2023 Form 5500 filing — Southern California Permanente Medical Group Health And Welfare Plan For Union Retirees
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 20241015202707NAL0015371683001) for Southern California Permanente Medical Group Health And Welfare Plan For Union Retirees, reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 550. It reports 9,353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015202707NAL0015371683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern California Permanente Medical Group
- EIN
- 95-1750445
- Plan number
- 550
- Location
- Oakland, CA
- Participants
- 9,353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $357,253,886
- Total liabilities (EOY)
- $324,755
- Net assets (EOY)
- $356,929,131
- Employer contributions
- $42,283,345
- Total income / additions
- $67,153,146
- Benefits paid
- $42,283,345
- Administrative expenses
- $993,282
- Total expenses
- $43,276,627
- Net increase / (decrease)
- $23,876,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moss Adams Llp | NONE | $29,900 | not reported in the loaded dataset |
| State Street Corporation | NONE | $27,419 | not reported in the loaded dataset |
| Deloitte Tax Review | NONE | $18,100 | not reported in the loaded dataset |