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 AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2023 : YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $20,778 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $20,778 |
| Total income from all sources (including contributions) | 2023-12-31 | $479,637,570 |
| Total of all expenses incurred | 2023-12-31 | $141,343,458 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $140,378,447 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $597,514 |
| Value of total corrective distributions | 2023-12-31 | $8,199 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $167,757,720 |
| Value of total assets at end of year | 2023-12-31 | $1,999,824,405 |
| Value of total assets at beginning of year | 2023-12-31 | $1,661,530,293 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $359,298 |
| Total interest from all sources | 2023-12-31 | $4,787,816 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $48,416,799 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $48,416,799 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $152,237,263 |
| Participant contributions at end of year | 2023-12-31 | $26,858,487 |
| Participant contributions at beginning of year | 2023-12-31 | $22,670,122 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $15,520,457 |
| Other income not declared elsewhere | 2023-12-31 | $2,063,078 |
| Administrative expenses (other) incurred | 2023-12-31 | $199,781 |
| Total non interest bearing cash at end of year | 2023-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $1,644 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $338,294,112 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,999,824,405 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,661,530,293 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $19,768 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,842,861,894 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,488,853,589 |
| Interest on participant loans | 2023-12-31 | $964,210 |
| Interest earned on other investments | 2023-12-31 | $2,618,925 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $30,240,784 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $20,710,646 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $20,710,646 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $1,204,681 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $99,719,623 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $129,294,292 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $256,591,379 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $140,378,447 |
| 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 | 2023-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $143,617 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2023-12-31 | 301413443 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $20,778 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $20,778 |
| Total income from all sources (including contributions) | 2023-01-01 | $479,637,570 |
| Total of all expenses incurred | 2023-01-01 | $141,343,458 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $140,378,447 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $597,514 |
| Value of total corrective distributions | 2023-01-01 | $8,199 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $167,757,720 |
| Value of total assets at end of year | 2023-01-01 | $1,999,824,405 |
| Value of total assets at beginning of year | 2023-01-01 | $1,661,530,293 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $359,298 |
| Total interest from all sources | 2023-01-01 | $4,787,816 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $48,416,799 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $48,416,799 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $152,237,263 |
| Participant contributions at end of year | 2023-01-01 | $26,858,487 |
| Participant contributions at beginning of year | 2023-01-01 | $22,670,122 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $15,520,457 |
| Other income not declared elsewhere | 2023-01-01 | $2,063,078 |
| Administrative expenses (other) incurred | 2023-01-01 | $199,781 |
| Total non interest bearing cash at end of year | 2023-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $1,644 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $338,294,112 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $1,999,824,405 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,661,530,293 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $19,768 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $1,842,861,894 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,488,853,589 |
| Interest on participant loans | 2023-01-01 | $964,210 |
| Interest earned on other investments | 2023-01-01 | $2,618,925 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $30,240,784 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $1,204,681 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $99,719,623 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $129,294,292 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $256,591,379 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $140,378,447 |
| 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 | 2023-01-01 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-01-01 | $143,617 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-01-01 | $0 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2023-01-01 | 301413443 |
| 2022 : YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-159,739,037 |
| Total of all expenses incurred | 2022-12-31 | $111,339,026 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $110,653,587 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $389,190 |
| Value of total corrective distributions | 2022-12-31 | $6,356 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $165,355,756 |
| Value of total assets at end of year | 2022-12-31 | $1,661,530,293 |
| Value of total assets at beginning of year | 2022-12-31 | $1,932,608,356 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $289,893 |
| Total interest from all sources | 2022-12-31 | $4,389,803 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $125,832,527 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $125,832,527 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $141,444,602 |
| Participant contributions at end of year | 2022-12-31 | $22,670,122 |
| Participant contributions at beginning of year | 2022-12-31 | $21,614,706 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $23,911,154 |
| Other income not declared elsewhere | 2022-12-31 | $1,977,457 |
| Administrative expenses (other) incurred | 2022-12-31 | $289,893 |
| Total non interest bearing cash at end of year | 2022-12-31 | $1,644 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-271,078,063 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,661,530,293 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,932,608,356 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,488,853,589 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,765,900,376 |
| Interest on participant loans | 2022-12-31 | $891,220 |
| Interest earned on other investments | 2022-12-31 | $3,231,395 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $20,710,646 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $19,707,334 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $19,707,334 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $267,188 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $129,294,292 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $125,385,940 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-457,294,580 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $110,653,587 |
| 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 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-12-31 | 390859910 |
| Total income from all sources (including contributions) | 2022-01-01 | $-159,739,037 |
| Total of all expenses incurred | 2022-01-01 | $111,339,026 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $110,653,587 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $389,190 |
| Value of total corrective distributions | 2022-01-01 | $6,356 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $165,355,756 |
| Value of total assets at end of year | 2022-01-01 | $1,661,530,293 |
| Value of total assets at beginning of year | 2022-01-01 | $1,932,608,356 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $289,893 |
| Total interest from all sources | 2022-01-01 | $4,389,803 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $125,832,527 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $125,832,527 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $141,444,602 |
| Participant contributions at end of year | 2022-01-01 | $22,670,122 |
| Participant contributions at beginning of year | 2022-01-01 | $21,614,706 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $23,911,154 |
| Other income not declared elsewhere | 2022-01-01 | $1,977,457 |
| Administrative expenses (other) incurred | 2022-01-01 | $289,893 |
| Total non interest bearing cash at end of year | 2022-01-01 | $1,644 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-271,078,063 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,661,530,293 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,932,608,356 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,488,853,589 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,765,900,376 |
| Interest on participant loans | 2022-01-01 | $891,220 |
| Interest earned on other investments | 2022-01-01 | $3,231,395 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $20,710,646 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $267,188 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $129,294,292 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $125,385,940 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-457,294,580 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $110,653,587 |
| 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 | 2022-01-01 | No |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-01-01 | 390859910 |
| 2021 : YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $388,822,470 |
| Total of all expenses incurred | 2021-12-31 | $120,512,514 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $119,438,095 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $716,209 |
| Value of total corrective distributions | 2021-12-31 | $8,340 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $145,495,905 |
| Value of total assets at end of year | 2021-12-31 | $1,932,608,356 |
| Value of total assets at beginning of year | 2021-12-31 | $1,664,298,400 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $349,870 |
| Total interest from all sources | 2021-12-31 | $3,978,741 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $159,898,187 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $159,898,187 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $131,307,978 |
| Participant contributions at end of year | 2021-12-31 | $21,614,706 |
| Participant contributions at beginning of year | 2021-12-31 | $21,622,214 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $14,187,927 |
| Other income not declared elsewhere | 2021-12-31 | $1,931,419 |
| Administrative expenses (other) incurred | 2021-12-31 | $349,870 |
| Total non interest bearing cash at end of year | 2021-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $177,652 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $268,309,956 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,932,608,356 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,664,298,400 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,765,900,376 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,496,899,296 |
| Interest on participant loans | 2021-12-31 | $939,899 |
| Interest earned on other investments | 2021-12-31 | $3,036,483 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $19,707,334 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $22,572,682 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $22,572,682 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $2,359 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $125,385,940 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $123,026,556 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $77,518,218 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $119,438,095 |
| 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 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2021-12-31 | 390859910 |
| 2020 : YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $367,012,371 |
| Total of all expenses incurred | 2020-12-31 | $119,473,888 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $118,844,469 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $326,307 |
| Value of total corrective distributions | 2020-12-31 | $45,479 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $137,591,266 |
| Value of total assets at end of year | 2020-12-31 | $1,664,298,400 |
| Value of total assets at beginning of year | 2020-12-31 | $1,416,759,917 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $257,633 |
| Total interest from all sources | 2020-12-31 | $4,445,121 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $77,730,472 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $77,730,472 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $119,059,912 |
| Participant contributions at end of year | 2020-12-31 | $21,622,214 |
| Participant contributions at beginning of year | 2020-12-31 | $22,349,866 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $15,264,075 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $18,531,354 |
| Other income not declared elsewhere | 2020-12-31 | $1,463,766 |
| Administrative expenses (other) incurred | 2020-12-31 | $257,633 |
| Total non interest bearing cash at end of year | 2020-12-31 | $177,652 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $259,814 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $247,538,483 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,664,298,400 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,416,759,917 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,496,899,296 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,255,357,563 |
| Interest on participant loans | 2020-12-31 | $867,258 |
| Interest earned on other investments | 2020-12-31 | $3,542,305 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $22,572,682 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $10,090,050 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $10,090,050 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $35,558 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $123,026,556 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $113,438,549 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $145,781,746 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $118,844,469 |
| 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 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2020-12-31 | 390859910 |
| 2019 : YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $362,614,390 |
| Total of all expenses incurred | 2019-12-31 | $87,271,462 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $86,399,801 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $591,710 |
| Value of total corrective distributions | 2019-12-31 | $17,329 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $118,184,341 |
| Value of total assets at end of year | 2019-12-31 | $1,416,759,917 |
| Value of total assets at beginning of year | 2019-12-31 | $1,141,416,989 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $262,622 |
| Total interest from all sources | 2019-12-31 | $4,483,137 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $67,316,103 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $67,316,103 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $103,112,793 |
| Participant contributions at end of year | 2019-12-31 | $22,349,866 |
| Participant contributions at beginning of year | 2019-12-31 | $19,868,690 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $15,264,075 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $9,697,100 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $15,071,548 |
| Other income not declared elsewhere | 2019-12-31 | $1,174,963 |
| Administrative expenses (other) incurred | 2019-12-31 | $262,622 |
| Total non interest bearing cash at end of year | 2019-12-31 | $259,814 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $1,776 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $275,342,928 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,416,759,917 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,141,416,989 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,255,357,563 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $992,236,191 |
| Interest on participant loans | 2019-12-31 | $847,777 |
| Interest earned on other investments | 2019-12-31 | $3,422,622 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $10,090,050 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $10,868,626 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $10,868,626 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $212,738 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $113,438,549 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $108,744,606 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $171,455,846 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $86,399,801 |
| 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 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2019-12-31 | 390859910 |
| 2018 : YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $44,307,293 |
| Total of all expenses incurred | 2018-12-31 | $70,032,248 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $69,298,978 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $483,492 |
| Value of total corrective distributions | 2018-12-31 | $1,539 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $108,887,268 |
| Value of total assets at end of year | 2018-12-31 | $1,141,416,989 |
| Value of total assets at beginning of year | 2018-12-31 | $1,167,141,944 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $248,239 |
| Total interest from all sources | 2018-12-31 | $3,995,326 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $68,451,577 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $68,451,577 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $94,953,804 |
| Participant contributions at end of year | 2018-12-31 | $19,868,690 |
| Participant contributions at beginning of year | 2018-12-31 | $18,497,003 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $9,697,100 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $11,114,154 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $13,933,464 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $193,510 |
| Other income not declared elsewhere | 2018-12-31 | $1,261,820 |
| Administrative expenses (other) incurred | 2018-12-31 | $248,239 |
| Total non interest bearing cash at end of year | 2018-12-31 | $1,776 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-25,724,955 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,141,416,989 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,167,141,944 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $992,236,191 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,029,990,740 |
| Interest on participant loans | 2018-12-31 | $776,800 |
| Interest earned on other investments | 2018-12-31 | $3,084,350 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $10,868,626 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $6,247,441 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $6,247,441 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $134,176 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $108,744,606 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $101,292,606 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-138,288,698 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $69,105,468 |
| 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 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2018-12-31 | 390859910 |
