Original filing (PDF)20251008121300NAL0013696258001

NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED

Name: NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED — THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN, Form 5500 (2024)
Creator: NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED

Form 5500

FILING_RECEIVED

THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN

403(b) retirement plan

Active participants

5,338

Accounts w/ balance

8,088

Plan assets (EOY)

$866.3M

Net assets (EOY)

$866.1M

How this plan invests

This plan

1 pooled trust

Schedule D

233 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED.

Plan sponsor

Name

NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED

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

003

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

2M · 403(b)(7) custodial accounts

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)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$406K	—
VALIC	74-1625348	—	RECORD KEEPER	$31K	—
METLIFE LIFE INSURANCE COMPANY	—	CHARLOTTE, NC	RECORD KEEPER	$6K	—

Broker

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

Investments

230 direct securities · 1 pooled fund· $820.3M(95% 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

$792.6M

229 holdings

Guaranteed Income / GIC

$26.0M

1 holding

Pooled Separate Account

$1.7M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Transamerica – Vanguard Target Retirement 2050	—	—	—	$89.7M	10.4%
Transamerica – Fidelity 500 Index Premium	—	—	—	$88.8M	10.3%
Transamerica – Vanguard Target Retirement 2045	—	—	—	$84.2M	9.7%
Transamerica – Vanguard Target Retirement 2035	—	—	—	$59.3M	6.8%
Transamerica – Vanguard Target Retirement 2040	—	—	—	$57.3M	6.6%
Transamerica – Vanguard Target Retirement 2025	—	—	—	$43.8M	5.1%
Transamerica – Vanguard Target Retirement 2055	—	—	—	$40.7M	4.7%
Transamerica – NYLI Winslow Large Cap Growth R6	—	—	—	$37.9M	4.4%
s * TIAA – TIAA Traditional Benefit Responsive	Guaranteed Income / GIC	—	—	$26.0M	3.0%
Transamerica – Vanguard Target Retirement 2060	—	—	—	$25.3M	2.9%
Transamerica – Vanguard Federal Money Market Inv	—	—	—	$23.6M	2.7%
Transamerica – Vanguard Target Retirement 2020	—	—	—	$20.0M	2.3%
Transamerica – Dodge & Cox Stock X	—	—	—	$18.8M	2.2%
Transamerica – Fidelity Extend Market Index	—	—	—	$18.1M	2.1%
TIAA Cref Stock R2	—	—	—	$17.1M	2.0%
Transamerica – Fidelity International Index	—	—	—	$9.8M	1.1%
Transamerica – DFA Us Small Cap 1	—	—	—	$9.5M	1.1%
TIAA Cref Growth R2	—	—	—	$9.1M	1.1%
Transamerica – Vanguard Institutional Target Retirement Inc.	—	—	—	$9.1M	1.0%
Transamerica – Champlain Mid Cap Insl	—	—	—	$8.6M	1.0%
Transamerica – Fidelity International Discovery	—	—	—	$8.3M	1.0%
Transamerica – Vanguard Total Bond Market Index I	—	—	—	$8.0M	0.9%
Notes receivable from participants	—	—	—	$7.1M	0.8%
Fidelity – China Region ** 934 * Fidelity – Contrafund	—	—	—	$6.4M	0.7%
Transamerica – TCW Metwest Total Return	—	—	—	$6.2M	0.7%
Fidelity – Blue Chip Growth	—	—	—	$5.7M	0.7%
Fidelity – Growth Company	—	—	—	$4.9M	0.6%
TIAA Cref Global Equities R2	—	—	—	$4.9M	0.6%
Transamerica – Vanguard Target Retirement 2065	—	—	—	$4.6M	0.5%
TIAA Cref Equity Index R2	—	—	—	$3.6M	0.4%
Transamerica – Principal Global Real Estate	—	—	—	$3.1M	0.4%
Equity and money market mutual funds * Fidelity – 500 Index	—	—	—	$2.4M	0.3%
Valic – Fixed Account Plus	—	—	—	$2.4M	0.3%
Fidelity – Govt Money Market	—	—	—	$2.0M	0.2%
Fidelity – Magellan	—	—	—	$2.0M	0.2%
Valic – Science & Technology Fund	—	—	—	$2.0M	0.2%
TIAA Cref Social Choice R2	—	—	—	$1.8M	0.2%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$1.7M	0.2%
Fidelity – OTC Portfolio	—	—	—	$1.6M	0.2%
Fidelity – Sel Semiconduct	—	—	—	$1.5M	0.2%
Fidelity – Balanced	—	—	—	$1.5M	0.2%
Valic – Vanguard Windsor II	—	—	—	$1.4M	0.2%
Valic – Stock Index Fund	—	—	—	$1.4M	0.2%
Valic – Mid Cap Index Fund	—	—	—	$1.2M	0.1%
Lincoln Fixed Account	—	—	—	$1.1M	0.1%
Valic – Growth Fund	—	—	—	$1.0M	0.1%
Fidelity – Freedom 2030	—	—	—	$1.0M	0.1%
TIAA Cref Core Bond R2	—	—	—	$899K	0.1%
Fidelity – Freedom 2040	—	—	—	$881K	0.1%
Fidelity – Diversified International	—	—	—	$847K	<0.1%
Fidelity – Equity Inc	—	—	—	$756K	<0.1%
Fixed income annuity contracts * TIAA Traditional Non Benefit Responsive	—	—	—	$721K	<0.1%
Fixed income funds (continued) * Fidelity – Government Cash Reserve	—	—	—	$715K	<0.1%
TIAA Cref Inflation – Linked Bond R2	—	—	—	$715K	<0.1%
Fidelity – Freedom 2035	—	—	—	$705K	<0.1%
Fidelity – Overseas	—	—	—	$660K	<0.1%
Fidelity – Emerging Markets	—	—	—	$655K	<0.1%
TIAA – Nuveen Lifecycle 2040 Retire	—	—	—	$605K	<0.1%
Valic – International Equities Index Fund	—	—	—	$594K	<0.1%
Fidelity – Asset Manager 50%	—	—	—	$589K	<0.1%
TIAA – Nuveen International Equity Retire	—	—	—	$555K	<0.1%
Valic – Large Capital Growth	—	—	—	$538K	<0.1%
Fidelity – Total Market Index	—	—	—	$524K	<0.1%
Valic – Us Socially Responsible Fund	—	—	—	$519K	<0.1%
Fidelity – Growth & Inc	—	—	—	$517K	<0.1%
TIAA – Nuveen Large Cap Value Retire	—	—	—	$505K	<0.1%
Fidelity – Stock Select Small Cap	—	—	—	$505K	<0.1%
Fidelity – Asset Manager 60%	—	—	—	$494K	<0.1%
Valic – Mid Cap Strategic Growth	—	—	—	$488K	<0.1%
Fidelity – Small Cap Discovery	—	—	—	$475K	<0.1%
Valic – Mid Cap Value Fund	—	—	—	$468K	<0.1%
Valic – Short Term Fixed Account	—	—	—	$467K	<0.1%
Fidelity – Puritan	—	—	—	$460K	<0.1%
Valic – Small Cap Index Fund	—	—	—	$451K	<0.1%
Fidelity – Sel Energy	—	—	—	$449K	<0.1%
TIAA – Nuveen Quant Sm Cp Eq Retire	—	—	—	$448K	<0.1%
Fidelity – Sel Industrials ** 527 * Fidelity – Sel Materials ** 160 * Fidelity – Sel Medical Technology & Devices	—	—	—	$432K	<0.1%
Transamerica – Vanguard Target Retirement 2070	—	—	—	$426K	<0.1%
TIAA – Nuveen Lifecycle 2030 Retire	—	—	—	$392K	<0.1%
TIAA – Nuveen Mid Cap Value Retire	—	—	—	$383K	<0.1%
Valic – Core Bond Fund	—	—	—	$381K	<0.1%
TIAA – Nuveen Mid Cap Growth Retire	—	—	—	$356K	<0.1%
Valic – Ariel Fund	—	—	—	$336K	<0.1%
Valic – Emerging Economies	—	—	—	$335K	<0.1%
Valic – Ariel Appreciation Fund	—	—	—	$324K	<0.1%
Fidelity – Total Bond	—	—	—	$319K	<0.1%
Valic – Vanguard Wellington Fund Inc	—	—	—	$315K	<0.1%
Valic – GS Vit Gov Money Market Fund Inst	—	—	—	$313K	<0.1%
Fidelity – Sel Technology	—	—	—	$307K	<0.1%
Fidelity – Lt Tr Bd Index	—	—	—	$305K	<0.1%
Equity and money market mutual funds (continued) * Fidelity – Stk Sel Large Cap Val	—	—	—	$297K	<0.1%
Fidelity – Freedom 2025	—	—	—	$288K	<0.1%
Fidelity – Fidelity Fund	—	—	—	$286K	<0.1%
Fidelity – Freedom 2020	—	—	—	$277K	<0.1%
Fidelity – Leveraged Co Stock	—	—	—	$275K	<0.1%
Valic – International Socially Responsible Fund	—	—	—	$268K	<0.1%
Fidelity – Nasdaq Comp Index	—	—	—	$250K	<0.1%
Fixed income funds * Fidelity – Capital & Income	—	—	—	$245K	<0.1%
Fidelity – Sel Defense	—	—	—	$240K	<0.1%
Valic – High Yield Bond Fund	—	—	—	$239K	<0.1%
Fidelity – Pacific Basin	—	—	—	$235K	<0.1%
Fidelity – Sel Software	—	—	—	$227K	<0.1%
Transamerica – Stable Value Core Account	—	—	—	$223K	<0.1%
Valic – International Value Fund	—	—	—	$221K	<0.1%
Fidelity – Growth Strategy	—	—	—	$215K	<0.1%
Plan Loan Default Fund	—	—	—	$210K	<0.1%
Valic – International Opportunities	—	—	—	$201K	<0.1%
Fidelity – Low Priced Stock	—	—	—	$195K	<0.1%
Valic – Small Cap Value Fund	—	—	—	$192K	<0.1%
Fidelity – Investment Grade Bond	—	—	—	$191K	<0.1%
TIAA Cref Money Market R2	—	—	—	$188K	<0.1%
Fidelity – Dividend Growth	—	—	—	$183K	<0.1%
Valic – Inflation Protected Fund	—	—	—	$178K	<0.1%
Valic – Small Cap Special Value Fund	—	—	—	$175K	<0.1%
TIAA – Nuveen Lifecycle 2025 Retire	—	—	—	$174K	<0.1%
Fidelity – Govt Money Market Fund	—	—	—	$173K	<0.1%
Fidelity – Europe	—	—	—	$173K	<0.1%
Fidelity – Freedom 2045	—	—	—	$166K	<0.1%
MetLife – American Funds Growth Fund of America	—	—	—	$162K	<0.1%
Fidelity – New Millen	—	—	—	$161K	<0.1%
Valic – Systematic Value	—	—	—	$158K	<0.1%
Fidelity – Sel Brokerage	—	—	—	$157K	<0.1%
MetLife Liberty Fixed International	—	—	—	$157K	<0.1%
Valic – Systematic Growth Fund	—	—	—	$149K	<0.1%
Valic – Global Strategy	—	—	—	$147K	<0.1%
Fidelity – Sel Gold	—	—	—	$145K	<0.1%
Fidelity – Small Cap Stock	—	—	—	$139K	<0.1%
Fidelity – Environment Alternative Energy	—	—	—	$129K	<0.1%
Fidelity – Blue Chip Value	—	—	—	$127K	<0.1%
Fidelity – Real Estate Inv	—	—	—	$122K	<0.1%
MetLife – Jp Morgan Mid Cap Value Fund – A	—	—	—	$119K	<0.1%
Valic – Nasdaq – 100(R) Index Fund	—	—	—	$118K	<0.1%
MetLife – American Funds Income Fund of America	—	—	—	$116K	<0.1%
Fidelity – Asset Manager 70%	—	—	—	$112K	<0.1%
Valic – Global Real Estate Fund	—	—	—	$112K	<0.1%
TIAA – Nuveen Lifecycle 2035 Retire	—	—	—	$111K	<0.1%
Fidelity – Freedom 2010	—	—	—	$111K	<0.1%
Fidelity – Sel Biotech	—	—	—	$109K	<0.1%
Fidelity – Us Bond Index	—	—	—	$106K	<0.1%
Fidelity – Strategic Income	—	—	—	$104K	<0.1%
Fidelity – Small Cap Index	—	—	—	$104K	<0.1%
Fidelity – Sel Utilities	—	—	—	$103K	<0.1%
Fidelity – Multi Asset Index	—	—	—	$103K	<0.1%
Fidelity – GNMA	—	—	—	$102K	<0.1%
Fidelity – Value	—	—	—	$95K	<0.1%
TIAA – Nuveen Lifecycle 2010 Retire	—	—	—	$95K	<0.1%
Fidelity – Sel Wireless	—	—	—	$94K	<0.1%
MetLife – Causeway International Value Fund	—	—	—	$92K	<0.1%
Fidelity – International Small Cap	—	—	—	$91K	<0.1%
Valic – VC I Capital Appreciation	—	—	—	$91K	<0.1%
Fidelity – Sel Healthcare	—	—	—	$89K	<0.1%
Equity and money market mutual funds (continued) * Fidelity – New Markets Inc	—	—	—	$88K	<0.1%
Fidelity – International Bond	—	—	—	$88K	<0.1%
Fidelity – Fidelity Government Income	—	—	—	$84K	<0.1%
Fidelity – Small Cap Growth	—	—	—	$83K	<0.1%
MetLife – American Funds Washington Mutual Fund	—	—	—	$82K	<0.1%
MetLife – Loomis Sayles Bond Fund – Admin	—	—	—	$81K	<0.1%
Fidelity – Mid Cap Value	—	—	—	$78K	<0.1%
Fidelity – International Cap Appreciation	—	—	—	$69K	<0.1%
MetLife – Lord Abbett Small – Cap Val Fund – P	—	—	—	$69K	<0.1%
Fidelity – Disciplined Equity	—	—	—	$66K	<0.1%
Fidelity – Sel Tec Hardware	—	—	—	$60K	<0.1%
Fidelity – FDM Index 2020	—	—	—	$60K	<0.1%
Valic – Small Cap Growth Fund	—	—	—	$59K	<0.1%
Fidelity – Treasury Only MM	—	—	—	$59K	<0.1%
Valic – International Growth Fund	—	—	—	$56K	<0.1%
Fidelity – Sel Ent Tech Svc	—	—	—	$56K	<0.1%
Valic – Vanguard Long–Term Treasury	—	—	—	$52K	<0.1%
Fidelity – Large Cap Stock	—	—	—	$49K	<0.1%
Lifecycle funds (hybrid funds) * Fidelity – Asset Manager 20%	—	—	—	$48K	<0.1%
TIAA – Nuveen Lifecycle 2020 Retire	—	—	—	$48K	<0.1%
Fidelity – Trend	—	—	—	$46K	<0.1%
Fidelity – Financials	—	—	—	$44K	<0.1%
Fidelity – Inflation Protected Bond Index	—	—	—	$41K	<0.1%
MetLife – Pimco Real Return Fund – R	—	—	—	$41K	<0.1%
Fidelity – Focused Stock	—	—	—	$37K	<0.1%
Fidelity – Freedom Inc	—	—	—	$35K	<0.1%
Fidelity – Real Estate Inc	—	—	—	$33K	<0.1%
Valic – Systematic Core Fund	—	—	—	$33K	<0.1%
Valic – Government Securities Fund	—	—	—	$33K	<0.1%
Fidelity – Sel Chemicals	—	—	—	$32K	<0.1%
Fidelity – Equity Dividend Income	—	—	—	$31K	<0.1%
Fidelity – Capital Appreciation	—	—	—	$27K	<0.1%
Fidelity – Mid Cap Stock	—	—	—	$26K	<0.1%
Fidelity – Natural Res	—	—	—	$25K	<0.1%
Fidelity – Float Rt Hi Inc	—	—	—	$24K	<0.1%
Fidelity – Focused High Inc	—	—	—	$23K	<0.1%
Fidelity – Sel Telecomm	—	—	—	$21K	<0.1%
Fidelity – Sel Comm Serv	—	—	—	$21K	<0.1%
Fidelity – Short Term Bond	—	—	—	$20K	<0.1%
Valic – Vanguard Lifestrategy Growth	—	—	—	$20K	<0.1%
Fidelity – International Index	—	—	—	$19K	<0.1%
Fidelity – Sel Retailing	—	—	—	$18K	<0.1%
Fidelity – Japan Small Co	—	—	—	$17K	<0.1%
Fidelity – Strategic Dividend & Income	—	—	—	$17K	<0.1%
Valic – Aggressive Growth Lifestyle	—	—	—	$16K	<0.1%
Fidelity – Sel Pharmaceutical	—	—	—	$15K	<0.1%
Fidelity – Small Cap Value	—	—	—	$15K	<0.1%
Fidelity – Freedom 2050	—	—	—	$12K	<0.1%
Fidelity – Global Credit	—	—	—	$12K	<0.1%

Showing top 200 of 231 investments by value.