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  2. COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA
Sponsor portfolioTH

COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA

EIN 94-0760193-hospital & health care-Latest filing 2024
Plans
4
Retirement
3
$1.23B assets
Welfare
1
$3.9M premiums
Participants
10,182
23625 HOLMAN HIGHWAY - MONTEREY, CA 93940831-625-4915chomp.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
4 filings
#001TraditionalDB-$764.2M - 2,349 part#002403b-$380.9M - 3,956 part#003CashBalance-$87.8M - 1,850 part#504Mixed-$3.9M - 2,027 lives

Retirement portfolio analytics

3 plans aggregated / $1.23B assets / 8,155 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PENINSULA RETIREMENT PLAN (#001)62%
  • TAX-SHELTERED ANNUITY PLAN (#002)31%
  • CASH BALANCE PLAN (#003)7%
Total $1.23BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TAX-SHELTERED ANNUITY PLAN (#002)3,956
  • PENINSULA RETIREMENT PLAN (#001)2,349
  • CASH BALANCE PLAN (#003)1,850
Total 8,155Click row to drill in

Benefits portfolio analytics

1 plan / $3.9M premiums / 2,027 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.9M
  • Life$3.4M
  • Short-term disability$3.0M
  • Long-term disability$3.0M
Total $3.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY87%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • MAGELLAN HEALTHCARE1%
Total $3.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • GALLAGHER BENEFIT SERVICES, INC.74%
  • AON CONSULTING INC26%
Total $635K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA RETIREMENT PLAN

TraditionalDB

Assets$764.2M
Participants2,349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA TAX-SHELTERED ANNUITY PLAN

403b

Assets$380.9M
Participants3,956
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA CASH BALANCE PLAN

CashBalance

Assets$87.8M
Participants1,850
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA HEALTH AND WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$3.9M
Covered lives2,027
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA RETIREMENT PLANTraditionalDB$764.2M2,3492024
002COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA TAX-SHELTERED ANNUITY PLAN403b$380.9M3,9562024
003COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA CASH BALANCE PLANCashBalance$87.8M1,8502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA HEALTH AND WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$3.9M2,0272024
Retirement plans
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