Hawaii 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, Hawaii Permanente Medical Group (EIN 99-0104820) is a plan sponsor located in Honolulu, HI 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
99-0104820
Location
Honolulu, HI
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 Hawaii Permanente Medical Group

  • 4 loaded plans hold $470.9M in reported assets.
  • The largest, Permanente Physicians Retirement Plan For Hpmg, Inc., holds 100% of this company's reported plan assets.
  • Plans cover 2,390 reported participants.
  • 1 of 4 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$469.3MSummed across loaded plans$469,267,951
Total reported assets$470.9M$470,906,451
Total reported participants2.4K2,390
Total reported liabilities$1.6M$1,638,500

Reported net position

Reported assets = net assets + liabilities (summed)$470.9M total assets
Net assets$469.3MLiabilities$1.6M
Contributions & income
Employer contributions$35.4M
Participant contributionsNot reported
Total income / additions$58.5M
Expenses & distributions
Benefits paid / distributions$27.3M
Total expenses$27.3M
Net increase / (decrease)$31.2M

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%Permanente Physicians Retirement Plan For Hpmg, Inc.
Participants per plan598Average 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
    Plan #001 · 1,070 participants · 2023
  2. 2
    Plan #560 · 687 participants · 2023
  3. 3
    Plan #580 · 337 participants · 2023
  4. 4
    Plan #501 · 296 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hawaii Permanente Medical Group. Open one for its full reported snapshot.

  1. 2023
    Hawaii Permanente Medical Group Flexible Benefits Plan296 participants · 2No schedules
    View filing →
  2. 2023
    Permanente Physicians Retirement Plan For Hpmg, Inc.1,070 participants · 2Sch H
    View filing →
  3. 2023
    Hawaii Permanente Medical Group, Inc. Health And Welfare Plan687 participants · 2No schedules
    View filing →
  4. 2023
    Hawaii Permanente Medical Group, Inc. Retiree Health And Welfare Plan337 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hawaii Permanente Medical Group report on Form 5500?
Hawaii Permanente Medical Group (EIN 99-0104820) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hawaii Permanente Medical Group?
The Employer Identification Number (EIN) reported for Hawaii Permanente Medical Group is 99-0104820.
What is the latest Form 5500 filing year for Hawaii Permanente Medical Group?
The latest loaded Form 5500 filing year for Hawaii Permanente Medical Group is 2023.

Related Form 5500 pages