Plan Snapshot
- Plan Sponsor: Yale-New Haven Hospital, INC.
- Sponsor EIN: 060646652
- Sponsor Address: 20 YORK STREET, NEW HAVEN, CT, 065040000
- Plan Type: 401(k)
- Total Participants: 22,243
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 22,243 | $1.1B | $83.0M | $0 |
| 2023 | 22,447 | $911.6M | $78.3M | $0 |
| 2022 | 22,121 | $742.8M | $74.0M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TOWERS WATSON DELAWARE INC | CONSULTANT | $398,657 | — | $398,657 |
| WILLIS TOWERS WATSON US LLC | CONSULTANT | $37,976 | — | $37,976 |
| CAPFINANCIAL PARTNERS, LLC | CONSULTANT | $30,146 | — | $30,146 |
| BAKER TILLY US, LLP | AUDITOR | $17,300 | — | $17,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON DELAWARE INC — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $484,079
- Estimated Expense Ratio: 0.045% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $499,564 | $55,226 | — | $17,300 | — |
| 2023 | $219,890 | $40,114 | — | $19,768 | — |
| 2022 | $210,862 | — | — | — | — |