2019-05-14T14:30:41-05:00 2018-06-30 990 2017-07-01 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 2019-05-14 2017 2019-02-21 02:37:17Z ANNE SULLIVAN 100 LOW MEMORIAL LIBRARY NEW YORK NY 10027 180599710 false X N/A X 1994 NY SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. 3 0 0 0 0 0 0 10408505 6056528 3510851 74133450 0 13919356 80189978 0 10573590 9520278 0 0 0 2334594 2360851 12908184 11881129 1011172 68308849 192340338 200881815 477873 252094 191862465 200629721 THE MISSION OF COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE TRUST IS TO SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. false false 10563397 0 6056528 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. 10563397 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 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 0.1 59.9 X 0 642394 50284 ANNE SULLIVAN TRUSTEE 0.1 59.9 X 0 744594 41457 TROY EGGERS TRUSTEE 0.1 59.9 X 0 294938 60358 0 1681926 152099 0 false true false EMPIRE BLUE CROSS BLUE SHIELD ONE LIBERTY PLAZA 165 BROADWAY 14TH FL NEW YORK NY 10006 ADMINISTRATION FEES 462274 STATE STREET ONE LINCOLN STREET BOSTON MA 02111 INVESTMENT FEES 442321 UNITEDHEALTHCARE 1 PENNSYLVANIA PLAZA NEW YORK NY 10119 ADMINISTRATION FEES 296876 3 0 RETIREE CONTRIBUTIONS 900099 6056528 6056528 0 0 0 0 6056528 0 0 174543182 100409732 74133450 0 74133450 74133450 0 0 0 0 0 80189978 6056528 0 74133450 9520278 9520278 487692 487692 830040 0 830040 0 INSURANCE PREMIUMS 1043119 1043119 0 0 0 0 11881129 10563397 1317732 0 0 0 0 0 0 0 0 192340338 200805827 0 0 75988 192340338 200881815 119216 252094 0 358657 0 477873 252094 191862465 200629721 191862465 200629721 192340338 200881815 68308849 -59541593 0 X false true X false false X X 1 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 135598093 2 true 10563397 0 1 10563397 0 true false false false false false false false false false false false false false false true false MSCI EAFE INDEX NL QP CTF 22155826 F US AGG BOND INDEX NL QP CTF 10058389 F S&P 100 (R) INDEX NL QP CTF S&P 500 (R) INDEX NL QP CTF US TIPS INDEX NL QP CTF 10059996 F BLOOMBERG ROLL SELECT COMMODITY INDX NL CTF 10099049 F GLOBAL DEFENSE EQUITY NL CTF 27977227 F LONG U.S. CREDIT INDX NL CTF 24216096 F LONG U.S. TREASURY INDEX NL CTF 10104160 F MSCI EMG MKTS INDX NL CTF 10046490 F RUSSELL 1000 R INDX NL CTF 48068846 F RUSSELL 2000 R INDX NL CTF 7900150 F US HIGH YIELD CUSTOM BB/B EX 144A INDX NL CTF 9996913 F US REIT INDX NL CTF 10122685 F 200805827 0 X 20648385 -59541593 0 -59541593 80189978 0 0 80189978 11881129 0 0 11881129 0 0 11881129 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, 2018, 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 0 592394 0 50000 0 0 0 27390 0 22894 0 692678 0 0 ANNE SULLIVAN TRUSTEE 0 744594 0 0 0 0 0 27390 0 14067 0 786051 0 0 TROY EGGERS TRUSTEE 0 294938 0 0 0 0 0 27390 0 32968 0 355296 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 AND MS. QUAN 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. 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