2023 Form 5500 filing — Kaiser Permanente Supplemental Savings And Retirement Plan For Scpmg
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 20241015195729NAL0015350163004) for Kaiser Permanente Supplemental Savings And Retirement Plan For Scpmg, reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 030. It reports 9,153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195729NAL0015350163004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern California Permanente Medical Group
- EIN
- 95-1750445
- Plan number
- 030
- Location
- Pasadena, CA
- Participants
- 9,153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $802,757,750
- Net assets (EOY)
- $802,757,750
- Employer contributions
- $38,521,040
- Total income / additions
- $159,840,204
- Benefits paid
- $49,491,972
- Administrative expenses
- $532,952
- Total expenses
- $50,040,093
- Net increase / (decrease)
- $109,800,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines Inc | NONE | $460,078 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $31,615 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $15,347 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $2,803 | $0 |