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Companies

companyNorthwest Permanente, P.C., Physicians & Surgeons
$4.1Breported plan assets
EIN: 93-0698548Location: ORPlans: 9Participants: 12,571Latest: 2023
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Plans

planNorthwest Permanente, P.C. Master TrustFinancial statementProvider compensation2023 filing
$1.6Breported assets (EOY)
Sponsor: Northwest Permanente, P.C.EIN: 93-0698548Plan: 007Participants: not reported in the loaded datasetAssets: $1,643,373,972Net assets: $1.6BLocation: Portland, ORLatest: 2023
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planNorthwest Permanente, P.C. Retirement Plan - Mpp AspectFinancial statementProvider compensation2023 filing
$966.2Mreported assets (EOY)
Sponsor: Northwest Permanente, P.C.EIN: 93-0698548Plan: 002Participants: 1,942Assets: $966,192,011Net assets: $966.2MAssets / participant: $497.5KLocation: Portland, ORLatest: 2023
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planPermanente Physicians Retirement PlanFinancial statement2023 filing
$677.6Mreported assets (EOY)
Sponsor: Northwest Permanente, P.C., Physicians & SurgeonsEIN: 93-0698548Plan: 001Participants: 1,358Assets: $677,557,591Net assets: $677.6MAssets / participant: $498.9KLocation: Portland, ORLatest: 2023
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planNorthwest Permanente, P.C. Retirement Plan - Ps AspectFinancial statement2023 filing
$650.3Mreported assets (EOY)
Sponsor: Northwest Permanente, P.C.EIN: 93-0698548Plan: 003Participants: 1,936Assets: $650,313,158Net assets: $650.3MAssets / participant: $335.9KLocation: Portland, ORLatest: 2023
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planNorthwest Permanente, P.C., Cash Balance PlanFinancial statementProvider compensation2023 filing
$142.8Mreported assets (EOY)
Sponsor: Northwest Permanente, P.C.EIN: 93-0698548Plan: 006Participants: 1,275Assets: $142,769,341Net assets: $142.8MAssets / participant: $112KLocation: Portland, ORLatest: 2023
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planNorthwest Permanente, P.C. Retirement Plan For Clerical Emp. - PsFinancial statement2023 filing
$19.8Mreported assets (EOY)
Sponsor: Northwest Permanente, P.C.EIN: 93-0698548Plan: 005Participants: 339Assets: $19,843,523Net assets: $19.8MAssets / participant: $58.5KLocation: Portland, ORLatest: 2023
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planNorthwest Permanente, P.C. Retirement Plan For Clerical Emp. - Mpp AspectFinancial statement2023 filing
$9.2Mreported assets (EOY)
Sponsor: Northwest Permanente, P.C.EIN: 93-0698548Plan: 004Participants: 336Assets: $9,182,811Net assets: $9.2MAssets / participant: $27.3KLocation: Portland, ORLatest: 2023
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planNorthwest Permanente, P.C. Welfare Benefit Plan2023 filing
Sponsor: Northwest Permanente Pc PhysiciansEIN: 93-0698548Plan: 507Participants: 2,519Assets: not reported in the loaded datasetLocation: Portland, ORLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Permanente Physicians Retirement Plan
Sponsor: Northwest Permanente, P.C., Physicians & SurgeonsEIN: 93-0698548Plan: 001Ack ID: 20241014153648NAL0015224963001
filing2023 Form 5500 — Northwest Permanente, P.C. Retirement Plan - Mpp Aspect
Sponsor: Northwest Permanente, P.C.EIN: 93-0698548Plan: 002Ack ID: 20250610105706NAL0024521296001
filing2023 Form 5500 — Northwest Permanente, P.C. Retirement Plan - Ps Aspect
Sponsor: Northwest Permanente, P.C.EIN: 93-0698548Plan: 003Ack ID: 20241015132853NAL0029788209001
filing2023 Form 5500 — Northwest Permanente, P.C. Retirement Plan For Clerical Emp. - Mpp Aspect
Sponsor: Northwest Permanente, P.C.EIN: 93-0698548Plan: 004Ack ID: 20241015132923NAL0048128752001
filing2023 Form 5500 — Northwest Permanente, P.C. Retirement Plan For Clerical Emp. - Ps
Sponsor: Northwest Permanente, P.C.EIN: 93-0698548Plan: 005Ack ID: 20241015132839NAL0057833458001
filing2023 Form 5500 — Northwest Permanente, P.C., Cash Balance Plan
Sponsor: Northwest Permanente, P.C.EIN: 93-0698548Plan: 006Ack ID: 20241014153525NAL0026588145001
filing2023 Form 5500 — Northwest Permanente, P.C. Master Trust
Sponsor: Northwest Permanente, P.C.EIN: 93-0698548Plan: 007Ack ID: 20241015132824NAL0016489619001
filing2023 Form 5500 — Northwest Permanente, P.C. Welfare Benefit Plan
Sponsor: Northwest Permanente Pc PhysiciansEIN: 93-0698548Plan: 507Ack ID: 20241008085125NAL0017311793001