TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COLUMBIA UNIVERSITY RETIREMENT PLAN - 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 |
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2022: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2022 401k membership |
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Market value of plan assets | 2022-06-22 | 2,538,131 |
Acturial value of plan assets | 2022-06-22 | 2,538,131 |
Funding target for retired participants and beneficiaries receiving payment | 2022-06-22 | 1,444,494 |
Number of terminated vested participants | 2022-06-22 | 5 |
Fundng target for terminated vested participants | 2022-06-22 | 26,790 |
Active participant vested funding target | 2022-06-22 | 298 |
Number of active participants | 2022-06-22 | 1 |
Total funding liabilities for active participants | 2022-06-22 | 298 |
Total participant count | 2022-06-22 | 170 |
Total funding target for all participants | 2022-06-22 | 1,471,582 |
Balance at beginning of prior year after applicable adjustments | 2022-06-22 | 1,532,134 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-22 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-22 | 82,400 |
Prefunding balanced used to offset prior years funding requirement | 2022-06-22 | 0 |
Amount remaining of carryover balance | 2022-06-22 | 1,449,734 |
Amount remaining of prefunding balance | 2022-06-22 | 0 |
Present value of excess contributions | 2022-06-22 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-22 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-22 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-06-22 | 53,061 |
Reductions in prefunding balances due to elections or deemed elections | 2022-06-22 | 0 |
Balance of carryovers at beginning of current year | 2022-06-22 | 1,360,865 |
Balance of prefunding at beginning of current year | 2022-06-22 | 0 |
Total employer contributions | 2022-06-22 | 0 |
Total employee contributions | 2022-06-22 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-22 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-06-22 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-22 | 0 |
Liquidity shortfalls end of Q1 | 2022-06-22 | 0 |
Liquidity shortfalls end of Q2 | 2022-06-22 | 0 |
Liquidity shortfalls end of Q3 | 2022-06-22 | 0 |
Liquidity shortfalls end of Q4 | 2022-06-22 | 0 |
Unpaid minimum required contributions for all prior years | 2022-06-22 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-22 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-06-22 | 0 |
Minimum required contributions for current year target normal cost | 2022-06-22 | 98,700 |
Net shortfall amortization installment of oustanding balance | 2022-06-22 | 0 |
Waiver amortization installment | 2022-06-22 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-06-22 | 98,700 |
Carryover balance elected to use to offset funding requirement | 2022-06-22 | 98,700 |
Prefunding balance elected to use to offset funding requirement | 2022-06-22 | 0 |
Additional cash requirement | 2022-06-22 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-06-22 | 0 |
Unpaid minimum required contributions for current year | 2022-06-22 | 0 |
Unpaid minimum required contributions for all years | 2022-06-22 | 0 |
2021: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 4,318 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
Total of all active and inactive participants | 2021-07-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
Market value of plan assets | 2021-06-30 | 2,849,841 |
Acturial value of plan assets | 2021-06-30 | 2,849,841 |
Funding target for retired participants and beneficiaries receiving payment | 2021-06-30 | 1,623,819 |
Number of terminated vested participants | 2021-06-30 | 4 |
Fundng target for terminated vested participants | 2021-06-30 | 22,987 |
Active participant vested funding target | 2021-06-30 | 327 |
Number of active participants | 2021-06-30 | 1 |
Total funding liabilities for active participants | 2021-06-30 | 327 |
Total participant count | 2021-06-30 | 179 |
Total funding target for all participants | 2021-06-30 | 1,647,133 |
Balance at beginning of prior year after applicable adjustments | 2021-06-30 | 1,569,623 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-06-30 | 55,000 |
Prefunding balanced used to offset prior years funding requirement | 2021-06-30 | 0 |
Amount remaining of carryover balance | 2021-06-30 | 1,514,623 |
Amount remaining of prefunding balance | 2021-06-30 | 0 |
Present value of excess contributions | 2021-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-06-30 | 45,043 |
Reductions in prefunding balances due to elections or deemed elections | 2021-06-30 | 0 |
Balance of carryovers at beginning of current year | 2021-06-30 | 1,532,134 |
Balance of prefunding at beginning of current year | 2021-06-30 | 0 |
Total employer contributions | 2021-06-30 | 0 |
Total employee contributions | 2021-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-06-30 | 0 |
Liquidity shortfalls end of Q1 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-06-30 | 82,400 |
Net shortfall amortization installment of oustanding balance | 2021-06-30 | 0 |
Waiver amortization installment | 2021-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-06-30 | 82,400 |
Carryover balance elected to use to offset funding requirement | 2021-06-30 | 82,400 |
Prefunding balance elected to use to offset funding requirement | 2021-06-30 | 0 |
Additional cash requirement | 2021-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for current year | 2021-06-30 | 0 |
Unpaid minimum required contributions for all years | 2021-06-30 | 0 |
2020: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 4,328 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 1,067 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 145 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 3,025 |
Total of all active and inactive participants | 2020-07-01 | 4,237 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 81 |
Total participants | 2020-07-01 | 4,318 |
Number of participants with account balances | 2020-07-01 | 3,915 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 241 |
Market value of plan assets | 2020-06-30 | 2,959,991 |
Acturial value of plan assets | 2020-06-30 | 2,959,991 |
Funding target for retired participants and beneficiaries receiving payment | 2020-06-30 | 1,670,564 |
Number of terminated vested participants | 2020-06-30 | 8 |
Fundng target for terminated vested participants | 2020-06-30 | 64,171 |
Active participant vested funding target | 2020-06-30 | 3,224 |
Number of active participants | 2020-06-30 | 2 |
Total funding liabilities for active participants | 2020-06-30 | 3,224 |
Total participant count | 2020-06-30 | 190 |
Total funding target for all participants | 2020-06-30 | 1,737,959 |
Balance at beginning of prior year after applicable adjustments | 2020-06-30 | 1,494,420 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-06-30 | 0 |
Amount remaining of carryover balance | 2020-06-30 | 1,494,420 |
Amount remaining of prefunding balance | 2020-06-30 | 0 |
Present value of excess contributions | 2020-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-06-30 | 21,038 |
Reductions in prefunding balances due to elections or deemed elections | 2020-06-30 | 0 |
Balance of carryovers at beginning of current year | 2020-06-30 | 1,569,623 |
Balance of prefunding at beginning of current year | 2020-06-30 | 0 |
Total employer contributions | 2020-06-30 | 0 |
Total employee contributions | 2020-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-06-30 | 0 |
Liquidity shortfalls end of Q1 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-06-30 | 55,000 |
Net shortfall amortization installment of oustanding balance | 2020-06-30 | 0 |
Waiver amortization installment | 2020-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-06-30 | 55,000 |
Carryover balance elected to use to offset funding requirement | 2020-06-30 | 55,000 |
Prefunding balance elected to use to offset funding requirement | 2020-06-30 | 0 |
Additional cash requirement | 2020-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for current year | 2020-06-30 | 0 |
Unpaid minimum required contributions for all years | 2020-06-30 | 0 |
2019: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 4,306 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 1,251 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 155 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 2,928 |
Total of all active and inactive participants | 2019-07-01 | 4,334 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 38 |
Total participants | 2019-07-01 | 4,372 |
Number of participants with account balances | 2019-07-01 | 3,919 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 672 |
Market value of plan assets | 2019-06-30 | 3,006,416 |
Acturial value of plan assets | 2019-06-30 | 3,006,416 |
Funding target for retired participants and beneficiaries receiving payment | 2019-06-30 | 1,845,172 |
Number of terminated vested participants | 2019-06-30 | 7 |
Fundng target for terminated vested participants | 2019-06-30 | 30,524 |
Active participant vested funding target | 2019-06-30 | 14,299 |
Number of active participants | 2019-06-30 | 3 |
Total funding liabilities for active participants | 2019-06-30 | 14,299 |
Total participant count | 2019-06-30 | 202 |
Total funding target for all participants | 2019-06-30 | 1,889,995 |
Balance at beginning of prior year after applicable adjustments | 2019-06-30 | 1,540,151 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-06-30 | 0 |
Amount remaining of carryover balance | 2019-06-30 | 1,540,151 |
Amount remaining of prefunding balance | 2019-06-30 | 0 |
Present value of excess contributions | 2019-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-06-30 | 53,278 |
Reductions in prefunding balances due to elections or deemed elections | 2019-06-30 | 0 |
Balance of carryovers at beginning of current year | 2019-06-30 | 1,494,420 |
Balance of prefunding at beginning of current year | 2019-06-30 | 0 |
Total employer contributions | 2019-06-30 | 0 |
Total employee contributions | 2019-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-06-30 | 0 |
Liquidity shortfalls end of Q1 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-06-30 | 0 |
Waiver amortization installment | 2019-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-06-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-06-30 | 0 |
Additional cash requirement | 2019-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for current year | 2019-06-30 | 0 |
Unpaid minimum required contributions for all years | 2019-06-30 | 0 |
2018: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 4,257 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 1,252 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 161 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 2,859 |
Total of all active and inactive participants | 2018-07-01 | 4,272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 34 |
Total participants | 2018-07-01 | 4,306 |
Number of participants with account balances | 2018-07-01 | 3,905 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 502 |
Market value of plan assets | 2018-06-30 | 3,253,925 |
Acturial value of plan assets | 2018-06-30 | 3,253,925 |
Funding target for retired participants and beneficiaries receiving payment | 2018-06-30 | 1,911,171 |
Number of terminated vested participants | 2018-06-30 | 9 |
Fundng target for terminated vested participants | 2018-06-30 | 30,482 |
Active participant vested funding target | 2018-06-30 | 13,586 |
Number of active participants | 2018-06-30 | 3 |
Total funding liabilities for active participants | 2018-06-30 | 13,586 |
Total participant count | 2018-06-30 | 212 |
Total funding target for all participants | 2018-06-30 | 1,955,239 |
Balance at beginning of prior year after applicable adjustments | 2018-06-30 | 1,502,293 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-06-30 | 0 |
Amount remaining of carryover balance | 2018-06-30 | 1,502,293 |
Amount remaining of prefunding balance | 2018-06-30 | 0 |
Present value of excess contributions | 2018-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-06-30 | 0 |
Balance of carryovers at beginning of current year | 2018-06-30 | 1,540,151 |
Balance of prefunding at beginning of current year | 2018-06-30 | 0 |
Total employer contributions | 2018-06-30 | 0 |
Total employee contributions | 2018-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-06-30 | 0 |
Liquidity shortfalls end of Q1 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-06-30 | 0 |
Waiver amortization installment | 2018-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-06-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-06-30 | 0 |
Additional cash requirement | 2018-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for current year | 2018-06-30 | 0 |
Unpaid minimum required contributions for all years | 2018-06-30 | 0 |
2017: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 4,194 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 1,218 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 170 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 2,832 |
Total of all active and inactive participants | 2017-07-01 | 4,220 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 37 |
Total participants | 2017-07-01 | 4,257 |
Number of participants with account balances | 2017-07-01 | 3,839 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 452 |
Market value of plan assets | 2017-06-30 | 3,451,222 |
Acturial value of plan assets | 2017-06-30 | 3,451,222 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 2,070,130 |
Number of terminated vested participants | 2017-06-30 | 58 |
Fundng target for terminated vested participants | 2017-06-30 | 347,212 |
Active participant vested funding target | 2017-06-30 | 18,819 |
Number of active participants | 2017-06-30 | 5 |
Total funding liabilities for active participants | 2017-06-30 | 18,819 |
Total participant count | 2017-06-30 | 278 |
Total funding target for all participants | 2017-06-30 | 2,436,161 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 1,617,549 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 0 |
Amount remaining of carryover balance | 2017-06-30 | 1,617,549 |
Amount remaining of prefunding balance | 2017-06-30 | 0 |
Present value of excess contributions | 2017-06-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 205,353 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
Balance of carryovers at beginning of current year | 2017-06-30 | 1,502,293 |
Balance of prefunding at beginning of current year | 2017-06-30 | 0 |
Total employer contributions | 2017-06-30 | 0 |
Total employee contributions | 2017-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 0 |
Liquidity shortfalls end of Q1 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-06-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 0 |
Waiver amortization installment | 2017-06-30 | 0 |
Waived amount of outstanding balance | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Additional cash requirement | 2017-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |
2016: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 4,179 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 1,253 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 181 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 2,734 |
Total of all active and inactive participants | 2016-07-01 | 4,168 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 26 |
Total participants | 2016-07-01 | 4,194 |
Number of participants with account balances | 2016-07-01 | 3,774 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 105 |
2015: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 3,952 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 1,200 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 195 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 2,749 |
Total of all active and inactive participants | 2015-07-01 | 4,144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 35 |
Total participants | 2015-07-01 | 4,179 |
Number of participants with account balances | 2015-07-01 | 3,675 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 110 |
2014: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 4,079 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 1,130 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 202 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 2,583 |
Total of all active and inactive participants | 2014-07-01 | 3,915 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 37 |
Total participants | 2014-07-01 | 3,952 |
Number of participants with account balances | 2014-07-01 | 3,504 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 108 |
2013: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 4,025 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 1,272 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 211 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 2,561 |
Total of all active and inactive participants | 2013-07-01 | 4,044 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 35 |
Total participants | 2013-07-01 | 4,079 |
Number of participants with account balances | 2013-07-01 | 3,903 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 117 |
2012: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-07-01 | 3,955 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 1,582 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 242 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 2,170 |
Total of all active and inactive participants | 2012-07-01 | 3,994 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 31 |
Total participants | 2012-07-01 | 4,025 |
Number of participants with account balances | 2012-07-01 | 3,551 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 96 |
2011: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-07-01 | 3,833 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 1,616 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 219 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 2,092 |
Total of all active and inactive participants | 2011-07-01 | 3,927 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 28 |
Total participants | 2011-07-01 | 3,955 |
Number of participants with account balances | 2011-07-01 | 3,467 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 129 |
2010: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-07-01 | 3,734 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 1,875 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 224 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 1,709 |
Total of all active and inactive participants | 2010-07-01 | 3,808 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 25 |
Total participants | 2010-07-01 | 3,833 |
Number of participants with account balances | 2010-07-01 | 3,402 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 201 |
2009: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-07-01 | 3,869 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 3,082 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 539 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 85 |
Total of all active and inactive participants | 2009-07-01 | 3,706 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 28 |
Total participants | 2009-07-01 | 3,734 |
Number of participants with account balances | 2009-07-01 | 3,164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 77 |
2008: COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2008 401k membership |
---|
Total participants, beginning-of-year | 2008-07-01 | 1,594 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 1,759 |
Number of retired or separated participants receiving benefits | 2008-07-01 | 328 |
Number of other retired or separated participants entitled to future benefits | 2008-07-01 | 2,081 |
Total of all active and inactive participants | 2008-07-01 | 4,168 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-07-01 | 27 |
Total participants | 2008-07-01 | 4,195 |
Number of participants with account balances | 2008-07-01 | 3,216 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-07-01 | 977 |
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) assets | 2022-06-22 | $1,722,433 |
Total unrealized appreciation/depreciation of assets | 2022-06-22 | $1,722,433 |
Total transfer of assets from this plan | 2022-06-22 | $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 assets | 2022-06-22 | $0 |
Total of all expenses incurred | 2022-06-22 | $5,035,272 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-22 | $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 year | 2022-06-22 | $0 |
Value of total assets at beginning of year | 2022-06-22 | $112,917,197 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-22 | $379,234 |
Total interest from all sources | 2022-06-22 | $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 year | 2022-06-22 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-06-22 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-22 | $1,770,533 |
Administrative expenses professional fees incurred | 2022-06-22 | $72,827 |
Was this plan covered by a fidelity bond | 2022-06-22 | Yes |
Value of fidelity bond cover | 2022-06-22 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2022-06-22 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-22 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-06-22 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-06-22 | $24,557 |
Other income not declared elsewhere | 2022-06-22 | $30,813 |
Administrative expenses (other) incurred | 2022-06-22 | $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 appraiser | 2022-06-22 | No |
Value of net income/loss | 2022-06-22 | $-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) | 2022-06-22 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-22 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-22 | No |
Investment advisory and management fees | 2022-06-22 | $37,343 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-22 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-22 | $40,356,190 |
Value of interest in pooled separate accounts at end of year | 2022-06-22 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-06-22 | $2,096,247 |
Interest earned on other investments | 2022-06-22 | $640 |
Value of interest in common/collective trusts at end of year | 2022-06-22 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-06-22 | $2,538,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-22 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-22 | $67,926,629 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-06-22 | $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 accounts | 2022-06-22 | $228,175 |
Net investment gain or loss from common/collective trusts | 2022-06-22 | $-81,682 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-22 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-22 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-22 | No |
Contributions received in cash from employer | 2022-06-22 | $684,453 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-22 | $2,989,135 |
Did the plan have assets held for investment | 2022-06-22 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-22 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-22 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-06-22 | Disclaimer |
Accountancy firm name | 2022-06-22 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2022-06-22 | 134008324 |
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) assets | 2021-06-30 | $9,913,210 |
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $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 assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $5,441,968 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $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 year | 2021-06-30 | $112,917,197 |
Value of total assets at beginning of year | 2021-06-30 | $96,230,628 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $175,923 |
Total interest from all sources | 2021-06-30 | $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 year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $912,059 |
Administrative expenses professional fees incurred | 2021-06-30 | $75,262 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-06-30 | $24,557 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-06-30 | $69,113 |
Other income not declared elsewhere | 2021-06-30 | $47,858 |
Administrative expenses (other) incurred | 2021-06-30 | $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 appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $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) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Investment advisory and management fees | 2021-06-30 | $69,779 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $40,356,190 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $31,415,594 |
Value of interest in pooled separate accounts at end of year | 2021-06-30 | $2,096,247 |
Value of interest in pooled separate accounts at beginning of year | 2021-06-30 | $2,065,775 |
Interest earned on other investments | 2021-06-30 | $1,232,240 |
Value of interest in common/collective trusts at end of year | 2021-06-30 | $2,538,131 |
Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $2,849,841 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-06-30 | $67,926,629 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-06-30 | $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 accounts | 2021-06-30 | $130,804 |
Net investment gain or loss from common/collective trusts | 2021-06-30 | $41,085 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $2,232,375 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $5,266,045 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
Accountancy firm name | 2021-06-30 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2021-06-30 | 134008324 |
2020 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $1,250,126 |
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $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 assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $6,008,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $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 year | 2020-06-30 | $96,230,628 |
Value of total assets at beginning of year | 2020-06-30 | $95,928,067 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $219,153 |
Total interest from all sources | 2020-06-30 | $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 year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $1,357,397 |
Administrative expenses professional fees incurred | 2020-06-30 | $81,046 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-06-30 | $69,113 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-06-30 | $23,598 |
Other income not declared elsewhere | 2020-06-30 | $38,160 |
Administrative expenses (other) incurred | 2020-06-30 | $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 appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $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) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Investment advisory and management fees | 2020-06-30 | $112,255 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $31,415,594 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $30,080,218 |
Value of interest in pooled separate accounts at end of year | 2020-06-30 | $2,065,775 |
Value of interest in pooled separate accounts at beginning of year | 2020-06-30 | $2,100,373 |
Interest earned on other investments | 2020-06-30 | $1,007,899 |
Value of interest in common/collective trusts at end of year | 2020-06-30 | $2,849,841 |
Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $2,959,991 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-06-30 | $59,899,418 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-06-30 | $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 accounts | 2020-06-30 | $21,974 |
Net investment gain or loss from common/collective trusts | 2020-06-30 | $100,734 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $2,065,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $5,789,365 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2020-06-30 | 134008324 |
2019 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $1,467,272 |
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $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 assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $5,685,985 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $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 year | 2019-06-30 | $95,928,067 |
Value of total assets at beginning of year | 2019-06-30 | $95,134,079 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $194,117 |
Total interest from all sources | 2019-06-30 | $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 year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $1,428,721 |
Administrative expenses professional fees incurred | 2019-06-30 | $168,340 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-06-30 | $23,598 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-30 | $24,739 |
Other income not declared elsewhere | 2019-06-30 | $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 appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $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) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Investment advisory and management fees | 2019-06-30 | $25,777 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $30,080,218 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $28,407,342 |
Value of interest in pooled separate accounts at end of year | 2019-06-30 | $2,100,373 |
Value of interest in pooled separate accounts at beginning of year | 2019-06-30 | $2,227,483 |
Interest earned on other investments | 2019-06-30 | $1,025,067 |
Value of interest in common/collective trusts at end of year | 2019-06-30 | $2,959,991 |
Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $3,006,416 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $60,787,485 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $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 accounts | 2019-06-30 | $109,646 |
Net investment gain or loss from common/collective trusts | 2019-06-30 | $212,128 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $1,583,554 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $5,491,868 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2019-06-30 | 134008324 |
2018 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $2,999,130 |
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $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 assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $4,845,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $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 year | 2018-06-30 | $95,134,079 |
Value of total assets at beginning of year | 2018-06-30 | $91,549,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $33,500 |
Total interest from all sources | 2018-06-30 | $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 year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $973,701 |
Administrative expenses professional fees incurred | 2018-06-30 | $24,198 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $11,906 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-06-30 | $24,739 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-06-30 | $27,731 |
Other income not declared elsewhere | 2018-06-30 | $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 appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $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) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Investment advisory and management fees | 2018-06-30 | $9,302 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $28,407,342 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $26,418,091 |
Value of interest in pooled separate accounts at end of year | 2018-06-30 | $2,227,483 |
Value of interest in pooled separate accounts at beginning of year | 2018-06-30 | $2,144,632 |
Interest earned on other investments | 2018-06-30 | $1,390,789 |
Value of interest in common/collective trusts at end of year | 2018-06-30 | $3,006,416 |
Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $3,253,924 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $61,492,838 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $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 accounts | 2018-06-30 | $106,493 |
Net investment gain or loss from common/collective trusts | 2018-06-30 | $22,510 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $1,610,638 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $4,811,673 |
Did the plan have assets held for investment | 2018-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2018-06-30 | 134008324 |
2017 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $3,701,942 |
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $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 assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $5,038,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $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 year | 2017-06-30 | $91,549,700 |
Value of total assets at beginning of year | 2017-06-30 | $86,327,629 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $22,660 |
Total interest from all sources | 2017-06-30 | $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 year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $609,404 |
Administrative expenses professional fees incurred | 2017-06-30 | $12,884 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $11,906 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $14,727 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-06-30 | $27,731 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-06-30 | $25,013 |
Other income not declared elsewhere | 2017-06-30 | $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 appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $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) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Investment advisory and management fees | 2017-06-30 | $9,776 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $26,418,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $23,187,060 |
Value of interest in pooled separate accounts at end of year | 2017-06-30 | $2,144,632 |
Value of interest in pooled separate accounts at beginning of year | 2017-06-30 | $2,053,029 |
Interest earned on other investments | 2017-06-30 | $1,499,311 |
Value of interest in common/collective trusts at end of year | 2017-06-30 | $3,253,924 |
Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $3,451,222 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $59,721,147 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $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 accounts | 2017-06-30 | $80,425 |
Net investment gain or loss from common/collective trusts | 2017-06-30 | $93,301 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $2,015,471 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $5,016,085 |
Did the plan have assets held for investment | 2017-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2017-06-30 | 134008324 |
2016 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $-465,009 |
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $-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 assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $5,445,771 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $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 year | 2016-06-30 | $86,327,629 |
Value of total assets at beginning of year | 2016-06-30 | $88,061,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $48,641 |
Total interest from all sources | 2016-06-30 | $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 year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $802,786 |
Administrative expenses professional fees incurred | 2016-06-30 | $38,514 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $14,727 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $28,927 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-06-30 | $25,013 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-06-30 | $30,061 |
Other income not declared elsewhere | 2016-06-30 | $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 appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-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) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Investment advisory and management fees | 2016-06-30 | $10,127 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $23,187,060 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $22,835,246 |
Value of interest in pooled separate accounts at end of year | 2016-06-30 | $2,053,029 |
Value of interest in pooled separate accounts at beginning of year | 2016-06-30 | $1,848,500 |
Interest earned on other investments | 2016-06-30 | $1,461,988 |
Value of interest in common/collective trusts at end of year | 2016-06-30 | $3,451,222 |
Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $3,660,798 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $57,621,591 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $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 accounts | 2016-06-30 | $129,645 |
Net investment gain or loss from common/collective trusts | 2016-06-30 | $202,934 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $2,396,884 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $5,397,130 |
Did the plan have assets held for investment | 2016-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2016-06-30 | 134008324 |
2015 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $1,119,435 |
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $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 assets | 2015-06-30 | $0 |
Total of all expenses incurred | 2015-06-30 | $4,100,497 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $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 year | 2015-06-30 | $88,061,408 |
Value of total assets at beginning of year | 2015-06-30 | $86,564,630 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $50,048 |
Total interest from all sources | 2015-06-30 | $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 year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $598,768 |
Administrative expenses professional fees incurred | 2015-06-30 | $39,025 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $28,927 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $24,910 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-06-30 | $30,061 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-06-30 | $34,987 |
Other income not declared elsewhere | 2015-06-30 | $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 appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $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) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Investment advisory and management fees | 2015-06-30 | $11,023 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $22,835,246 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $21,146,751 |
Value of interest in pooled separate accounts at end of year | 2015-06-30 | $1,848,500 |
Value of interest in pooled separate accounts at beginning of year | 2015-06-30 | $1,614,371 |
Interest earned on other investments | 2015-06-30 | $1,448,267 |
Value of interest in common/collective trusts at end of year | 2015-06-30 | $3,660,798 |
Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $3,913,166 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $59,687,937 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $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 accounts | 2015-06-30 | $178,124 |
Net investment gain or loss from common/collective trusts | 2015-06-30 | $64,900 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $2,037,364 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $4,050,449 |
Did the plan have assets held for investment | 2015-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
Accountancy firm name | 2015-06-30 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2015-06-30 | 134008324 |
2014 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $4,641,259 |
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $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 assets | 2014-06-30 | $0 |
Total of all expenses incurred | 2014-06-30 | $4,846,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $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 year | 2014-06-30 | $86,564,630 |
Value of total assets at beginning of year | 2014-06-30 | $80,097,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $50,186 |
Total interest from all sources | 2014-06-30 | $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 year | 2014-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $484,344 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $24,910 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $22,046 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-06-30 | $34,987 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $54,871 |
Other income not declared elsewhere | 2014-06-30 | $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 appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $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) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Investment advisory and management fees | 2014-06-30 | $50,186 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $21,146,751 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $17,409,549 |
Value of interest in pooled separate accounts at end of year | 2014-06-30 | $1,614,371 |
Value of interest in pooled separate accounts at beginning of year | 2014-06-30 | $1,371,092 |
Interest earned on other investments | 2014-06-30 | $1,454,698 |
Value of interest in common/collective trusts at end of year | 2014-06-30 | $3,913,166 |
Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $4,083,208 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $59,865,432 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $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 accounts | 2014-06-30 | $154,825 |
Net investment gain or loss from common/collective trusts | 2014-06-30 | $274,119 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $2,142,871 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $4,796,305 |
Did the plan have assets held for investment | 2014-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
Accountancy firm name | 2014-06-30 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2014-06-30 | 134008324 |
2013 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $3,046,381 |
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $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 assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $2,551,278 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $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 year | 2013-06-30 | $80,097,148 |
Value of total assets at beginning of year | 2013-06-30 | $74,271,633 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $12,341 |
Total interest from all sources | 2013-06-30 | $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 year | 2013-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $272,642 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
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 year | 2013-06-30 | $22,046 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $51,154 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-06-30 | $54,871 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $24,249 |
Other income not declared elsewhere | 2013-06-30 | $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 appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $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) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Investment advisory and management fees | 2013-06-30 | $12,341 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $17,409,549 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $14,840,110 |
Value of interest in pooled separate accounts at end of year | 2013-06-30 | $1,371,092 |
Value of interest in pooled separate accounts at beginning of year | 2013-06-30 | $1,175,370 |
Interest earned on other investments | 2013-06-30 | $1,387,400 |
Value of interest in common/collective trusts at end of year | 2013-06-30 | $4,083,208 |
Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $4,320,043 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $57,211,253 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $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 accounts | 2013-06-30 | $105,966 |
Net investment gain or loss from common/collective trusts | 2013-06-30 | $70,561 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $2,144,575 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $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 2520.101-3 | 2013-06-30 | Yes |
Did the plan have assets held for investment | 2013-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2013-06-30 | 134008324 |
2012 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $1,151,492 |
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $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 assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $3,585,584 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $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 year | 2012-06-30 | $74,271,633 |
Value of total assets at beginning of year | 2012-06-30 | $73,587,004 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $12,248 |
Total interest from all sources | 2012-06-30 | $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 year | 2012-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $319,084 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
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 year | 2012-06-30 | $51,154 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $24,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $24,249 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $34,688 |
Other income not declared elsewhere | 2012-06-30 | $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 appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $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) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Investment advisory and management fees | 2012-06-30 | $12,248 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $14,840,110 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $13,829,122 |
Value of interest in pooled separate accounts at end of year | 2012-06-30 | $1,175,370 |
Value of interest in pooled separate accounts at beginning of year | 2012-06-30 | $1,014,435 |
Value of interest in common/collective trusts at end of year | 2012-06-30 | $4,320,043 |
Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $4,237,344 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $53,884,956 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $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 accounts | 2012-06-30 | $114,757 |
Net investment gain or loss from common/collective trusts | 2012-06-30 | $445,798 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $2,320,393 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $3,573,336 |
Did the plan have assets held for investment | 2012-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2012-06-30 | 134008324 |
2011 : COLUMBIA UNIVERSITY RETIREMENT PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $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 assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $3,548,635 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $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 year | 2011-06-30 | $73,587,004 |
Value of total assets at beginning of year | 2011-06-30 | $68,941,859 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $9,611 |
Total interest from all sources | 2011-06-30 | $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 year | 2011-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $1,481,864 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $24,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-06-30 | $34,688 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-06-30 | $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 appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $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) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Investment advisory and management fees | 2011-06-30 | $9,611 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $13,829,122 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $11,492,321 |
Value of interest in pooled separate accounts at end of year | 2011-06-30 | $1,014,435 |
Value of interest in pooled separate accounts at beginning of year | 2011-06-30 | $755,494 |
Value of interest in common/collective trusts at end of year | 2011-06-30 | $4,237,344 |
Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $4,208,272 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $54,482,103 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $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 accounts | 2011-06-30 | $138,391 |
Net investment gain or loss from common/collective trusts | 2011-06-30 | $386,121 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $2,469,265 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $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 2520.101-3 | 2011-06-30 | No |
Did the plan have assets held for investment | 2011-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2011-06-30 | 134008324 |
2010 : COLUMBIA UNIVERSITY RETIREMENT PLAN - 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 securities | 2010-06-30 | $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 securities | 2009-06-30 | $0 |