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Retirement plan

YALE-NEW HAVEN HOSPITAL CASH ACCOUNT PENSION PLAN

YALE-NEW HAVEN HOSPITAL, INC.EIN 06-0646652Plan #001PY 2016
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20 YORK STREET - NEW HAVEN, CT 065040000203-688-2000ynhh.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filings
#002Retirement-$942.9M assets#004Retirement-$320.6M assets
Prospect flagsLow returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(203) 688-2000
How to read this page

Summary metrics

Total assets (EOY)
$422.4M
-13.6% from 2017
Total participants
16,327
-5.9% from 2017
Average account balance
$0
No prior year
Annual return
3.22%
-11.67 pp from 2017

Benchmarks

See 33 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants>=10,000
Cohort33 peers
Snapshot2016
Participant deferral / active EE
$0
median $149
Employer contribution / active EE
$4,117
median $6,053
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $40,289
Admin fee / account holder
$0
median $312
Annual return
3.22%
median 5.65%
Overall peer rank
22nd percentileavg across 6 metrics

Analytics

2016 - 2024
Total assets (EOY)
Plan-year ending balance
$540.19M
Average account balance
Total assets / participants with a balance (line 6g)
$25K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
4,379
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$10.10M
Contributions per participant
Average employer and participant contribution per enrolled participant
$574
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+9.88%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 by compensation
ProviderService typeCompensation
TOWERS WATSON, DELAWARE INC.1+ years
Service code 11 · EIN 53-0181291
Actuarial
$492,871
JEFFREY SLOCUM & ASSOCIATES1+ years
Service code 16 · EIN 41-1567437
Consulting
$250,090
ABERDEEN ASSET MANAGEMENT1+ years
Service code 28 · EIN 51-0368279
Investment Management
$213,070
BROWN INVESTMENT ADVISORY1+ years
Service code 21 · EIN 52-1952888
Bank Trustee
$116,087
BANK OF NEW YORK MELLON1+ years
Service code 18 · EIN 13-5160382
Custodial (other than securities); Di...
$106,218
MFS HERITAGE TRUST COMPANY1+ years
Service code 28 · EIN 02-0507414
Investment Management
$97,463
RUTABAGA CAPITAL MANAGEMENT1+ years
Service code 28 · EIN 04-3451870
Investment Management
$86,725
COLCHESTER GLOBAL INVESTORS1+ years
Service code 28 · EIN 13-4099334
Investment Management
$16,225
AETNA INSURANCE1+ years
Service code 22 · EIN 06-0843808
Insurance Broker
$7,745
MARCUM, LLP1+ years
Service code 10 · EIN 11-1986323
Accounting
$7,579

Enrolled actuary

1 attachment
SB

JOHN D STEELE

TOWERS WATSON DELAWARE INC.
Enrollment #1705326
1 STAMFORD PLAZA 263 TRESSER BLVD.
STAMFORD, CT 069013226
(203) 326-5400
Signed 2017-09-13

Top hat statement on fileNQDC

Filed August 8, 2023 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
789 Howard Avenue
New Haven, CT 06519
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • Special Non-Qualified Retirement Plan II1 emp
Open the filing PDF

Plan features & details

Pension benefit codes1C
Plan features
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).

Opportunity flags

1 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II
Admin total
$3.2M
$239 / participant
  • Investment mgmt$765K24.1%
  • Other / not subdivided$2M75.9%
% of EOY assets
0.752%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
BAKER TILLY VIRCHOW KRAUSE, LLP
Auditor EIN
390859910
Audit fees
(not subdivided)
Opinion code
Unqualified