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GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 401k Plan overview

Plan NameGROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN
Plan identification number 002

GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

WASHINGTON PERMANENTE MEDICAL GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name:WASHINGTON PERMANENTE MEDICAL GROUP, P.C.
Employer identification number (EIN):911841629
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01MATTHEW MORIARTY MATTHEW MORIARTY2018-09-30
0022016-01-01MATTHEW MORIARTY MATTHEW MORIARTY2017-10-08
0022015-01-01CINDY REID CINDY REID2016-10-14
0022015-01-01CINDY REID CINDY REID2016-10-14
0022014-01-01CINDY REID MARGARET ANDERSON2015-10-08
0022013-01-01MARGARET ANDERSON MARGARET ANDERSON2014-10-06
0022012-01-01CINDY REID ZACH MILLER, MD2013-10-10
0022011-01-01CINDY REID CINDY REID2012-10-01
0022009-01-01CYNTHIA REID CYNTHIA REID2010-10-14

Plan Statistics for GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN

401k plan membership statisitcs for GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN

Measure Date Value
2017: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,613
Total number of active participants reported on line 7a of the Form 55002017-01-011,157
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01453
Total of all active and inactive participants2017-01-011,613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-011,621
Number of participants with account balances2017-01-011,642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,580
Total number of active participants reported on line 7a of the Form 55002016-01-011,151
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01449
Total of all active and inactive participants2016-01-011,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-011,613
Number of participants with account balances2016-01-011,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,580
Total number of active participants reported on line 7a of the Form 55002015-01-011,058
Number of retired or separated participants receiving benefits2015-01-0115
Number of other retired or separated participants entitled to future benefits2015-01-01448
Total of all active and inactive participants2015-01-011,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,528
Number of participants with account balances2015-01-011,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,582
Total number of active participants reported on line 7a of the Form 55002014-01-011,130
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-01404
Total of all active and inactive participants2014-01-011,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,557
Number of participants with account balances2014-01-011,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,533
Total number of active participants reported on line 7a of the Form 55002013-01-011,152
Number of retired or separated participants receiving benefits2013-01-0125
Number of other retired or separated participants entitled to future benefits2013-01-01383
Total of all active and inactive participants2013-01-011,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,561
Number of participants with account balances2013-01-011,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,490
Total number of active participants reported on line 7a of the Form 55002012-01-011,126
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-01362
Total of all active and inactive participants2012-01-011,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,502
Number of participants with account balances2012-01-011,502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,447
Total number of active participants reported on line 7a of the Form 55002011-01-011,123
Number of retired or separated participants receiving benefits2011-01-0113
Number of other retired or separated participants entitled to future benefits2011-01-01335
Total of all active and inactive participants2011-01-011,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,472
Number of participants with account balances2011-01-011,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,574
Total number of active participants reported on line 7a of the Form 55002009-01-011,027
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01348
Total of all active and inactive participants2009-01-011,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,375
Number of participants with account balances2009-01-011,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN

Measure Date Value
2017 : GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$4,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$115,670,201
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$57,167,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$56,264,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,655,158
Value of total assets at end of year2017-12-31$607,168,868
Value of total assets at beginning of year2017-12-31$548,662,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$903,123
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$14,932,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$14,932,273
Administrative expenses professional fees incurred2017-12-31$179,848
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$23,582,883
Amount contributed by the employer to the plan for this plan year2017-12-31$23,582,883
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$13,181,526
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$58,502,238
Value of net assets at end of year (total assets less liabilities)2017-12-31$607,168,868
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$548,662,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$606,093,492
Value of interest in master investment trust accounts at beginning of year2017-12-31$547,844,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$24,655,158
Employer contributions (assets) at end of year2017-12-31$1,075,376
Employer contributions (assets) at beginning of year2017-12-31$817,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$56,264,840
Contract administrator fees2017-12-31$723,275
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MOSS ADAMS, LLP
Accountancy firm EIN2017-12-31910189318
2016 : GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$69,039,458
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$36,247,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$35,362,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,124,495
Value of total assets at end of year2016-12-31$548,662,386
Value of total assets at beginning of year2016-12-31$515,870,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$884,357
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,773,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,773,811
Administrative expenses professional fees incurred2016-12-31$884,357
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$23,797,844
Amount contributed by the employer to the plan for this plan year2016-12-31$23,797,844
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$6,885,763
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$124,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$32,792,311
Value of net assets at end of year (total assets less liabilities)2016-12-31$548,662,386
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$515,870,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$547,844,793
Value of interest in master investment trust accounts at beginning of year2016-12-31$514,253,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$23,124,495
Employer contributions (assets) at end of year2016-12-31$817,593
Employer contributions (assets) at beginning of year2016-12-31$1,491,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$35,362,790
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MOSS ADAMS, LLP
Accountancy firm EIN2016-12-31910189318
2015 : GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$16,395,869
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$46,129,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$45,726,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$23,951,082
Value of total assets at end of year2015-12-31$515,870,075
Value of total assets at beginning of year2015-12-31$545,603,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$402,304
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,202,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$11,202,217
Administrative expenses professional fees incurred2015-12-31$331,218
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$-1,925,352
Total non interest bearing cash at end of year2015-12-31$124,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-29,733,203
Value of net assets at end of year (total assets less liabilities)2015-12-31$515,870,075
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$545,603,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$71,086
Value of interest in master investment trust accounts at end of year2015-12-31$514,253,822
Value of interest in master investment trust accounts at beginning of year2015-12-31$544,939,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,928,255
Net investment gain or loss from common/collective trusts2015-12-31$-903,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$23,951,082
Employer contributions (assets) at end of year2015-12-31$1,491,648
Employer contributions (assets) at beginning of year2015-12-31$663,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$45,726,768
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MOSS ADAMS, LLP
Accountancy firm EIN2015-12-31910189318
2014 : GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$49,618,342
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$41,513,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$40,891,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$24,290,076
Value of total assets at end of year2014-12-31$545,603,278
Value of total assets at beginning of year2014-12-31$537,498,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$621,906
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$397,999
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$24,288,076
Amount contributed by the employer to the plan for this plan year2014-12-31$24,288,076
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,104,551
Value of net assets at end of year (total assets less liabilities)2014-12-31$545,603,278
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$537,498,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$223,907
Value of interest in master investment trust accounts at end of year2014-12-31$544,939,648
Value of interest in master investment trust accounts at beginning of year2014-12-31$537,495,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$24,290,076
Employer contributions (assets) at end of year2014-12-31$663,630
Employer contributions (assets) at beginning of year2014-12-31$3,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$40,891,885
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOSS ADAMS, LLP
Accountancy firm EIN2014-12-31910189318
2013 : GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$99,943,605
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$37,478,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$36,868,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$23,856,347
Value of total assets at end of year2013-12-31$537,498,727
Value of total assets at beginning of year2013-12-31$475,033,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$609,761
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$378,942
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$23,805,547
Amount contributed by the employer to the plan for this plan year2013-12-31$23,805,547
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$50,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$62,464,927
Value of net assets at end of year (total assets less liabilities)2013-12-31$537,498,727
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$475,033,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$230,819
Value of interest in master investment trust accounts at end of year2013-12-31$537,495,002
Value of interest in master investment trust accounts at beginning of year2013-12-31$475,020,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$23,805,547
Employer contributions (assets) at end of year2013-12-31$3,725
Employer contributions (assets) at beginning of year2013-12-31$13,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$36,868,917
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOSS ADAMS, LLP
Accountancy firm EIN2013-12-31910189318
2012 : GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$77,055,613
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$49,613,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$49,025,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,916,975
Value of total assets at end of year2012-12-31$475,033,800
Value of total assets at beginning of year2012-12-31$447,591,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$588,189
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$326,876
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$306,306
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$22,916,975
Amount contributed by the employer to the plan for this plan year2012-12-31$22,916,975
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$11,164,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$27,442,258
Value of net assets at end of year (total assets less liabilities)2012-12-31$475,033,800
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$447,591,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$261,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$296,621,864
Value of interest in master investment trust accounts at end of year2012-12-31$475,020,680
Value of interest in common/collective trusts at beginning of year2012-12-31$95,138,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$13,758,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$13,758,420
Asset value of US Government securities at beginning of year2012-12-31$1,053,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$22,916,975
Employer contributions (assets) at end of year2012-12-31$13,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$49,025,166
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,521,774
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$26,027,040
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOSS ADAMS, LLP
Accountancy firm EIN2012-12-31910189318
2011 : GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-741,801
Total unrealized appreciation/depreciation of assets2011-12-31$-741,801
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$23,170,173
Total loss/gain on sale of assets2011-12-31$-270,598
Total of all expenses incurred2011-12-31$23,012,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,380,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,276,345
Value of total assets at end of year2011-12-31$447,591,542
Value of total assets at beginning of year2011-12-31$447,433,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$631,889
Total interest from all sources2011-12-31$419,306
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,710,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,950,877
Administrative expenses professional fees incurred2011-12-31$284,722
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$306,306
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$498,928
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$21,276,345
Amount contributed by the employer to the plan for this plan year2011-12-31$21,276,345
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,164,382
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$10,757,022
Other income not declared elsewhere2011-12-31$-317,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$157,649
Value of net assets at end of year (total assets less liabilities)2011-12-31$447,591,542
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$447,433,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$347,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$296,621,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$291,480,174
Interest earned on other investments2011-12-31$164,308
Income. Interest from US Government securities2011-12-31$22,098
Income. Interest from corporate debt instruments2011-12-31$214,766
Value of interest in common/collective trusts at end of year2011-12-31$95,138,004
Value of interest in common/collective trusts at beginning of year2011-12-31$99,514,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$13,758,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11,989,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11,989,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$18,134
Asset value of US Government securities at end of year2011-12-31$1,053,752
Asset value of US Government securities at beginning of year2011-12-31$410,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,454,003
Net investment gain or loss from common/collective trusts2011-12-31$-451,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$21,276,345
Income. Dividends from preferred stock2011-12-31$22,993
Income. Dividends from common stock2011-12-31$736,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,380,635
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,521,774
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$5,070,692
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$26,027,040
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$27,712,620
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-270,598
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOSS ADAMS, LLP
Accountancy firm EIN2011-12-31910189318
2010 : GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$4,505,031
Total unrealized appreciation/depreciation of assets2010-12-31$4,505,031
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$68,939,474
Total loss/gain on sale of assets2010-12-31$334,764
Total of all expenses incurred2010-12-31$15,527,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,944,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,538,516
Value of total assets at end of year2010-12-31$447,433,893
Value of total assets at beginning of year2010-12-31$394,021,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$582,307
Total interest from all sources2010-12-31$472,938
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,955,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,228,605
Administrative expenses professional fees incurred2010-12-31$270,837
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$498,928
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$420,367
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$19,538,516
Amount contributed by the employer to the plan for this plan year2010-12-31$19,538,516
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$10,757,022
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$8,004,971
Other income not declared elsewhere2010-12-31$-439,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$53,412,248
Value of net assets at end of year (total assets less liabilities)2010-12-31$447,433,893
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$394,021,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$311,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$291,480,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$253,344,936
Interest earned on other investments2010-12-31$167,856
Income. Interest from US Government securities2010-12-31$29,006
Income. Interest from corporate debt instruments2010-12-31$253,669
Value of interest in common/collective trusts at end of year2010-12-31$99,514,219
Value of interest in common/collective trusts at beginning of year2010-12-31$90,792,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11,989,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$12,870,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$12,870,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$22,407
Asset value of US Government securities at end of year2010-12-31$410,392
Asset value of US Government securities at beginning of year2010-12-31$663,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$27,187,225
Net investment gain or loss from common/collective trusts2010-12-31$8,385,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$19,538,516
Income. Dividends from preferred stock2010-12-31$39,398
Income. Dividends from common stock2010-12-31$687,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,944,919
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$5,070,692
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,167,279
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$27,712,620
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$23,757,845
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$334,764
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MOSS ADAMS, LLP
Accountancy firm EIN2010-12-31910189318
2009 : GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$18,363,823
Amount contributed by the employer to the plan for this plan year2009-12-31$18,363,823

Form 5500 Responses for GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN

2017: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GROUP HEALTH PERMANENTE MEDICAL GROUP PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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