Northwest Permanente, P.C. Master Trust — Form 5500 plan (Northwest Permanente, 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, Northwest Permanente, P.C. Master Trust is a benefit plan reported by Northwest Permanente, P.C. under EIN 93-0698548 and plan number 007. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,643,373,972 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northwest Permanente, P.C.
EIN
93-0698548
Plan number
007
Plan type
4
Location
Portland, OR
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$1,643,373,972

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015132824NAL0016489619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,643,373,972
Total liabilities (EOY)
$1,557
Net assets (EOY)
$1,643,372,415
Net assets (BOY)
$1,357,618,918

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$283,140,686

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$283,140,686

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages