Northwest Permanente, P.C. Retirement Plan - Mpp Aspect — Form 5500 plan (Northwest Permanente, 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, Northwest Permanente, P.C. Retirement Plan - Mpp Aspect is a benefit plan reported by Northwest Permanente, P.C. under EIN 93-0698548 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,942 participants and $966,192,011 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northwest Permanente, P.C.
EIN
93-0698548
Plan number
002
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
1,942
End-of-year plan assets
$966,192,011

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,942H, C20250610105706NAL0024521296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$966,192,011
Total liabilities (EOY)
$0
Net assets (EOY)
$966,192,011
Net assets (BOY)
$812,699,037

Income & contributions

Employer contributions
$39,070,964
Participant contributions
$0
Total contributions
$39,271,879
Total income / additions
$208,051,449

Expenses & distributions

Benefits paid
$55,647,182
Administrative expenses
-$983,831
Total expenses
$54,663,351
Net increase / (decrease)
$153,388,098

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Global Advisors Inc.CONSULTANT$38,383not reported in the loaded dataset2023
Fisher InvestmentsCONSULTANT$24,549not reported in the loaded dataset2023
Berndt & AssociatesCONSULTANT$8,162not reported in the loaded dataset2023

Related Form 5500 pages