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← YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR

Form 990 for tax year 2024

Filed by YALE UNIVERSITY RETIREE HEALTH BENEFITS COVERAGE TR.

Totals

Total revenue
$114,920,915
Total expenses
$59,246,656
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$106,213,410
Investment income
$4,261,764
Other revenue
$4,445,741
Total assets, end of year
$1,242,331,272
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,242,331,272
Program services expenses (Part IX)
$44,723,964
Management and general expenses
$14,522,692
Fundraising expenses
$0
Program service expenses (Part III)
$44,723,964

Program services were 75.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Yale University

    Trustee

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • YRHT II LLC

    Investment · DE · income $13,641 · assets $213,453,377

    Directly controlled by Yale University Retiree Health Benefits Coverage Trust

  • YRHT III LLC

    Investment · DE · income -$965,991 · assets $99,741,877

    Directly controlled by Yale University Retiree Health Benefits Coverage Trust

  • YRHT VII LLC

    Investment · DE · income $0 · assets $91,921,946

    Directly controlled by Yale University Retiree Health Benefits Coverage Trust

  • YRHT LLC

    Investment · DE · income $465,512 · assets $77,772,828

    Directly controlled by Yale University Retiree Health Benefits Coverage Trust

  • YRHT IV LLC

    Investment · DE · income -$510,259 · assets $56,699,252

    Directly controlled by Yale University Retiree Health Benefits Coverage Trust

  • YRHT VIII LLC

    Investment · DE · income $0 · assets $39,307,489

    Directly controlled by Yale University Retiree Health Benefits Coverage Trust

  • YRHT IX LLC

    Investment · DE · income $0 · assets $32,532,135

    Directly controlled by Yale University Retiree Health Benefits Coverage Trust

  • YRHT VI LLC

    investment · DE · income -$1 · assets $17,996,602

    Directly controlled by Yale University Retiree Health Benefits Coverage Trust

  • YRHT V LLC

    INVESTMENT · DE · income $198,516 · assets $2,779,580

    Directly controlled by Yale University Retiree Health Benefits Coverage Trust

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • See Part VII

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • See Part VII

Provenance

Return type
form_990
Tax year
2024
Filed
8 May 2026
IRS schema version
2024v5.1
Source object
202601289349301030

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