Kaiser Permanente Retirement Plan For Scpmg — Form 5500 plan (Southern California 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, Kaiser Permanente Retirement Plan For Scpmg is a benefit plan reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 001. The latest loaded filing year is 2023. The filing reports 62,432 participants and $7,669,563,721 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern California Permanente Medical Group
EIN
95-1750445
Plan number
001
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
62,432
End-of-year plan assets
$7,669,563,721

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202362,432H20241015152526NAL0028926241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,669,563,721
Total liabilities (EOY)
$2,158,410
Net assets (EOY)
$7,667,405,311
Net assets (BOY)
$7,591,575,689

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$403,942,433

Expenses & distributions

Benefits paid
$328,112,811
Total expenses
$328,112,811
Net increase / (decrease)
$75,829,622

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages