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Retirement plan

YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN

YALE-NEW HAVEN HOSPITAL, INC.EIN 06-0646652Plan #003PY 2019
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789 HOWARD AVENUE - NEW HAVEN, CT 065191304203-688-2401ynhh.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filings
#004Retirement-$569.2M assets#001Retirement-$538.0M 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)
$1416.8M
-19.4% from 2019
Total participants
26,262
-9.4% from 2019
Average account balance
$64,545
-13.8% from 2019
Annual return
22.66%
-27.06 pp from 2019

Benchmarks

See 230 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort230 peers
Snapshot2019
Participant deferral / active EE
$4,876
median $3,454
Employer contribution / active EE
$0
median $1,544
Participation rate
79.6%
median 83.1%
Avg account balance
$64,545
median $50,526
Admin fee / account holder
$12
median $44
Annual return
22.66%
median 22.63%
Overall peer rank
64th percentileavg across 6 metrics

Analytics

2018 - 2024
Total assets (EOY)
Plan-year ending balance
$2.31B
Average account balance
Total assets / participants with a balance (line 6g)
$85K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
27,111
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
81.9%
Contributions (total)
Employer and participant dollars contributed each year
$161.70M
Contributions per participant
Average employer and participant contribution per enrolled participant
$7K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+15.38%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$13
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 LARHETTE ADVISORS1 year
Service code 16 · EIN 20-4668732
Consulting
$49,895
FIDELITY INVESTMENTS INSTITUTIONAL2+ years
Service code 37 · EIN 04-2647786
Loan Processing
-$960,084

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 codes2F2G2L
Plan features
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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
$263K
$12 / participant
  • Other / not subdivided$263K100.0%
% of EOY assets
0.019%
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 US, LLP
Auditor EIN
390859910
Audit fees
(not subdivided)
Opinion code
Unqualified