2023 Form 5500 filing — Scpmg Keogh 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 20241015195858NAL0017150227001) for Scpmg Keogh Plan, reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 008. It reports 11,295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195858NAL0017150227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern California Permanente Medical Group
- EIN
- 95-1750445
- Plan number
- 008
- Location
- Pasadena, CA
- Participants
- 11,295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,822,267,649
- Net assets (EOY)
- $6,822,267,649
- Participant contributions
- $291,914,697
- Total income / additions
- $1,396,634,497
- Benefits paid
- $167,724,508
- Administrative expenses
- $4,863,683
- Total expenses
- $173,463,145
- Net increase / (decrease)
- $1,223,171,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines Inc | NONE | $2,001,200 | not reported in the loaded dataset |
| Ewg Elevate Inc | NONE | $686,752 | not reported in the loaded dataset |
| Stratos Wealth Partners Ltd | NONE | $181,303 | not reported in the loaded dataset |
| Signature Estate & Investment | NONE | $140,153 | not reported in the loaded dataset |
| Great Gable Advisors LLC | NONE | $120,350 | not reported in the loaded dataset |
| Lmcg Investments LLC | NONE | $106,587 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $105,718 | not reported in the loaded dataset |
| Avantax Advisory Services Inc | NONE | $100,753 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $100,634 | $16 |
| Fisher Investments | NONE | $85,835 | not reported in the loaded dataset |
| Cliftonlarsonallen | NONE | $83,042 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $60,277 | not reported in the loaded dataset |
| Ep Wealth Advisors LLC | NONE | $55,679 | not reported in the loaded dataset |
| Alphacore Capital LLC | NONE | $50,637 | not reported in the loaded dataset |
| First Foundation Advisors | NONE | $46,896 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $42,920 | not reported in the loaded dataset |
| Financial Engines Advisors LLC | NONE | $42,605 | not reported in the loaded dataset |
| Alpha Cubed Investments LLC | NONE | $37,555 | not reported in the loaded dataset |
| Park Capital Group Inc | NONE | $33,160 | not reported in the loaded dataset |
| Symmetry Partners | NONE | $32,314 | not reported in the loaded dataset |
| Halbert Hargrove Global Adviso | NONE | $31,815 | not reported in the loaded dataset |
| Miracle Mile Advisors LLC | NONE | $29,676 | not reported in the loaded dataset |
| Lido Advisors LLC | NONE | $26,794 | not reported in the loaded dataset |
| First Republic Investment Mana | NONE | $26,558 | not reported in the loaded dataset |
| Morningstar Investment Service | NONE | $25,460 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $25,135 | not reported in the loaded dataset |
| Pure Financial Advisors LLC | NONE | $23,554 | not reported in the loaded dataset |
| Cerda Munoz Advisors Inc | NONE | $23,463 | not reported in the loaded dataset |
| Check Capital Management Inc | NONE | $22,857 | not reported in the loaded dataset |
| Axxcess Wealth Management LLC | NONE | $20,747 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $20,146 | not reported in the loaded dataset |
| Steelpeak Wealth LLC | NONE | $19,836 | not reported in the loaded dataset |
| Flexible Plan Investments Ltd | NONE | $19,466 | not reported in the loaded dataset |
| Claraphi Advisory Network LLC | NONE | $18,807 | not reported in the loaded dataset |
| Callan Capital LLC | NONE | $18,297 | not reported in the loaded dataset |
| Mercer Global Advisors Inc | NONE | $17,632 | not reported in the loaded dataset |
| Lpl Financial LLC | NONE | $15,988 | not reported in the loaded dataset |
| Kayne Anderson Rudnick | NONE | $15,588 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $15,462 | not reported in the loaded dataset |
| Gordon Asset Management LLC | NONE | $15,020 | not reported in the loaded dataset |
| Financial Management Network | NONE | $14,718 | not reported in the loaded dataset |
| Cheviot Value Management LLC | NONE | $14,160 | not reported in the loaded dataset |
| Pacific Global Investment Mana | NONE | $14,077 | not reported in the loaded dataset |
| Pfg Advisors LLC | NONE | $12,934 | not reported in the loaded dataset |
| Weatherly Asset Management Lp | NONE | $12,816 | not reported in the loaded dataset |
| Strategic Wealth Advisors LLC | NONE | $12,654 | not reported in the loaded dataset |
| Empirical Financial Services L | NONE | $12,104 | not reported in the loaded dataset |
| Pacific Capital Wealth Advisor | NONE | $12,059 | not reported in the loaded dataset |
| Elm Money Management LLC | NONE | $12,000 | not reported in the loaded dataset |
| Fischer Investment Strategies | NONE | $11,755 | not reported in the loaded dataset |
| Western Int'L Securities Inc | NONE | $11,478 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $11,323 | not reported in the loaded dataset |
| Gould Asset Management LLC | NONE | $11,259 | not reported in the loaded dataset |
| Matson Money Inc | NONE | $11,028 | not reported in the loaded dataset |
| Larson Financial Group LLC | NONE | $11,017 | not reported in the loaded dataset |
| Buckingham Strategic Partners | NONE | $10,910 | not reported in the loaded dataset |
| Aspiriant LLC | NONE | $10,288 | not reported in the loaded dataset |
| Osher Van De Voorde Investment | NONE | $10,186 | not reported in the loaded dataset |
| Jaffe Asset Management LLC | NONE | $9,943 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $9,310 | not reported in the loaded dataset |
| Marrick Wealth | NONE | $9,310 | not reported in the loaded dataset |
| Independent Financial Group Ll | NONE | $9,063 | not reported in the loaded dataset |
| Colorado Financial Service Cor | NONE | $8,220 | not reported in the loaded dataset |
| Sitrin Capital Management LLC | NONE | $7,614 | not reported in the loaded dataset |
| Gerber Kawasaki Wealth & | NONE | $7,465 | not reported in the loaded dataset |
| Signature Investment Advisors | NONE | $7,348 | not reported in the loaded dataset |
| Apriem Advisors | NONE | $7,228 | not reported in the loaded dataset |
| Private Management Group Inc | NONE | $6,961 | not reported in the loaded dataset |
| Arete Wealth Advisors LLC | NONE | $6,811 | not reported in the loaded dataset |
| Schneiders Capital Management | NONE | $6,609 | not reported in the loaded dataset |
| Sowell Financial Services LLC | NONE | $5,693 | not reported in the loaded dataset |
| Motley Fool Wealth Management | NONE | $5,315 | not reported in the loaded dataset |
| Measured Risk Portfolios Inc. | NONE | $5,293 | not reported in the loaded dataset |
| Plancorp LLC | NONE | $5,051 | not reported in the loaded dataset |
| Moneta Group Investment Adv | NONE | $5,001 | not reported in the loaded dataset |