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, The Permanente Medical Group, Inc. Salary Deferral Retirement Plan is a benefit plan reported by The Permanente Medical Group, Inc. under EIN 94-2728480 and plan number 023. The latest loaded filing year is 2023. The filing reports 444 participants and $188,959,457 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $188,959,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $188,959,457
- Net assets (BOY)
- $155,371,826
Income & contributions
- Employer contributions
- $628,119
- Participant contributions
- $6,472,565
- Total contributions
- $8,316,319
- Total income / additions
- $38,023,221
Expenses & distributions
- Benefits paid
- $4,390,201
- Administrative expenses
- $20,661
- Total expenses
- $4,435,590
- Net increase / (decrease)
- $33,587,631