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COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCOLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN
Plan identification number 009

COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

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

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092022-01-01
0092021-01-01
0092020-01-01
0092019-01-01
0092018-01-01
0092017-01-01DANIEL DRISCOLL
0092016-01-01DANIEL DRISCOLL
0092015-01-01DIANNE L. KENNEY
0092014-01-01DIANNE L. KENNEY
0092013-07-01BARBARA HOUGH
0092012-07-01WILLIAM L INNES
0092011-07-01LOUIS BELLARDINE
0092009-07-01JEFFREY SCOTT

Plan Statistics for COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN

Measure Date Value
2022: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0129,221
Total number of active participants reported on line 7a of the Form 55002022-01-0117,517
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112,812
Total of all active and inactive participants2022-01-0130,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01121
Total participants2022-01-0130,450
Number of participants with account balances2022-01-0130,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0131,155
Total number of active participants reported on line 7a of the Form 55002021-01-0116,817
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112,278
Total of all active and inactive participants2021-01-0129,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01126
Total participants2021-01-0129,221
Number of participants with account balances2021-01-0128,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0129,230
Total number of active participants reported on line 7a of the Form 55002020-01-0116,031
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115,036
Total of all active and inactive participants2020-01-0131,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0188
Total participants2020-01-0131,155
Number of participants with account balances2020-01-0130,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0127,534
Total number of active participants reported on line 7a of the Form 55002019-01-0115,932
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114,150
Total of all active and inactive participants2019-01-0130,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0194
Total participants2019-01-0130,176
Number of participants with account balances2019-01-0129,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0125,664
Total number of active participants reported on line 7a of the Form 55002018-01-0115,290
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113,045
Total of all active and inactive participants2018-01-0128,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0136
Total participants2018-01-0128,371
Number of participants with account balances2018-01-0127,534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0123,652
Total number of active participants reported on line 7a of the Form 55002017-01-0114,430
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-0111,839
Total of all active and inactive participants2017-01-0126,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0180
Total participants2017-01-0126,363
Number of participants with account balances2017-01-0125,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0122,439
Total number of active participants reported on line 7a of the Form 55002016-01-0113,304
Number of retired or separated participants receiving benefits2016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-0110,888
Total of all active and inactive participants2016-01-0124,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0161
Total participants2016-01-0124,271
Number of participants with account balances2016-01-0123,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0120,742
Total number of active participants reported on line 7a of the Form 55002015-01-0112,141
Number of retired or separated participants receiving benefits2015-01-0165
Number of other retired or separated participants entitled to future benefits2015-01-0110,171
Total of all active and inactive participants2015-01-0122,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0162
Total participants2015-01-0122,439
Number of participants with account balances2015-01-0121,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118,849
Total number of active participants reported on line 7a of the Form 55002014-01-0111,334
Number of retired or separated participants receiving benefits2014-01-0179
Number of other retired or separated participants entitled to future benefits2014-01-019,274
Total of all active and inactive participants2014-01-0120,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0155
Total participants2014-01-0120,742
Number of participants with account balances2014-01-0120,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0118,469
Total number of active participants reported on line 7a of the Form 55002013-07-018,873
Number of retired or separated participants receiving benefits2013-07-01277
Number of other retired or separated participants entitled to future benefits2013-07-019,650
Total of all active and inactive participants2013-07-0118,800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0149
Total participants2013-07-0118,849
Number of participants with account balances2013-07-0118,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0118,014
Total number of active participants reported on line 7a of the Form 55002012-07-019,656
Number of retired or separated participants receiving benefits2012-07-01255
Number of other retired or separated participants entitled to future benefits2012-07-018,506
Total of all active and inactive participants2012-07-0118,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0152
Total participants2012-07-0118,469
Number of participants with account balances2012-07-0117,818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0117,274
Total number of active participants reported on line 7a of the Form 55002011-07-018,725
Number of retired or separated participants receiving benefits2011-07-0153
Number of other retired or separated participants entitled to future benefits2011-07-019,211
Total of all active and inactive participants2011-07-0117,989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0125
Total participants2011-07-0118,014
Number of participants with account balances2011-07-0117,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0117,172
Total number of active participants reported on line 7a of the Form 55002009-07-0116,135
Number of retired or separated participants receiving benefits2009-07-01676
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-0116,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0140
Total participants2009-07-0116,851
Number of participants with account balances2009-07-0116,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-188,337,829
Total unrealized appreciation/depreciation of assets2022-12-31$-188,337,829
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$36,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$353,079
Total income from all sources (including contributions)2022-12-31$-348,034,548
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$156,051,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$154,998,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$211,248,161
Value of total assets at end of year2022-12-31$3,500,223,250
Value of total assets at beginning of year2022-12-31$4,004,626,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,053,367
Total interest from all sources2022-12-31$20,294,222
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$70,155,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$70,155,784
Administrative expenses professional fees incurred2022-12-31$230,063
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$168,397,735
Participant contributions at end of year2022-12-31$15,040,030
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$13,329,922
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$42,850,426
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$425,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$506,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$36,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$353,079
Other income not declared elsewhere2022-12-31$1,750,181
Administrative expenses (other) incurred2022-12-31$11,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-504,086,165
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,500,187,238
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,004,273,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$811,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,831,761,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,350,870,449
Value of interest in pooled separate accounts at end of year2022-12-31$74,612,134
Value of interest in pooled separate accounts at beginning of year2022-12-31$72,580,284
Interest earned on other investments2022-12-31$20,294,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$578,383,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$567,339,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-469,139,208
Net investment gain/loss from pooled separate accounts2022-12-31$5,994,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$154,998,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-12-31134008324
2021 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$150,016,158
Total unrealized appreciation/depreciation of assets2021-12-31$150,016,158
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$353,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$352,607
Total income from all sources (including contributions)2021-12-31$663,118,187
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$159,281,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$158,266,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$193,404,416
Value of total assets at end of year2021-12-31$4,004,626,482
Value of total assets at beginning of year2021-12-31$3,500,789,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,015,050
Total interest from all sources2021-12-31$17,503,413
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$103,786,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$103,786,127
Administrative expenses professional fees incurred2021-12-31$183,546
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$180,772,284
Participant contributions at end of year2021-12-31$13,329,922
Participant contributions at beginning of year2021-12-31$10,186,491
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,632,132
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$506,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$472,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$353,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$352,607
Other income not declared elsewhere2021-12-31$2,045,222
Administrative expenses (other) incurred2021-12-31$797,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$503,836,628
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,004,273,403
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,500,436,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$34,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,350,870,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,857,306,770
Value of interest in pooled separate accounts at end of year2021-12-31$72,580,284
Value of interest in pooled separate accounts at beginning of year2021-12-31$62,725,867
Interest earned on other investments2021-12-31$17,503,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$567,339,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$570,097,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$185,297,526
Net investment gain/loss from pooled separate accounts2021-12-31$11,065,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$158,266,509
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2021-12-31134008324
2020 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$147,231,119
Total unrealized appreciation/depreciation of assets2020-12-31$147,231,119
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$352,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$177,272
Total income from all sources (including contributions)2020-12-31$600,383,181
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$137,807,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$136,989,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$174,402,492
Value of total assets at end of year2020-12-31$3,500,789,382
Value of total assets at beginning of year2020-12-31$3,038,037,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$817,516
Total interest from all sources2020-12-31$18,525,686
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$55,805,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$55,805,834
Administrative expenses professional fees incurred2020-12-31$817,516
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$150,842,615
Participant contributions at end of year2020-12-31$10,186,491
Participant contributions at beginning of year2020-12-31$7,057,936
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$23,559,877
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$472,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$422,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$352,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$177,272
Other income not declared elsewhere2020-12-31$1,802,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$462,576,180
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,500,436,775
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,037,860,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,857,306,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,416,647,526
Value of interest in pooled separate accounts at end of year2020-12-31$62,725,867
Value of interest in pooled separate accounts at beginning of year2020-12-31$77,461,846
Interest earned on other investments2020-12-31$18,525,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$570,097,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$536,448,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$203,238,889
Net investment gain/loss from pooled separate accounts2020-12-31$-623,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$136,989,485
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2020-12-31134008324
2019 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$161,453,323
Total unrealized appreciation/depreciation of assets2019-12-31$161,453,323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$177,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$151,394
Total income from all sources (including contributions)2019-12-31$666,656,881
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$115,080,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$114,310,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$187,426,399
Value of total assets at end of year2019-12-31$3,038,037,867
Value of total assets at beginning of year2019-12-31$2,486,435,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$769,989
Total interest from all sources2019-12-31$17,872,308
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$57,739,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$57,739,910
Administrative expenses professional fees incurred2019-12-31$769,989
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$155,664,518
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,761,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$422,303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$252,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$177,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$151,394
Other income not declared elsewhere2019-12-31$2,087,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$551,576,509
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,037,860,595
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,486,284,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,419,180,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,890,139,771
Value of interest in pooled separate accounts at end of year2019-12-31$77,461,846
Value of interest in pooled separate accounts at beginning of year2019-12-31$76,334,734
Interest earned on other investments2019-12-31$17,872,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$540,973,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$519,708,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$235,962,170
Net investment gain/loss from pooled separate accounts2019-12-31$4,115,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$114,310,383
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2019-12-31134008324
2018 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-50,631,964
Total unrealized appreciation/depreciation of assets2018-12-31$-50,631,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$151,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,339
Total income from all sources (including contributions)2018-12-31$66,535,989
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$106,421,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$106,005,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$171,879,520
Value of total assets at end of year2018-12-31$2,486,435,480
Value of total assets at beginning of year2018-12-31$2,526,182,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$415,865
Total interest from all sources2018-12-31$17,402,837
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$60,182,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$60,182,578
Administrative expenses professional fees incurred2018-12-31$415,865
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$143,316,935
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$28,562,585
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$252,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$250,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$151,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$12,339
Other income not declared elsewhere2018-12-31$1,028,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-39,885,635
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,486,284,086
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,526,169,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,890,139,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,950,670,510
Value of interest in pooled separate accounts at end of year2018-12-31$76,334,734
Value of interest in pooled separate accounts at beginning of year2018-12-31$79,046,408
Interest earned on other investments2018-12-31$17,402,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$519,708,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$496,214,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-137,076,345
Net investment gain/loss from pooled separate accounts2018-12-31$3,750,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$106,005,759
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$123,707,437
Total unrealized appreciation/depreciation of assets2017-12-31$123,707,437
Total transfer of assets to this plan2017-12-31$16,518,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,303
Total income from all sources (including contributions)2017-12-31$499,882,270
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$91,090,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$90,974,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$169,286,042
Value of total assets at end of year2017-12-31$2,526,182,060
Value of total assets at beginning of year2017-12-31$2,100,860,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$115,908
Total interest from all sources2017-12-31$16,125,636
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$44,437,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$44,437,145
Administrative expenses professional fees incurred2017-12-31$115,908
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$118,047,153
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$51,238,889
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$250,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$279,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$12,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,303
Other income not declared elsewhere2017-12-31$472,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$408,791,472
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,526,169,721
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,100,859,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,950,670,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,571,824,959
Value of interest in pooled separate accounts at end of year2017-12-31$79,046,408
Value of interest in pooled separate accounts at beginning of year2017-12-31$76,135,018
Interest earned on other investments2017-12-31$16,125,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$496,214,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$452,621,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$142,537,710
Net investment gain/loss from pooled separate accounts2017-12-31$3,316,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$90,974,890
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$40,992,523
Total unrealized appreciation/depreciation of assets2016-12-31$40,992,523
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$288,015,077
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$73,347,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$73,213,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$154,687,389
Value of total assets at end of year2016-12-31$2,100,860,951
Value of total assets at beginning of year2016-12-31$1,886,191,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$134,237
Total interest from all sources2016-12-31$16,066,180
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$34,984,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$34,984,705
Administrative expenses professional fees incurred2016-12-31$134,237
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$154,687,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$279,319
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$254,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$537,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$214,667,664
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,100,859,648
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,886,191,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,571,824,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,399,158,368
Value of interest in pooled separate accounts at end of year2016-12-31$76,135,018
Value of interest in pooled separate accounts at beginning of year2016-12-31$69,838,501
Interest earned on other investments2016-12-31$16,066,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$452,621,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$416,940,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$37,027,964
Net investment gain/loss from pooled separate accounts2016-12-31$3,719,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$73,213,176
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,834,358
Total unrealized appreciation/depreciation of assets2015-12-31$1,834,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$28,795
Total income from all sources (including contributions)2015-12-31$153,610,742
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$76,152,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$76,027,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$137,156,928
Value of total assets at end of year2015-12-31$1,886,191,984
Value of total assets at beginning of year2015-12-31$1,808,762,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$125,501
Total interest from all sources2015-12-31$14,125,328
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$39,486,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$39,486,293
Administrative expenses professional fees incurred2015-12-31$125,501
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$137,156,928
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$254,414
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$758,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$28,795
Other income not declared elsewhere2015-12-31$774,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$77,457,968
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,886,191,984
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,808,734,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,399,158,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,359,395,710
Value of interest in pooled separate accounts at end of year2015-12-31$69,838,501
Value of interest in pooled separate accounts at beginning of year2015-12-31$58,780,671
Interest earned on other investments2015-12-31$14,125,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$416,940,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$389,828,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-44,808,731
Net investment gain/loss from pooled separate accounts2015-12-31$5,041,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$76,027,273
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$38,506,892
Total unrealized appreciation/depreciation of assets2014-12-31$38,506,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$244,422,983
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$77,482,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$76,922,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$127,880,690
Value of total assets at end of year2014-12-31$1,808,762,811
Value of total assets at beginning of year2014-12-31$1,641,793,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$560,017
Total interest from all sources2014-12-31$13,970,076
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$33,297,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$33,297,099
Administrative expenses professional fees incurred2014-12-31$560,017
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$127,880,690
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$758,002
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$410,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$28,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$1,193,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$166,940,775
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,808,734,016
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,641,793,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,359,395,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$672,980,616
Value of interest in pooled separate accounts at end of year2014-12-31$58,780,671
Value of interest in pooled separate accounts at beginning of year2014-12-31$44,958,132
Interest earned on other investments2014-12-31$13,970,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$389,828,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$923,444,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$23,604,695
Net investment gain/loss from pooled separate accounts2014-12-31$5,970,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$76,922,191
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$71,764,874
Total unrealized appreciation/depreciation of assets2013-12-31$71,764,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$143,670
Total income from all sources (including contributions)2013-12-31$207,063,478
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$37,654,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$37,593,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$51,637,107
Value of total assets at end of year2013-12-31$1,641,793,241
Value of total assets at beginning of year2013-12-31$1,472,527,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,666
Total interest from all sources2013-12-31$6,656,191
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$19,070,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$19,070,173
Administrative expenses professional fees incurred2013-12-31$60,666
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$51,637,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$410,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$408,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$143,670
Other income not declared elsewhere2013-12-31$410,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$169,409,226
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,641,793,241
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,472,384,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$672,980,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$577,341,179
Value of interest in pooled separate accounts at end of year2013-12-31$44,958,132
Value of interest in pooled separate accounts at beginning of year2013-12-31$40,603,617
Interest earned on other investments2013-12-31$6,656,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$923,444,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$854,174,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$55,473,723
Net investment gain/loss from pooled separate accounts2013-12-31$2,051,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$37,593,586
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$64,375,696
Total unrealized appreciation/depreciation of assets2013-06-30$64,375,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$143,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$259,019,175
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$66,968,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$66,824,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$107,243,904
Value of total assets at end of year2013-06-30$1,472,527,685
Value of total assets at beginning of year2013-06-30$1,280,333,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$143,670
Total interest from all sources2013-06-30$12,507,491
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$13,575,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$13,575,818
Administrative expenses professional fees incurred2013-06-30$143,670
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$25,000,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$87,141,136
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$20,102,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$408,644
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$981,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$143,670
Other income not declared elsewhere2013-06-30$809,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$192,050,599
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,472,384,015
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,280,333,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$577,341,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$466,334,621
Value of interest in pooled separate accounts at end of year2013-06-30$40,603,617
Value of interest in pooled separate accounts at beginning of year2013-06-30$35,443,181
Interest earned on other investments2013-06-30$12,507,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$854,174,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$777,573,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$57,293,121
Net investment gain/loss from pooled separate accounts2013-06-30$3,213,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$66,824,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PRIECWATERHOUSECOOPERS
Accountancy firm EIN2013-06-30134008324
2012 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$10,501,122
Total unrealized appreciation/depreciation of assets2012-06-30$10,501,122
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,487,319
Total income from all sources (including contributions)2012-06-30$120,066,486
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$64,951,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$64,951,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$101,962,596
Value of total assets at end of year2012-06-30$1,280,333,416
Value of total assets at beginning of year2012-06-30$1,226,705,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$17,162,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$17,162,681
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$25,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$82,605,611
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$19,356,985
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$981,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$1,487,319
Other income not declared elsewhere2012-06-30$981,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$55,114,970
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,280,333,416
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,225,218,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$466,334,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$429,838,736
Value of interest in pooled separate accounts at end of year2012-06-30$35,443,181
Value of interest in pooled separate accounts at beginning of year2012-06-30$30,448,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$777,573,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$766,418,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-14,019,325
Net investment gain/loss from pooled separate accounts2012-06-30$3,477,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$64,951,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PRICEWATERHOUSECOOPERS
Accountancy firm EIN2012-06-30134008324
2011 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,487,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$254,364,611
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$38,390,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$38,390,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$78,716,379
Value of total assets at end of year2011-06-30$1,226,705,765
Value of total assets at beginning of year2011-06-30$1,009,244,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$11,064,509
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$4,185,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$4,185,019
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$25,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$78,716,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$1,487,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$215,973,861
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,225,218,446
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,009,244,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$429,838,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$322,122,888
Value of interest in pooled separate accounts at end of year2011-06-30$30,448,911
Value of interest in pooled separate accounts at beginning of year2011-06-30$19,531,070
Interest earned on other investments2011-06-30$11,064,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$766,418,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$667,590,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$155,984,251
Net investment gain/loss from pooled separate accounts2011-06-30$4,414,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$38,390,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PRICEWATERHOUSECOOOPERS
Accountancy firm EIN2011-06-30134008324
2010 : COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN

2022: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100431
Policy instance 1
Insurance contract or identification number100431
Number of Individuals Covered7993
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100431
Policy instance 1
Insurance contract or identification number100431
Number of Individuals Covered8510
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100431
Policy instance 1
Insurance contract or identification number100431
Number of Individuals Covered9136
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100431
Policy instance 1
Insurance contract or identification number100431
Number of Individuals Covered9263
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100431
Policy instance 1
Insurance contract or identification number100431
Number of Individuals Covered9376
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100431
Policy instance 1
Insurance contract or identification number100431
Number of Individuals Covered9324
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100431
Policy instance 1
Insurance contract or identification number100431
Number of Individuals Covered9030
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100431
Policy instance 1
Insurance contract or identification number100431
Number of Individuals Covered9083
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100431
Policy instance 1
Insurance contract or identification number100431
Number of Individuals Covered9130
Insurance policy start date2013-07-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100431
Policy instance 1
Insurance contract or identification number100431
Number of Individuals Covered11944
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100431
Policy instance 1
Insurance contract or identification number100431
Number of Individuals Covered11455
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100431
Policy instance 1
Insurance contract or identification number100431
Number of Individuals Covered11257
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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