2023 Form 5500 filing — Washington Permanente Medical Group Cash Balance Pension 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 20241015150940NAL0030108145001) for Washington Permanente Medical Group Cash Balance Pension Plan, reported by Washington Permanente Medical Group under EIN 91-1841629 and plan number 003. It reports 1,404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150940NAL0030108145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington Permanente Medical Group
- EIN
- 91-1841629
- Plan number
- 003
- Location
- Renton, WA
- Participants
- 1,404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,329,622
- Net assets (EOY)
- $120,329,622
- Employer contributions
- $18,807,814
- Total income / additions
- $27,282,099
- Benefits paid
- $4,978,716
- Administrative expenses
- $265,220
- Total expenses
- $5,243,936
- Net increase / (decrease)
- $22,038,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services | NONE | $72,251 | not reported in the loaded dataset |
| Milliman | NONE | $52,640 | not reported in the loaded dataset |
| Mercer Investment Management | NONE | $5,487 | not reported in the loaded dataset |