Southern California Permanente Medical Group Tax Savings Retirement Plan — Form 5500 plan (Southern California Permanente Medical Group)
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, Southern California Permanente Medical Group Tax Savings Retirement Plan is a benefit plan reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,118 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern California Permanente Medical Group
- EIN
- 95-1750445
- Plan number
- 002
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 3,118
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,118 | H, C | 20250926175125NAL0009643073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $337,951,037
Income & contributions
- Employer contributions
- $578,883
- Participant contributions
- $23,552,451
- Total contributions
- $25,240,638
- Total income / additions
- $83,626,016
Expenses & distributions
- Benefits paid
- $17,784,884
- Administrative expenses
- $130,920
- Total expenses
- $17,923,951
- Net increase / (decrease)
- $65,702,065
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $106,577 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $27,693 | $0 | 2023 |