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Original filing (PDF)20251015155032NAL0002581955001
COLUMBIA COLLEGE CHICAGO
Form 5500
FILING_RECEIVED
COLUMBIA COLLEGE CHICAGO PENSION PLAN
Defined-benefit pension plan
Signals · 1
65% in single holding
Active participants
77
Accounts w/ balance
—
Plan assets (EOY)
$23.8M
Net assets (EOY)
$23.8M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Vanguard" is 65% of plan.
- 52 bps in Schedule C fees — 80% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLUMBIA COLLEGE CHICAGO.
Plan sponsor
Name
COLUMBIA COLLEGE CHICAGO
EIN
36-6112087
Address
600 SOUTH MICHIGAN AVENUE · CHICAGO, IL · 606051996
Phone
(312) 369-1000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | 27-1175487 | — | NONE | $46K | — |
| CROWE LLP | 35-0921680 | — | NONE | $37K | — |
| MONTICELLO ASSOCIATES | 84-1205635 | — | NONE | $22K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $20K | — |
Investments
3 direct securities· $23.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard | — | 195,535 | — | $15.5M | 65.4% | |
| Vanguard | — | 610,640 | — | $4.6M | 19.4% | |
| Vanguard | — | 6,712 | — | $3.6M | 15.2% |