Find an old Yale-New Haven Hospital 401(k)
Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan
Yale-New Haven Hospital, Inc. · Plan 004 · EIN 06-0646652 · New Haven, CT
| Plan administrator | Yale-New Haven Hospital, Inc. 20 York Street, New Haven, CT 06504-0000 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 7,153 separated participants still had money in the plan | Form 5500 ↗ |
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan
Yale-New Haven Hospital, Inc. · Plan 003 · EIN 06-0646652 · New Haven, CT
| Plan administrator | Yale-New Haven Hospital, Inc. 789 Howard Avenue, New Haven, CT 06519-1304 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 6,048 separated participants still had money in the plan | Form 5500 ↗ |
Yale-New Haven Hospital Cash Account Pension Plan
Yale-New Haven Hospital, Inc. · Plan 001 · EIN 06-0646652 · New Haven, CT
| Plan administrator | Yale-New Haven Hospital, Inc. 20 York Street, New Haven, CT 06510-3220 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 4,297 separated participants still had money in the plan | Form 5500 ↗ |
Yale-New Haven Hospital 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Yale-New Haven Hospital 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Yale-New Haven Hospital, Inc., (203) 688-2000. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Yale-New Haven Hospital 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (203) 688-2000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Yale-New Haven Hospital and does not hold accounts. Not financial advice. Report a correction