2023 Form 5500 filing — Monterey Peninsula Restaurant And Hotel Pension Fund
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 20250512165505NAL0017346721001) for Monterey Peninsula Restaurant And Hotel Pension Fund, reported by Board Of Trustees, Monterey Peninsula Restaurant And under EIN 51-6029899 and plan number 001. It reports 2,908 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250512165505NAL0017346721001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Monterey Peninsula Restaurant And
- EIN
- 51-6029899
- Plan number
- 001
- Location
- Pacific Grove, CA
- Participants
- 2,908
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,175,160
- Total liabilities (EOY)
- $138,009
- Net assets (EOY)
- $67,037,151
- Employer contributions
- $2,021,318
- Total income / additions
- $9,106,608
- Benefits paid
- $3,599,950
- Administrative expenses
- $837,306
- Total expenses
- $4,437,256
- Net increase / (decrease)
- $4,669,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee #1 | EMPLOYEE | $133,500 | not reported in the loaded dataset |
| Rael & Letson | NONE | $92,823 | not reported in the loaded dataset |
| Employee #2 | NONE | $83,667 | not reported in the loaded dataset |
| Mellon Investments Corporation | NONE | $51,081 | not reported in the loaded dataset |
| Madison Investment Advisors | NONE | $46,014 | not reported in the loaded dataset |
| Karpus Investment Management | NONE | $37,415 | $1,675 |
| Pension Fund Evaluations, Inc. | NONE | $35,625 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital | NONE | $24,115 | not reported in the loaded dataset |
| Trucker Huss | NONE | $20,475 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $20,088 | not reported in the loaded dataset |
| Freedom Investment Mgmt | NONE | $19,994 | not reported in the loaded dataset |
| Comerica Bank | NONE | $14,315 | not reported in the loaded dataset |
| Unite Here Health | NONE | $7,515 | not reported in the loaded dataset |
| Stephen Horn Insurance | NONE | $0 | $5,998 |