Plan Snapshot
- Plan Sponsor: Yale-New Haven Hospital, INC.
- Sponsor EIN: 060646652
- Sponsor Address: 789 HOWARD AVENUE, NEW HAVEN, CT, 065191304
- Plan Type: 403(b)
- Total Participants: 22,243
- Total Assets: $2.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 22,243 | $2.3B | $0 | $161.7M |
| 2023 | 22,447 | $2.0B | $0 | $152.2M |
| 2022 | 22,121 | $1.7B | $0 | $141.4M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | CONSULTANT | $48,225 | — | $48,225 |
| 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:
- BAKER TILLY US, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,525
- Estimated Expense Ratio: 0.003% 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 | $358,511 | $151,745 | — | $17,300 | — |
| 2023 | $359,298 | $19,768 | — | — | — |
| 2022 | $289,893 | — | — | — | — |