Community Hospital Of The Monterey Peninsula Cash Balance 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 Cash Balance Plan is a benefit plan reported by Community Hospital Of The Monterey Peninsula under EIN 94-0760193 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,557 participants and $74,662,145 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
- 003
- Plan type
- 2
- Location
- Monterey, CA
- Latest filing year
- 2023
- Participants
- 1,557
- End-of-year plan assets
- $74,662,145
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,557 | H, C | 20241015112358NAL0014478499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,662,145
- Total liabilities (EOY)
- $7,527,932
- Net assets (EOY)
- $67,134,213
- Net assets (BOY)
- $55,329,725
Income & contributions
- Employer contributions
- $9,321,500
- Total contributions
- $9,321,500
- Total income / additions
- $13,915,765
Expenses & distributions
- Benefits paid
- $1,747,215
- Administrative expenses
- $364,062
- Total expenses
- $2,111,277
- Net increase / (decrease)
- $11,804,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $189,748 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $24,080 | $0 | 2023 |
| Moss Adams Llp | NONE | $16,200 | not reported in the loaded dataset | 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
- Willis Towers Watson Us LLC — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Moss Adams Llp — Schedule C compensation