Kaiser Permanente Supplemental Savings And 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 Supplemental Savings And Retirement Plan For Scpmg is a benefit plan reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 030. The latest loaded filing year is 2023. The filing reports 9,153 participants and $802,757,750 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
- 030
- Plan type
- 2
- Location
- Pasadena, CA
- Latest filing year
- 2023
- Participants
- 9,153
- End-of-year plan assets
- $802,757,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,153 | H, C | 20241015195729NAL0015350163004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $802,757,750
- Net assets (EOY)
- $802,757,750
- Net assets (BOY)
- $692,957,639
Income & contributions
- Employer contributions
- $38,521,040
- Total contributions
- $39,853,720
- Total income / additions
- $159,840,204
Expenses & distributions
- Benefits paid
- $49,491,972
- Administrative expenses
- $532,952
- Total expenses
- $50,040,093
- Net increase / (decrease)
- $109,800,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines Inc | NONE | $460,078 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $31,615 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $15,347 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $2,803 | $0 | 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
- Envestnet Asset Management Inc — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation