2026-04-20T10:32:49-07:00 2025-12-31 990 2025-01-01 980038349 CARLETON UNIVERSITY RETIREMENT PLAN S1S 5B6 CARL 6135203620 1125 Colonel By Drive Pigiarvik 610 Ottawa Ontario CA K1S5B6 Andrew Urquhart Executive Director 3439963456 2026-04-20 2025 2025-03-06 01:10:19Z Carleton University Carleton University Retirement Plan 125 Colonel By Drive Pigiarvik 610 Ottawa Ontario CA K1S 5B6 721676439 0 X www.carleton.ca/pfm X 1943 CA Contributions by employees and employer of Carleton University for the purposes of providing retirement benefits; investment earnings on assets held in trust for the retirement plan. 8 1 0 0 0 0 0 0 31866811 30706162 180012043 211109930 -92650037 47798318 119228817 289614410 0 0 64151626 72188811 422632 821390 0 0 0 5496012 5293218 70070270 78303419 49158547 211310991 1298920474 1510231465 0 0 1298920474 1510231465 Contributions by employees and employer of Carleton University for the purposes of providing retirement benefits; investment earnings on assets held in trust for retirement. 0 0 72188811 0 0 Retirement Plan provision of benefits 0 0 0 72188811 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 1 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 1 1 1 0 X Andrew Urquhart 6135203620 1125 Colonel By Drive Pigiarvik 610 Ottawa Ontario CA K1S5B6 Andrew Urquhart Chair 40 X 0 0 149925 Randall Germain Pension Committee Member 0.50 0 X 0 0 0 James Simpson Pension Committee Member 0.50 0 X 0 0 0 Kevin Mann Pension Committee Member 0.50 0 X 0 0 0 Chad Burns Pension Committee Member 0.50 0 X 0 0 0 Duane McNair Pension Committee Member 0.50 0 X 0 0 0 Mohamedou Ould Mohamed Abdel Haye Pension Committee Member 0.50 0 X 0 0 0 Susan Mingie Pension Committee Member 0.5 0 X 0 0 0 0 0 149925 1 0 0 0 Brandes 6 Adelaide St E Suite 900 Toronto Ontario CA M5C 1H6 Investment Management 875901 PHN 200 Burrard Street 21st Floor Vancouver British Columbia CA V6C 3N5 Investment Management 586727 MFS Institutional Investors 111 Huntington Ave 21st Floor Boston MA 02199 Investment Management 579821 CC&L 2300-1111 West Georgia Street Vancouver British Columbia CA V6E 4M3 Investment Management 558503 State Street Global Advisors 770 Sherbroke Ouest Bureau 1200 Montreal Quebec CA Investment Management 522466 10 0 RETIREMENT PLAN CONTRIBUTIONS 900099 30706162 30706162 0 0 0 0 0 0 30706162 48183831 48183831 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 594988128 0 432062029 0 162926099 0 162926099 162926099 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNREALIZED GAIN(LOSS) ON INVESTMENT 900099 -19663914 -19663914 0 0 CURRENCY HOLDING GAIN LOSS 900099 67462232 67462232 0 0 0 0 0 0 47798318 289614410 289614410 0 0 0 0 0 0 0 0 72188811 72188811 0 0 0 0 0 0 0 0 821390 0 821390 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 125307 0 125307 0 26567 0 26567 0 0 0 0 0 0 0 4634970 0 4634970 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TRUSTEE EXPENSE 200439 0 200439 0 ACTUARIAL 199124 0 199124 0 REGULATOR ANNUAL FILING FEE 31787 0 31787 0 Performance Measurement Fees 72292 0 72292 0 2732 0 2732 0 78303419 72188811 6114608 0 3656133 588869 0 0 0 0 2129041 2507649 0 0 0 0 0 0 0 0 0 0 0 1094690823 1265511100 159770507 145209101 0 0 0 0 38673970 96414746 1298920474 1510231465 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1298920474 1510231465 0 0 0 0 1298920474 1510231465 1298920474 1510231465 211310991 0 0 0 0 0 X 0 1 X 1 0 X 31177992 28569952 27806726 31866811 30706162 150127643 31177992 28569952 27806726 31866811 30706162 150127643 150127643 150127643 1 1 X INFRASTRUCTURE LIMITED PARTNERSHIPS 145209101 F 145209101 REAL ESTATE 96414746 96414746 North America (including Canada and Mexico, but not the United States) 1 5 Program Services Retirement Plan Payments 72188811 1 5 72188811 0 0 0 0 0 0 Form 990, Part VI, Section A, Line 6 Form 990, Part VI, Section A, Line 6 - Members are members of the Carleton University Retirement Plan Form 990, Part VI, Section A, Line 7a Form 990, Part VI, Section A, Line 7a - The governing body includes representatives who are elected by unionized and non-unionized employee groups at Carleton University. Decisions of the governing body are subject to approval by the Board of Governors of Carleton University. Form 990, Part VI, Section B, Line 11b Form 990, Part VI, Section B, Line 11b - Management reviews the Form 990 before submission to the IRS. Form 990, Part VI, Section B, Line 12c Form 990, Part VI, Section B, Line 12c - The organization regularly and consistently monitored and enforced the conflict of interest policy through self-identification at regular meetings. Form 990, Part VI, Section B, Line 15 Form 990, Part VI, Section B, Line 15 - Compensation of the only remunerated individual (see Part VIII) is determined according to the salary system in place for Carleton University. Form 990, Part VI, Section C, Line 19 Form 990, Part VI, Section C, Line 19 - The governing documents, conflict of interest policy and financial statements are available to any plan member upon request. Summary financial information is distributed to all plan members annually. A summary of the governing documents is posted on the Carleton University website: www.carleton.ca/finance Carleton University 1125 Colonel By Drive Ottawa Ontario CA K1S5B2 237088831 University CA 501(c)(3) Trust N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0