Columbia University Voluntary Retirement Savings Plan — Form 5500 plan (Trustees Of Columbia University)
Plain-English plan 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, Columbia University Voluntary Retirement Savings Plan is a benefit plan reported by Trustees Of Columbia University under EIN 13-5598093 and plan number 009. The latest loaded filing year is 2023. The filing reports 27,534 participants and $4,133,404,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Columbia University
- EIN
- 13-5598093
- Plan number
- 009
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 27,534
- End-of-year plan assets
- $4,133,404,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,534 | H, C | 20241002124837NAL0008277537001 |
| 2023 | 36,768 | H, C | 20240731084543NAL0014152211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,038,037,867
- Total liabilities (EOY)
- $177,272
- Net assets (EOY)
- $3,037,860,595
- Net assets (BOY)
- $2,486,284,086
Income & contributions
- Participant contributions
- $155,664,518
- Total contributions
- $187,426,399
- Total income / additions
- $666,656,881
Expenses & distributions
- Benefits paid
- $114,310,383
- Administrative expenses
- $769,989
- Total expenses
- $115,080,372
- Net increase / (decrease)
- $551,576,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc | TRUSTEE | $539,835 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc | TRUSTEE | $519,040 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $480,437 | $0 | 2023 |
| Seyfarth Shaw | ATTORNEY | $105,327 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $70,930 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Investment Consulting | CONSULTANT | $64,379 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $61,247 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Investment Consulting | CONSULTANT | $57,680 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $48,400 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $44,140 | not reported in the loaded dataset | 2023 |
| Martin Education Enterprises | NONE | $37,597 | not reported in the loaded dataset | 2023 |
| Curcio Webb | CONSULTANT | $18,750 | not reported in the loaded dataset | 2023 |
| Martin Education Enterprises | NONE | $15,629 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKER | $0 | $624 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Columbia University
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- The Vanguard Group, Inc — Schedule C compensation
- Tiaa — Schedule C compensation
- Seyfarth Shaw — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Aon Hewitt Investment Consulting — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Martin Education Enterprises — Schedule C compensation
- Curcio Webb — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation