Plan5500

Yale-New Haven Hospital And Tax Exempt Affiliates Tax Sheltered Annuity 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 Affiliates Tax Sheltered Annuity Plan is a benefit plan reported by Yale-New Haven Hospital, Inc. under EIN 06-0646652 and plan number 003. The latest loaded filing year is 2023. The filing reports 30,419 participants and $1,999,824,405 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
003
Plan type
2
Location
New Haven, CT
Latest filing year
2023
Participants
30,419
End-of-year plan assets
$1,999,824,405

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202330,419H, C20240911120321NAL0003620867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,999,824,405
Net assets (EOY)
$1,999,824,405
Net assets (BOY)
$1,661,530,293

Income & contributions

Participant contributions
$152,237,263
Total contributions
$167,757,720
Total income / additions
$479,637,570

Expenses & distributions

Benefits paid
$140,378,447
Administrative expenses
$359,298
Total expenses
$141,343,458
Net increase / (decrease)
$338,294,112

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial PartnersCONSULTANT$51,783not reported in the loaded dataset2023
Baker Tilly Us, LlpAUDITOR$19,768not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$1,769,436$02023

Related Form 5500 pages