2011-05-16T14:06:59-05:00 2010-06-30 ERNST & YOUNG US LLP PO Box 44972 Indianapolis IN 462440972 990 2009-07-01 133800106 COLUMBIA UNIV RETIREE MEDICAL & LIFE INS COLU 2128541088 100 LOW MEMORIAL LIBRARY NEW YORK NY 10027 CHERYL A ROSS 2011-05-16 3176817000 2009 2016-02-24 21:20:13Z ANNE SULLIVAN 100 LOW MEMORIAL LIBRARY NEW YORK NY 10027 21128059 false X N/A X 1994 NY SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. 2 0 0 0 0 0 0 0 15408422 18718848 282495 2409211 386260 0 16077177 21128059 0 0 12765227 11165948 0 0 0 0 0 494110 670656 13259337 11836604 2817840 9291455 90431627 106850075 49410 57837 90382217 106792238 THE MISSION OF COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE IS TO SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. false false 11605132 0 18718848 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. 11605132 true false false false false false false false false true true false 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 0 0 0 false false false false false false false false false 2 0 false false false false false true false true false false false false false false false false NY X RENOTTA YOUNG 2128544684 615 WEST 131ST STREET 4TH FLOOR NEW YORK NY 10027 X ANNE SULLIVAN 1.0 X 0 396588 25076 LISA HOGARTY 1.0 X 0 503488 32157 ROXIE SMITH 1.0 X 0 164840 30082 0 1064916 87315 0 false true false STATE STREET ONE LINCOLN STREET BOSTON MA 02111 INVESTMENT FEES 215651 1 0 EMPLOYER CONTRIBUTIONS 900099 15096369 15096369 RETIREE CONTRIBUTIONS 900099 3622479 3622479 18718848 1811443 1811443 0 0 597768 597768 597768 597768 0 0 0 0 21128059 18718848 2409211 0 0 0 11165948 11165948 0 0 0 0 0 0 0 0 0 0 0 231472 231472 0 0 0 0 0 0 0 0 0 0 0 0 0 INSURED PREMIUMS 439184 439184 11836604 11605132 231472 0 78796041 92963348 11635586 13886727 90431627 106850075 49410 57837 49410 57837 X 90382217 106792238 90382217 106792238 90431627 106850075 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 0 1 0 SUPPORTED ORGANIZATION COLUMBIA UNIVERSITY RETIREE MEDICAL & 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 14923911 F US PASSIVE BOND INDEX NL CTF 19190229 F S&P 100 INDEX CTF 12865677 F S&P 500 INDEX NL CTF 41198180 F US TIPS INDEX NL CTF 4785351 F 92963348 DUE FROM COLUMBIA UNIVERSITY 13886727 13886727 21128059 11836604 9291455 6542495 6542495 15833950 27670554 6542495 6542495 21128059 21128059 11836604 11836604 11836604 PART X LINE 2 THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE UNIVERSITY BY LETTER DATED JUNE 28, 2000 THAT THE TRUST IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN ADMINISTRATOR AND THE PLAN'S INTERNAL LEGAL COUNSEL BELIEVE THAT THE TRUST CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH THE APPLICABLE PROVISIONS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. IN 2009 THE PLAN ADOPTED AUTHORITATIVE GUIDANCE ISSUED BY THE FASB SPECIFIC TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ADOPTION DID NOT HAVE ANY IMPACT ON THE FINANCIAL STATEMENTS. false false false false false false false false false ANNE SULLIVAN 0 396588 0 0 0 0 0 19160 0 5916 0 421664 0 0 LISA HOGARTY 0 503488 0 0 0 0 0 25285 0 6872 0 535645 0 0 ROXIE SMITH 0 164840 0 0 0 0 0 15910 0 14172 0 194922 0 0 COMPENSATION PRACTICES Part I Line 3 MS. SULLIVAN IS AN OFFICER OF COLUMBIA UNIVERSITY. AS SUCH, HER COMPENSATION IS REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT TRUSTEES OF COLUMBIA UNIVERSITY. THE COMMITEE REVIEWS COMPARABILITY DATA AND MINUTES OF ITS DELIBERATIONS ARE RECORDED CONTEMPORANEOUSLY WITH ANY ACTION. MS. HOGARTY AND MS. SMITH ARE NOT OFFICERS OR KEY EMPLOYEES OF COLUMBIA UNIVERSITY. THEIR COMPENSATION IS DETERMINED IN ACCORDANCE WITH COLUMBIA UNIVERSITY'S REGULAR COMPENSATION PRACTICES APPLICABLE TO SIMILARLY SITUATED EMPLOYEES. FORM 990, PART VI, LINE 6 MEMBERS OF THE ORGANIZATION THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK IS THE SETTLOR 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 OF THE TRUST AND HAS THE RIGHT TO APPOINT THE TRUSTEES OF THE TRUST. FORM 990, PART VI, LINE 11a REVIEW PROCESS FOR FORM 990 COLUMBIA 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 OFFCIALS INCLUDE THE UNIVERSITY'S EXECUTIVE VICE PRESIDENT FOR FINANCE, CONTROLLER, DEPUTY CONTROLLER AND A REPRESENTATIVE FROM THE UNIVERSITY'S GENERAL COUNSEL'S OFFICE. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY 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 A FORMAL ADMINSTRATIVE 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 AUDIT COMMITTEE AND/OR 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 CURML FOLLOWS THE DOCUMENTATION RETENTION AND DESTRUCTION PROCEDURES OF THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK CONSISTENT WITH APPLICABLE LAW. FORM 990, PART VI, LINE 19 DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION CURML IS A SUPPORTING ORGANIZATION OF COLUMBIA UNIVERSITY. COLUMBIA UNIVERSITY'S GOVERNING DOCUMENTS ARE AVALIABLE ON ITS WEBSITE AT WWW.COLUMBIA.EDU. THE CURML GOVERNING DOCUMENTS ARE NOT MADE AVALIABLE ONLINE. FORM 990, PART VII AVERAGE HOURS FOR RELATED ORGANIZATIONS 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 2C AUDIT COMMITTEE 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. CURML RECEIVES SEPARATE AUDITED FINANCIALS AND ITS OPERATIONS ARE CONSOLIDATED WITHIN THE UNIVERSITY'S FINANCIAL STATEMENTS. FORM 990, PART VI, LINE 8B COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE HAD NO STANDING COMMITTEES DURING THE YEAR. 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