2023 Form 5500 filing — Southern California Permanente Medical Group Tax Savings 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 20250926175125NAL0009643073001) for Southern California Permanente Medical Group Tax Savings Retirement Plan, reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 002. It reports 3,118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250926175125NAL0009643073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern California Permanente Medical Group
- EIN
- 95-1750445
- Plan number
- 002
- Location
- Oakland, CA
- Participants
- 3,118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $578,883
- Participant contributions
- $23,552,451
- Total income / additions
- $83,626,016
- Benefits paid
- $17,784,884
- Administrative expenses
- $130,920
- Total expenses
- $17,923,951
- Net increase / (decrease)
- $65,702,065
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $106,577 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $27,693 | $0 |