2023 Form 5500 filing — Northwest Permanente, P.C. Master Trust
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 20241015132824NAL0016489619001) for Northwest Permanente, P.C. Master Trust, reported by Northwest Permanente, P.C. under EIN 93-0698548 and plan number 007. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$1.6BReported net assets$1,643,372,415
ParticipantsNot reported
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015132824NAL0016489619001
- Plan sponsor
- Northwest Permanente, P.C.
- EIN
- 93-0698548
- Plan number
- 007
- 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)$1.6B total assets
Net assets$1.6BLiabilities$1.6K
Full reported line items
- Total assets (EOY)
- $1,643,373,972
- Total liabilities (EOY)
- $1,557
- Net assets (EOY)
- $1,643,372,415
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $283,140,686
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $283,140,686
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |