2023 Form 5500 filing — Columbia University Retiree Medical And Life Insurance Benefits Plan
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 20250402132345NAL0005358691001) for Columbia University Retiree Medical And Life Insurance Benefits Plan, reported by Trustees Of Columbia University C/O Benefits Department under EIN 13-5598093 and plan number 517. It reports 21,067 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402132345NAL0005358691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Columbia University C/O Benefits Department
- EIN
- 13-5598093
- Plan number
- 517
- Location
- New York, NY
- Participants
- 21,067
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $241,353,087
- Total liabilities (EOY)
- $407,592
- Net assets (EOY)
- $240,945,495
- Participant contributions
- $1,300,738
- Total income / additions
- $20,276,339
- Benefits paid
- $5,055,359
- Administrative expenses
- $1,432,615
- Total expenses
- $6,487,974
- Net increase / (decrease)
- $13,788,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross And Blue Shield | NONE | $530,430 | $24,440 |
| State Street Global Advisors | TRUSTEE | $553,275 | $0 |
| Optum Rx, Inc. | NONE | $5,801 | $229,844 |
| Unitedhealthcare Services, LLC | NONE | $172,909 | $0 |
| Willis Towers Watson Us LLC | NONE | $74,700 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $72,500 | not reported in the loaded dataset |
| Ebpa LLC | NONE | $13,579 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $6,351 | not reported in the loaded dataset |