2023 Form 5500 filing — The Hospital For Special Surgery Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241017060422NAL0018366803001) for The Hospital For Special Surgery Retirement Plan, reported by Ny Society For The Relief Of The Ruptured & Crippled under EIN 13-1624135 and plan number 001. It reports 2,393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$384.3MReported net assets$384,265,469
Participants2.4K2,393
Provider compensation$580.9K8 Schedule C row(s)$580,945
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241017060422NAL0018366803001
- Plan sponsor
- Ny Society For The Relief Of The Ruptured & Crippled
- EIN
- 13-1624135
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$399.6M total assets
Net assets$384.3MLiabilities$15.3M
Full reported line items
- Total assets (EOY)
- $399,600,479
- Total liabilities (EOY)
- $15,335,010
- Net assets (EOY)
- $384,265,469
- Employer contributions
- $2,900,000
- Total income / additions
- $47,925,015
- Benefits paid
- $13,455,829
- Administrative expenses
- $1,830,487
- Total expenses
- $15,286,316
- Net increase / (decrease)
- $32,638,699
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $155,681 | not reported in the loaded dataset |
| Wellington Micro Cap Fund | NONE | $125,151 | not reported in the loaded dataset |
| Wellington Int Qual Growth Fund | NONE | $102,204 | not reported in the loaded dataset |
| Ernst And Young Llp | NONE | $54,691 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | NONE | $45,000 | not reported in the loaded dataset |
| Jpmcb Long Credit Fund | NONE | $40,299 | not reported in the loaded dataset |
| Jpmcb Long Treasury Fund | NONE | $30,907 | not reported in the loaded dataset |
| Blackrock Long Duration Corporate | NONE | $27,012 | not reported in the loaded dataset |