2023 Form 5500 filing — Northwest Permanente, P.C., Cash Balance 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 20241014153525NAL0026588145001) for Northwest Permanente, P.C., Cash Balance Plan, reported by Northwest Permanente, P.C. under EIN 93-0698548 and plan number 006. It reports 1,275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153525NAL0026588145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Permanente, P.C.
- EIN
- 93-0698548
- Plan number
- 006
- Location
- Portland, OR
- Participants
- 1,275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,769,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,769,341
- Employer contributions
- $13,850,000
- Total income / additions
- $30,368,483
- Benefits paid
- $2,141,956
- Administrative expenses
- $322,767
- Total expenses
- $2,464,723
- Net increase / (decrease)
- $27,903,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $168,249 | $0 |
| Milliman, Inc. | NONE | $149,518 | not reported in the loaded dataset |
| State Street Corporation | NONE | $5,000 | not reported in the loaded dataset |