2023 Form 5500 filing — Wpmg 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011141603NAL0038975936002) for Wpmg 401(K) Retirement Savings Plan, reported by Washington Permanente Medical Group, P.C. under EIN 91-1841629 and plan number 001. It reports 2,436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141603NAL0038975936002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington Permanente Medical Group, P.C.
- EIN
- 91-1841629
- Plan number
- 001
- Location
- Renton, WA
- Participants
- 2,436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,287,461,572
- Net assets (EOY)
- $1,287,461,572
- Employer contributions
- $36,067,376
- Participant contributions
- $32,232,803
- Total income / additions
- $273,660,467
- Benefits paid
- $128,366,959
- Administrative expenses
- $579,000
- Total expenses
- $129,148,645
- Net increase / (decrease)
- $144,511,822
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management | NONE | $133,004 | not reported in the loaded dataset |
| Mutual Advisors LLC | NONE | $55,832 | not reported in the loaded dataset |
| Private Advisor Group LLC | NONE | $29,859 | not reported in the loaded dataset |
| Coldstream Wealth Management | NONE | $29,811 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $27,352 | not reported in the loaded dataset |
| Schwab Retirement Plan Services, In | NONE | $27,169 | not reported in the loaded dataset |
| Lpl Financial LLC | NONE | $23,887 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $22,137 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $21,900 | not reported in the loaded dataset |
| Empirical Financial Services L | NONE | $21,570 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $18,585 | not reported in the loaded dataset |
| The Colony Group LLC | NONE | $17,875 | not reported in the loaded dataset |
| Commonwealth Equity Services I | NONE | $15,531 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $14,857 | not reported in the loaded dataset |
| Northern Capital Management | NONE | $13,205 | not reported in the loaded dataset |
| Lighthouse Wealth Strategies L | NONE | $12,492 | not reported in the loaded dataset |
| Badgley Phelps Wealth Managers | NONE | $11,103 | not reported in the loaded dataset |
| Auxano Advisors LLC | NONE | $10,758 | not reported in the loaded dataset |
| Foster Group Inc | NONE | $10,322 | not reported in the loaded dataset |
| Freestone Capital Management L | NONE | $10,020 | not reported in the loaded dataset |
| Pinkerton Retirement Specialis | NONE | $8,660 | not reported in the loaded dataset |
| Buckingham Strategic Partners | NONE | $8,355 | not reported in the loaded dataset |
| Mercer Global Advisors Inc | NONE | $7,725 | not reported in the loaded dataset |
| Hohimer Wealth Management LLC | NONE | $7,240 | not reported in the loaded dataset |
| Weatherly Asset Management Lp | NONE | $5,780 | not reported in the loaded dataset |