2023 Form 5500 filing — The Hospital For Special Surgery 403(B) 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 20241015194836NAL0017138243002) for The Hospital For Special Surgery 403(B) Plan, reported by New York Society For The Relief Of The Ruptured And Crippled under EIN 13-1624135 and plan number 003. It reports 7,219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194836NAL0017138243002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New York Society For The Relief Of The Ruptured And Crippled
- EIN
- 13-1624135
- Plan number
- 003
- Location
- New York, NY
- Participants
- 7,219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $748,479,766
- Total liabilities (EOY)
- $291,312
- Net assets (EOY)
- $748,188,454
- Employer contributions
- $13,362,987
- Participant contributions
- $45,563,784
- Total income / additions
- $176,947,295
- Benefits paid
- $36,087,573
- Administrative expenses
- $1,252,554
- Total expenses
- $38,108,881
- Net increase / (decrease)
- $138,838,414
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $379,068 | $0 |
| Valic | RECORD KEEPER | $30,016 | $0 |
| Metlife Life Insurance Company | RECORD KEEPER | $5,032 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |