Plan5500

Southern California Permanente Medical Group Health And Welfare Plan For Union Retirees — 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, Southern California Permanente Medical Group Health And Welfare Plan For Union Retirees is a benefit plan reported by Southern California Permanente Medical Group under EIN 95-1750445 and plan number 550. The latest loaded filing year is 2023. The filing reports 9,353 participants and $357,253,886 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
550
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
9,353
End-of-year plan assets
$357,253,886

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,353H, C20241015202707NAL0015371683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$357,253,886
Total liabilities (EOY)
$324,755
Net assets (EOY)
$356,929,131
Net assets (BOY)
$333,052,612

Income & contributions

Employer contributions
$42,283,345
Total contributions
$42,283,345
Total income / additions
$67,153,146

Expenses & distributions

Benefits paid
$42,283,345
Administrative expenses
$993,282
Total expenses
$43,276,627
Net increase / (decrease)
$23,876,519

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Moss Adams LlpNONE$29,900not reported in the loaded dataset2023
State Street CorporationNONE$27,419not reported in the loaded dataset2023
Deloitte Tax ReviewNONE$18,100not reported in the loaded dataset2023

Related Form 5500 pages