2023 Form 5500 filing — Yale-New Haven Hospital And Tax Exempt Affiliates Tax Sheltered Annuity 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 20240911120321NAL0003620867001) for Yale-New Haven Hospital And Tax Exempt Affiliates Tax Sheltered Annuity Plan, reported by Yale-New Haven Hospital, Inc. under EIN 06-0646652 and plan number 003. It reports 30,419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911120321NAL0003620867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yale-New Haven Hospital, Inc.
- EIN
- 06-0646652
- Plan number
- 003
- Location
- New Haven, CT
- Participants
- 30,419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,999,824,405
- Net assets (EOY)
- $1,999,824,405
- Participant contributions
- $152,237,263
- Total income / additions
- $479,637,570
- Benefits paid
- $140,378,447
- Administrative expenses
- $359,298
- Total expenses
- $141,343,458
- Net increase / (decrease)
- $338,294,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners | CONSULTANT | $51,783 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | AUDITOR | $19,768 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,769,436 | $0 |