The Permanente Medical Group, Inc — 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, The Permanente Medical Group, Inc (EIN 94-2728480) is a plan sponsor located in Oakland, CA with 2 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
- 94-2728480
- Location
- Oakland, CA
- Loaded plans
- 14
- Total reported participants
- 207,123
- Total reported plan assets (EOY)
- $47,113,773,732
- Plans with financial data
- 9
- Plans with provider compensation
- 4
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The Permanente Medical Group, Inc. Master Trust | 050 | not reported in the loaded dataset | $14,702,788,049 | 2023 |
| Retirement Plan For Physicians And Salaried Employees Of The Permanente Medical Group, Inc. | 011 | 29,496 | $10,814,691,143 | 2023 |
| The Permanente Medical Group, Inc. Salary Deferral Plan | 013 | 27,995 | $8,506,485,787 | 2023 |
| The Permanente Contribution Plan Of The Permanente Medical Group, Inc. | 040 | 24,671 | $6,965,801,295 | 2023 |
| Kaiser Permanente Employees Pension Plan | 004 | 49,543 | $5,470,191,648 | 2023 |
| Tpmg, Inc. Medical Benefits Plan For Retired Non-Physician Employees Covered By A Collective Bargaining Agreement | 525 | 8,752 | $334,711,798 | 2023 |
| The Permanente Medical Group, Inc. Salary Deferral Retirement Plan | 023 | 444 | $188,959,457 | 2023 |
| Kaiser Permanente Optometrists Retirement Plan | 012 | 407 | $127,149,230 | 2023 |
| Medical Benefits Plan For Retired Physicians And Salaried Employees Of The Permanente Medical Group, Inc. | 523 | 231 | $2,995,325 | 2023 |
| The Permanente Medical Group Inc. Health And Welfare Plan | 550 | 39,677 | not reported in the loaded dataset | 2023 |
| The Permanente Medical Group Health Care Spending Account Plan | 605 | 9,679 | not reported in the loaded dataset | 2023 |
| The Permanente Medical Group, Inc. Physicians' Welfare Benefit Plan For Active Physicians | 606 | 9,596 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | The Permanente Medical Group, Inc. Salary Deferral Retirement Plan | 444 | H, C | 20240901171253NAL0008382003001 |
| 2023 | The Permanente Medical Group, Inc. Physicians' Welfare Benefit Plan For Active Physicians | 9,596 | — | 20240905012759NAL0010096643001 |
| 2023 | The Permanente Medical Group, Inc. Physicians' Welfare Benefit Plan For Retired Physicians | 3,487 | — | 20240905012932NAL0020511249001 |
| 2023 | The Permanente Medical Group, Inc. Special Welfare Benefit Plan For Retired Employees | 3,145 | — | 20240905013035NAL0042558418001 |
| 2023 | The Permanente Medical Group, Inc. Salary Deferral Plan | 27,995 | H, C | 20241009124648NAL0009204067001 |
| 2023 | The Permanente Contribution Plan Of The Permanente Medical Group, Inc. | 24,671 | H, C | 20241009125246NAL0019204161001 |
| 2023 | Medical Benefits Plan For Retired Physicians And Salaried Employees Of The Permanente Medical Group, Inc. | 231 | H | 20241009125528NAL0031208272001 |
| 2023 | The Permanente Medical Group, Inc. Master Trust | not reported in the loaded dataset | H | 20241009125658NAL0031218320001 |