# Yale-New Haven Hospital, INC. 403(b) Plan
Source: https://planprovider.pro/companies/yale-new-haven-hospital-inc-403b-plan

> Yale-New Haven Hospital, INC.'s 403(b) plan: 22,243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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