Community Hospital Of The Monterey Peninsula Tax-Sheltered Annuity Plan — Form 5500 plan (Community Hospital Of The Monterey Peninsula)
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, Community Hospital Of The Monterey Peninsula Tax-Sheltered Annuity Plan is a benefit plan reported by Community Hospital Of The Monterey Peninsula under EIN 94-0760193 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,552 participants and $338,989,830 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Hospital Of The Monterey Peninsula
- EIN
- 94-0760193
- Plan number
- 002
- Plan type
- 2
- Location
- Monterey, CA
- Latest filing year
- 2023
- Participants
- 3,552
- End-of-year plan assets
- $338,989,830
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,552 | H, C | 20241015173113NAL0049145248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $338,989,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $338,989,830
- Net assets (BOY)
- $291,966,676
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $26,258,103
- Total contributions
- $28,243,026
- Total income / additions
- $74,241,598
Expenses & distributions
- Benefits paid
- $26,586,602
- Administrative expenses
- $502,991
- Total expenses
- $27,218,444
- Net increase / (decrease)
- $47,023,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Of America | RECORDKEEPER | $263,483 | $0 | 2023 |
| Advised Asset Group | INVESTMENT ADVISORY | $199,221 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | ADVISOR | $29,500 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | AUDITOR | $2,200 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. Inc. | BROKERAGE SERVICES | $825 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Community Hospital Of The Monterey Peninsula
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Monterey, CA
- Empower Annuity Ins Of America — Schedule C compensation
- Advised Asset Group — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation