2023 Form 5500 filing — Kaiser Permanente Optometrists 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 20241015162536NAL0030334513001) for Kaiser Permanente Optometrists Retirement Plan, reported by The Permanente Medical Group, Inc. under EIN 94-2728480 and plan number 012. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015162536NAL0030334513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Permanente Medical Group, Inc.
- EIN
- 94-2728480
- Plan number
- 012
- Location
- Oakland, CA
- Participants
- 407
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,149,230
- Net assets (EOY)
- $127,149,230
- Employer contributions
- $7,000,000
- Total income / additions
- $13,436,999
- Benefits paid
- $4,995,248
- Total expenses
- $4,995,248
- Net increase / (decrease)
- $8,441,751
- Schedule source
- Schedule H