Monterey Peninsula Restaurant And Hotel Pension Fund — Form 5500 plan (Board Of Trustees, Monterey Peninsula Restaurant And)
Plain-English plan 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, Monterey Peninsula Restaurant And Hotel Pension Fund is a benefit plan reported by Board Of Trustees, Monterey Peninsula Restaurant And under EIN 51-6029899 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,908 participants and $67,175,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Monterey Peninsula Restaurant And
- EIN
- 51-6029899
- Plan number
- 001
- Plan type
- 1
- Location
- Pacific Grove, CA
- Latest filing year
- 2023
- Participants
- 2,908
- End-of-year plan assets
- $67,175,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,908 | H, C | 20250512165505NAL0017346721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,175,160
- Total liabilities (EOY)
- $138,009
- Net assets (EOY)
- $67,037,151
- Net assets (BOY)
- $62,367,799
Income & contributions
- Employer contributions
- $2,021,318
- Total contributions
- $2,021,318
- Total income / additions
- $9,106,608
Expenses & distributions
- Benefits paid
- $3,599,950
- Administrative expenses
- $837,306
- Total expenses
- $4,437,256
- Net increase / (decrease)
- $4,669,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee #1 | EMPLOYEE | $133,500 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $92,823 | not reported in the loaded dataset | 2023 |
| Employee #2 | NONE | $83,667 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corporation | NONE | $51,081 | not reported in the loaded dataset | 2023 |
| Madison Investment Advisors | NONE | $46,014 | not reported in the loaded dataset | 2023 |
| Karpus Investment Management | NONE | $37,415 | $1,675 | 2023 |
| Pension Fund Evaluations, Inc. | NONE | $35,625 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital | NONE | $24,115 | not reported in the loaded dataset | 2023 |
| Trucker Huss | NONE | $20,475 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $20,088 | not reported in the loaded dataset | 2023 |
| Freedom Investment Mgmt | NONE | $19,994 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $14,315 | not reported in the loaded dataset | 2023 |
| Unite Here Health | NONE | $7,515 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance | NONE | $0 | $5,998 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Monterey Peninsula Restaurant And
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pacific Grove, CA
- Employee #1 — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Employee #2 — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- Madison Investment Advisors — Schedule C compensation
- Karpus Investment Management — Schedule C compensation
- Pension Fund Evaluations, Inc. — Schedule C compensation
- Atalanta Sosnoff Capital — Schedule C compensation
- Trucker Huss — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Freedom Investment Mgmt — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Unite Here Health — Schedule C compensation
- Stephen Horn Insurance — Schedule C compensation