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RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC.
Plan identification number 011

RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

THE PERMANENTE MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE PERMANENTE MEDICAL GROUP, INC.
Employer identification number (EIN):942728480
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0112024-01-01JOANNE ARNEAL
0112023-01-01
0112023-01-01JOANNE ARNEAL
0112022-01-01
0112022-01-01JOANNE ARNEAL
0112021-01-01
0112021-01-01JOANNE ARNEAL
0112020-01-01
0112019-01-01
0112019-01-01
0112018-01-01
0112017-01-01JOANNE ARNEAL
0112016-01-01JOANNE ARNEAL
0112015-01-01JOANNE ARNEAL
0112014-01-01JOANNE ARNEAL
0112013-01-01BOB JAKO
0112012-01-01CONNIE WILSON CONNIE WILSON2013-10-08
0112011-01-01CONNIE WILSON CONNIE WILSON2012-10-12
0112009-01-01RONALD C. DERYK CONNIE WILSON2010-10-14
0112008-01-01
0112007-01-01RONALD C. DERYK CONNIE WILSON2010-10-09
0112007-01-01RONALD C. DERYK CONNIE WILSON2010-10-04
0112006-01-01RONALD C. DERYK CONNIE WILSON2010-10-09
0112006-01-01RONALD C. DERYK CONNIE WILSON2010-10-04
0112005-01-01RONALD C. DERYK CONNIE WILSON2010-10-09
0112005-01-01RONALD C. DERYK CONNIE WILSON2010-10-04
0112004-01-01RONALD C. DERYK CONNIE WILSON2010-10-08
0112004-01-01RONALD C. DERYK CONNIE WILSON2010-10-04
0112003-01-01RONALD C. DERYK CONNIE WILSON2010-10-04
0112003-01-01RONALD C. DERYK CONNIE WILSON2010-09-27
0112003-01-01RONALD C. DERYK CONNIE WILSON2010-10-08

Financial Data on RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC.

Measure Date Value
2023 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets from this plan2023-12-31$113,700,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$607,962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,625,876
Total income from all sources (including contributions)2023-12-31$915,191,955
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$367,268,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$367,268,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$340,000,000
Value of total assets at end of year2023-12-31$10,814,691,143
Value of total assets at beginning of year2023-12-31$10,381,485,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$547,923,818
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,814,083,181
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$10,379,859,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$10,474,691,143
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$10,041,485,239
Net gain/loss from 103.12 investment entities2023-12-31$575,191,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$340,000,000
Employer contributions (assets) at end of year2023-12-31$340,000,000
Employer contributions (assets) at beginning of year2023-12-31$340,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$367,268,137
Liabilities. Value of benefit claims payable at end of year2023-12-31$607,962
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$1,625,876
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS LLP
Accountancy firm EIN2023-12-31910189318
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets from this plan2023-01-01$113,700,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$607,962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,625,876
Total income from all sources (including contributions)2023-01-01$915,191,955
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$367,268,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$367,268,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$340,000,000
Value of total assets at end of year2023-01-01$10,814,691,143
Value of total assets at beginning of year2023-01-01$10,381,485,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$0
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$547,923,818
Value of net assets at end of year (total assets less liabilities)2023-01-01$10,814,083,181
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$10,379,859,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. Value of investments in 103.12 investment entities at end of year2023-01-01$10,474,691,143
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-01$10,041,485,239
Net gain/loss from 103.12 investment entities2023-01-01$575,191,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$340,000,000
Employer contributions (assets) at end of year2023-01-01$340,000,000
Employer contributions (assets) at beginning of year2023-01-01$340,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$367,268,137
Liabilities. Value of benefit claims payable at end of year2023-01-01$607,962
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$1,625,876
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MOSS ADAMS LLP
Accountancy firm EIN2023-01-01910189318
2022 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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$1,625,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,724,084
Total income from all sources (including contributions)2022-12-31$-1,171,121,479
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$373,068,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$373,068,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$340,000,000
Value of total assets at end of year2022-12-31$10,381,485,239
Value of total assets at beginning of year2022-12-31$11,926,773,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,544,189,932
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,379,859,363
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,924,049,295
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
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$10,041,485,239
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$11,609,773,379
Net gain/loss from 103.12 investment entities2022-12-31$-1,511,121,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$340,000,000
Employer contributions (assets) at end of year2022-12-31$340,000,000
Employer contributions (assets) at beginning of year2022-12-31$317,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$373,068,453
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,625,876
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,724,084
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,625,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$2,724,084
Total income from all sources (including contributions)2022-01-01$-1,171,121,479
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$373,068,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$373,068,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$340,000,000
Value of total assets at end of year2022-01-01$10,381,485,239
Value of total assets at beginning of year2022-01-01$11,926,773,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$0
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$5,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,544,189,932
Value of net assets at end of year (total assets less liabilities)2022-01-01$10,379,859,363
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$11,924,049,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$10,041,485,239
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$11,609,773,379
Net gain/loss from 103.12 investment entities2022-01-01$-1,511,121,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$340,000,000
Employer contributions (assets) at end of year2022-01-01$340,000,000
Employer contributions (assets) at beginning of year2022-01-01$317,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$373,068,453
Liabilities. Value of benefit claims payable at end of year2022-01-01$1,625,876
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$2,724,084
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MOSS ADAMS LLP
Accountancy firm EIN2022-01-01910189318
2021 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,724,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,153,390
Total income from all sources (including contributions)2021-12-31$1,905,552,110
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$380,374,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$380,374,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$317,000,000
Value of total assets at end of year2021-12-31$11,926,773,379
Value of total assets at beginning of year2021-12-31$10,400,024,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
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$1,525,178,057
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,924,049,295
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,398,871,238
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
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$11,609,773,379
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$10,084,024,628
Net gain/loss from 103.12 investment entities2021-12-31$1,588,552,110
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$317,000,000
Employer contributions (assets) at end of year2021-12-31$317,000,000
Employer contributions (assets) at beginning of year2021-12-31$316,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$380,374,053
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,724,084
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,153,390
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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$1,153,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,075,032
Total income from all sources (including contributions)2020-12-31$1,448,515,943
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$346,169,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$314,820,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$447,000,000
Value of total assets at end of year2020-12-31$10,400,024,628
Value of total assets at beginning of year2020-12-31$9,298,600,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,349,063
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
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$1,102,346,201
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,398,871,238
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,296,525,037
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
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$10,084,024,628
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$8,998,600,069
Net gain/loss from 103.12 investment entities2020-12-31$1,001,515,943
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$447,000,000
Employer contributions (assets) at end of year2020-12-31$316,000,000
Employer contributions (assets) at beginning of year2020-12-31$300,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$314,820,679
Contract administrator fees2020-12-31$31,349,063
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,153,390
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,075,032
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 LLP
Accountancy firm EIN2020-12-31910189318
2019 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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$2,075,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,075,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,335,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,335,674
Total income from all sources (including contributions)2019-12-31$1,919,764,245
Total income from all sources (including contributions)2019-12-31$1,919,764,245
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$318,028,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$272,869,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$272,869,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$355,000,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$355,000,000
Value of total assets at end of year2019-12-31$9,298,600,069
Value of total assets at end of year2019-12-31$9,298,600,069
Value of total assets at beginning of year2019-12-31$7,697,124,605
Value of total assets at beginning of year2019-12-31$7,697,124,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,158,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,158,302
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$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
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$1,601,736,106
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,296,525,037
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,296,525,037
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,694,788,931
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,694,788,931
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 leases to which the plan was party in default or uncollectible2019-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$8,998,600,069
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$8,998,600,069
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$7,392,124,605
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$7,392,124,605
Net gain/loss from 103.12 investment entities2019-12-31$1,564,764,245
Net gain/loss from 103.12 investment entities2019-12-31$1,564,764,245
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
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$355,000,000
Contributions received in cash from employer2019-12-31$355,000,000
Employer contributions (assets) at end of year2019-12-31$300,000,000
Employer contributions (assets) at end of year2019-12-31$300,000,000
Employer contributions (assets) at beginning of year2019-12-31$305,000,000
Employer contributions (assets) at beginning of year2019-12-31$305,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$272,869,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$272,869,837
Contract administrator fees2019-12-31$45,158,302
Contract administrator fees2019-12-31$45,158,302
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,075,032
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,075,032
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,335,674
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,335,674
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2019-12-31942214890
2018 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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$2,335,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$925,854
Total income from all sources (including contributions)2018-12-31$71,924,933
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$298,488,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$256,772,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$345,000,000
Value of total assets at end of year2018-12-31$7,697,124,605
Value of total assets at beginning of year2018-12-31$7,922,278,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,715,885
Total interest from all sources2018-12-31$0
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Other income not declared elsewhere2018-12-31$2,054,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-226,563,860
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,694,788,931
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,921,352,791
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
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$7,392,124,605
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$7,622,278,645
Net gain/loss from 103.12 investment entities2018-12-31$-275,129,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$345,000,000
Employer contributions (assets) at end of year2018-12-31$305,000,000
Employer contributions (assets) at beginning of year2018-12-31$300,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$256,772,908
Contract administrator fees2018-12-31$41,715,885
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,335,674
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$925,854
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2018-12-31942214890
2017 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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$925,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,008,168
Total income from all sources (including contributions)2017-12-31$1,456,816,152
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$276,695,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$235,086,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$305,000,000
Value of total assets at end of year2017-12-31$7,922,278,645
Value of total assets at beginning of year2017-12-31$6,744,240,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,608,775
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,180,120,793
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,921,352,791
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,741,231,998
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
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$7,622,278,645
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$6,474,240,166
Net gain/loss from 103.12 investment entities2017-12-31$1,151,816,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$305,000,000
Employer contributions (assets) at end of year2017-12-31$300,000,000
Employer contributions (assets) at beginning of year2017-12-31$270,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$235,086,584
Contract administrator fees2017-12-31$41,608,775
Liabilities. Value of benefit claims payable at end of year2017-12-31$925,854
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,008,168
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2017-12-31942214890
2016 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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$3,008,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$729,386
Total income from all sources (including contributions)2016-12-31$792,796,252
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$241,483,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$202,641,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$300,000,000
Value of total assets at end of year2016-12-31$6,744,240,166
Value of total assets at beginning of year2016-12-31$6,190,648,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,842,484
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$551,312,436
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,741,231,998
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,189,919,562
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
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$6,474,240,166
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$5,920,648,948
Net gain/loss from 103.12 investment entities2016-12-31$492,796,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$300,000,000
Employer contributions (assets) at end of year2016-12-31$270,000,000
Employer contributions (assets) at beginning of year2016-12-31$270,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$202,641,332
Contract administrator fees2016-12-31$38,842,484
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,008,168
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$729,386
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2016-12-31942214890
2015 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$9,878,516
Total transfer of assets from this plan2015-12-31$5,679,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$729,386
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$234,915,086
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$227,355,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$199,147,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$270,000,000
Value of total assets at end of year2015-12-31$6,190,648,948
Value of total assets at beginning of year2015-12-31$6,178,161,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,208,142
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,077,808
Other income not declared elsewhere2015-12-31$2,405,369
Administrative expenses (other) incurred2015-12-31$163,643
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$7,559,591
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,189,919,562
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,178,161,055
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
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$5,920,648,948
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$5,906,083,247
Net gain/loss from 103.12 investment entities2015-12-31$-37,490,283
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$270,000,000
Employer contributions (assets) at end of year2015-12-31$270,000,000
Employer contributions (assets) at beginning of year2015-12-31$270,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$199,147,353
Contract administrator fees2015-12-31$28,044,499
Liabilities. Value of benefit claims payable at end of year2015-12-31$729,386
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2015-12-31942214890
2014 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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$870,252,336
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$198,763,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$171,233,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$420,000,000
Value of total assets at end of year2014-12-31$6,178,161,055
Value of total assets at beginning of year2014-12-31$5,506,672,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,530,772
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,077,808
Other income not declared elsewhere2014-12-31$8,752,121
Administrative expenses (other) incurred2014-12-31$27,530,772
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$671,488,368
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,178,161,055
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,506,672,687
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
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$5,906,083,247
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$5,326,672,687
Net gain/loss from 103.12 investment entities2014-12-31$441,500,215
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$420,000,000
Employer contributions (assets) at end of year2014-12-31$270,000,000
Employer contributions (assets) at beginning of year2014-12-31$180,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$171,233,196
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2014-12-31942214890
2013 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$371,761
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$938,091,996
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$172,900,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$152,576,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$413,000,000
Value of total assets at end of year2013-12-31$5,506,672,687
Value of total assets at beginning of year2013-12-31$4,741,109,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,323,579
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$20,323,579
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$765,191,631
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,506,672,687
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,741,109,295
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
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$5,326,672,687
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$4,561,109,295
Net gain/loss from 103.12 investment entities2013-12-31$525,091,996
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$413,000,000
Employer contributions (assets) at end of year2013-12-31$180,000,000
Employer contributions (assets) at beginning of year2013-12-31$180,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$152,576,786
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2013-12-31942214860
2012 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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$221,886
Total income from all sources (including contributions)2012-12-31$926,489,128
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$143,837,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$125,296,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$383,000,000
Value of total assets at end of year2012-12-31$4,741,109,295
Value of total assets at beginning of year2012-12-31$3,958,679,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,541,019
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$13,357
Administrative expenses (other) incurred2012-12-31$18,541,019
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$782,651,208
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,741,109,295
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,958,458,087
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
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$4,561,109,295
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$3,778,679,973
Net gain/loss from 103.12 investment entities2012-12-31$543,475,771
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$383,000,000
Employer contributions (assets) at end of year2012-12-31$180,000,000
Employer contributions (assets) at beginning of year2012-12-31$180,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$125,296,901
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$221,886
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2012-12-31942214860
2011 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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$221,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$559,378
Total income from all sources (including contributions)2011-12-31$485,588,435
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$139,074,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$123,230,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$352,200,000
Value of total assets at end of year2011-12-31$3,958,679,973
Value of total assets at beginning of year2011-12-31$3,612,503,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,843,238
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$15,843,238
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$346,514,373
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,958,458,087
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,611,943,714
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
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$3,778,679,973
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$3,432,503,092
Net gain/loss from 103.12 investment entities2011-12-31$133,388,435
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$352,200,000
Employer contributions (assets) at end of year2011-12-31$180,000,000
Employer contributions (assets) at beginning of year2011-12-31$180,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$123,230,824
Liabilities. Value of benefit claims payable at end of year2011-12-31$221,886
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$559,378
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MORRIS, DAVIS AND CHAN LLP
Accountancy firm EIN2011-12-31942214860
2010 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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$559,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,408,501
Total income from all sources (including contributions)2010-12-31$776,976,775
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$114,127,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$101,464,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$410,000,000
Value of total assets at end of year2010-12-31$3,612,503,092
Value of total assets at beginning of year2010-12-31$2,953,503,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,663,638
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,084,063
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$1,128,505
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$662,849,025
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,611,943,714
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,949,094,689
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$10,063,431
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,859,503,190
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$3,432,503,092
Net gain/loss from 103.12 investment entities2010-12-31$366,976,775
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$410,000,000
Employer contributions (assets) at end of year2010-12-31$180,000,000
Employer contributions (assets) at beginning of year2010-12-31$94,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$101,464,112
Contract administrator fees2010-12-31$387,639
Liabilities. Value of benefit claims payable at end of year2010-12-31$559,378
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,408,501
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MORRIS, DAVIS AND CHAN
Accountancy firm EIN2010-12-31942214860
2009 : RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC.

2023: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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 - TrustYes
2021: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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 - TrustYes
2020: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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 - TrustYes
2019: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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 - TrustYes
2018: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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 - TrustYes
2017: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 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: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedYes
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedYes
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes

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