2023 Form 5500 filing — The Permanente Medical Group, Inc. Salary Deferral Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009124648NAL0009204067001) for The Permanente Medical Group, Inc. Salary Deferral Plan, reported by The Permanente Medical Group, Inc. under EIN 94-2728480 and plan number 013. It reports 27,995 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124648NAL0009204067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Permanente Medical Group, Inc.
- EIN
- 94-2728480
- Plan number
- 013
- Location
- Pleasanton, CA
- Participants
- 27,995
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,506,485,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,506,485,787
- Participant contributions
- $426,051,995
- Total income / additions
- $1,841,953,985
- Benefits paid
- $321,855,941
- Administrative expenses
- $1,794,466
- Total expenses
- $323,873,261
- Net increase / (decrease)
- $1,518,080,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | INVESTMENT ADVISOR | $1,835,624 | not reported in the loaded dataset |
| Ewg Elevate Inc. | INVESTMENT ADVISOR | $72,081 | not reported in the loaded dataset |
| Gemmer Asset Management | INVESTMENT ADVISOR | $47,953 | not reported in the loaded dataset |
| Captial Advantage | INVT. ADV. & CONSULTANT | $24,720 | not reported in the loaded dataset |
| Ucp | INVESTMENT ADVISOR | $17,460 | not reported in the loaded dataset |
| 1919 Investment Counsel, LLC | INVESTMENT ADVISOR | $16,142 | not reported in the loaded dataset |
| Eagle West | INVESTMENT ADVISOR | $5,436 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$85,289 | $0 |