2013-05-14T10:34:17-05:00 2012-06-30 PricewaterhouseCoopers LLP 300 Madison Avenue New York NY 10017 990 2011-07-01 133800106 COLUMBIA UNIV RETIREE MEDICAL & LIFE INS BENEFITS TRUST % RENOTTA YOUNG COLU 2128541088 100 LOW MEMORIAL LIBRARY NEW YORK NY 10027 RENOTTA YOUNG 2013-05-14 6464713000 2011 2016-02-24 21:20:13Z ANNE SULLIVAN 100 LOW MEMORIAL LIBRARY NEW YORK NY 10027 32691932 false X N/A X 1994 NY SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. 3 0 0 0 0 0 0 15630821 8482572 4616272 3929786 0 0 20247093 12412358 0 0 11738486 12283092 0 0 0 0 0 818501 1016512 12556987 13299604 7690106 -887246 132187962 132267867 76378 79874 132111584 132187993 THE MISSION OF COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE TRUST IS TO SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. false false 12997937 8482572 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. 12997937 true false 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 false true 0 0 0 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 RENOTTA YOUNG 2128544684 615 WEST 131ST STREET 4TH FLOOR NEW YORK NY 10027 ROXIE SMITH 1.0 X 0 215120 51898 JOANNE QUAN 1.0 X 0 522439 62849 ANNE SULLIVAN 1.0 X 0 444342 45729 0 1181901 160476 0 false true false STATE STREET ONE LINCOLN STREET BOSTON MA 02111 INVESTMENT 291217 1 0 EMPLOYER CONTRIBUTIONS 900099 4208560 4208560 RETIREE CONTRIBUTIONS 900099 4274012 4274012 8482572 1485246 1485246 0 0 22724114 20279574 2444540 2444540 2444540 0 0 0 0 12412358 8482572 3929786 0 0 0 12283092 12283092 0 0 0 0 0 0 0 0 0 0 0 301667 301667 0 0 0 0 0 0 0 0 0 0 0 0 0 INSURANCE PREMIUMS 714845 714845 13299604 12997937 301667 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 121908109 129292592 0 0 0 0 10279853 2975275 132187962 132267867 76378 79874 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 76378 79874 X 0 0 0 0 132111584 132187993 132111584 132187993 132187962 132267867 X -887246 963655 X X false true false X false X X X false false false TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 135598093 02 true 12997937 1 12997937 COLUMBIA UNIVERSITY RETIREE MEDICAL AND LIFE INSURANCE BENEFITS TRUST PROVIDES HEALTH AND LIFE INSURANCE BENEFITS COVERING RETIRED OFFICERS AND SUPPORT STAFF OF THE TRUSTEES OF COLUMBIA UNIVERSITY IN NEW YORK CITY. MSCI EAFE INDEX NL CTF 21033706 F US AGGREGATE BOND INDEX NL CTF 25369131 F S&P 100 INDEX NL CTF 18154643 F S&P 500 INDEX NL CTF 58405122 F US TIPS INDEX NL CTF 6329990 F 129292592 0 0 12412358 13299604 -887246 963655 963655 76409 13376013 963655 963655 12412358 12412358 13299604 13299604 13299604 SCHEDULE D, PART X, LINE 2 FIN 48 UNCERTAIN TAX POSITION THE CURML BELIEVES THAT ITS TAX POSITIONS AS THEY RELATE TO THE IMPACT ON THE FINANCIAL STATEMENTS OF FIN 48 ARE HIGHLY CERTAIN. false false false false false false false false false ROXIE SMITH 0 215120 0 0 0 0 0 33188 0 18710 0 267018 0 0 JOANNE QUAN 0 497439 0 25000 0 0 0 25285 0 37564 0 585288 0 0 ANNE SULLIVAN 0 444342 0 0 0 0 0 25285 0 20444 0 490071 0 0 FORM 990, PART VI, LINE 3 DELEGATION OF CONTROL OVER MANAGEMENT DUTIES COLUMBIA UNIVERSITY HAS ASSUMED RESPONSIBILITY FOR THE ADMINISTRATION AND MANAGEMENT OF CURML FROM 990, PART VI, LINE 6 MEMBERS OF THE ORGANIZATION THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK IS THE SETTLOR AND THE SOLE MEMBER OF THE TRUST AND HAS THE RIGHT TO APPOINT THE TRUSTEES OF THE TRUST. FORM 990, PART VI, LINE 7A ELECTION OF THE GOVERNING BODY THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK IS THE SETTLOR AND THE SOLE MEMBER OF THE TRUST AND HAS THE RIGHT TO APPOINT THE TRUSTEES OF THE TRUST. FORM 990, PART VI, LINE 8B COMMITTEES OF THE GOVERNING BODY THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, LINE 11B REVIEW PROCESS FOR FORM 990 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 DEPUTY CONTROLLER AND A REPRESENTATIVE FROM THE UNIVERSITY'S GENERAL COUNSEL OFFICE. 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 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 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 15A & 15B 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. MS. SMITH 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 19 DOCUMENTS AVAILABLE FOR INSPECTION 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 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 XI, LINE 5 OTHER CHANGES IN NET ASSETS UNREALIZED GAINS ON INVESTMENTS: 963,655 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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