Medical Benefits Plan For Retired 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, Medical Benefits Plan For Retired 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 523. The latest loaded filing year is 2023. The filing reports 231 participants and $2,995,325 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
- 523
- Plan type
- 2
- Location
- Pleasanton, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H | 20241009125528NAL0031208272001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,995,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,995,325
- Net assets (BOY)
- $4,082,403
Income & contributions
- Total contributions
- $0
- Total income / additions
- $135,798
Expenses & distributions
- Benefits paid
- $1,210,546
- Administrative expenses
- $12,330
- Total expenses
- $1,222,876
- Net increase / (decrease)
- -$1,087,078
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.