2023 Form 5500 filing — The 401(K) Plan For Permanente Medical Groups
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 20241015195600NAL0030804161003) for The 401(K) Plan For Permanente Medical Groups, reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 009. It reports 21,447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195600NAL0030804161003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Southern California Permanente Medical Group
- EIN
- 95-1750445
- Plan number
- 009
- Location
- Pasadena, CA
- Participants
- 21,447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,627,793,074
- Net assets (EOY)
- $5,627,793,074
- Employer contributions
- $19,235,068
- Participant contributions
- $309,353,577
- Total income / additions
- $1,182,709,842
- Benefits paid
- $247,693,487
- Administrative expenses
- $1,869,640
- Total expenses
- $250,640,821
- Net increase / (decrease)
- $932,069,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines Inc. | NONE | $1,609,618 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $63,788 | not reported in the loaded dataset |
| First Republic Investment Managemen | NONE | $28,230 | not reported in the loaded dataset |
| At Investment Advisers Inc | NONE | $22,510 | not reported in the loaded dataset |
| Destination Wealth Management | NONE | $22,159 | not reported in the loaded dataset |
| Partnercomm, Inc. | NONE | $15,800 | not reported in the loaded dataset |
| Capital Insight Partners LLC | NONE | $11,223 | not reported in the loaded dataset |
| Capital Advantage Inc | NONE | $9,664 | not reported in the loaded dataset |
| Lee Financial Group Hawaii Inc | NONE | $9,498 | not reported in the loaded dataset |
| The Rice Partnership LLC | NONE | $8,493 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $7,327 | $0 |
| Lmcg Investments LLC | NONE | $6,598 | not reported in the loaded dataset |
| Robert Priske LLC | NONE | $5,899 | not reported in the loaded dataset |
| Optima Capital Management LLC | NONE | $5,799 | not reported in the loaded dataset |
| Summit Global Investments LLC | NONE | $5,267 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $5,261 | not reported in the loaded dataset |