Plan Ledger DOL Form 5500 · updated monthly

Yale-New Haven Hospital, Inc.403(b)

YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN · NEW HAVEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.02%

Yale-New Haven Hospital, Inc. reported $358,511 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.017%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 15th-largest of 1,106 plans among Connecticut employers on file, and the 73rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,311,493,523
Participants with balances27,111
Active participants22,243
Employer contributions—
Employee contributions$161,697,050
Employer contribution per active participant—
Average account balance$85,260
Benefits paid to participants$157,653,099
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.3B · 27,111 accts
2023$2.0B · 25,490 accts
2022$1.7B · 25,615 accts
Administrative expenses, itemized · 2024
Investment management$151,745
Audit (IQPA)$17,300
Total administrative$358,511
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CAPFINANCIAL PARTNERS · Consulting$48,225
BAKER TILLY US, LLP · Accounting / audit$17,300
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$358,511 · 0.02%
2023$359,298 · 0.02%
2022$289,893 · 0.02%
All plans at this employer2
YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN403(b)
YALE-NEW HAVEN HOSPITAL AND TAX-EXEMPT AFFLILIATES RETIREMENT SAVINGS PLAN401(k)
Similar plansHealth Care & Social Assistance · Connecticut
Mainehealth Services ME$2.5B · 0.08%
Endeavor Health IL$2.3B · 0.05%
Norton Healthcare, Inc. KY$2.3B · 0.08%
Bjc Health System MO$2.3B · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060646652 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.