2023 Form 5500 filing — Kaiser Permanente Retirement Plan For Scpmg

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 20241015152526NAL0028926241001) for Kaiser Permanente Retirement Plan For Scpmg, reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 001. It reports 62,432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015152526NAL0028926241001
Filing year
2023
Form type
2
Plan sponsor
Southern California Permanente Medical Group
EIN
95-1750445
Plan number
001
Location
Oakland, CA
Participants
62,432
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,669,563,721
Total liabilities (EOY)
$2,158,410
Net assets (EOY)
$7,667,405,311
Employer contributions
$0
Total income / additions
$403,942,433
Benefits paid
$328,112,811
Total expenses
$328,112,811
Net increase / (decrease)
$75,829,622
Schedule source
Schedule H

Related Form 5500 pages