Plan Snapshot
- Plan Sponsor: Ny Society For The Relief Of The Ruptured & Crippled
- Sponsor EIN: 131624135
- Sponsor Address: C/O HOSPITAL FOR SPECIAL SURGERY, NEW YORK, NY, 100214872
- Plan Type: DB
- Total Participants: 1,042
- Total Assets: $377.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,042 | $377.0M | $0 | $0 |
| 2023 | 1,097 | $399.6M | $2.9M | $0 |
| 2022 | 1,169 | $351.6M | $8.6M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERCER | NONE | $282,621 | — | $282,621 |
| JP MORGAN CHASE BANK | NONE | $78,870 | — | $78,870 |
| WELLINGTON MICRO CAP FUND | NONE | $59,543 | — | $59,543 |
| ERNST AND YOUNG LLP | NONE | $54,690 | — | $54,690 |
| JPMCB LONG CREDIT FUND | NONE | $45,264 | — | $45,264 |
| JPMCB LONG TREASURY FUND | NONE | $39,199 | — | $39,199 |
| BLACKROCK LONG DURATION CORPORATE | NONE | $31,096 | — | $31,096 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN CHASE BANK — NONE
- ERNST AND YOUNG LLP — NONE
- JPMCB LONG TREASURY FUND — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $591,283
- Estimated Expense Ratio: 0.157% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $795,812 | $204,730 | — | $54,690 | — |
| 2023 | $1,830,487 | $426,066 | $200,681 | — | — |
| 2022 | $2,434,800 | $404,854 | — | — | $284,762 |