The 401(K) Plan For Permanente Medical Groups — 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, The 401(K) Plan For Permanente Medical Groups is a benefit plan reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 009. The latest loaded filing year is 2023. The filing reports 21,447 participants and $5,627,793,074 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
- 009
- Plan type
- 3
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 21,447
- End-of-year plan assets
- $5,627,793,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 21,447 | H, C | 20241015195600NAL0030804161003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,627,793,074
- Net assets (EOY)
- $5,627,793,074
- Net assets (BOY)
- $4,695,724,053
Income & contributions
- Employer contributions
- $19,235,068
- Participant contributions
- $309,353,577
- Total contributions
- $343,118,356
- Total income / additions
- $1,182,709,842
Expenses & distributions
- Benefits paid
- $247,693,487
- Administrative expenses
- $1,869,640
- Total expenses
- $250,640,821
- Net increase / (decrease)
- $932,069,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines Inc. | NONE | $1,609,618 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $63,788 | not reported in the loaded dataset | 2023 |
| First Republic Investment Managemen | NONE | $28,230 | not reported in the loaded dataset | 2023 |
| At Investment Advisers Inc | NONE | $22,510 | not reported in the loaded dataset | 2023 |
| Destination Wealth Management | NONE | $22,159 | not reported in the loaded dataset | 2023 |
| Partnercomm, Inc. | NONE | $15,800 | not reported in the loaded dataset | 2023 |
| Capital Insight Partners LLC | NONE | $11,223 | not reported in the loaded dataset | 2023 |
| Capital Advantage Inc | NONE | $9,664 | not reported in the loaded dataset | 2023 |
| Lee Financial Group Hawaii Inc | NONE | $9,498 | not reported in the loaded dataset | 2023 |
| The Rice Partnership LLC | NONE | $8,493 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $7,327 | $0 | 2023 |
| Lmcg Investments LLC | NONE | $6,598 | not reported in the loaded dataset | 2023 |
| Robert Priske LLC | NONE | $5,899 | not reported in the loaded dataset | 2023 |
| Optima Capital Management LLC | NONE | $5,799 | not reported in the loaded dataset | 2023 |
| Summit Global Investments LLC | NONE | $5,267 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $5,261 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern California Permanente Medical Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pasadena, CA
- Financial Engines Inc. — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- First Republic Investment Managemen — Schedule C compensation
- At Investment Advisers Inc — Schedule C compensation
- Destination Wealth Management — Schedule C compensation
- Partnercomm, Inc. — Schedule C compensation
- Capital Insight Partners LLC — Schedule C compensation
- Capital Advantage Inc — Schedule C compensation
- Lee Financial Group Hawaii Inc — Schedule C compensation
- The Rice Partnership LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Lmcg Investments LLC — Schedule C compensation
- Robert Priske LLC — Schedule C compensation
- Optima Capital Management LLC — Schedule C compensation
- Summit Global Investments LLC — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation