Original filing (PDF)20250908123657NAL0019316513001

YALE-NEW HAVEN HOSPITAL, INC.

Name: YALE-NEW HAVEN HOSPITAL, INC. — YALE-NEW HAVEN HOSPITAL CASH ACCOUNT PENSION PLAN, Form 5500 (2023)
Creator: YALE-NEW HAVEN HOSPITAL, INC.

Form 5500

FILING_RECEIVED

YALE-NEW HAVEN HOSPITAL CASH ACCOUNT PENSION PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

17,601

Accounts w/ balance

—

Plan assets (EOY)

$540.2M

Net assets (EOY)

$538.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (4th percentile).
Bottom-decile employer contributions per participant (6th percentile).
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YALE-NEW HAVEN HOSPITAL, INC..

Plan sponsor

Name

YALE-NEW HAVEN HOSPITAL, INC.

EIN

06-0646652

Address

20 YORK STREET · NEW HAVEN, CT · 065103220

Phone

(203) 688-2000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-08

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHANNING CAPITAL MANAGEMENT LLC	20-0626809	—	NONE	$44K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
TOWERS WATSON, DELAWARE INC.	53-0181291	—	NONE	$167K	—

Investments

1 pooled fund· $530.0M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.