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Original filing (PDF)20251015150034NAL0002504707001
COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA
Form 5500
FILING_RECEIVED
COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA TAX-SHELTERED ANNUITY PLAN
401(k) retirement plan
Active participants
2,919
Accounts w/ balance
3,810
Plan assets (EOY)
$380.9M
Net assets (EOY)
$380.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 62% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA.
Plan sponsor
Name
COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA
EIN
94-0760193
Address
23625 HOLMAN HIGHWAY · MONTEREY, CA · 93940
Phone
(831) 625-4786
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $616K | — |
Investments
28 direct securities· $380.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT INDX INSTL Registered investment companies | — | — | — | $68.3M | 17.9% | |
| GUARANTEED INTEREST FUND Guaranteed investment contract | — | — | — | $26.3M | 6.9% | |
| AMERICAN FUNDS CAPITAL WORLD G/I R6 Registered investment companies | — | — | — | $22.7M | 6.0% | |
| EMPOWER GUARANTEED FIXED FUND Guaranteed investment contract | — | — | — | $21.2M | 5.6% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Registered investment companies | — | — | — | $20.2M | 5.3% | |
| VANGUARD TARGET RETIREMENT 2030 INV Registered investment companies | — | — | — | $18.6M | 4.9% | |
| VANGUARD TARGET RETIREMENT 2035 INV Registered investment companies | — | — | — | $18.3M | 4.8% | |
| PIMCO TOTAL RETURN INSTL Registered investment companies | — | — | — | $17.3M | 4.5% | |
| VANGUARD TARGET RETIREMENT 2040 INV Registered investment companies | — | — | — | $17.1M | 4.5% | |
| T. ROWE PRICE BLUE CHIP GROWTH I Registered investment companies | — | — | — | $16.9M | 4.4% | |
| VANGUARD TARGET RETIREMENT 2050 INV Registered investment companies | — | — | — | $14.7M | 3.9% | |
| VANGUARD TARGET RETIREMENT 2045 INV Registered investment companies | — | — | — | $13.2M | 3.5% | |
| VANGUARD TARGET RETIREMENT 2025 INV Registered investment companies | — | — | — | $12.6M | 3.3% | |
| VANGUARD TARGET RETIREMENT 2055 INV Registered investment companies | — | — | — | $12.4M | 3.3% | |
| NUVEEN LARGE CAP RESPONSIBLE EQUITY R6 Registered investment companies | — | — | — | $10.0M | 2.6% | |
| BLACKROCK MID-CAP GROWTH EQUITY K Registered investment companies | — | — | — | $7.7M | 2.0% | |
| VANGUARD TARGET RETIREMENT 2020 INV Registered investment companies | — | — | — | $7.4M | 1.9% | |
| VANGUARD TARGET RETIREMENT 2060 INV Registered investment companies | — | — | — | $6.9M | 1.8% | |
| JHANCOCK DISCIPLINED VALUE R6 Registered investment companies | — | — | — | $6.6M | 1.7% | |
| SCHWAB SDB ACCOUNT Self Directed Brokerage Accounts | — | — | — | $6.6M | 1.7% | |
| maturing through June 2039 -0- | — | — | — | $6.4M | 1.7% | |
| VANGUARD TARGET RETIREMENT INCOME INV Registered investment companies | — | — | — | $5.7M | 1.5% | |
| VANGUARD SELECTED VALUE INV Registered investment companies | — | — | — | $5.3M | 1.4% | |
| BLACKROCK INFLATION PRTED BD BLACKROCK K Registered investment companies | — | — | — | $4.9M | 1.3% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Registered investment companies | — | — | — | $4.9M | 1.3% | |
| WASATCH CORE GROWTH INSTITUTIONAL Registered investment companies | — | — | — | $3.7M | 1.0% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z Registered investment companies | — | — | — | $3.1M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2065 INV Registered investment companies | — | — | — | $1.9M | 0.5% |