Retirement plan
YALE-NEW HAVEN HOSPITAL CASH ACCOUNT PENSION PLAN
YALE-NEW HAVEN HOSPITAL, INC.EIN 06-0646652Plan #001PY 2020
20 YORK STREET - NEW HAVEN, CT 065103220203-688-2000ynhh.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filingsProspect flagsLow employer contribution
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$574.3M
-13.6% from 2017
Total participants
19,304
-5.9% from 2017
Average account balance
$0
No prior year
Annual return
10.69%
-11.67 pp from 2017
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort212 peers
Snapshot2020
0
Participant deferral / active EE
$0
median $23
9
Employer contribution / active EE
$712
median $5,975
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
35
Annual return
10.69%
median 12.84%
Overall peer rank
22of 100
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 5 by compensation
| Provider | Service type | Compensation |
|---|---|---|
TOWERS WATSON, DELAWARE INC.5+ years Service code 11 · EIN 53-0181291 | Actuarial | $422,479 |
MERCER (US), INC.4 years Service code 16 · EIN 13-2834414 | Consulting | $123,842 |
RUTABAGA CAPITAL MANAGEMENT5+ years Service code 28 · EIN 04-3451870 | Investment Management | $123,546 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0855910 | Accounting | $15,870 |
AETNA INSURANCE5+ years Service code 22 · EIN 06-0843808 | Insurance Broker | $6,988 |
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 2021-09-14
Top hat statement on fileNQDC
Filed August 8, 2023 (most recent of 2 filings on file)
Plan administrator
Plans declared (1)
- Special Non-Qualified Retirement Plan II1 emp
Plan features & details
Pension benefit codes1C
Plan features
- 1CCash balance or similar planA 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
$3.1M
$191 / participant
- Investment mgmt$447K14.7%
- Other / not subdivided$3M85.3%
% of EOY assets
0.531%
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