Original filing (PDF)20250715141247NAL0001676675002

YALE NEW HAVEN HEALTH SERVICES CORPORATION

Name: YALE NEW HAVEN HEALTH SERVICES CORPORATION — YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN, Form 5500 (2023)
Creator: YALE NEW HAVEN HEALTH SERVICES CORPORATION

Form 5500

FILING_RECEIVED

YALE NEW HAVEN HEALTH SYSTEM PENSION PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

753

Accounts w/ balance

—

Plan assets (EOY)

$432.3M

Net assets (EOY)

$432.3M

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

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YALE NEW HAVEN HEALTH SERVICES CORPORATION.

Plan sponsor

Name

YALE NEW HAVEN HEALTH SERVICES CORPORATION

EIN

22-2529464

Address

20 YORK STREET · NEW HAVEN, CT · 065043220

Phone

(203) 863-3150

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $432.3M(100% 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.