The Permanente Contribution Plan 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, The Permanente Contribution Plan Of The Permanente Medical Group, Inc. is a benefit plan reported by The Permanente Medical Group, Inc. under EIN 94-2728480 and plan number 040. The latest loaded filing year is 2023. The filing reports 24,671 participants and $6,965,801,295 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
- 040
- Plan type
- 2
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 24,671
- End-of-year plan assets
- $6,965,801,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24,671 | H, C | 20241009125246NAL0019204161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,965,801,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,965,801,295
- Net assets (BOY)
- $5,882,091,384
Income & contributions
- Employer contributions
- $285,505,111
- Total contributions
- $285,505,111
- Total income / additions
- $1,305,201,353
Expenses & distributions
- Benefits paid
- $218,980,002
- Administrative expenses
- $2,511,440
- Total expenses
- $221,491,442
- Net increase / (decrease)
- $1,083,709,911
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | INVESTMENT ADVISOR | $1,516,165 | not reported in the loaded dataset | 2023 |
| Telus Health | PLAN ADMINISTRATOR | $131,524 | not reported in the loaded dataset | 2023 |
| Ewg Elevate Inc. | INVESTMENT ADVISOR | $52,522 | not reported in the loaded dataset | 2023 |
| Capital Advantage | INVESTMENT ADVISOR | $14,684 | not reported in the loaded dataset | 2023 |
| Gemmer Asset Management | INVESTMENT ADVISOR | $11,009 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$137,381 | $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
- Telus Health — Schedule C compensation
- Ewg Elevate Inc. — Schedule C compensation
- Capital Advantage — Schedule C compensation
- Gemmer Asset Management — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation