Community Hospital of the Monterey Peninsula Retirement Plan
Corporate pension, based in Monterey, California, reporting $764M in assets, for 2,400 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Pantheon USA appears on Community Hospital of the Monterey Peninsula Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
Relationship network
7 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 23.2%
- U.S. Government securities 24.1%
- Other investments 1.9%
- Partnership/joint venture interests 0.5%
- Registered investment companies 32.4%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Pantheon USAplan years 2024
- US Bank N.A.plan years 2022
What changed
- Dec 31, 2024Manager relationship startedPantheon USA appears on Community Hospital of the Monterey Peninsula Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Pantheon USAaskebsa.dol.gov
- Dec 31, 2023Assets changedCommunity Hospital of the Monterey Peninsula Retirement Plan total assets $633M -> $704M (+11.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCommunity Hospital of the Monterey Peninsula Retirement Plan funded ratio 128.2% -> 104.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCommunity Hospital of the Monterey Peninsula Retirement Plan plan assets $723M -> $554M (-23.3%, 2022-01-01 to 2023-01-01)
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,400 | $575M | $594M | 105.7% | $764M | $4.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,449 | $554M | $586M | 104.0% | $704M | $5.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,515 | $723M | $567M | 128.2% | $633M | $6.9M | Not disclosed | Not disclosed |
- Union Bank codes 28 50 52 $1.4M PY2024
- Willis Towers Watson US LLC codes 11 15 50 $277,231 PY2024
- Principal Trust Company codes 21 25 28 50 51 52 62 $240,104 PY2024
+12 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship started2024-12-31source on record
- Total assets changed2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.