Southern California Permanente Medical Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 87-1707526) is a plan sponsor located in Pasadena, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
87-1707526
Location
Pasadena, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southern California Permanente Medical Group

  • 1 loaded plans hold $7.6B in reported assets.
  • The largest, Southern California Permanente Medical Group Master Trust, holds 100% of this company's reported plan assets.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.6BSummed across loaded plans$7,610,701,058
Total reported assets$7.6B$7,610,701,058
Total reported participantsNot reported
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$7.6B total assets
Net assets$7.6BLiabilities
Contributions & income
Total income / additions$1.2B
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$1.2B

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Southern California Permanente Medical Group Master Trust
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · not reported in the loaded dataset participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southern California Permanente Medical Group. Open one for its full reported snapshot.

  1. 2023
    Southern California Permanente Medical Group Master TrustParticipants not reported · 4Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southern California Permanente Medical Group report on Form 5500?
Southern California Permanente Medical Group (EIN 87-1707526) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southern California Permanente Medical Group?
The Employer Identification Number (EIN) reported for Southern California Permanente Medical Group is 87-1707526.
What is the latest Form 5500 filing year for Southern California Permanente Medical Group?
The latest loaded Form 5500 filing year for Southern California Permanente Medical Group is 2023.

Related Form 5500 pages