DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Community Hospital of the Monterey Peninsula Cash Balance Plan
Corporate pensionMonterey, CA
Assets
$87.8M
Total assets, Dec 31, 2024 reported
Funded
107.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Community Hospital of the Monterey Peninsula
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 8.8%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 0.6%
- U.S. Government securities 4.7%
- Other investments 1.6%
- Registered investment companies 80.2%
Consultants and advisers
2 firms
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Principal Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,888 | $67.1M | $64.4M | 107.4% | $87.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,557 | $55.3M | $50.5M | 120.5% | $74.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,411 | $56.2M | $40.1M | 137.8% | $55.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Willis Towers Watson US LLC codes 11 50 $140,044 PY2024
- Principal Trust Company codes 21 25 28 50 51 52 $41,879 PY2024
- Moss Adams LLP codes 10 50 $11,100 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Willis Towers Watson US LLC codes 11 50 $189,748 PY2023
- Principal Trust Company codes 21 25 28 50 51 52 $24,080 PY2023
- Moss Adams LLP codes 10 50 $16,200 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Willis Towers Watson US LLC codes 11 50 $164,026 PY2022
- Principal Trust Company codes 21 25 28 50 51 52 $20,099 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedCommunity Hospital of the Monterey Peninsula Cash Balance Plan total assets $75M -> $88M (+17.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedCommunity Hospital of the Monterey Peninsula Cash Balance Plan funded ratio 120.5% -> 107.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedCommunity Hospital of the Monterey Peninsula Cash Balance Plan plan assets $55M -> $67M (+21.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedCommunity Hospital of the Monterey Peninsula Cash Balance Plan total assets $55M -> $75M (+34.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCommunity Hospital of the Monterey Peninsula Cash Balance Plan funded ratio 137.8% -> 120.5% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 940760193-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.