2026-05-12T08:44:25+00:00 2025-06-30 990 2024-07-01 133800106 COLUMBIA UNIV RETIREE MEDICAL & LIFE INS BENEFITS TRUST COLU 2128534693 COLUMBIA UNIV 615 W 131 ST MC 8741 NEW YORK NY 100277922 Madhavi Rajdev Controller & AVP 3478805822 2026-05-12 true 2024 2025-03-06 01:10:19Z ANNE SULLIVAN 100 LOW MEMORIAL LIBRARY NEW YORK NY 10027 51571494 false X https://humanresources.columbia.edu/content/retiree-benefits X 1994 NY SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. 3 0 0 0 0 0 1300738 1334116 6347266 7018855 0 7648004 8352971 0 4968168 5360215 0 0 0 1519806 1545983 6487974 6906198 1160030 1446773 241353087 261859448 407592 596598 240945495 261262850 THE MISSION OF COLUMBIA UNIVERSITY RETIREE MEDICAL & LIFE INSURANCE TRUST IS TO SUPPORT COLUMBIA UNIVERSITY'S MEDICAL AND LIFE INSURANCE BENEFITS. false false 5446346 1334116 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. 5446346 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 false false true false false false false true 3 0 false 0 false false 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 false true true true true true false false false false NY X JESSICA LEE YIM 2128534693 615 WEST 131ST STREET 3RD FL NEW YORK NY 10027 Anne Sullivan TRUSTEE 0.1 59.9 X 0 1051106 62542 Soulaymane Kachani TRUSTEE 0.1 59.9 X 0 557050 100213 William McKoy TRUSTEE 0.1 59.9 X 0 772396 99542 0 2380552 262297 false true false STATE STREET ONE LINCOLN STREET BOSTON MA 02111 INVESTMENT FEES 414688 1 0 RETIREE CONTRIBUTIONS 900099 1334116 1334116 0 0 0 0 1334116 0 0 50237378 43218523 7018855 0 7018855 7018855 0 0 0 0 0 8352971 1334116 0 7018855 X 5360215 5360215 53244 53244 625749 625749 780859 0 780859 0 INSURANCE PREMIUMS 86131 86131 0 0 0 0 6906198 5446346 1459852 0 0 0 0 0 0 0 0 0 241353087 261859448 0 0 0 241353087 261859448 407592 596598 0 0 0 0 407592 596598 240945495 261262850 240945495 261262850 241353087 261859448 1446773 18870582 0 X false true false false X X 1 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 135598093 2 true 5446346 0 1 5446346 0 true false false false false false false false false false false false false false false true false Closely-held equity interests Financial derivatives MSCI EAFE INDEX NL QP CTF 20583744 F US AGG BOND INDEX NL QP CTF 36167696 F S&P 100 (R) INDEX NL QP CTF S&P 500 (R) INDEX NL QP CTF GLOBAL DEFENSE EQUITY NL CTF 43246084 F LONG U.S. CREDIT INDX NL CTF 58127670 F LONG U.S. TREASURY INDEX NL CTF 18285101 F MSCI EMG MKTS INDX NL CTF 10713941 F RUSSELL 1000 R INDX NL CTF 24698018 F RUSSELL 2000 R INDX NL CTF 14850396 F US HIGH YIELD CUSTOM BB/B EX 144A INDX NL CTF 29505105 F INTERMEDIATE U.S. CREDIT INDX NL CTF 5681693 F 261859448 0 X 27223553 18870582 0 18870582 8352971 0 0 8352971 6906198 0 0 6906198 0 0 6906198 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, 2025, 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 Soulaymane Kachani TRUSTEE 0 556318 0 0 0 732 0 34695 0 65518 0 657263 0 0 William McKoy TRUSTEE 0 735470 0 36926 0 0 0 34695 0 64847 0 871938 0 0 Anne Sullivan TRUSTEE 0 1050062 0 0 0 1044 0 34695 0 27847 0 1113648 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. MCKOY AND MR. KACHANI 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 CURML. Form 990, Part VI, Line 13 WHISTLEBLOWER POLICY THE UNIVERSITY 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 THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK ("THE 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 UNIVERSITY 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 CURML IS A SUPPORTING ORGANIZATION FOR 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 Controller and AVP. Form 990, Part VI, Line 12c Conflict of interest policy CURML FOLLOWS THE CONFLICT OF INTEREST POLICY OF ITS SOLE MEMBER, THE UNIVERSITY. EACH CURML TRUSTEE IS SUBJECT TO THE "STATEMENT OF UNIVERSITY POLICY ON CONFLICTS OF INTEREST, IS REQUIRED TO DISCLOSE 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 CO-CHAIRS 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 THE UNIVERSITY. THE UNIVERSITY HAS ASSUMED RESPONSIBILITY FOR THE ADMINISTRATION OF CURML. THE 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 IX, Line 11g Other Fees Administrative Fees - Total Expense: 780859, Program Service Expense: , Management and General Expenses: 780859, Fundraising Expenses: ; Form 990, Part XII, Line 2c AUDIT OVERSIGHT THE CONSOLIDATED FINANCIAL STATEMENTS OF THE 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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INTEREST IN 61 CHARITABLE REMAINDER TRUSTS DOMICILED IN NEW YORK AND 2 POOLED INCOME FUNDS DOMICILED IN NEW YORK.