The Permanente Medical Group, Inc. Master Trust — 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. Master Trust is a benefit plan reported by The Permanente Medical Group, Inc. under EIN 94-2728480 and plan number 050. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $14,702,788,049 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
050
Plan type
4
Location
Pleasanton, CA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$14,702,788,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241009125658NAL0031218320001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,702,788,049
Total liabilities (EOY)
$0
Net assets (EOY)
$14,702,788,049
Net assets (BOY)
$12,118,068,623

Income & contributions

Total contributions
$0
Total income / additions
$2,358,617,908

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$2,358,617,908

Service provider compensation (Schedule C)

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

Related Form 5500 pages