# Community Hospital Of The Monterey Peninsula DB Plan
Source: https://planprovider.pro/companies/community-hospital-of-the-monterey-peninsula-plan-001

> Community Hospital Of The Monterey Peninsula's DB plan: 780 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Hospital Of The Monterey Peninsula

- **Sponsor EIN:** 940760193

- **Sponsor Address:** 23625 HOLMAN HIGHWAY, MONTEREY, CA, 93940

- **Plan Type:** DB

- **Total Participants:** 780

- **Total Assets:** $764.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|780|$764.2M|$21.5M|$0|

| 2023|832|$704.0M|$8.9M|$0|

| 2022|907|$632.9M|$61.1M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| UNION BANK|NONE|$1,385,325|—|$1,385,325|

| WILLIS TOWERS WATSON US LLC|NONE|$277,231|—|$277,231|

| PRINCIPAL TRUST COMPANY|NONE|$240,104|—|$240,104|

| WELLS FARGO|NONE|$21,640|—|$21,640|

| PANTHEON USA|NONE|$14,278|—|$14,278|

| BAKER TILLY US, LLP|Auditor|$4,360|—|$4,360|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,942,938

- **Estimated Expense Ratio:** 0.254% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$3,831,738|$1,399,603|—|$4,360|—|

| 2023|$3,562,608|$1,205,300|—|$16,900|—|

| 2022|$3,296,892|$1,311,382|—|—|$609,397|

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