The Hospital For Special Surgery Retirement Plan For Management And Medical Staff — Form 5500 plan (Hospital For Special Surgery)
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 For Management And Medical Staff is a benefit plan reported by Hospital For Special Surgery under EIN 13-1624135 and plan number 002. The latest loaded filing year is 2023. The filing reports 819 participants and $242,578,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hospital For Special Surgery
- EIN
- 13-1624135
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 819 | H, C | 20241015194537NAL0015339875001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $242,578,868
- Net assets (EOY)
- $242,578,868
- Net assets (BOY)
- $205,345,324
Income & contributions
- Employer contributions
- $11,201,953
- Total contributions
- $11,202,700
- Total income / additions
- $46,839,995
Expenses & distributions
- Benefits paid
- $9,600,071
- Administrative expenses
- $6,380
- Total expenses
- $9,606,451
- Net increase / (decrease)
- $37,233,544
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $4,501 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |