2024-05-14T09:49:43+00:00 2023-06-30 990 2022-07-01 133800106 COLUMBIA UNIV RETIREE MEDICAL & LIFE INS BENEFITS TRUST COLU 2128534693 COLUMBIA UNIV 615 W 131 ST MC 8741 NEW YORK NY 100277922 MARK HAWKINS VP, FINANCE & CONTROLLER 2128517348 2024-05-14 MARK HAWKINS 999009999 2022 2023-04-26 12:10:37Z ANNE SULLIVAN 100 LOW MEMORIAL LIBRARY NEW YORK NY 10027 201280852 false X N/A X 1994 NY SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. 3 0 0 0 0 0 0 6218875 4013922 10887083 21746966 0 17105958 25760888 0 11972607 8673321 0 0 0 2747833 2040492 14720440 10713813 2385518 15047075 221623843 227538435 1350062 381305 220273781 227157130 THE MISSION OF COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE TRUST IS TO SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. false false 9178478 4013922 THE TRUST PROVIDES MEDICAL AND LIFE INSURANCE BENEFITS TO ELIGIBLE RETIRED COLUMBIA UNIVERSITY EMPLOYEES EITHER BY SELF-FUNDED CLAIMS OR BY PAYING PREMIUMS TO OBTAIN INSURANCE COVERAGE FOR SUCH CLAIMS. 9178478 true false false false false false false false false false true false false false true true true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 4 0 0 false false false false false false false false false false false false X 3 0 false true false false true true false true false false false false true true true true true false false false NY X JESSICA LEE YIM 2128534693 615 WEST 131ST STREET 3RD FL NEW YORK NY 10027 Anne Sullivan TRUSTEE 0.1 59.9 X 0 916480 62074 Soulaymane Kachani TRUSTEE 0.1 59.9 X 0 623046 84766 William McKoy TRUSTEE 0.1 59.9 X 0 640154 69190 0 2179680 216030 0 false true false STATE STREET ONE LINCOLN STREET BOSTON MA 02111 INVESTMENT FEES 596987 1 0 RETIREE CONTRIBUTIONS 900099 4013922 4013922 0 0 0 0 4013922 0 0 197266930 175519964 21746966 0 21746966 21746966 0 0 0 0 0 25760888 4013922 0 21746966 8673321 8673321 69800 69800 546857 546857 918678 0 918678 0 INSURANCE PREMIUMS 505157 505157 0 0 0 0 10713813 9178478 1535335 0 0 0 0 0 0 0 0 0 221623843 227538435 0 0 0 221623843 227538435 1350062 381305 0 0 0 0 1350062 381305 220273781 227157130 220273781 227157130 221623843 227538435 15047075 -8163726 0 X false true X false false X X 1 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 135598093 2 true 9178478 0 1 9178478 0 true false false false false false false false false false false false false false false true false MSCI EAFE INDEX NL QP CTF 20577792 F US AGG BOND INDEX NL QP CTF 29319310 F S&P 100 (R) INDEX NL QP CTF S&P 500 (R) INDEX NL QP CTF US TIPS INDEX NL QP CTF 0 F BLOOMBERG ROLL SELECT COMMODITY INDX NL CTF 0 F GLOBAL DEFENSE EQUITY NL CTF 32037460 F LONG U.S. CREDIT INDX NL CTF 45281195 F LONG U.S. TREASURY INDEX NL CTF 15750209 F MSCI EMG MKTS INDX NL CTF 11312120 F RUSSELL 1000 R INDX NL CTF 23044695 F RUSSELL 2000 R INDX NL CTF 9220688 F US HIGH YIELD CUSTOM BB/B EX 144A INDX NL CTF 22716955 F US REIT INDX NL CTF 0 F REAL ASSET NL (CM5Q) 18278011 F 227538435 0 X 17597162 -8163726 0 -8163726 25760888 0 0 25760888 10713813 0 0 10713813 0 0 10713813 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Plan Administrator has analyzed the tax positions taken by the Plan, and has concluded that, as of June 30, 2023, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. false false false false false false false false false Anne Sullivan TRUSTEE 0 915537 0 0 0 943 0 30775 0 31299 0 978554 0 0 William McKoy TRUSTEE 0 576477 0 28873 0 34804 0 30775 0 38415 0 709344 0 0 Soulaymane Kachani TRUSTEE 0 497750 0 15000 0 110296 0 30775 0 53991 0 707812 0 0 Form 990, Part VI, Line 15a COMPENSATION POLICY MS. SULLIVAN IS AN OFFICER OF THE UNIVERSITY. AS SUCH, HER COMPENSATION IS REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT UNIVERSITY TRUSTEES. THE COMMITTEE REVIEWS COMPARABILITY DATA AND MINUTES OF ITS DELIBERATIONS ARE RECORDED CONTEMPORANEOUSLY WITH ANY ACTION. MR. MCKOY AND MR. KACHANI ARE NOT OFFICERS OR KEY EMPLOYEES OF THE UNIVERSITY. THEIR COMPENSATION IS DETERMINED IN ACCORDANCE WITH THE UNIVERSITY'S REGULAR COMPENSATION PRACTICES APPLICABLE TO SIMILARLY SITUATED EMPLOYEES. Form 990, Part VI, Line 14 DOCUMENT RETENTION POLICY THE UNIVERSITY'S DOCUMENT RETENTION AND DESTRUCTION POLICY APPLIES TO ALL BOOKS AND RECORDS HELD BY CURML. Form 990, Part VI, Line 13 WHISTLEBLOWER POLICY THE UNIVERSITY HAS A WRITTEN WHISTLEBLOWER POLICY WHICH APPLIES TO THE ACTIVITIES OF CURML. Form 990, Part VI, Line 15b COMPENSATION POLICY SEE NARRATIVE FOR PART VI, LINE 15A ABOVE Form 990, Part VI, Line 3 Delegation of management duties THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK ("THE UNIVERSITY") HAS ASSUMED RESPONSIBILITY FOR THE ADMINISTRATION AND MANAGEMENT OF COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE BENEFITS TRUST ("CURML"). Form 990, Part VI, Line 6 Classes of members or stockholders THE UNIVERSITY IS THE SETTLOR AND THE SOLE MEMBER OF CURML AND HAS THE RIGHT TO APPOINT THE TRUSTEES OF CURML. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body SEE NARRATIVE FOR PART VI, LINE 6 ABOVE. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body CURML HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body CURML IS A SUPPORTING ORGANIZATION FOR THE UNIVERSITY. THE UNIVERSITY HAS ASSUMED RESPONSIBILITY FOR THE ADMINISTRATION OF CURML. FORM 990 WAS REVIEWED BY THE OFFICIALS OF THE UNIVERSITY. THESE OFFICIALS INCLUDE THE UNIVERSITY'S VICE PRESIDENT, FINANCE AND CONTROLLER. Form 990, Part VI, Line 12c Conflict of interest policy CURML FOLLOWS THE CONFLICT OF INTEREST POLICY OF ITS SOLE MEMBER, THE UNIVERSITY. EACH OFFICER OR KEY EMPLOYEE OF THE UNIVERSITY WHO SERVES AS A TRUSTEE OR OFFICER OF CURML IS SUBJECT TO THE "STATEMENT OF UNIVERSITY POLICY ON CONFLICTS OF INTEREST, IS REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THESE DISCLOSURES ARE REVIEWED THROUGH AN ADMINISTRATIVE PROCESS. ANY DISCLOSURES THAT COULD GIVE RISE TO CONFLICTS AS IDENTIFIED THROUGH SUCH REVIEW ARE REPORTED TO AN APPROPRIATE SENIOR OFFICER. ANY SUBSTANTIVE CONCERNS ARE ALSO REPORTED TO THE CHAIR OF THE UNIVERSITY'S BOARD OF TRUSTEES. Form 990, Part VI, Line 19 Required documents available to the public CURML IS A SUPPORTING ORGANIZATION OF THE UNIVERSITY. THE UNIVERSITY HAS ASSUMED RESPONSIBILITY FOR THE ADMINISTRATION OF CURML. THE UNIVERSITY'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON ITS WEBSITE AT WWW.COLUMBIA.EDU. Form 990, Part VII, Section A, Line 1a, Column (B) AVERAGE HOURS FOR ALL INDIVIDUALS DISCLOSED ON PART VII, AVERAGE HOURS FOR RELATED ORGANIZATIONS IS 60 HOURS PER WEEK. TIME DEVOTED TO THE ACTIVITIES OF CURML VARIES WITH THE NEEDS OF THE ORGANIZATION. Form 990, Part XII, Line 2c AUDIT OVERSIGHT THE CONSOLIDATED FINANCIAL STATEMENTS OF THE UNIVERSITY, FOR WHICH CURML IS A SUPPORTING ORGANIZATION, ARE AUDITED BY PRICEWATERHOUSECOOPERS ("PWC"), AN INDEPENDENT AUDITOR. PWC ALSO AUDITS THE FINANCIAL STATEMENTS OF CURML. THE UNIVERSITY'S BOARD OF TRUSTEES HAS AN AUDIT COMMITTEE COMPRISED OF INDEPENDENT TRUSTEES WHICH IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT, REVIEW AND COMPILATION OF THE UNIVERSITY'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR FOR THE UNIVERSITY AND CURML. 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Corporation 0 false false false false false false false false false false false false false false false false false false true false Schedule R, Part IV AS OF JUNE 30, 2023, THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK HELD MORE THAN A 50% BENEFICIAL INTEREST IN 57 CHARITABLE REMAINDER TRUSTS DOMICILED IN NEW YORK AND 2 POOLED INCOME FUNDS DOMICILED IN NEW YORK.