2023 Form 5500 filing — Northwest Permanente, P.C. Retirement Plan - Mpp Aspect
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 20250610105706NAL0024521296001) for Northwest Permanente, P.C. Retirement Plan - Mpp Aspect, reported by Northwest Permanente, P.C. under EIN 93-0698548 and plan number 002. It reports 1,942 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250610105706NAL0024521296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Permanente, P.C.
- EIN
- 93-0698548
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 1,942
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $966,192,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $966,192,011
- Employer contributions
- $39,070,964
- Participant contributions
- $0
- Total income / additions
- $208,051,449
- Benefits paid
- $55,647,182
- Administrative expenses
- -$983,831
- Total expenses
- $54,663,351
- Net increase / (decrease)
- $153,388,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Global Advisors Inc. | CONSULTANT | $38,383 | not reported in the loaded dataset |
| Fisher Investments | CONSULTANT | $24,549 | not reported in the loaded dataset |
| Berndt & Associates | CONSULTANT | $8,162 | not reported in the loaded dataset |