2023 Form 5500 filing — Community Hospital Of The Monterey Peninsula Retirement 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 20241015112446NAL0014480771001) for Community Hospital Of The Monterey Peninsula Retirement Plan, reported by Community Hospital Of The Monterey Peninsula under EIN 94-0760193 and plan number 001. It reports 2,449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112446NAL0014480771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Hospital Of The Monterey Peninsula
- EIN
- 94-0760193
- Plan number
- 001
- Location
- Monterey, CA
- Participants
- 2,449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $703,966,179
- Total liabilities (EOY)
- $129,180,138
- Net assets (EOY)
- $574,786,041
- Employer contributions
- $8,900,000
- Total income / additions
- $61,473,264
- Benefits paid
- $37,833,268
- Administrative expenses
- $3,562,608
- Total expenses
- $41,395,876
- Net increase / (decrease)
- $20,077,388
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Union Bank | NONE | $1,200,723 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $255,235 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $232,869 | $0 |
| Moss Adams Llp | NONE | $16,900 | not reported in the loaded dataset |