2023 Form 5500 filing — Permanente Physicians Retirement Plan For Cpmg

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 20241015132512NAL0049605888001) for Permanente Physicians Retirement Plan For Cpmg, reported by Colorado Permanente Medical Group, P.C. under EIN 84-0832336 and plan number 001. It reports 1,275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$617.4MReported net assets$617,399,389
Participants1.3K1,275
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015132512NAL0049605888001
Plan sponsor
Colorado Permanente Medical Group, P.C.
EIN
84-0832336
Plan number
001
Location
Oakland, CA
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)$619M total assets
Net assets$617.4MLiabilities$1.6M
Money in vs. money out
Total income / additions$71.2M
Total expenses$31M
Benefits paid / distributions$31M
Contributions
Employer$40M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$619,026,369
Total liabilities (EOY)
$1,626,980
Net assets (EOY)
$617,399,389
Employer contributions
$40,000,000
Total income / additions
$71,158,864
Benefits paid
$31,049,677
Total expenses
$31,049,677
Net increase / (decrease)
$40,109,187

Related Form 5500 pages