Retirement Plan For Physicians And Salaried Employees Of The Permanente Medical Group, Inc. — Form 5500 plan (The Permanente 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, Retirement Plan For Physicians And Salaried Employees Of The Permanente Medical Group, Inc. is a benefit plan reported by The Permanente Medical Group, Inc. under EIN 94-2728480 and plan number 011. The latest loaded filing year is 2023. The filing reports 29,496 participants and $10,814,691,143 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Permanente Medical Group, Inc.
EIN
94-2728480
Plan number
011
Plan type
2
Location
Pleasanton, CA
Latest filing year
2023
Participants
29,496
End-of-year plan assets
$10,814,691,143

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202329,496H20241015112130NAL0028184465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,814,691,143
Total liabilities (EOY)
$607,962
Net assets (EOY)
$10,814,083,181
Net assets (BOY)
$10,379,859,363

Income & contributions

Employer contributions
$340,000,000
Total contributions
$340,000,000
Total income / additions
$915,191,955

Expenses & distributions

Benefits paid
$367,268,137
Administrative expenses
$0
Total expenses
$367,268,137
Net increase / (decrease)
$547,923,818

Service provider compensation (Schedule C)

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

Related Form 5500 pages