Colorado Permanente Medical Group, P.C. Cash Balance Plan — 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, Colorado Permanente Medical Group, P.C. Cash Balance Plan is a benefit plan reported by Colorado Permanente Medical Group, P.C. under EIN 84-0832336 and plan number 003. The latest loaded filing year is 2023. The filing reports 468 participants and $53,471,971 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$53.5MPlan net assets, end of year$53,471,971
Participants468Covered participants reported
Assets / participant$114.3KComputed: assets ÷ participants$114,256 (computed)
Provider compensationNone reported
- Plan sponsor
- Colorado Permanente Medical Group, P.C.
- EIN
- 84-0832336
- Plan number
- 003
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 468 | H | 20241015165523NAL0029180065001 |
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)$53.5M total assets
Net assets$53.5MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $53,471,971
- Net assets (EOY)
- $53,471,971
- Net assets (BOY)
- $41,436,781
Income & contributions
- Employer contributions
- $11,000,000
- Total contributions
- $11,000,000
- Total income / additions
- $12,839,885
Expenses & distributions
- Benefits paid
- $804,695
- Total expenses
- $804,695
- Net increase / (decrease)
- $12,035,190
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.