Yale-New Haven Hospital And Tax-Exempt Affliliates Retirement Savings Plan — Form 5500 plan (Yale-New Haven Hospital, Inc.)
Plain-English plan 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-New Haven Hospital And Tax-Exempt Affliliates Retirement Savings Plan is a benefit plan reported by Yale-New Haven Hospital, Inc. under EIN 06-0646652 and plan number 004. The latest loaded filing year is 2023. The filing reports 30,729 participants and $911,642,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yale-New Haven Hospital, Inc.
- EIN
- 06-0646652
- Plan number
- 004
- Plan type
- 2
- Location
- New Haven, CT
- Latest filing year
- 2023
- Participants
- 30,729
- End-of-year plan assets
- $911,642,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30,729 | H, C | 20240911123341NAL0007027329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $911,642,465
- Net assets (EOY)
- $911,642,465
- Net assets (BOY)
- $742,800,522
Income & contributions
- Employer contributions
- $78,336,536
- Total contributions
- $80,343,203
- Total income / additions
- $219,666,628
Expenses & distributions
- Benefits paid
- $50,604,795
- Administrative expenses
- $219,890
- Total expenses
- $50,824,685
- Net increase / (decrease)
- $168,841,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Delaware, Inc. | ACTUARY | $127,117 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | CONSULTANT | $34,852 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $19,786 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$957,171 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yale-New Haven Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in New Haven, CT
- Towers Watson Delaware, Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation