The Permanente Medical Group, Inc. Salary Deferral 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, The Permanente Medical Group, Inc. Salary Deferral Plan is a benefit plan reported by The Permanente Medical Group, Inc. under EIN 94-2728480 and plan number 013. The latest loaded filing year is 2023. The filing reports 27,995 participants and $8,506,485,787 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
- 013
- Plan type
- 2
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 27,995
- End-of-year plan assets
- $8,506,485,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,995 | H, C | 20241009124648NAL0009204067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,506,485,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,506,485,787
- Net assets (BOY)
- $6,988,405,063
Income & contributions
- Participant contributions
- $426,051,995
- Total contributions
- $468,699,747
- Total income / additions
- $1,841,953,985
Expenses & distributions
- Benefits paid
- $321,855,941
- Administrative expenses
- $1,794,466
- Total expenses
- $323,873,261
- Net increase / (decrease)
- $1,518,080,724
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | INVESTMENT ADVISOR | $1,835,624 | not reported in the loaded dataset | 2023 |
| Ewg Elevate Inc. | INVESTMENT ADVISOR | $72,081 | not reported in the loaded dataset | 2023 |
| Gemmer Asset Management | INVESTMENT ADVISOR | $47,953 | not reported in the loaded dataset | 2023 |
| Captial Advantage | INVT. ADV. & CONSULTANT | $24,720 | not reported in the loaded dataset | 2023 |
| Ucp | INVESTMENT ADVISOR | $17,460 | not reported in the loaded dataset | 2023 |
| 1919 Investment Counsel, LLC | INVESTMENT ADVISOR | $16,142 | not reported in the loaded dataset | 2023 |
| Eagle West | INVESTMENT ADVISOR | $5,436 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$85,289 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Permanente Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Financial Engines — Schedule C compensation
- Ewg Elevate Inc. — Schedule C compensation
- Gemmer Asset Management — Schedule C compensation
- Captial Advantage — Schedule C compensation
- Ucp — Schedule C compensation
- 1919 Investment Counsel, LLC — Schedule C compensation
- Eagle West — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation