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Retirement plan

YALE-NEW HAVEN HOSPITAL 403(B) PLAN

YALE-NEW HAVEN HOSPITAL, INC.EIN 06-0646652Plan #002PY 2016
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789 HOWARD AVENUE - NEW HAVEN, CT 065190000203-688-2401ynhh.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filings
#001Retirement-$422.4M assets#004Retirement-$320.6M 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)
$942.9M
-11.0% from 2016
Total participants
20,465
-3.9% from 2016
Average account balance
$61,272
-11.1% from 2016
Annual return
8.72%
-6.82 pp from 2016

Benchmarks

See 193 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort193 peers
Snapshot2016
Participant deferral / active EE
$4,754
median $2,952
Employer contribution / active EE
$0
median $1,144
Participation rate
70.1%
median 73.8%
Avg account balance
$61,272
median $42,315
Admin fee / account holder
$9
median $30
Annual return
8.72%
median 8.69%
Overall peer rank
68th 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 2 by compensation
ProviderService typeCompensation
CAMMACK RETIREMENT2+ years
Service code 10 · EIN 13-3052851
Accounting
$31,816
FIDELITY INVESTMENTS INSTITUTIONAL2+ years
Service code 37 · EIN 04-2647786
Loan Processing
-$811,836

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
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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
$131K
$8 / participant
  • Other / not subdivided$131K100.0%
% 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
BAKER TILLY VIRCHOW KRAUSE, LLP
Auditor EIN
390859910
Audit fees
(not subdivided)
Opinion code
Unqualified