The Hospital For Special Surgery Retirement Plan — Form 5500 plan (Ny Society For The Relief Of The Ruptured & Crippled)

Plain-English plan 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, The Hospital For Special Surgery Retirement Plan is a benefit plan reported by Ny Society For The Relief Of The Ruptured & Crippled under EIN 13-1624135 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,393 participants and $399,600,479 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$384.3MPlan net assets, end of year$384,265,469
Participants2.4KCovered participants reported2,393
Assets / participant$167KComputed: assets ÷ participants$166,987 (computed)
Provider compensation$580.9K8 Schedule C provider row(s)$580,945
Plan sponsor
Ny Society For The Relief Of The Ruptured & Crippled
EIN
13-1624135
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,393H, C20241017060422NAL0018366803001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$399.6M total assets
Net assets$384.3MLiabilities$15.3M
Money in vs. money out
Total income / additions$47.9M
Total expenses$15.3M
Benefits paid / distributions$13.5M
Contributions
Employer$2.9M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$399,600,479
Total liabilities (EOY)
$15,335,010
Net assets (EOY)
$384,265,469
Net assets (BOY)
$351,626,770

Income & contributions

Employer contributions
$2,900,000
Total contributions
$2,900,000
Total income / additions
$47,925,015

Expenses & distributions

Benefits paid
$13,455,829
Administrative expenses
$1,830,487
Total expenses
$15,286,316
Net increase / (decrease)
$32,638,699
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$155,681not reported in the loaded dataset2023
Wellington Micro Cap FundNONE$125,151not reported in the loaded dataset2023
Wellington Int Qual Growth FundNONE$102,204not reported in the loaded dataset2023
Ernst And Young LlpNONE$54,691not reported in the loaded dataset2023
Jp Morgan Chase BankNONE$45,000not reported in the loaded dataset2023
Jpmcb Long Credit FundNONE$40,299not reported in the loaded dataset2023
Jpmcb Long Treasury FundNONE$30,907not reported in the loaded dataset2023
Blackrock Long Duration CorporateNONE$27,012not reported in the loaded dataset2023

Related Form 5500 pages