YALE-NEW HAVEN HOSPITAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan YALE-NEW HAVEN HOSPITAL 403B PLAN
| Measure | Date | Value |
|---|
| 2017 : YALE-NEW HAVEN HOSPITAL 403B PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $277,983,710 |
| Total of all expenses incurred | 2017-12-31 | $53,702,224 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $52,895,574 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $599,291 |
| Value of total corrective distributions | 2017-12-31 | $7,605 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $104,781,617 |
| Value of total assets at end of year | 2017-12-31 | $1,167,141,944 |
| Value of total assets at beginning of year | 2017-12-31 | $942,860,458 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $199,754 |
| Total interest from all sources | 2017-12-31 | $3,099,978 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $54,229,496 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $54,229,496 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $88,413,725 |
| Participant contributions at end of year | 2017-12-31 | $18,497,003 |
| Participant contributions at beginning of year | 2017-12-31 | $16,500,920 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $11,114,154 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $9,031,765 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $16,367,892 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $163,468 |
| Other income not declared elsewhere | 2017-12-31 | $1,141,875 |
| Administrative expenses (other) incurred | 2017-12-31 | $199,754 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $224,281,486 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,167,141,944 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $942,860,458 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,029,990,740 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $814,652,019 |
| Interest on participant loans | 2017-12-31 | $702,056 |
| Interest earned on other investments | 2017-12-31 | $2,356,645 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $6,247,441 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $6,604,234 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $6,604,234 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $41,277 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $101,292,606 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $96,071,520 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $114,730,744 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $52,732,106 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2017-12-31 | 390859910 |
| 2016 : YALE-NEW HAVEN HOSPITAL 403B PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $154,198,832 |
| Total of all expenses incurred | 2016-12-31 | $50,537,189 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $50,251,092 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $139,706 |
| Value of total corrective distributions | 2016-12-31 | $15,275 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $89,998,036 |
| Value of total assets at end of year | 2016-12-31 | $942,860,458 |
| Value of total assets at beginning of year | 2016-12-31 | $839,198,815 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $131,116 |
| Total interest from all sources | 2016-12-31 | $3,354,973 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $29,990,864 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $29,990,864 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $80,768,350 |
| Participant contributions at end of year | 2016-12-31 | $16,500,920 |
| Participant contributions at beginning of year | 2016-12-31 | $15,971,168 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $9,031,765 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $7,925,954 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $9,229,686 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $424,795 |
| Other income not declared elsewhere | 2016-12-31 | $888,443 |
| Administrative expenses (other) incurred | 2016-12-31 | $131,116 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $103,661,643 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $942,860,458 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $839,198,815 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $814,652,019 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $722,763,844 |
| Interest on participant loans | 2016-12-31 | $656,529 |
| Interest earned on other investments | 2016-12-31 | $2,695,595 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $6,604,234 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $6,580,301 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $6,580,301 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2,849 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $96,071,520 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $85,957,548 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $29,966,516 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $49,826,297 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2016-12-31 | 390859910 |
| 2015 : YALE-NEW HAVEN HOSPITAL 403B PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $92,215,321 |
| Total of all expenses incurred | 2015-12-31 | $44,921,420 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $44,344,677 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $446,303 |
| Value of total corrective distributions | 2015-12-31 | $12,155 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $85,936,499 |
| Value of total assets at end of year | 2015-12-31 | $839,198,815 |
| Value of total assets at beginning of year | 2015-12-31 | $791,904,914 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $118,285 |
| Total interest from all sources | 2015-12-31 | $3,081,461 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $35,544,888 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $35,544,888 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $76,620,470 |
| Participant contributions at end of year | 2015-12-31 | $15,971,168 |
| Participant contributions at beginning of year | 2015-12-31 | $13,927,658 |
| Participant contributions at beginning of year | 2015-12-31 | $11,881 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $7,925,954 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $6,337,908 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $9,316,029 |
| Other income not declared elsewhere | 2015-12-31 | $889,316 |
| Administrative expenses (other) incurred | 2015-12-31 | $118,285 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $47,293,901 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $839,198,815 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $791,904,914 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $722,763,844 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $684,050,500 |
| Interest on participant loans | 2015-12-31 | $599,111 |
| Interest earned on other investments | 2015-12-31 | $2,481,793 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $6,580,301 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $4,755,274 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $4,755,274 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $557 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $85,957,548 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $82,821,693 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-33,236,843 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $44,344,677 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2015-12-31 | 111986323 |
| 2014 : YALE-NEW HAVEN HOSPITAL 403B PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $130,737,353 |
| Total of all expenses incurred | 2014-12-31 | $48,032,498 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $47,391,130 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $502,770 |
| Value of total corrective distributions | 2014-12-31 | $3,093 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $84,430,554 |
| Value of total assets at end of year | 2014-12-31 | $791,904,914 |
| Value of total assets at beginning of year | 2014-12-31 | $709,200,059 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $135,505 |
| Total interest from all sources | 2014-12-31 | $2,996,015 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $52,425,884 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $52,425,884 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $70,127,240 |
| Participant contributions at end of year | 2014-12-31 | $13,927,658 |
| Participant contributions at beginning of year | 2014-12-31 | $12,042,179 |
| Participant contributions at end of year | 2014-12-31 | $11,881 |
| Participant contributions at beginning of year | 2014-12-31 | $2,637,739 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $14,303,314 |
| Other income not declared elsewhere | 2014-12-31 | $1,226,167 |
| Administrative expenses (other) incurred | 2014-12-31 | $135,505 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $82,704,855 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $791,904,914 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $709,200,059 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $689,805,910 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $608,988,564 |
| Interest on participant loans | 2014-12-31 | $530,701 |
| Interest earned on other investments | 2014-12-31 | $2,464,888 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $5,337,772 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $3,634,232 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $3,634,232 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $426 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $82,821,693 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $81,897,345 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-10,341,267 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $47,391,130 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2014-12-31 | 111986323 |
| 2013 : YALE-NEW HAVEN HOSPITAL 403B PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $208,864,051 |
| Total of all expenses incurred | 2013-12-31 | $30,319,229 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $29,663,233 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $556,189 |
| Value of total corrective distributions | 2013-12-31 | $6,266 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $106,649,355 |
| Value of total assets at end of year | 2013-12-31 | $709,200,059 |
| Value of total assets at beginning of year | 2013-12-31 | $530,655,237 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $93,541 |
| Total interest from all sources | 2013-12-31 | $2,711,945 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $22,038,689 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $22,038,689 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $64,960,830 |
| Participant contributions at end of year | 2013-12-31 | $12,042,179 |
| Participant contributions at beginning of year | 2013-12-31 | $9,649,601 |
| Participant contributions at end of year | 2013-12-31 | $2,637,739 |
| Participant contributions at beginning of year | 2013-12-31 | $2,441,684 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $41,688,525 |
| Administrative expenses (other) incurred | 2013-12-31 | $93,541 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $178,544,822 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $709,200,059 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $530,655,237 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $608,988,564 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $445,145,958 |
| Interest on participant loans | 2013-12-31 | $433,449 |
| Interest earned on other investments | 2013-12-31 | $2,278,113 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $3,634,232 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,858,153 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,858,153 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $383 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $81,897,345 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $69,559,841 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $77,464,062 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $29,663,233 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2013-12-31 | 111986323 |
| 2012 : YALE-NEW HAVEN HOSPITAL 403B PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $223,778,211 |
| Total of all expenses incurred | 2012-12-31 | $18,865,224 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $18,459,086 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $321,666 |
| Value of total corrective distributions | 2012-12-31 | $17,376 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $181,836,312 |
| Value of total assets at end of year | 2012-12-31 | $530,655,237 |
| Value of total assets at beginning of year | 2012-12-31 | $325,742,250 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $67,096 |
| Total interest from all sources | 2012-12-31 | $2,409,052 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $12,389,544 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $12,389,544 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $51,925,018 |
| Participant contributions at end of year | 2012-12-31 | $9,649,601 |
| Participant contributions at beginning of year | 2012-12-31 | $6,153,249 |
| Participant contributions at end of year | 2012-12-31 | $2,441,684 |
| Participant contributions at beginning of year | 2012-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $129,911,294 |
| Administrative expenses (other) incurred | 2012-12-31 | $67,096 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $204,912,987 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $530,655,237 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $325,742,250 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $445,145,958 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $259,050,283 |
| Interest on participant loans | 2012-12-31 | $295,671 |
| Interest earned on other investments | 2012-12-31 | $2,113,132 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,858,153 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,188,507 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,188,507 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $249 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $69,559,841 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $58,350,211 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $27,143,303 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $18,459,086 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2012-12-31 | 111986323 |
| 2011 : YALE-NEW HAVEN HOSPITAL 403B PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $44,228,221 |
| Total of all expenses incurred | 2011-12-31 | $16,319,766 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $16,263,006 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $46,702,171 |
| Value of total assets at end of year | 2011-12-31 | $325,742,250 |
| Value of total assets at beginning of year | 2011-12-31 | $297,833,795 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $56,760 |
| Total interest from all sources | 2011-12-31 | $2,305,635 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $7,354,293 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $7,354,293 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $41,252,678 |
| Participant contributions at end of year | 2011-12-31 | $6,153,249 |
| Participant contributions at beginning of year | 2011-12-31 | $4,865,398 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $5,449,493 |
| Administrative expenses (other) incurred | 2011-12-31 | $56,760 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $27,908,455 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $325,742,250 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $297,833,795 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $259,050,283 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $238,348,158 |
| Interest on participant loans | 2011-12-31 | $314,917 |
| Interest earned on other investments | 2011-12-31 | $1,990,547 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,188,507 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,290,367 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,290,367 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $171 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $58,350,211 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $53,329,872 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-12,133,878 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $16,263,006 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2011-12-31 | 111986323 |
| 2010 : YALE-NEW HAVEN HOSPITAL 403B PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $68,376,543 |
| Total of all expenses incurred | 2010-12-31 | $16,671,717 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $16,625,485 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $37,886,886 |
| Value of total assets at end of year | 2010-12-31 | $297,833,795 |
| Value of total assets at beginning of year | 2010-12-31 | $246,128,969 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $46,232 |
| Total interest from all sources | 2010-12-31 | $2,067,810 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $4,662,810 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $4,662,810 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $35,416,989 |
| Participant contributions at end of year | 2010-12-31 | $4,865,398 |
| Participant contributions at beginning of year | 2010-12-31 | $3,877,027 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,469,897 |
| Administrative expenses (other) incurred | 2010-12-31 | $46,232 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $51,704,826 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $297,833,795 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $246,128,969 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $238,348,158 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $192,882,500 |
| Interest on participant loans | 2010-12-31 | $261,785 |
| Interest earned on other investments | 2010-12-31 | $1,805,942 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,290,367 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $294,202 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $294,202 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $83 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $53,329,872 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $49,075,240 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $23,759,037 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $16,625,485 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | MARCUM LLP |
| Accountancy firm EIN | 2010-12-31 | 111986323 |