Yale New Haven Health System Pension Plan — Form 5500 plan (Yale New Haven Health Services Corporation)
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 Health System Pension Plan is a benefit plan reported by Yale New Haven Health Services Corporation under EIN 22-2529464 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,149 participants and $432,264,185 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yale New Haven Health Services Corporation
- EIN
- 22-2529464
- Plan number
- 001
- Plan type
- 2
- Location
- New Haven, CT
- Latest filing year
- 2023
- Participants
- 5,149
- End-of-year plan assets
- $432,264,185
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,149 | H | 20250715141247NAL0001676675002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $432,264,185
- Net assets (EOY)
- $432,264,185
- Net assets (BOY)
- $376,970,609
Income & contributions
- Employer contributions
- $27,500,000
- Total contributions
- $27,500,000
- Total income / additions
- $90,031,094
Expenses & distributions
- Benefits paid
- $31,943,083
- Administrative expenses
- $2,794,435
- Total expenses
- $34,737,518
- Net increase / (decrease)
- $55,293,576
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.