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Retirement plan

YALE-NEW HAVEN HOSPITAL 403(B) PLAN

YALE-NEW HAVEN HOSPITAL, INC.EIN 06-0646652Plan #002PY 2015
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789 HOWARD AVENUE - NEW HAVEN, CT 065190000203-688-2401ynhh.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
1 filing
#004Retirement-$263.3M assets
Prospect flagsCorrective distributions

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(203) 688-2401
How to read this page

Summary metrics

Total assets (EOY)
$839.2M
-11.0% from 2016
Total participants
19,674
-3.9% from 2016
Average account balance
$54,490
-11.1% from 2016
Annual return
1.90%
-6.82 pp from 2016

Benchmarks

See 182 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort182 peers
Snapshot2015
Participant deferral / active EE
$4,685
median $2,716
Employer contribution / active EE
$0
median $1,045
Participation rate
73.9%
median 71.6%
Avg account balance
$54,490
median $41,617
Admin fee / account holder
$8
median $28
Annual return
1.90%
median 1.22%
Overall peer rank
73rd percentileavg across 6 metrics

Analytics

2015 - 2017
Total assets (EOY)
Plan-year ending balance
$1.17B
Average account balance
Total assets / participants with a balance (line 6g)
$60K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
19,447
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
84.4%
Contributions (total)
Employer and participant dollars contributed each year
$88.41M
Contributions per participant
Average employer and participant contribution per enrolled participant
$5K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+20.02%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$10
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 7 by compensation
ProviderService typeCompensation
CAMMACK RETIREMENT1+ years
Service code 99 · EIN 13-3052851
Other Fees
$155,324
TOWERS WATSON1+ years
Service code 16 · EIN 53-0181291
Consulting
$55,754
WIGGIN AND DANA1+ years
Service code 99
265 CHURCH STREET · NEW HAVEN, CT 06508
Other Fees
$25,429
YALE NEW HAVEN HEALTH1+ years
Service code 99 · EIN 06-0646652
Other Fees
$17,420
MARCUM LLP1+ years
Service code 10 · EIN 11-1986323
Accounting
$14,102
SIBSON CONSULTING1+ years
Service code 16
333 WEST 34TH STREET · NEW YORK, NY 10001
Consulting
$7,018
FIDELITY INVESTMENTS INSTITUTIONAL1+ years
Service code 37 · EIN 04-2647786
Loan Processing
-$998,565

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 codes2L
Plan features
  • 2L
    Code section 403(b)(1) arrangement
    Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

1 tripped
  • ComplianceCorrective distributions

    Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II
Admin total
$118K
$7 / participant
  • Other / not subdivided$118K100.0%
% of EOY assets
0.014%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MARCUM LLP
Auditor EIN
111986323
Audit fees
(not subdivided)
Opinion code
Unqualified