Kaiser Permanente Employees Pension Plan — Form 5500 plan (The Permanente Medical Group, Inc.)
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, Kaiser Permanente Employees Pension Plan is a benefit plan reported by The Permanente Medical Group, Inc. under EIN 94-2728480 and plan number 004. The latest loaded filing year is 2023. The filing reports 49,543 participants and $5,470,191,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Permanente Medical Group, Inc.
- EIN
- 94-2728480
- Plan number
- 004
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 49,543
- End-of-year plan assets
- $5,470,191,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49,543 | H | 20241015162543NAL0030334897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,470,191,648
- Total liabilities (EOY)
- $1,909,694
- Net assets (EOY)
- $5,468,281,954
- Net assets (BOY)
- $5,137,905,623
Income & contributions
- Employer contributions
- $148,051,715
- Participant contributions
- $17,696,116
- Total contributions
- $167,189,830
- Total income / additions
- $454,777,970
Expenses & distributions
- Benefits paid
- $238,101,639
- Total expenses
- $238,101,639
- Net increase / (decrease)
- $216,676,331
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.