2023 Form 5500 filing — Permanente Physicians Retirement 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 20241014153648NAL0015224963001) for Permanente Physicians Retirement Plan, reported by Northwest Permanente, P.C., Physicians & Surgeons under EIN 93-0698548 and plan number 001. It reports 1,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$677.6MReported net assets$677,557,591
Participants1.4K1,358
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014153648NAL0015224963001
Plan sponsor
Northwest Permanente, P.C., Physicians & Surgeons
EIN
93-0698548
Plan number
001
Location
Portland, OR
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$677.6M total assets
Net assets$677.6MLiabilities$0
Money in vs. money out
Total income / additions$61.3M
Total expenses$35.8M
Benefits paid / distributions$35.8M
Contributions
Employer$26M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$677,557,591
Total liabilities (EOY)
$0
Net assets (EOY)
$677,557,591
Employer contributions
$26,000,000
Total income / additions
$61,339,940
Benefits paid
$35,799,739
Administrative expenses
$0
Total expenses
$35,799,739
Net increase / (decrease)
$25,540,201

Related Form 5500 pages