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Original filing (PDF)20250908120645NAL0019420177002
YALE-NEW HAVEN HOSPITAL, INC.
Form 5500
FILING_RECEIVED
YALE-NEW HAVEN HOSPITAL AND TAX-EXEMPT AFFLILIATES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
22,243
Accounts w/ balance
29,009
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — 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 · 065040000
Phone
(203) 688-2000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$1.2M | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON DELAWARE INC | 53-0181291 | — | CONSULTANT | $399K | — |
| WILLIS TOWERS WATSON US LLC | 53-1081291 | — | CONSULTANT | $38K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | CONSULTANT | $30K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | AUDITOR | $17K | — |
Investments
40 direct securities· $1.0B(96% of reported assets)
Uncategorized
$1.0B
39 holdings
Mutual Funds
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund K N/R | — | — | — | $127.4M | 11.9% | |
| Fidelity Freedom 2030 K N/R | — | — | — | $101.6M | 9.5% | |
| Fidelity Freedom 2040 K N/R | — | — | — | $97.4M | 9.1% | |
| Fidelity Freedom 2035 K N/R | — | — | — | $92.5M | 8.6% | |
| Fidelity Freedom 2050 K N/R | — | — | — | $87.8M | 8.2% | |
| Fidelity Freedom 2045 K N/R | — | — | — | $81.4M | 7.6% | |
| Fidelity 500 Index N/R | — | — | — | $74.9M | 7.0% | |
| Fidelity Freedom 2025 K N/R | — | — | — | $74.0M | 6.9% | |
| Fidelity Freedom 2055 K N/R | — | — | — | $66.5M | 6.2% | |
| Fidelity Freedom 2020 K N/R | — | — | — | $35.5M | 3.3% | |
| Fully Benefit-Responsive Investment Contract Voya Stable Value Fund Guaranteed investment contract N/R | — | — | — | $35.2M | 3.3% | |
| Fidelity Freedom 2060 K N/R | — | — | — | $30.7M | 2.9% | |
| Fidelity Low Priced Stock K N/R | — | — | — | $13.4M | 1.2% | |
| Money Market Fund * Fidelity Treasury Only Money Market N/R | — | — | — | $11.5M | 1.1% | |
| Fidelity Ext Mkt Idx N/R | — | — | — | $10.7M | 1.0% | |
| American Funds American Funds Europac Growth R6 N/R | — | — | — | $9.2M | 0.9% | |
| Invesco Diversified Dividend R6 N/R | — | — | — | $9.1M | 0.8% | |
| Self-Directed Brokerage Accounts * Fidelity External Fund N/R | — | — | — | $8.8M | 0.8% | |
| Fidelity Freedom 2015 K N/R | — | — | — | $8.5M | 0.8% | |
| Fidelity Small Cap Index N/R | — | — | — | $8.2M | 0.8% | |
| Fidelity Total Bond N/R | — | — | — | $7.7M | 0.7% | |
| Fidelity Balanced N/R | — | — | — | $6.6M | 0.6% | |
| Fidelity Freedom 2065 K N/R | — | — | — | $5.5M | 0.5% | |
| Fidelity Intl Index N/R | — | — | — | $4.4M | 0.4% | |
| Parnassus Core Eq IS N/R | — | — | — | $4.4M | 0.4% | |
| Fidelity Intm TR Bond Index N/R | — | — | — | $3.0M | 0.3% | |
| American Beacon American Beacon Small Cap Value R6 N/R | Mutual Funds | — | — | $2.9M | 0.3% | |
| AMG TimesSquare Mid Cap Growth Z N/R | — | — | — | $2.5M | 0.2% | |
| Cohen & Steers Cohen & Steers Inst Realty Shs N/R | — | — | — | $2.5M | 0.2% | |
| Fidelity Freedom 2010 K N/R | — | — | — | $2.5M | 0.2% | |
| Fidelity Cash Reserves Fidelity Fund N/R | — | — | — | $2.1M | 0.2% | |
| Fidelity Freedom Income K N/R | — | — | — | $1.8M | 0.2% | |
| Fidelity US Bond Idx N/R | — | — | — | $1.7M | 0.2% | |
| Fidelity Inflat Prot Bond N/R | — | — | — | $1.4M | 0.1% | |
| JP Morgan JP Morgan Emerging Markets EQ R6 N/R | — | — | — | $1.2M | 0.1% | |
| Fidelity Real Estate Idx N/R | — | — | — | $860K | <0.1% | |
| Fidelity Lt Tr Bond Index N/R | — | — | — | $793K | <0.1% | |
| Fidelity Emerging Markets Index N/R | — | — | — | $436K | <0.1% | |
| Fidelity Unit N/R | — | — | — | $5K | <0.1% | |
| Fidelity Freedom 2070 K N/R | — | — | — | $5K | <0.1% |