Plan5500

Washington Permanente Medical Group Cash Balance Pension Plan — Form 5500 plan (Washington 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, Washington Permanente Medical Group Cash Balance Pension Plan is a benefit plan reported by Washington Permanente Medical Group under EIN 91-1841629 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,404 participants and $120,329,622 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Washington Permanente Medical Group
EIN
91-1841629
Plan number
003
Plan type
2
Location
Renton, WA
Latest filing year
2023
Participants
1,404
End-of-year plan assets
$120,329,622

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,404H, C20241015150940NAL0030108145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,329,622
Net assets (EOY)
$120,329,622
Net assets (BOY)
$98,291,459

Income & contributions

Employer contributions
$18,807,814
Total contributions
$18,807,814
Total income / additions
$27,282,099

Expenses & distributions

Benefits paid
$4,978,716
Administrative expenses
$265,220
Total expenses
$5,243,936
Net increase / (decrease)
$22,038,163

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan ServicesNONE$72,251not reported in the loaded dataset2023
MillimanNONE$52,640not reported in the loaded dataset2023
Mercer Investment ManagementNONE$5,487not reported in the loaded dataset2023

Related Form 5500 pages