Plan5500

2023 Form 5500 filing — The Permanente Contribution Plan Of The Permanente Medical Group, Inc.

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 20241009125246NAL0019204161001) for The Permanente Contribution Plan Of The Permanente Medical Group, Inc., reported by The Permanente Medical Group, Inc. under EIN 94-2728480 and plan number 040. It reports 24,671 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009125246NAL0019204161001
Filing year
2023
Form type
2
Plan sponsor
The Permanente Medical Group, Inc.
EIN
94-2728480
Plan number
040
Location
Pleasanton, CA
Participants
24,671
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,965,801,295
Total liabilities (EOY)
$0
Net assets (EOY)
$6,965,801,295
Employer contributions
$285,505,111
Total income / additions
$1,305,201,353
Benefits paid
$218,980,002
Administrative expenses
$2,511,440
Total expenses
$221,491,442
Net increase / (decrease)
$1,083,709,911
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Financial EnginesINVESTMENT ADVISOR$1,516,165not reported in the loaded dataset
Telus HealthPLAN ADMINISTRATOR$131,524not reported in the loaded dataset
Ewg Elevate Inc.INVESTMENT ADVISOR$52,522not reported in the loaded dataset
Capital AdvantageINVESTMENT ADVISOR$14,684not reported in the loaded dataset
Gemmer Asset ManagementINVESTMENT ADVISOR$11,009not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$137,381$0

Related Form 5500 pages