2020-07-14T09:01:09-05:00 2019-06-30 990 2018-07-01 133800106 COLUMBIA UNIV RETIREE MEDICAL & LIFE INS BENEFITS TRUST COLU 2128517348 COLUMBIA UNIV 615 W 131 ST MC 8741 NEW YORK NY 100277922 MARK HAWKINS VP, FINANCE & CONTROLLER 2020-07-14 2018 2020-09-23 17:36:50Z ANNE SULLIVAN 100 LOW MEMORIAL LIBRARY NEW YORK NY 10027 30918052 false X N/A X 1994 NY SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. 3 0 0 0 0 0 0 0 6056528 6095592 74133450 3015603 0 0 80189978 9111195 0 0 9520278 7913920 0 0 0 0 0 2360851 2397944 11881129 10311864 68308849 -1200669 200881815 211369327 252094 250090 200629721 211119237 THE MISSION OF COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE TRUST IS TO SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. false false 8975053 0 6095592 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. 8975053 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 5 0 0 false false false false false false true 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 JULIA SHANAHAN 2128517348 615 WEST 131ST STREET 3RD FL NEW YORK NY 10027 JOANNE QUAN TRUSTEE (THROUGH 1/31/19) 0.1 59.9 X 0 658249 52112 ANNE SULLIVAN TRUSTEE 0.1 59.9 X 0 792347 42884 TROY EGGERS TRUSTEE 0.1 59.9 X 0 314808 56308 WILLIAM MCKOY TRUSTEE (AS OF 2/1/19) 0.1 59.9 X 0 474170 54310 0 2239574 205614 0 false true false STATE STREET ONE LINCOLN STREET BOSTON MA 02111 INVESTMENT FEES 492284 3 0 RETIREE CONTRIBUTIONS 900099 6095592 6095592 0 0 0 0 6095592 0 0 24822460 21806857 3015603 0 3015603 3015603 0 0 0 0 0 9111195 6095592 0 3015603 7913920 7913920 490280 490280 846531 0 846531 0 INSURANCE PREMIUMS 1061133 1061133 0 0 0 0 10311864 8975053 1336811 0 0 0 0 0 0 0 0 200805827 211319363 0 75988 49964 200881815 211369327 252094 250090 0 0 0 252094 250090 X 200629721 211119237 200629721 211119237 200881815 211369327 -1200669 11690185 0 X false true X false false X X 1 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 135598093 2 true 8975053 0 1 8975053 0 true false false false false false false false false false false false false false false true false MSCI EAFE INDEX NL QP CTF 23237550 F US AGG BOND INDEX NL QP CTF 10484857 F S&P 100 (R) INDEX NL QP CTF S&P 500 (R) INDEX NL QP CTF US TIPS INDEX NL QP CTF 10371243 F BLOOMBERG ROLL SELECT COMMODITY INDX NL CTF 10494295 F GLOBAL DEFENSE EQUITY NL CTF 29282800 F LONG U.S. CREDIT INDX NL CTF 25406714 F LONG U.S. TREASURY INDEX NL CTF 10578109 F MSCI EMG MKTS INDX NL CTF 10888173 F RUSSELL 1000 R INDX NL CTF 51082504 F RUSSELL 2000 R INDX NL CTF 8664739 F US HIGH YIELD CUSTOM BB/B EX 144A INDX NL CTF 10466422 F US REIT INDX NL CTF 10361957 F 211319363 0 X 20801380 11690185 0 11690185 9111195 0 0 9111195 10311864 0 0 10311864 0 0 10311864 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, 2019, 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 JOANNE QUAN TRUSTEE (THROUGH 1/31/19) 0 608249 0 50000 0 0 0 27955 0 24157 0 710361 0 0 ANNE SULLIVAN TRUSTEE 0 792347 0 0 0 0 0 27955 0 14929 0 835231 0 0 TROY EGGERS TRUSTEE 0 314808 0 0 0 0 0 27955 0 28353 0 371116 0 0 WILLIAM MCKOY TRUSTEE (AS OF 2/1/19) 0 434170 0 40000 0 0 0 27955 0 26355 0 528480 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. EGGERS , MS.QUAN AND MR. MCKOY 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 THE UNIVERSITY. Form 990, Part VI, Line 13 WHISTLEBLOWER POLICY THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 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 COLUMBIA 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 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 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 COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE BENEFITS TRUST ("CURML") IS A SUPPORTING ORGANIZATION FOR THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK ("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 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK. EACH OFFICER OR KEY EMPLOYEE OF COLUMBIA UNIVERSITY WHO SERVES AS A TRUSTEE OR OFFICER OF CURML IS SUBJECT TO THE "STATEMENT OF UNIVERSITY POLICY ON CONFLICTS OF INTEREST," AND 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 COLUMBIA UNIVERSITY. THE UNIVERSITY HAS ASSUMED RESPONSIBILITY FOR THE ADMINISTRATION OF CURML. COLUMBIA 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 COLUMBIA 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. THE TRUSTEES OF COLUMBIA UNIVERSITY 615 WEST 131ST STREET MC8741 NEW YORK NY 10027 135598093 EDUCATION NY 501(c)(3) 2 NA false COLUMBIA UNIVERSITY HEALTH CARE INC 615 WEST 131ST STREET MC8741 NEW YORK NY 10027 133948652 HEALTHCARE NY 501(c)(3) 10 COLUMBIA false COL PRESBYTERIAN MEDICAL CENTER FUND INC 630 WEST 168TH STREET NEW YORK NY 10032 136162924 FUNDRAISING NY 501(c)(3) Type I NA false COLUMBIA UNIVERSITY PRESS 615 WEST 131ST STREET MC8741 NEW YORK NY 10027 131623968 ACADEMIC PUB NY 501(c)(3) Type I COLUMBIA false FRIENDS OF COLUMBIA PSYCHOANALYTIC CTR 1051 RIVERSIDE DRIVE NEW YORK NY 10032 133118570 EDUC SUPPORT NY 501(c)(3) Type I NA false MORNINGSIDE HEIGHTS LEGAL SERVICES INC 615 WEST 131ST STREET MC8741 NEW YORK NY 10027 510192355 CLINICAL EDUC NY 501(c)(3) Type I COLUMBIA false REID HALL 615 WEST 131ST STREET MC8741 NEW YORK NY 10027 131611126 EDU/CUL EXCH NY 501(c)(3) Type I COLUMBIA false CENTRE UNIVERSITAIRE AMERICAN REID HALL 535 WEST 116TH STREET NEW YORK NY 10027 EDUCATION FR REID HALL false COLUMBIA GLOBAL CENTERS I EUROPE (PARIS) EDUCATION FR REID HALL false RESEARCH COLLECTIONS AND PRES CONSORTIUM 400 FORRESTAL ROAD PRINCETON NJ 08540 223751732 LIBRARY COLL NJ 501(c)(3) Type I NA false FOUNDATION FOR CTR FOR ENERGY MARINE 3225 GALLOWS RD FAIRFAX VA 22037 541962639 EDUC SUPPORT DE 501(c)(3) Type III-O NA false THE CLYDE & HELEN WU FAMILY FOUNDATION 1275 AUDOBON AVENUE GROSSE POINTE PK MI 48230 383441481 EDUC SUPPORT MI 501(c)(3) Type III-O NA false CENTER FOR ENVIRONMENT ECONOMY & SOCIETY 2852 BROADWAY NEW YORK NY 10025 RESEARCH DR CIP false CENTER FOR NATL HLTH DEVELP IN ETHIOPIA HEALTHCARE ET COLUMBIA false COLUMBIA GLOBAL CENTER IN INDIA 630 W 168TH STREET NEW YORK NY 10032 RESEARCH IN CGC LLC false COLUMBIA UK FUND LTD 615 WEST 131ST STREET MC8741 NEW YORK NY 10027 FUNDRAISING UK COLUMBIA false COLUMBIA UNIVERSITY HONG KONG FUND FUNDRAISING HK COLUMBIA false MSPH SWAZILAND 615 WEST 131ST STREET MC8741 NEW YORK NY 10027 HEALTHCARE WZ CIP false FUNDACION COLUMBIA U GLOBAL CTR - 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