Southern California Permanente Medical Group Master Trust — Form 5500 plan (Southern California Permanente Medical Group)
Plain-English plan 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, Southern California Permanente Medical Group Master Trust is a benefit plan reported by Southern California Permanente Medical Group under EIN 87-1707526 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $7,610,701,058 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern California Permanente Medical Group
- EIN
- 87-1707526
- Plan number
- 001
- Plan type
- 4
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $7,610,701,058
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241015115037NAL0014528867004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,610,701,058
- Net assets (EOY)
- $7,610,701,058
- Net assets (BOY)
- $6,277,453,487
Income & contributions
- Total income / additions
- $1,224,057,025
Expenses & distributions
- Net increase / (decrease)
- $1,224,057,025
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.