Kaiser Permanente Optometrists Retirement Plan — 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, Kaiser Permanente Optometrists Retirement Plan is a benefit plan reported by The Permanente Medical Group, Inc. under EIN 94-2728480 and plan number 012. The latest loaded filing year is 2023. The filing reports 407 participants and $127,149,230 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
- 012
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $127,149,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H | 20241015162536NAL0030334513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,149,230
- Net assets (EOY)
- $127,149,230
- Net assets (BOY)
- $118,707,479
Income & contributions
- Employer contributions
- $7,000,000
- Total contributions
- $7,000,000
- Total income / additions
- $13,436,999
Expenses & distributions
- Benefits paid
- $4,995,248
- Total expenses
- $4,995,248
- Net increase / (decrease)
- $8,441,751
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.