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Retirement plan

YALE-NEW HAVEN HOSPITAL CASH ACCOUNT PENSION PLAN

YALE-NEW HAVEN HOSPITAL, INC.EIN 06-0646652Plan #001PY 2019
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20 YORK STREET - NEW HAVEN, CT 065103220203-688-2000ynhh.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filings
#003Retirement-$1.42B assets#004Retirement-$569.2M assets
Prospect flagsLow employer contribution

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)
$538M
-13.6% from 2017
Total participants
19,006
-5.9% from 2017
Average account balance
$0
No prior year
Annual return
10.88%
-11.67 pp from 2017

Benchmarks

See 30 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants>=10,000
Cohort30 peers
Snapshot2019
Participant deferral / active EE
$0
median $181
Employer contribution / active EE
$1,187
median $5,091
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $69,208,052
Admin fee / account holder
$0
median $454,372
Annual return
10.88%
median 15.63%
Overall peer rank
16th 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 8 by compensation
ProviderService typeCompensation
TOWERS WATSON, DELAWARE INC.4+ years
Service code 11 · EIN 53-0181291
Actuarial
$341,377
MERCER (US), INC.3 years
Service code 16 · EIN 13-2834414
Consulting
$126,699
STATE STREET GLOBAL ADVISORS2 years
Service code 19 · EIN 81-4017137
Securities Custodian
$81,883
BANK OF NEW YORK MELLON4+ years
Service code 18 · EIN 13-5160382
Trustee (bank, trust company, or simi...
$67,680
BROWN INVESTMENT ADVISORY4+ years
Service code 21 · EIN 52-1952888
Bank Trustee
$53,598
RUTABAGA CAPITAL MANAGEMENT4+ years
Service code 28 · EIN 04-3451870
Investment Management
$32,290
THE NORTHERN TRUST COMPANY2 years
Service code 18
50 S LASALLE ST · CHICAGO, IL 60603
Trustee (bank, trust company, or simi...
$8,591
AETNA INSURANCE4+ years
Service code 22 · EIN 06-0843808
Insurance Broker
$7,018

Enrolled actuary

1 attachment
SB

CRAIG MORGAN

WILLIS TOWERS WATSON US LLC
Enrollment #2006864
200 LIBERTY STREET
NEW YORK, NY 10281
(212) 309-3791
Signed 2020-09-14

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 employer contribution

    Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II
Admin total
$2.2M
$146 / participant
  • Investment mgmt$42K1.9%
  • Other / not subdivided$2M98.1%
% of EOY assets
0.412%
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 US, LLP
Auditor EIN
390859910
Audit fees
(not subdivided)
Opinion code
Unqualified