2023 Form 5500 filing — Community Hospital Of The Monterey Peninsula Tax-Sheltered Annuity 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 20241015173113NAL0049145248001) for Community Hospital Of The Monterey Peninsula Tax-Sheltered Annuity Plan, reported by Community Hospital Of The Monterey Peninsula under EIN 94-0760193 and plan number 002. It reports 3,552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173113NAL0049145248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Hospital Of The Monterey Peninsula
- EIN
- 94-0760193
- Plan number
- 002
- Location
- Monterey, CA
- Participants
- 3,552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $338,989,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $338,989,830
- Employer contributions
- $0
- Participant contributions
- $26,258,103
- Total income / additions
- $74,241,598
- Benefits paid
- $26,586,602
- Administrative expenses
- $502,991
- Total expenses
- $27,218,444
- Net increase / (decrease)
- $47,023,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Of America | RECORDKEEPER | $263,483 | $0 |
| Advised Asset Group | INVESTMENT ADVISORY | $199,221 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | ADVISOR | $29,500 | not reported in the loaded dataset |
| Moss Adams Llp | AUDITOR | $2,200 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | BROKERAGE SERVICES | $825 | $0 |