Original filing (PDF)20251008121140NAL0002985763001

HOSPITAL FOR SPECIAL SURGERY

Name: HOSPITAL FOR SPECIAL SURGERY — THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF, Form 5500 (2024)
Creator: HOSPITAL FOR SPECIAL SURGERY

Form 5500

FILING_RECEIVED

THE HOSPITAL FOR SPECIAL SURGERY RETIREMENT PLAN FOR MANAGEMENT AND MEDICAL STAFF

403(b) retirement plan

Active participants

744

Accounts w/ balance

972

Plan assets (EOY)

$267.1M

Net assets (EOY)

$267.1M

How this plan invests

This plan

1 pooled trust

Schedule D

157 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (0 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOSPITAL FOR SPECIAL SURGERY.

Plan sponsor

Name

HOSPITAL FOR SPECIAL SURGERY

EIN

13-1624135

Address

535 EAST 70TH STREET · NEW YORK, NY · 100214872

Phone

(212) 774-7650

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

ERNST & YOUNG, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$4K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—

Investments

156 direct securities · 1 pooled fund· $266.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$265.5M

155 holdings

Pooled Separate Account

$1.3M

1 holding

Guaranteed Income / GIC

$161K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fixed income annuity contract * TIAA – TIAA Traditional Non Benefit Responsive	—	—	—	$25.8M	9.7%
Transamerica – Fidelity 500 Index Institutional Prem	—	—	—	$23.6M	8.8%
TIAA CREF Stock R2	—	—	—	$23.4M	8.8%
Transamerica – Vanguard Target Retirement 2035	—	—	—	$22.4M	8.4%
Transamerica – Vanguard Target Retirement 2025	—	—	—	$15.8M	5.9%
Transamerica – Vanguard Target Retirement 2040	—	—	—	$15.8M	5.9%
Transamerica – Vanguard Target Retirement 2030	—	—	—	$14.3M	5.4%
Lifecycle funds (hybrid funds) (continued) Transamerica – Vanguard Target Retirement 2045	—	—	—	$14.3M	5.3%
Transamerica – Vanguard Institutional Target Retirement Inc	—	—	—	$10.5M	3.9%
Transamerica – Vanguard Target Retirement 2020	—	—	—	$8.0M	3.0%
Transamerica – NYLI Winslow Large Cap Growth R6	—	—	—	$8.0M	3.0%
Transamerica – Vanguard Target Retirement 2050	—	—	—	$6.7M	2.5%
TIAA CREF Growth R2	—	—	—	$6.4M	2.4%
Fidelity – Growth Company	—	—	—	$5.3M	2.0%
Transamerica – Dodge & Cox Stock X	—	—	—	$5.1M	1.9%
Transamerica – Vanguard Federal Money Market Inv	—	—	—	$4.3M	1.6%
TIAA CREF Global Equities R2	—	—	—	$3.5M	1.3%
Transamerica – Fidelity Extend Market Index	—	—	—	$3.4M	1.3%
Fidelity – Blue Chip Growth	—	—	—	$3.3M	1.2%
Fidelity – Contrafund	—	—	—	$3.2M	1.2%
Transamerica – DFA US Small Cap 1	—	—	—	$3.1M	1.2%
Transamerica – Fidelity International Index	—	—	—	$3.0M	1.1%
Transamerica – Fidelity International Discovery	—	—	—	$2.7M	1.0%
Transamerica – Vanguard Total Bond Market Index I	—	—	—	$2.7M	1.0%
TIAA CREF Core Bond R2	—	—	—	$2.4M	0.9%
TIAA CREF Equity Index R2	—	—	—	$2.3M	0.9%
Transamerica – Vanguard Target Retirement 2055	—	—	—	$2.3M	0.9%
Transamerica – TCW MetWest Total Return	—	—	—	$2.1M	0.8%
Lincoln – Fixed Account	—	—	—	$1.7M	0.6%
Transamerica – Champlain Mid Cap Insl	—	—	—	$1.6M	0.6%
Fidelity – Government Money Market	—	—	—	$1.3M	0.5%
Equity and money market mutual funds * Fidelity – 500 Index	—	—	—	$1.3M	0.5%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$1.3M	0.5%
TIAA CREF Inflation Linked Bond R2	—	—	—	$843K	0.3%
Fidelity – OTC Portfolio	—	—	—	$767K	0.3%
TIAA CREF Social Choice R2	—	—	—	$732K	0.3%
Fidelity – Freedom 2035 K	—	—	—	$651K	0.2%
Fidelity – Magellan	—	—	—	$625K	0.2%
TIAA CREF Money Market R2	—	—	—	$608K	0.2%
Fidelity – Freedom 2040 K	—	—	—	$564K	0.2%
Transamerica – Principal Global Real Estate	—	—	—	$530K	0.2%
TIAA – Nuveen Large Cap Value Retire	—	—	—	$415K	0.2%
TIAA – Nuveen Lifecycle 2025 Retire	—	—	—	$397K	0.1%
TIAA – Nuveen Quant Sm Cp Eq Retire	—	—	—	$379K	0.1%
Lifecycle funds (hybrid funds) * Fidelity – Balanced	—	—	—	$339K	0.1%
Fidelity – Disciplined Equity ** 295 * Fidelity – Diversified International	—	—	—	$337K	0.1%
Fidelity – Small Cap Discovery	—	—	—	$319K	0.1%
Valic – Vanguard Windsor II	—	—	—	$309K	0.1%
Fidelity – Short Term Bond ** 3 * Fidelity – Total Bond	—	—	—	$303K	0.1%
Fidelity – Freedom 2030 K	—	—	—	$303K	0.1%
TIAA – Nuveen International Equity Retire	—	—	—	$258K	<0.1%
Fidelity – Gov Cash Reserve	—	—	—	$245K	<0.1%
Transamerica – Vanguard Target Retirement 2065	—	—	—	$238K	<0.1%
Fidelity – Leveraged Company Stock	—	—	—	$231K	<0.1%
Valic – Stock Index Fund	—	—	—	$229K	<0.1%
Fidelity – Puritan	—	—	—	$229K	<0.1%
TIAA – Nuveen Mid Cap Value Retire	—	—	—	$225K	<0.1%
Fixed income funds * Fidelity – Capital & Income	—	—	—	$212K	<0.1%
Fidelity – Longterm Treasury Bond Index	—	—	—	$206K	<0.1%
Valic – Science & Technology Fund	—	—	—	$206K	<0.1%
Transamerica – Vanguard Target Retirement 2060	—	—	—	$202K	<0.1%
Fidelity – Overseas	—	—	—	$197K	<0.1%
Fidelity – Growth & Inc	—	—	—	$196K	<0.1%
Fidelity – Stk Sel Large Cap Val	—	—	—	$192K	<0.1%
Fidelity – Emerging Markets	—	—	—	$185K	<0.1%
TIAA – Nuveen Lifecycle 2040 Retire	—	—	—	$183K	<0.1%
Fidelity – Sel Semiconduct	—	—	—	$170K	<0.1%
Valic – Mid Cap Strategic Gwth	—	—	—	$169K	<0.1%
Fidelity – Sel Medical Technology & Devices	—	—	—	$167K	<0.1%
Fidelity – Europe	—	—	—	$162K	<0.1%
* Valic – Fixed Account Plus	Guaranteed Income / GIC	—	—	$161K	<0.1%
Fidelity – Freedom 2025 K	—	—	—	$133K	<0.1%
Fidelity – Equity Inc	—	—	—	$133K	<0.1%
Valic – Growth Fund	—	—	—	$132K	<0.1%
Equity and money market mutual funds (continued) Valic – GS Vit Government Money Market Fund Inst	—	—	—	$130K	<0.1%
Fidelity – Sel Software	—	—	—	$121K	<0.1%
Fidelity – Government Money Market Program	—	—	—	$116K	<0.1%
Valic – Ariel Appreciation Fund	—	—	—	$103K	<0.1%
Fidelity – Sel Defense	—	—	—	$102K	<0.1%
Valic – Systematic Growth Fund	—	—	—	$101K	<0.1%
Fidelity – Real Estate Inc ** 609 * Fidelity – Real Estate Invs	—	—	—	$91K	<0.1%
Valic – Mid Cap Index Fund	—	—	—	$90K	<0.1%
Valic – Ariel Fund	—	—	—	$85K	<0.1%
Fidelity – Sel Technology	—	—	—	$82K	<0.1%
Equity and money market mutual funds (continued) * Fidelity – Multi Asset Index	—	—	—	$79K	<0.1%
Fidelity – Low Priced Stock	—	—	—	$78K	<0.1%
Fidelity – Small Cap Index	—	—	—	$78K	<0.1%
Fidelity – Intermediate Treasury Bond Index ** 900 * Fidelity – Investment Grade Bond	—	—	—	$77K	<0.1%
TIAA – Nuveen Lifecycle 2035 Retire	—	—	—	$74K	<0.1%
Fidelity – International Small Cap	—	—	—	$68K	<0.1%
Valic – Global Strategy	—	—	—	$68K	<0.1%
Fidelity – Sel Gold	—	—	—	$59K	<0.1%
Valic – Vanguard Wellington Fund Inc	—	—	—	$52K	<0.1%
Valic – Small Cap Growth Fund	—	—	—	$52K	<0.1%
Transamerica – Vanguard Target Retirement 2070	—	—	—	$51K	<0.1%
Valic – VC I Capital Appreciation	—	—	—	$49K	<0.1%
Fidelity – Fidelity Fund	—	—	—	$49K	<0.1%
TIAA – Nuveen Lifecycle 2020 Retire	—	—	—	$48K	<0.1%
Fidelity – Blue Chip Value	—	—	—	$45K	<0.1%
Fidelity – Focused Stock	—	—	—	$44K	<0.1%
Fidelity – Capital Appreciation	—	—	—	$42K	<0.1%
Valic – International Equities Index Fund	—	—	—	$41K	<0.1%
Fidelity – Extended Market Index	—	—	—	$38K	<0.1%
Fidelity – Dividend Growth	—	—	—	$37K	<0.1%
Valic – International Opportunities	—	—	—	$37K	<0.1%
Fidelity – Sel Wireless	—	—	—	$37K	<0.1%
Valic – High Yield Bond Fund	—	—	—	$36K	<0.1%
Valic – Core Bond Fund	—	—	—	$36K	<0.1%
TIAA – Nuveen Mid Cap Growth Retire	—	—	—	$35K	<0.1%
Fidelity – Float RT HI Inc	—	—	—	$33K	<0.1%
Fidelity – Small Cap Stock	—	—	—	$30K	<0.1%
Fidelity – Intermediate Bond	—	—	—	$29K	<0.1%
Fidelity – Environment and Alternative Energy	—	—	—	$26K	<0.1%
Fixed income funds (continued) * Fidelity Government Income	—	—	—	$24K	<0.1%
Valic – Emerging Economies	—	—	—	$24K	<0.1%
Fidelity – Sel Pharmaceutical	—	—	—	$24K	<0.1%
Valic – International Growth Fund	—	—	—	$23K	<0.1%
Valic – Mid Cap Value Fund	—	—	—	$22K	<0.1%
Fidelity – Sel Comm Serv	—	—	—	$22K	<0.1%
Valic – Inflation Protected Fund	—	—	—	$19K	<0.1%
Fidelity – Sel Retailing	—	—	—	$19K	<0.1%
Fidelity – Sel Utilities	—	—	—	$18K	<0.1%
Valic – Systematic Value	—	—	—	$18K	<0.1%
Fidelity – Pacific Basin	—	—	—	$17K	<0.1%
Fidelity – Sel Energy	—	—	—	$17K	<0.1%
Fidelity – International Index	—	—	—	$16K	<0.1%
Fidelity – Treasury Only MM ** 21 * Fidelity – Trend	—	—	—	$16K	<0.1%
Fidelity – Value Discov ** 7 * Fidelity – Value Strategy	—	—	—	$15K	<0.1%
Valic – Small Cap Index Fund	—	—	—	$15K	<0.1%
Equity and money market mutual funds (continued) * Fidelity – Value	—	—	—	$15K	<0.1%
Valic – International Value Fund	—	—	—	$15K	<0.1%
Fidelity – Sel Automotive ** 396 * Fidelity – Sel Biotech	—	—	—	$14K	<0.1%
Valic – US Socially Responsible Fund	—	—	—	$14K	<0.1%
Fidelity – Growth Strategy	—	—	—	$13K	<0.1%
Fidelity Financials	—	—	—	$12K	<0.1%
Valic – Short Term Fixed Account	—	—	—	$12K	<0.1%
Fidelity – Sel Chemicals	—	—	—	$11K	<0.1%
Transamerica – Stable Value Core Account	—	—	—	$11K	<0.1%
Fidelity – Small Cap Growth	—	—	—	$11K	<0.1%
Valic – Small Cap Value Fund	—	—	—	$11K	<0.1%
Fidelity – Freedom 2045 K	—	—	—	$10K	<0.1%
Fidelity – Emerging Asia	—	—	—	$10K	<0.1%
Fidelity – Japan	—	—	—	$9K	<0.1%
TIAA – Nuveen Lifecycle 2030 Retire	—	—	—	$9K	<0.1%
Valic – Large Capital Growth	—	—	—	$9K	<0.1%
Valic – International Socially Responsible Fund	—	—	—	$9K	<0.1%
Fidelity – China Region	—	—	—	$8K	<0.1%
Fidelity – Sel Cons Staples	—	—	—	$8K	<0.1%
Fidelity – Natural Resources	—	—	—	$8K	<0.1%
Fidelity – International Discovery	—	—	—	$7K	<0.1%
Valic – Global Real Estate Fund	—	—	—	$7K	<0.1%
Fidelity – International Real Estate	—	—	—	$5K	<0.1%
Fidelity – Mid Cap Stock	—	—	—	$3K	<0.1%
Fidelity – Mid Cap Value	—	—	—	$3K	<0.1%
Fidelity – US Bond Index	—	—	—	$2K	<0.1%
Valic – Government Securities Fund	—	—	—	$2K	<0.1%
Fidelity – Sel Healthcare ** 4 * Fidelity – Sel Healthcare Services	—	—	—	$1K	<0.1%