The Hospital For Special Surgery 403(B) Plan — Form 5500 plan (New York Society For The Relief Of The Ruptured And 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 403(B) Plan is a benefit plan reported by New York Society For The Relief Of The Ruptured And Crippled under EIN 13-1624135 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,219 participants and $748,479,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New York Society For The Relief Of The Ruptured And Crippled
EIN
13-1624135
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
7,219
End-of-year plan assets
$748,479,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,219H, C20241015194836NAL0017138243002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$748,479,766
Total liabilities (EOY)
$291,312
Net assets (EOY)
$748,188,454
Net assets (BOY)
$609,350,040

Income & contributions

Employer contributions
$13,362,987
Participant contributions
$45,563,784
Total contributions
$62,159,678
Total income / additions
$176,947,295

Expenses & distributions

Benefits paid
$36,087,573
Administrative expenses
$1,252,554
Total expenses
$38,108,881
Net increase / (decrease)
$138,838,414

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$379,068$02023
ValicRECORD KEEPER$30,016$02023
Metlife Life Insurance CompanyRECORD KEEPER$5,032$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages