2023 Form 5500 filing — Columbia University Retirement Plan - Local 241, Transport Workers Union Of America
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250402132108NAL0004927811001) for Columbia University Retirement Plan - Local 241, Transport Workers Union Of America, reported by Trustees Of Columbia University C/O Benefits Department under EIN 13-5598093 and plan number 005. It reports 1,660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402132108NAL0004927811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Columbia University C/O Benefits Department
- EIN
- 13-5598093
- Plan number
- 005
- Location
- New York, NY
- Participants
- 1,660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,975,820
- Total liabilities (EOY)
- $653,102
- Net assets (EOY)
- $165,322,718
- Employer contributions
- $5,064,942
- Total income / additions
- $12,707,294
- Benefits paid
- $7,399,878
- Administrative expenses
- $482,739
- Total expenses
- $7,882,617
- Net increase / (decrease)
- $4,824,677
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Global Advisors | TRUSTEE | $224,617 | $0 |
| Pricewaterhousecoopers Llp | NONE | $43,950 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $41,900 | not reported in the loaded dataset |
| Cbiz Inc. | NONE | $9,010 | not reported in the loaded dataset |