2023 Form 5500 filing — Community Hospital Of The Monterey Peninsula Cash Balance Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015112358NAL0014478499001) for Community Hospital Of The Monterey Peninsula Cash Balance Plan, reported by Community Hospital Of The Monterey Peninsula under EIN 94-0760193 and plan number 003. It reports 1,557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015112358NAL0014478499001
Filing year
2023
Form type
2
Plan sponsor
Community Hospital Of The Monterey Peninsula
EIN
94-0760193
Plan number
003
Location
Monterey, CA
Participants
1,557
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$74,662,145
Total liabilities (EOY)
$7,527,932
Net assets (EOY)
$67,134,213
Employer contributions
$9,321,500
Total income / additions
$13,915,765
Benefits paid
$1,747,215
Administrative expenses
$364,062
Total expenses
$2,111,277
Net increase / (decrease)
$11,804,488
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Willis Towers Watson Us LLCNONE$189,748not reported in the loaded dataset
Principal Trust CompanyNONE$24,080$0
Moss Adams LlpNONE$16,200not reported in the loaded dataset

Related Form 5500 pages