06-30$38,514
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$25,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$14,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$28,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$25,013
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$30,061
Other income not declared elsewhere2016-06-30$16,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,728,731
Value of net assets at end of year (total assets less liabilities)2016-06-30$86,302,616
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$88,031,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$10,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$23,187,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$22,835,246
Value of interest in pooled separate accounts at end of year2016-06-30$2,053,029
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,848,500
Interest earned on other investments2016-06-30$1,461,988
Value of interest in common/collective trusts at end of year2016-06-30$3,451,222
Value of interest in common/collective trusts at beginning of year2016-06-30$3,660,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$57,621,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$59,687,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-829,079
Net investment gain/loss from pooled separate accounts2016-06-30$129,645
Net investment gain or loss from common/collective trusts2016-06-30$202,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,396,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$5,397,130
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2016-06-30134008324
2015 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$1,119,435
Total unrealized appreciation/depreciation of assets2015-06-30$1,119,435
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$30,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$34,987
Total income from all sources (including contributions)2015-06-30$5,602,201
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$4,100,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$4,050,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,037,364
Value of total assets at end of year2015-06-30$88,061,408
Value of total assets at beginning of year2015-06-30$86,564,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$50,048
Total interest from all sources2015-06-30$1,448,267
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$598,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$598,768
Administrative expenses professional fees incurred2015-06-30$39,025
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$25,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$28,927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$24,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$30,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$34,987
Other income not declared elsewhere2015-06-30$71,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,501,704
Value of net assets at end of year (total assets less liabilities)2015-06-30$88,031,347
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$86,529,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$11,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$22,835,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$21,146,751
Value of interest in pooled separate accounts at end of year2015-06-30$1,848,500
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,614,371
Interest earned on other investments2015-06-30$1,448,267
Value of interest in common/collective trusts at end of year2015-06-30$3,660,798
Value of interest in common/collective trusts at beginning of year2015-06-30$3,913,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$59,687,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$59,865,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$83,817
Net investment gain/loss from pooled separate accounts2015-06-30$178,124
Net investment gain or loss from common/collective trusts2015-06-30$64,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,037,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$4,050,449
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2015-06-30134008324
2014 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$4,641,259
Total unrealized appreciation/depreciation of assets2014-06-30$4,641,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$34,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$54,871
Total income from all sources (including contributions)2014-06-30$11,333,857
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$4,846,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$4,796,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,142,871
Value of total assets at end of year2014-06-30$86,564,630
Value of total assets at beginning of year2014-06-30$80,097,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$50,186
Total interest from all sources2014-06-30$1,454,698
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$484,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$484,344
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$25,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$24,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$22,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$34,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$54,871
Other income not declared elsewhere2014-06-30$48,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$6,487,366
Value of net assets at end of year (total assets less liabilities)2014-06-30$86,529,643
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$80,042,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$50,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$21,146,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$17,409,549
Value of interest in pooled separate accounts at end of year2014-06-30$1,614,371
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,371,092
Interest earned on other investments2014-06-30$1,454,698
Value of interest in common/collective trusts at end of year2014-06-30$3,913,166
Value of interest in common/collective trusts at beginning of year2014-06-30$4,083,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$59,865,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$57,211,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,132,928
Net investment gain/loss from pooled separate accounts2014-06-30$154,825
Net investment gain or loss from common/collective trusts2014-06-30$274,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,142,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$4,796,305
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2014-06-30134008324
2013 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$3,046,381
Total unrealized appreciation/depreciation of assets2013-06-30$3,046,381
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$54,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$24,249
Total income from all sources (including contributions)2013-06-30$8,346,171
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$2,551,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,538,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,177,575
Value of total assets at end of year2013-06-30$80,097,148
Value of total assets at beginning of year2013-06-30$74,271,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$12,341
Total interest from all sources2013-06-30$1,387,400
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$272,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$272,642
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$25,000,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$33,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$22,046
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$51,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$54,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$24,249
Other income not declared elsewhere2013-06-30$42,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$5,794,893
Value of net assets at end of year (total assets less liabilities)2013-06-30$80,042,277
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$74,247,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$12,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$17,409,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$14,840,110
Value of interest in pooled separate accounts at end of year2013-06-30$1,371,092
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,175,370
Interest earned on other investments2013-06-30$1,387,400
Value of interest in common/collective trusts at end of year2013-06-30$4,083,208
Value of interest in common/collective trusts at beginning of year2013-06-30$4,320,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$57,211,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$53,884,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,242,953
Net investment gain/loss from pooled separate accounts2013-06-30$105,966
Net investment gain or loss from common/collective trusts2013-06-30$70,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,144,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,538,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2013-06-30134008324
2012 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$1,151,492
Total unrealized appreciation/depreciation of assets2012-06-30$1,151,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$24,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$34,688
Total income from all sources (including contributions)2012-06-30$4,280,652
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$3,585,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,573,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,367,273
Value of total assets at end of year2012-06-30$74,271,633
Value of total assets at beginning of year2012-06-30$73,587,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$12,248
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$319,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$319,084
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$25,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$46,880
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$51,154
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$24,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$24,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$34,688
Other income not declared elsewhere2012-06-30$51,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$695,068
Value of net assets at end of year (total assets less liabilities)2012-06-30$74,247,384
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$73,552,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$12,248
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$14,840,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$13,829,122
Value of interest in pooled separate accounts at end of year2012-06-30$1,175,370
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,014,435
Value of interest in common/collective trusts at end of year2012-06-30$4,320,043
Value of interest in common/collective trusts at beginning of year2012-06-30$4,237,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$53,884,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$54,482,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-168,907
Net investment gain/loss from pooled separate accounts2012-06-30$114,757
Net investment gain or loss from common/collective trusts2012-06-30$445,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,320,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,573,336
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2012-06-30134008324
2011 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$34,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$72,744
Total income from all sources (including contributions)2011-06-30$8,231,836
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$3,548,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,539,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,469,265
Value of total assets at end of year2011-06-30$73,587,004
Value of total assets at beginning of year2011-06-30$68,941,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$9,611
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$1,481,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$1,481,864
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$25,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$24,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$34,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$72,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,683,201
Value of net assets at end of year (total assets less liabilities)2011-06-30$73,552,316
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$68,869,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$9,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$13,829,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$11,492,321
Value of interest in pooled separate accounts at end of year2011-06-30$1,014,435
Value of interest in pooled separate accounts at beginning of year2011-06-30$755,494
Value of interest in common/collective trusts at end of year2011-06-30$4,237,344
Value of interest in common/collective trusts at beginning of year2011-06-30$4,208,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$54,482,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$52,485,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$3,756,195
Net investment gain/loss from pooled separate accounts2011-06-30$138,391
Net investment gain or loss from common/collective trusts2011-06-30$386,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$2,469,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$3,539,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2011-06-30134008324
2010 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
2009 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-06-30$0

Form 5500 Responses for COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS

2021: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planYes
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number2-21838
Policy instance 2
Insurance contract or identification number2-21838
Number of Individuals Covered154
Insurance policy start date2021-07-01
Insurance policy end date2022-06-22
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractSINGLE PREMIUM GROUP ANNUITY CONTRACT WITH BOTH IMMEDIATE AND DEFERRED LIVES
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100433
Policy instance 1
Insurance contract or identification number100433
Number of Individuals Covered1275
Insurance policy start date2021-07-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100433
Policy instance 1
Insurance contract or identification number100433
Number of Individuals Covered1299
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100433
Policy instance 1
Insurance contract or identification number100433
Number of Individuals Covered1328
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100433
Policy instance 1
Insurance contract or identification number100433
Number of Individuals Covered1363
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100433
Policy instance 1
Insurance contract or identification number100433
Number of Individuals Covered1397
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100433
Policy instance 1
Insurance contract or identification number100433
Number of Individuals Covered1465
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100433
Policy instance 1
Insurance contract or identification number100433
Number of Individuals Covered1492
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100433
Policy instance 1
Insurance contract or identification number100433
Number of Individuals Covered1519
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100433
Policy instance 1
Insurance contract or identification number100433
Number of Individuals Covered1728
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100433
Policy instance 1
Insurance contract or identification number100433
Number of Individuals Covered1667
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100433
Policy instance 1
Insurance contract or identification number100433
Number of Individuals Covered1673
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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