Wpmg 401(K) Retirement Savings Plan — Form 5500 plan (Washington Permanente Medical Group, P.C.)
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, Wpmg 401(K) Retirement Savings Plan is a benefit plan reported by Washington Permanente Medical Group, P.C. under EIN 91-1841629 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,436 participants and $1,287,461,572 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington Permanente Medical Group, P.C.
- EIN
- 91-1841629
- Plan number
- 001
- Plan type
- 2
- Location
- Renton, WA
- Latest filing year
- 2023
- Participants
- 2,436
- End-of-year plan assets
- $1,287,461,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,436 | H, C | 20241011141603NAL0038975936002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,287,461,572
- Net assets (EOY)
- $1,287,461,572
- Net assets (BOY)
- $1,142,936,971
Income & contributions
- Employer contributions
- $36,067,376
- Participant contributions
- $32,232,803
- Total contributions
- $73,107,793
- Total income / additions
- $273,660,467
Expenses & distributions
- Benefits paid
- $128,366,959
- Administrative expenses
- $579,000
- Total expenses
- $129,148,645
- Net increase / (decrease)
- $144,511,822
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Management | NONE | $133,004 | not reported in the loaded dataset | 2023 |
| Mutual Advisors LLC | NONE | $55,832 | not reported in the loaded dataset | 2023 |
| Private Advisor Group LLC | NONE | $29,859 | not reported in the loaded dataset | 2023 |
| Coldstream Wealth Management | NONE | $29,811 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $27,352 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services, In | NONE | $27,169 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | NONE | $23,887 | not reported in the loaded dataset | 2023 |
| Hightower Advisors LLC | NONE | $22,137 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $21,900 | not reported in the loaded dataset | 2023 |
| Empirical Financial Services L | NONE | $21,570 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $18,585 | not reported in the loaded dataset | 2023 |
| The Colony Group LLC | NONE | $17,875 | not reported in the loaded dataset | 2023 |
| Commonwealth Equity Services I | NONE | $15,531 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $14,857 | not reported in the loaded dataset | 2023 |
| Northern Capital Management | NONE | $13,205 | not reported in the loaded dataset | 2023 |
| Lighthouse Wealth Strategies L | NONE | $12,492 | not reported in the loaded dataset | 2023 |
| Badgley Phelps Wealth Managers | NONE | $11,103 | not reported in the loaded dataset | 2023 |
| Auxano Advisors LLC | NONE | $10,758 | not reported in the loaded dataset | 2023 |
| Foster Group Inc | NONE | $10,322 | not reported in the loaded dataset | 2023 |
| Freestone Capital Management L | NONE | $10,020 | not reported in the loaded dataset | 2023 |
| Pinkerton Retirement Specialis | NONE | $8,660 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Partners | NONE | $8,355 | not reported in the loaded dataset | 2023 |
| Mercer Global Advisors Inc | NONE | $7,725 | not reported in the loaded dataset | 2023 |
| Hohimer Wealth Management LLC | NONE | $7,240 | not reported in the loaded dataset | 2023 |
| Weatherly Asset Management Lp | NONE | $5,780 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington Permanente Medical Group, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Renton, WA
- Mercer Investment Management — Schedule C compensation
- Mutual Advisors LLC — Schedule C compensation
- Private Advisor Group LLC — Schedule C compensation
- Coldstream Wealth Management — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Schwab Retirement Plan Services, In — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Hightower Advisors LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Empirical Financial Services L — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- The Colony Group LLC — Schedule C compensation
- Commonwealth Equity Services I — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Northern Capital Management — Schedule C compensation
- Lighthouse Wealth Strategies L — Schedule C compensation
- Badgley Phelps Wealth Managers — Schedule C compensation
- Auxano Advisors LLC — Schedule C compensation
- Foster Group Inc — Schedule C compensation
- Freestone Capital Management L — Schedule C compensation
- Pinkerton Retirement Specialis — Schedule C compensation
- Buckingham Strategic Partners — Schedule C compensation
- Mercer Global Advisors Inc — Schedule C compensation
- Hohimer Wealth Management LLC — Schedule C compensation
- Weatherly Asset Management Lp — Schedule C compensation