2023 Form 5500 filing — Medical Benefits Plan For Retired Physicians And Salaried Employees 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 20241009125528NAL0031208272001) for Medical Benefits Plan For Retired Physicians And Salaried Employees Of The Permanente Medical Group, Inc., reported by The Permanente Medical Group, Inc. under EIN 94-2728480 and plan number 523. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241009125528NAL0031208272001
Filing year
2023
Form type
2
Plan sponsor
The Permanente Medical Group, Inc.
EIN
94-2728480
Plan number
523
Location
Pleasanton, CA
Participants
231
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,995,325
Total liabilities (EOY)
$0
Net assets (EOY)
$2,995,325
Total income / additions
$135,798
Benefits paid
$1,210,546
Administrative expenses
$12,330
Total expenses
$1,222,876
Net increase / (decrease)
-$1,087,078
Schedule source
Schedule H

Related Form 5500 pages