2023 Form 5500 filing — Yale University Plan Of Health Coverage For Retired Employees
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 20250404104820NAL0013292129001) for Yale University Plan Of Health Coverage For Retired Employees, reported by Yale University under EIN 06-0646973 and plan number 524. It reports 22,266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404104820NAL0013292129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yale University
- EIN
- 06-0646973
- Plan number
- 524
- Location
- New Haven, CT
- Participants
- 22,266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,101,007,211
- Total liabilities (EOY)
- $21,061,341
- Net assets (EOY)
- $1,079,945,870
- Employer contributions
- $106,813,000
- Participant contributions
- $9,185,360
- Total income / additions
- $214,643,150
- Benefits paid
- $41,123,310
- Administrative expenses
- $12,995,642
- Total expenses
- $54,118,952
- Net increase / (decrease)
- $160,524,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Inc. | ADMINISTRATOR | $566,707 | not reported in the loaded dataset |
| Yale University | PLAN ADMINISTRATOR | $385,424 | not reported in the loaded dataset |
| Aon Consulting | ACTUARY | $340,107 | not reported in the loaded dataset |
| Trigran Investments, Inc. | INVESTMENT MANAGER | $246,114 | $0 |
| Northern Trust | CUSTODIAN | $153,138 | $0 |
| Deloitte Tax Llp | TAX ACCOUNTANT | $88,086 | not reported in the loaded dataset |
| Brookdale Realty Services, LLC | INVESTMENT MANAGER | $0 | $56,174 |
| Grant Thornton | ACCOUNTANT | $50,925 | not reported in the loaded dataset |
| Morgan Stanley | BROKER | $28,575 | not reported in the loaded dataset |