Permanente Physicians Retirement Plan For Cpmg — Form 5500 plan (Colorado Permanente Medical Group, P.C.)

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, Permanente Physicians Retirement Plan For Cpmg is a benefit plan reported by Colorado Permanente Medical Group, P.C. under EIN 84-0832336 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,275 participants and $619,026,369 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$617.4MPlan net assets, end of year$617,399,389
Participants1.3KCovered participants reported1,275
Assets / participant$485.5KComputed: assets ÷ participants$485,511 (computed)
Provider compensationNone reported
Plan sponsor
Colorado Permanente Medical Group, P.C.
EIN
84-0832336
Plan number
001
Plan type
2
Location
Oakland, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,275H20241015132512NAL0049605888001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$619M total assets
Net assets$617.4MLiabilities$1.6M
Money in vs. money out
Total income / additions$71.2M
Total expenses$31M
Benefits paid / distributions$31M
Contributions
Employer$40M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$619,026,369
Total liabilities (EOY)
$1,626,980
Net assets (EOY)
$617,399,389
Net assets (BOY)
$577,290,202

Income & contributions

Employer contributions
$40,000,000
Total contributions
$40,000,000
Total income / additions
$71,158,864

Expenses & distributions

Benefits paid
$31,049,677
Total expenses
$31,049,677
Net increase / (decrease)
$40,109,187
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income44%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages