Yale University — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Yale University (EIN 06-0646973) is a plan sponsor located in New Haven, CT with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 06-0646973
- Location
- New Haven, CT
- Loaded plans
- 6
- Total reported participants
- 111,429
- Total reported plan assets (EOY)
- $11,935,665,847
- Plans with financial data
- 5
- Plans with provider compensation
- 5
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Yale University Retirement Account Plan | 001 | 23,452 | $7,406,887,292 | 2023 |
| Yale University Retirement Plan For Staff Employees | 002 | 12,970 | $2,048,851,275 | 2023 |
| Yale University Plan Of Health Coverage For Retired Employees | 524 | 22,266 | $1,101,007,211 | 2023 |
| Yale University Tax-Deferred 403(B) Savings Plan | 004 | 22,899 | $840,086,772 | 2023 |
| Yale University Matching Retirement Plan | 005 | 8,237 | $538,833,297 | 2023 |
| Yale University Welfare & Fringe Benefit Plan | 525 | 21,605 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Yale University Welfare & Fringe Benefit Plan | 21,605 | — | 20240703144408NAL0006636881001 |
| 2023 | Yale University Retirement Account Plan | 23,452 | H, C | 20241007071022NAL0026939024001 |
| 2023 | Yale University Tax-Deferred 403(B) Savings Plan | 22,899 | H, C | 20241007071257NAL0014873697001 |
| 2023 | Yale University Matching Retirement Plan | 8,237 | H, C | 20241007071452NAL0014875553001 |
| 2023 | Yale University Plan Of Health Coverage For Retired Employees | 22,266 | H, C | 20250404104820NAL0013292129001 |
| 2023 | Yale University Retirement Plan For Staff Employees | 12,970 | H, C | 20250404105121NAL0018168032001 |