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  2. TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT
Sponsor portfolioTH

TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT

EIN 13-5598093-medical practice-Latest filing 2025
Plans
8
Retirement
6
$10.87B assets
Welfare
2
$23.5M premiums
Participants
127,541
615 WEST 131ST STREET, STUDEBAKER, 4TH FLOOR - NEW YORK, NY 100277922212-851-7000finance.columbia.eduLinkedIn10001+ employeesmedical practice
Plans on this EIN
8 filings
#001403b-$5.64B - 34,090 part#009403b-$4.71B - 40,437 part#011403b-$177.3M - 4,519 part#005TraditionalDB-$176.1M - 1,754 part#012403b-$116.5M - 3,689 part#007TraditionalDB-$45.3M - 598 part#515Mixed-$23.4M - 22,570 lives#517Mixed-$86K - 950 lives

Retirement portfolio analytics

6 plans aggregated / $10.87B assets / 85,087 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • OF COLUMBIA UNIVERSITY (#001)52%
  • VOLUNTARY RETIREMENT Savings (#009)43%
  • FOR SUPPORTING STAFF (#011)2%
  • UNION OF AMERICA (#005)2%
  • PHYSICIANS AND SURGEONS (#012)1%
  • +1 more
Total $10.87BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
98%top
  • THE VANGUARD GROUP, INC.98%
  • CBIZ RETIREMENT PLAN SERVICES2%
Total $10.87BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VOLUNTARY RETIREMENT Savings (#009)40,437
  • OF COLUMBIA UNIVERSITY (#001)34,090
  • FOR SUPPORTING STAFF (#011)4,519
  • PHYSICIANS AND SURGEONS (#012)3,689
  • UNION OF AMERICA (#005)1,754
  • COLUMBIA UNIVERSITY PROPERTIES (#007)598
Total 85,087Click row to drill in

Benefits portfolio analytics

2 plans / $23.5M premiums / 23,520 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK100%
Total $86K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY

403b

Assets$5.64B
Participants34,090
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN

403b

Assets$4.71B
Participants40,437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

COLUMBIA UNIVERSITY DEFINED CONTRIBUTION PLAN FOR SUPPORTING STAFF

403b

Assets$177.3M
Participants4,519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICA

TraditionalDB

Assets$176.1M
Participants1,754
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

COLUMBIA UNIVERSITY DEFINED CONTRIBUTION PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS

403b

Assets$116.5M
Participants3,689
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

RETIREMENT PLAN FOR BUILDING AND MAINTENANCE EMPLOYEES OF COLUMBIA UNIVERSITY PROPERTIES

TraditionalDB

Assets$45.3M
Participants598
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

COLUMBIA UNIVERSITY GROUP BENEFITS PLAN

Mixed - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK

Premiums$23.4M
Covered lives22,570
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INSURANCE BENEFITS PLAN

Mixed - NEW YORK LIFE GROUP INSURANCE COMPANY OF NY

Premiums$86K
Covered lives950
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans6

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY403b$5.64B34,0902024
009COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN403b$4.71B40,4372024
011COLUMBIA UNIVERSITY DEFINED CONTRIBUTION PLAN FOR SUPPORTING STAFF403b$177.3M4,5192024
005COLUMBIA UNIVERSITY RETIREMENT PLAN - LOCAL 241, TRANSPORT WORKERS UNION OF AMERICATraditionalDB$176.1M1,7542025
012COLUMBIA UNIVERSITY DEFINED CONTRIBUTION PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS403b$116.5M3,6892024
007RETIREMENT PLAN FOR BUILDING AND MAINTENANCE EMPLOYEES OF COLUMBIA UNIVERSITY PROPERTIESTraditionalDB$45.3M5982025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
515COLUMBIA UNIVERSITY GROUP BENEFITS PLANMixedNEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK$23.4M22,5702024
517COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INSURANCE BENEFITS PLANMixedNEW YORK LIFE GROUP INSURANCE COMPANY OF NY$86K9502025
Retirement plans
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