Plan5500

Southeast Permanente — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southeast Permanente (EIN 58-1635081) is a plan sponsor located in Atlanta, GA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-1635081
Location
Atlanta, GA
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southeast Permanente

  • 4 loaded plans hold $376M in reported assets.
  • The largest, Kaiser Permanente Physicians And Employees Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 5,062 reported participants.
  • 1 of 4 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$375.5MSummed across loaded plans$375,520,480
Total reported assets$376M$375,953,899
Total reported participants5.1K5,062
Total reported liabilities$433.4K$433,419

Reported net position

Reported assets = net assets + liabilities (summed)$376M total assets
Net assets$375.5MLiabilities$433.4K
Contributions & income
Employer contributions$39M
Participant contributionsNot reported
Total income / additions$54.8M
Expenses & distributions
Benefits paid / distributions$13.3M
Total expenses$13.3M
Net increase / (decrease)$41.5M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Kaiser Permanente Physicians And Employees Retirement Plan
Participants per plan1,266Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kaiser Permanente Physicians And Employees Retirement Plan$376M
    Plan #002 · 1,591 participants · 2023
  2. 2
    The Southeast Permanente Medical Group, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #560 · 1,208 participants · 2023
  3. 3
    Southeast Permanente Medical Group Welfare Benefit Plannot reported in the loaded dataset
    Plan #551 · 1,167 participants · 2023
  4. 4
    The Southeast Permanente Medical Group, Inc. Supplemental Behavioral Health Plannot reported in the loaded dataset
    Plan #501 · 1,096 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southeast Permanente. Open one for its full reported snapshot.

  1. 2023
    Southeast Permanente Medical Group Welfare Benefit Plan1,167 participants · 2No schedules
    View filing →
  2. 2023
    The Southeast Permanente Medical Group, Inc. Health And Welfare Plan1,208 participants · 2No schedules
    View filing →
  3. 2023
    Kaiser Permanente Physicians And Employees Retirement Plan1,591 participants · 2Sch H
    View filing →
  4. 2023
    The Southeast Permanente Medical Group, Inc. Supplemental Behavioral Health Plan1,096 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southeast Permanente report on Form 5500?
Southeast Permanente (EIN 58-1635081) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southeast Permanente?
The Employer Identification Number (EIN) reported for Southeast Permanente is 58-1635081.
What is the latest Form 5500 filing year for Southeast Permanente?
The latest loaded Form 5500 filing year for Southeast Permanente is 2023.

Related Form 5500 pages