Plan5500

Southern California Permanente Medical Group — 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, Southern California Permanente Medical Group (EIN 95-1750445) is a plan sponsor located in Oakland, CA with 4 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
95-1750445
Location
Oakland, CA
Loaded plans
7
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 Southern California Permanente Medical Group

  • 7 loaded plans hold $21.3B in reported assets.
  • The largest, Kaiser Permanente Retirement Plan For Scpmg, holds 36% of this company's reported plan assets.
  • Plans cover 167,676 reported participants.
  • 6 of 7 plans report full financial statements.
  • 5 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.3BSummed across loaded plans$21,277,152,915
Total reported assets$21.3B$21,279,636,080
Total reported participants167.7K167,676
Total reported liabilities$2.5M$2,483,165

Reported net position

Reported assets = net assets + liabilities (summed)$21.3B total assets
Net assets$21.3BLiabilities$2.5M
Contributions & income
Employer contributions$100.6M
Participant contributions$624.8M
Total income / additions$3.3B
Expenses & distributions
Benefits paid / distributions$853.1M
Total expenses$863.5M
Net increase / (decrease)$2.4B

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation5 / 7 (71%)

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 assets36%Kaiser Permanente Retirement Plan For Scpmg
Participants per plan23,954Average across loaded plans
Loaded plans7
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 Retirement Plan For Scpmg$7.7B
    Plan #001 · 62,432 participants · 2023
  2. 2
    Scpmg Keogh Plan$6.8B
    Plan #008 · 11,295 participants · 2023
  3. 3
    The 401(K) Plan For Permanente Medical Groups$5.6B
    Plan #009 · 21,447 participants · 2023
  4. 4
    Kaiser Permanente Supplemental Savings And Retirement Plan For Scpmg$802.8M
    Plan #030 · 9,153 participants · 2023
  5. 5
    Southern California Permanente Medical Group Health And Welfare Plan For Union Retirees$357.3M
    Plan #550 · 9,353 participants · 2023
  6. 6
    Southern California Permanente Medical Group Tax Savings Retirement Plan$0
    Plan #002 · 3,118 participants · 2023
  7. 7
    Southern California Permanente Medical Group Health And Welfare Plannot reported in the loaded dataset
    Plan #560 · 50,878 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 Southern California Permanente Medical Group. Open one for its full reported snapshot.

  1. 2023
    Kaiser Permanente Retirement Plan For Scpmg62,432 participants · 2Sch H
    View filing →
  2. 2023
    The 401(K) Plan For Permanente Medical Groups21,447 participants · 3Sch HSch C
    View filing →
  3. 2023
    Kaiser Permanente Supplemental Savings And Retirement Plan For Scpmg9,153 participants · 2Sch HSch C
    View filing →
  4. 2023
    Scpmg Keogh Plan11,295 participants · 2Sch HSch C
    View filing →
  5. 2023
    Southern California Permanente Medical Group Health And Welfare Plan For Union Retirees9,353 participants · 2Sch HSch C
    View filing →
  6. 2023
    Southern California Permanente Medical Group Tax Savings Retirement Plan3,118 participants · 2Sch HSch C
    View filing →
  7. 2023
    Southern California Permanente Medical Group Health And Welfare Plan50,878 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southern California Permanente Medical Group report on Form 5500?
Southern California Permanente Medical Group (EIN 95-1750445) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southern California Permanente Medical Group?
The Employer Identification Number (EIN) reported for Southern California Permanente Medical Group is 95-1750445.
What is the latest Form 5500 filing year for Southern California Permanente Medical Group?
The latest loaded Form 5500 filing year for Southern California Permanente Medical Group is 2023.

Related Form 5500 pages