Plan5500

Northwest Permanente, P.C., Cash Balance Plan — 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., Cash Balance Plan is a benefit plan reported by Northwest Permanente, P.C. under EIN 93-0698548 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,275 participants and $142,769,341 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
006
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
1,275
End-of-year plan assets
$142,769,341

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,275H, C20241014153525NAL0026588145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$142,769,341
Total liabilities (EOY)
$0
Net assets (EOY)
$142,769,341
Net assets (BOY)
$114,865,581

Income & contributions

Employer contributions
$13,850,000
Total contributions
$13,850,000
Total income / additions
$30,368,483

Expenses & distributions

Benefits paid
$2,141,956
Administrative expenses
$322,767
Total expenses
$2,464,723
Net increase / (decrease)
$27,903,760

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$168,249$02023
Milliman, Inc.NONE$149,518not reported in the loaded dataset2023
State Street CorporationNONE$5,000not reported in the loaded dataset2023

Related Form 5500 pages