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GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameGROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN
Plan identification number 003

GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

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 CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MATT MORIARTY
0032016-01-01MATT MORIARTY MATT MORIARTY2017-10-10
0032015-01-01CYNTHIA REID
0032014-01-01CYNTHIA REID CYNTHIA REID2015-10-08
0032013-01-01CYNTHIA REID
0032012-01-01CYNTHIA REID CYNTHIA REID2013-10-10
0032011-01-01CYNTHIA REID
0032010-01-01CYNTHIA REID

Plan Statistics for GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN

401k plan membership statisitcs for GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN

Measure Date Value
2022: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3193,956,702
Acturial value of plan assets2022-12-3193,956,702
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-31264
Fundng target for terminated vested participants2022-12-3112,823,476
Active participant vested funding target2022-12-3165,083,840
Number of active participants2022-12-311,144
Total funding liabilities for active participants2022-12-3165,083,840
Total participant count2022-12-311,408
Total funding target for all participants2022-12-3177,907,316
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3116,681,177
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3117,576,956
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3117,623,475
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3117,165,088
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3113,679,465
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3117,165,088
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,385
Total number of active participants reported on line 7a of the Form 55002022-01-011,097
Number of retired or separated participants receiving benefits2022-01-01307
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,404
2021: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3180,253,165
Acturial value of plan assets2021-12-3180,253,165
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-31213
Fundng target for terminated vested participants2021-12-3112,741,333
Active participant vested funding target2021-12-3153,720,221
Number of active participants2021-12-311,151
Total funding liabilities for active participants2021-12-3153,720,221
Total participant count2021-12-311,364
Total funding target for all participants2021-12-3166,461,554
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3110,014,819
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3110,520,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3117,142,380
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3116,681,177
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3112,842,338
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3116,681,177
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,340
Total number of active participants reported on line 7a of the Form 55002021-01-011,121
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01264
Total of all active and inactive participants2021-01-011,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3166,547,056
Acturial value of plan assets2020-12-3166,547,056
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-31157
Fundng target for terminated vested participants2020-12-3111,208,757
Active participant vested funding target2020-12-3148,117,525
Number of active participants2020-12-311,075
Total funding liabilities for active participants2020-12-3148,117,525
Total participant count2020-12-311,232
Total funding target for all participants2020-12-3159,326,282
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-316,775,323
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-317,117,477
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3116,077,118
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3115,665,284
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3112,871,239
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-315,650,465
Additional cash requirement2020-12-315,650,465
Contributions allocatedtoward minimum required contributions for current year2020-12-3115,665,284
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,232
Total number of active participants reported on line 7a of the Form 55002020-01-011,127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01213
Total of all active and inactive participants2020-01-011,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3158,040,477
Acturial value of plan assets2019-12-3158,040,477
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-31140
Fundng target for terminated vested participants2019-12-319,828,246
Active participant vested funding target2019-12-3142,454,366
Number of active participants2019-12-31598
Total funding liabilities for active participants2019-12-3142,454,366
Total participant count2019-12-31738
Total funding target for all participants2019-12-3152,282,612
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-316,851,988
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-317,217,884
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-317,938,216
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-317,733,127
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-316,715,669
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31957,804
Additional cash requirement2019-12-31957,804
Contributions allocatedtoward minimum required contributions for current year2019-12-317,733,127
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01716
Total number of active participants reported on line 7a of the Form 55002019-01-01624
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01157
Total of all active and inactive participants2019-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3154,405,083
Acturial value of plan assets2018-12-3154,405,083
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-31142
Fundng target for terminated vested participants2018-12-317,650,929
Active participant vested funding target2018-12-3140,759,554
Number of active participants2018-12-31574
Total funding liabilities for active participants2018-12-3140,759,554
Total participant count2018-12-31716
Total funding target for all participants2018-12-3148,410,483
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-316,634,453
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-316,999,348
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-317,566,788
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-317,366,218
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-316,508,830
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31514,230
Additional cash requirement2018-12-31514,230
Contributions allocatedtoward minimum required contributions for current year2018-12-317,366,218
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01704
Total number of active participants reported on line 7a of the Form 55002018-01-01576
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01140
Total of all active and inactive participants2018-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3148,976,528
Acturial value of plan assets2017-12-3148,976,528
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-31139
Fundng target for terminated vested participants2017-12-316,852,829
Active participant vested funding target2017-12-3136,426,413
Number of active participants2017-12-31540
Total funding liabilities for active participants2017-12-3136,426,413
Total participant count2017-12-31679
Total funding target for all participants2017-12-3143,279,242
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-315,279,012
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-315,582,555
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-317,544,896
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-317,337,946
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-316,400,779
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31703,493
Additional cash requirement2017-12-31703,493
Contributions allocatedtoward minimum required contributions for current year2017-12-317,337,946
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01679
Total number of active participants reported on line 7a of the Form 55002017-01-01562
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01142
Total of all active and inactive participants2017-01-01704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3143,366,398
Acturial value of plan assets2016-12-3143,366,398
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-31153
Fundng target for terminated vested participants2016-12-315,819,905
Active participant vested funding target2016-12-3132,962,095
Number of active participants2016-12-31557
Total funding liabilities for active participants2016-12-3132,962,095
Total participant count2016-12-31710
Total funding target for all participants2016-12-3138,782,000
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-315,334,873
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-315,653,898
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-317,628,412
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-317,414,929
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-316,720,315
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,135,917
Additional cash requirement2016-12-312,135,917
Contributions allocatedtoward minimum required contributions for current year2016-12-317,414,929
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01710
Total number of active participants reported on line 7a of the Form 55002016-01-01531
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01138
Total of all active and inactive participants2016-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01729
Total number of active participants reported on line 7a of the Form 55002015-01-01557
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01152
Total of all active and inactive participants2015-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01695
Total number of active participants reported on line 7a of the Form 55002014-01-01597
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01118
Total of all active and inactive participants2014-01-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01661
Total number of active participants reported on line 7a of the Form 55002013-01-01593
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0189
Total of all active and inactive participants2013-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01628
Total number of active participants reported on line 7a of the Form 55002012-01-01611
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01588
Total number of active participants reported on line 7a of the Form 55002011-01-01595
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01543
Total number of active participants reported on line 7a of the Form 55002010-01-01565
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN

Measure Date Value
2022 : GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$10,029,222
Total loss/gain on sale of assets2022-12-31$-1,730,411
Total of all expenses incurred2022-12-31$5,694,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,329,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,623,475
Value of total assets at end of year2022-12-31$98,291,459
Value of total assets at beginning of year2022-12-31$93,956,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$364,556
Total interest from all sources2022-12-31$325,835
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,362,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,362,137
Administrative expenses professional fees incurred2022-12-31$172,091
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$292
Other income not declared elsewhere2022-12-31$293,067
Administrative expenses (other) incurred2022-12-31$147,044
Total non interest bearing cash at end of year2022-12-31$465,196
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$4,334,749
Value of net assets at end of year (total assets less liabilities)2022-12-31$98,291,459
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$93,956,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$45,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,685,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$53,798,645
Value of interest in common/collective trusts at end of year2022-12-31$23,851,425
Value of interest in common/collective trusts at beginning of year2022-12-31$26,674,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$24,094,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$325,835
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$12,194,096
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$13,480,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,599,870
Net investment gain or loss from common/collective trusts2022-12-31$-4,245,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$17,623,475
Employer contributions (assets) at end of year2022-12-31$1,135
Employer contributions (assets) at beginning of year2022-12-31$3,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,329,917
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$11,749,598
Aggregate carrying amount (costs) on sale of assets2022-12-31$13,480,009
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS
Accountancy firm EIN2022-12-31910189318
2021 : GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,048,799
Total unrealized appreciation/depreciation of assets2021-12-31$2,048,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,523,876
Total loss/gain on sale of assets2021-12-31$-5,404
Total of all expenses incurred2021-12-31$6,820,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,537,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,142,380
Value of total assets at end of year2021-12-31$93,956,710
Value of total assets at beginning of year2021-12-31$80,253,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$282,935
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,616,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,616,857
Administrative expenses professional fees incurred2021-12-31$64,258
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$206
Other income not declared elsewhere2021-12-31$86
Administrative expenses (other) incurred2021-12-31$138,524
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,703,199
Value of net assets at end of year (total assets less liabilities)2021-12-31$93,956,710
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$80,253,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$80,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$53,798,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$51,581,274
Value of interest in common/collective trusts at end of year2021-12-31$26,674,529
Value of interest in common/collective trusts at beginning of year2021-12-31$27,963,275
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$13,480,009
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-39,951
Net investment gain or loss from common/collective trusts2021-12-31$-238,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$17,142,380
Employer contributions (assets) at end of year2021-12-31$3,235
Employer contributions (assets) at beginning of year2021-12-31$708,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,537,742
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$459,930
Aggregate carrying amount (costs) on sale of assets2021-12-31$465,334
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$20,021,412
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,314,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,159,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,077,118
Value of total assets at end of year2020-12-31$80,253,511
Value of total assets at beginning of year2020-12-31$66,547,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$155,539
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$558,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$558,831
Administrative expenses professional fees incurred2020-12-31$47,254
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,328
Other income not declared elsewhere2020-12-31$-8,124
Administrative expenses (other) incurred2020-12-31$102,315
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,706,455
Value of net assets at end of year (total assets less liabilities)2020-12-31$80,253,511
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$66,547,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$5,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$51,581,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,942,316
Value of interest in common/collective trusts at end of year2020-12-31$27,963,275
Value of interest in common/collective trusts at beginning of year2020-12-31$31,596,412
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$309,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$433,525
Net investment gain or loss from common/collective trusts2020-12-31$2,960,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,077,118
Employer contributions (assets) at end of year2020-12-31$708,756
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,849,789
Contract administrator fees2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,508,800
Total income from all sources (including contributions)2019-12-31$12,508,800
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,002,221
Total of all expenses incurred2019-12-31$4,002,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,881,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,881,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,938,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,938,216
Value of total assets at end of year2019-12-31$66,547,056
Value of total assets at end of year2019-12-31$66,547,056
Value of total assets at beginning of year2019-12-31$58,040,477
Value of total assets at beginning of year2019-12-31$58,040,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$120,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$120,752
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$932,904
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$932,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$932,904
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$932,904
Administrative expenses professional fees incurred2019-12-31$81,968
Administrative expenses professional fees incurred2019-12-31$81,968
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$31,576
Administrative expenses (other) incurred2019-12-31$31,576
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$329,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,506,579
Value of net income/loss2019-12-31$8,506,579
Value of net assets at end of year (total assets less liabilities)2019-12-31$66,547,056
Value of net assets at end of year (total assets less liabilities)2019-12-31$66,547,056
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$58,040,477
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$58,040,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,551
Investment advisory and management fees2019-12-31$4,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,942,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,942,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,009,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,009,930
Value of interest in common/collective trusts at end of year2019-12-31$31,596,412
Value of interest in common/collective trusts at end of year2019-12-31$31,596,412
Value of interest in common/collective trusts at beginning of year2019-12-31$29,700,807
Value of interest in common/collective trusts at beginning of year2019-12-31$29,700,807
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$7,342
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$7,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,664,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,664,705
Net investment gain or loss from common/collective trusts2019-12-31$-27,025
Net investment gain or loss from common/collective trusts2019-12-31$-27,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,938,216
Contributions received in cash from employer2019-12-31$7,938,216
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,874,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,874,127
Contract administrator fees2019-12-31$2,657
Contract administrator fees2019-12-31$2,657
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$7,657,166
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,021,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,879,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,566,788
Value of total assets at end of year2018-12-31$58,040,477
Value of total assets at beginning of year2018-12-31$54,405,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$142,526
Total interest from all sources2018-12-31$569,896
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$101,774
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$34,312
Total non interest bearing cash at end of year2018-12-31$329,740
Total non interest bearing cash at beginning of year2018-12-31$320,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,635,185
Value of net assets at end of year (total assets less liabilities)2018-12-31$58,040,477
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$54,405,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$3,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,009,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,936,365
Interest earned on other investments2018-12-31$569,896
Value of interest in common/collective trusts at end of year2018-12-31$29,700,807
Value of interest in common/collective trusts at beginning of year2018-12-31$27,822,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-427,000
Net investment gain or loss from common/collective trusts2018-12-31$-52,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,566,788
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$326,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,879,455
Contract administrator fees2018-12-31$3,150
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$9,653,262
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,224,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,138,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,544,896
Value of total assets at end of year2017-12-31$54,405,292
Value of total assets at beginning of year2017-12-31$48,976,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$86,197
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$418,880
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$418,880
Administrative expenses professional fees incurred2017-12-31$48,686
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$19,858
Total non interest bearing cash at end of year2017-12-31$320,027
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$5,428,666
Value of net assets at end of year (total assets less liabilities)2017-12-31$54,405,292
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,976,626
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
Investment advisory and management fees2017-12-31$4,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,936,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,667,181
Value of interest in common/collective trusts at end of year2017-12-31$27,822,656
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$467,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$22,616
Net investment gain or loss from common/collective trusts2017-12-31$1,666,870
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$7,544,896
Employer contributions (assets) at end of year2017-12-31$326,244
Employer contributions (assets) at beginning of year2017-12-31$309,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,670,711
Contract administrator fees2017-12-31$13,440
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : GROUP HEALTH PERMANENTE CASH BALANCE 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$9,254,501
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,644,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,546,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,628,412
Value of total assets at end of year2016-12-31$48,976,626
Value of total assets at beginning of year2016-12-31$43,366,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$97,547
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$444,240
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$444,240
Administrative expenses professional fees incurred2016-12-31$59,030
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$24,068
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$5,610,067
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,976,626
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,366,559
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
Investment advisory and management fees2016-12-31$4,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,667,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$43,030,570
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$232,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,181,849
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$7,628,412
Employer contributions (assets) at end of year2016-12-31$309,445
Employer contributions (assets) at beginning of year2016-12-31$335,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,314,286
Contract administrator fees2016-12-31$10,417
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS
Accountancy firm EIN2016-12-31910189318
2015 : GROUP HEALTH PERMANENTE CASH BALANCE 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$8,357,514
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,975,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,927,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,145,134
Value of total assets at end of year2015-12-31$43,366,559
Value of total assets at beginning of year2015-12-31$37,984,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,242
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$774,811
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$774,811
Administrative expenses professional fees incurred2015-12-31$20,075
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Administrative expenses (other) incurred2015-12-31$21,142
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$5,381,563
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,366,559
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,984,996
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$3,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$43,030,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$37,619,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$64,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-562,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$8,145,134
Employer contributions (assets) at end of year2015-12-31$335,989
Employer contributions (assets) at beginning of year2015-12-31$365,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,863,013
Contract administrator fees2015-12-31$3,125
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS
Accountancy firm EIN2015-12-31910189318
2014 : GROUP HEALTH PERMANENTE CASH BALANCE 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$10,002,679
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,414,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,339,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,736,040
Value of total assets at end of year2014-12-31$37,984,996
Value of total assets at beginning of year2014-12-31$30,396,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$75,306
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,624,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,624,353
Administrative expenses professional fees incurred2014-12-31$47,546
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$17,714
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$7,588,139
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,984,996
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,396,857
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$2,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$37,619,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,360,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-357,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$8,736,040
Employer contributions (assets) at end of year2014-12-31$365,383
Employer contributions (assets) at beginning of year2014-12-31$36,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,339,234
Contract administrator fees2014-12-31$7,121
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS
Accountancy firm EIN2014-12-31910189318
2013 : GROUP HEALTH PERMANENTE CASH BALANCE 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$7,945,172
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,958,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,868,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,434,543
Value of total assets at end of year2013-12-31$30,396,857
Value of total assets at beginning of year2013-12-31$24,410,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$90,568
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$821,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$821,453
Administrative expenses professional fees incurred2013-12-31$76,387
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$14,181
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$5,986,283
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,396,857
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,410,574
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,360,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,408,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-1,310,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$8,434,543
Employer contributions (assets) at end of year2013-12-31$36,494
Employer contributions (assets) at beginning of year2013-12-31$2,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,868,321
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS
Accountancy firm EIN2013-12-31910189318
2012 : GROUP HEALTH PERMANENTE CASH BALANCE 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$10,060,654
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,084,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,040,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,216,417
Value of total assets at end of year2012-12-31$24,410,574
Value of total assets at beginning of year2012-12-31$15,433,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,690
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,400,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,400,273
Administrative expenses professional fees incurred2012-12-31$33,367
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$10,323
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$8,976,590
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,410,574
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,433,984
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,408,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,093,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$332,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$332,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$443,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$8,216,417
Employer contributions (assets) at end of year2012-12-31$2,283
Employer contributions (assets) at beginning of year2012-12-31$8,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,040,374
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2011 : GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$8,220,585
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$597,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$589,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,789,182
Value of total assets at end of year2011-12-31$15,433,984
Value of total assets at beginning of year2011-12-31$7,811,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,254
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$457,555
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$457,555
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$8,254
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$7,622,686
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,433,984
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,811,298
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,093,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,166,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$332,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-26,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$7,789,182
Employer contributions (assets) at end of year2011-12-31$8,389
Employer contributions (assets) at beginning of year2011-12-31$645,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$589,645
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS
Accountancy firm EIN2011-12-31910189318
2010 : GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$7,812,354
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,605,955
Value of total assets at end of year2010-12-31$7,811,298
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,056
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$425,268
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$425,268
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,811,298
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,811,298
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
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$1,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,166,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-218,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$7,605,955
Employer contributions (assets) at end of year2010-12-31$645,124
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS
Accountancy firm EIN2010-12-31910189318

Form 5500 Responses for GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN

2022: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GROUP HEALTH PERMANENTE CASH BALANCE 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GROUP HEALTH PERMANENTE CASH BALANCE 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GROUP HEALTH PERMANENTE CASH BALANCE 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GROUP HEALTH PERMANENTE CASH BALANCE 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 CASH BALANCE 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 CASH BALANCE 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 CASH BALANCE 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
2010: GROUP HEALTH PERMANENTE CASH BALANCE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number(2) 18014
Policy instance 1
Insurance contract or identification number(2) 18014
Number of Individuals Covered1
Insurance policy start date2022-03-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,214
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,214
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberTFA-30250
Policy instance 2
Insurance contract or identification numberTFA-30250
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,356
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,356
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA (2)18014
Policy instance 1
Insurance contract or identification numberGA (2)18014
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,380
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,380
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA (2)18014
Policy instance 1
Insurance contract or identification numberGA (2)18014
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $294
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $294
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberGA 18014
Policy instance 1
Insurance contract or identification numberGA 18014
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,708
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,708
Insurance broker organization code?3
Insurance broker nameANNUITIES WEST, INC.
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG27705.01.0001
Policy instance 1
Insurance contract or identification numberG27705.01.0001
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,588
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,588
Insurance broker organization code?3
Insurance broker nameANNUITIES WEST, INC.

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