Plan5500

Palo Alto Foundation Medical Group, Inc. Retiree Health Plan — Form 5500 plan (Palo Alto Foundation Medical Group, Inc.)

Plain-English plan 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, Palo Alto Foundation Medical Group, Inc. Retiree Health Plan is a benefit plan reported by Palo Alto Foundation Medical Group, Inc. under EIN 51-0656809 and plan number 504. The latest loaded filing year is 2023. The filing reports 202 participants and $15,208,169 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Palo Alto Foundation Medical Group, Inc.
EIN
51-0656809
Plan number
504
Plan type
2
Location
Mountain View, CA
Latest filing year
2023
Participants
202
End-of-year plan assets
$15,208,169

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241003194152NAL0011117825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,208,169
Total liabilities (EOY)
$199,686
Net assets (EOY)
$15,008,483
Net assets (BOY)
$14,493,514

Income & contributions

Employer contributions
$273,357
Total contributions
$273,357
Total income / additions
$2,082,828

Expenses & distributions

Benefits paid
$1,194,943
Administrative expenses
$372,916
Total expenses
$1,567,859
Net increase / (decrease)
$514,969

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
FutureplanNONE$38,445not reported in the loaded dataset2023
Berla Investment ConsultingNONE$25,320not reported in the loaded dataset2023
Miller Kaplan Arase LlpNONE$11,500not reported in the loaded dataset2023

Related Form 5500 pages