2023 Form 5500 filing — Kaiser Permanente Physicians And Employees 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 20241015162510NAL0015077203001) for Kaiser Permanente Physicians And Employees Retirement Plan, reported by The Southeast Permanente Medical Group under EIN 58-1635081 and plan number 002. It reports 1,591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$375.5MReported net assets$375,520,480
Participants1.6K1,591
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241015162510NAL0015077203001
- Plan sponsor
- The Southeast Permanente Medical Group
- EIN
- 58-1635081
- Plan number
- 002
- Location
- Oakland, CA
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
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)$376M total assets
Net assets$375.5MLiabilities$433.4K
Full reported line items
- Total assets (EOY)
- $375,953,899
- Total liabilities (EOY)
- $433,419
- Net assets (EOY)
- $375,520,480
- Employer contributions
- $39,000,000
- Total income / additions
- $54,795,275
- Benefits paid
- $13,261,839
- Total expenses
- $13,261,839
- Net increase / (decrease)
- $41,533,436
Frequently asked questions
- What does EFAST2 acknowledgement 20241015162510NAL0015077203001 cover?
- It is the 2023 Form 5500 filing for Kaiser Permanente Physicians And Employees Retirement Plan, reported by The Southeast Permanente Medical Group (EIN 58-1635081).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule H (large plan financials).