?>
Logo

SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 401k Plan overview

Plan NameSCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN)
Plan identification number 008

SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
Employer identification number (EIN):951750445
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01
0082021-01-01
0082020-01-01
0082019-01-01
0082018-01-01
0082017-01-01ANNE LURCH KATHLEEN POMEROY2018-10-12
0082016-01-01SONYA SILVA KATHLEEN POMEROY2017-10-11
0082015-01-01SONYA SILVA KATHLEEN POMEROY2016-10-14
0082014-01-01SONYA SILVA KATHLEEN POMEROY2015-10-13
0082013-01-01SONYA SILVA CYNTHIA JOHNSON2014-10-14
0082012-01-01CYNTHIA JOHNSON
0082011-01-01CYNTHIA JOHNSON
0082010-01-01CYNTHIA JOHNSON
0082009-01-01CYNTHIA JOHNSON

Plan Statistics for SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN)

401k plan membership statisitcs for SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN)

Measure Date Value
2022: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2022 401k membership
Total participants, beginning-of-year2022-01-0110,823
Total number of active participants reported on line 7a of the Form 55002022-01-0110,078
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-011,161
Total of all active and inactive participants2022-01-0111,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0139
Total participants2022-01-0111,295
Number of participants with account balances2022-01-018,504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2021 401k membership
Total participants, beginning-of-year2021-01-0110,557
Total number of active participants reported on line 7a of the Form 55002021-01-019,701
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-011,076
Total of all active and inactive participants2021-01-0110,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0131
Total participants2021-01-0110,823
Number of participants with account balances2021-01-018,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2020 401k membership
Total participants, beginning-of-year2020-01-0110,443
Total number of active participants reported on line 7a of the Form 55002020-01-019,545
Number of retired or separated participants receiving benefits2020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-01973
Total of all active and inactive participants2020-01-0110,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0124
Total participants2020-01-0110,557
Number of participants with account balances2020-01-017,824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2019 401k membership
Total participants, beginning-of-year2019-01-0110,097
Total number of active participants reported on line 7a of the Form 55002019-01-019,516
Number of other retired or separated participants entitled to future benefits2019-01-01904
Total of all active and inactive participants2019-01-0110,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0123
Total participants2019-01-0110,443
Number of participants with account balances2019-01-017,487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2018 401k membership
Total participants, beginning-of-year2018-01-019,703
Total number of active participants reported on line 7a of the Form 55002018-01-019,221
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01858
Total of all active and inactive participants2018-01-0110,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0118
Total participants2018-01-0110,097
Number of participants with account balances2018-01-016,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2017 401k membership
Total participants, beginning-of-year2017-01-019,420
Total number of active participants reported on line 7a of the Form 55002017-01-018,879
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01810
Total of all active and inactive participants2017-01-019,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-019,703
Number of participants with account balances2017-01-016,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2016 401k membership
Total participants, beginning-of-year2016-01-017,319
Total number of active participants reported on line 7a of the Form 55002016-01-018,634
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01775
Total of all active and inactive participants2016-01-019,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0111
Total participants2016-01-019,420
Number of participants with account balances2016-01-016,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2015 401k membership
Total participants, beginning-of-year2015-01-017,634
Total number of active participants reported on line 7a of the Form 55002015-01-016,658
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01658
Total of all active and inactive participants2015-01-017,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-017,319
Number of participants with account balances2015-01-016,305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2014 401k membership
Total participants, beginning-of-year2014-01-016,752
Total number of active participants reported on line 7a of the Form 55002014-01-016,916
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01716
Total of all active and inactive participants2014-01-017,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-017,634
Number of participants with account balances2014-01-015,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2013 401k membership
Total participants, beginning-of-year2013-01-016,447
Total number of active participants reported on line 7a of the Form 55002013-01-016,044
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01696
Total of all active and inactive participants2013-01-016,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0112
Total participants2013-01-016,752
Number of participants with account balances2013-01-015,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2012 401k membership
Total participants, beginning-of-year2012-01-016,069
Total number of active participants reported on line 7a of the Form 55002012-01-015,635
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01799
Total of all active and inactive participants2012-01-016,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0113
Total participants2012-01-016,447
Number of participants with account balances2012-01-015,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2011 401k membership
Total participants, beginning-of-year2011-01-015,683
Total number of active participants reported on line 7a of the Form 55002011-01-015,349
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01714
Total of all active and inactive participants2011-01-016,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-016,069
Number of participants with account balances2011-01-015,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2010 401k membership
Total participants, beginning-of-year2010-01-014,510
Total number of active participants reported on line 7a of the Form 55002010-01-015,124
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01559
Total of all active and inactive participants2010-01-015,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015,683
Number of participants with account balances2010-01-014,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2009 401k membership
Total participants, beginning-of-year2009-01-014,152
Total number of active participants reported on line 7a of the Form 55002009-01-013,752
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01758
Total of all active and inactive participants2009-01-014,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,510
Number of participants with account balances2009-01-014,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN)

Measure Date Value
2022 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-922,531,622
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$170,597,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$165,642,194
Value of total corrective distributions2022-12-31$168,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$271,954,857
Value of total assets at end of year2022-12-31$5,599,096,297
Value of total assets at beginning of year2022-12-31$6,692,225,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,787,111
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$85,000,000
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
Contributions received from participants2022-12-31$271,188,823
Participant contributions at end of year2022-12-31$661,047
Participant contributions at beginning of year2022-12-31$1,677,750
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$766,034
Administrative expenses (other) incurred2022-12-31$5,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,093,129,113
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,599,096,297
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,692,225,410
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$4,781,499
Value of interest in master investment trust accounts at end of year2022-12-31$5,598,435,250
Value of interest in master investment trust accounts at beginning of year2022-12-31$6,690,547,660
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$165,642,194
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2022-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2022-12-31346565596
2021 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,999,812
Total income from all sources (including contributions)2021-12-31$1,139,696,308
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$171,410,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$166,077,377
Value of total corrective distributions2021-12-31$273,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$253,820,354
Value of total assets at end of year2021-12-31$6,692,225,410
Value of total assets at beginning of year2021-12-31$5,740,938,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,059,316
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,231,119
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$11,231,119
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$85,000,000
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
Contributions received from participants2021-12-31$252,154,566
Participant contributions at end of year2021-12-31$1,677,750
Participant contributions at beginning of year2021-12-31$1,855,172
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,928,617,880
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,665,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,919,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$16,999,812
Other income not declared elsewhere2021-12-31$134,724,787
Administrative expenses (other) incurred2021-12-31$6,631
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$968,286,230
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,692,225,410
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,723,939,180
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$5,052,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,388,035,264
Value of interest in master investment trust accounts at end of year2021-12-31$6,690,547,660
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$2,417,511,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$231,166,033
Net investment gain or loss from common/collective trusts2021-12-31$244,528,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$166,077,377
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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$16,999,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,606,331
Total income from all sources (including contributions)2020-12-31$1,061,276,538
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$118,664,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$114,563,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$241,933,077
Value of total assets at end of year2020-12-31$5,740,938,992
Value of total assets at beginning of year2020-12-31$4,802,933,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,100,100
Total interest from all sources2020-12-31$22,449,974
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$62,240,302
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$62,240,302
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$85,000,000
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
Contributions received from participants2020-12-31$241,514,520
Participant contributions at end of year2020-12-31$1,855,172
Participant contributions at beginning of year2020-12-31$2,494,054
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,928,617,880
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,451,612,578
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$418,160
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,919,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,274,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$16,999,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$21,482,528
Other income not declared elsewhere2020-12-31$265,640,503
Administrative expenses (other) incurred2020-12-31$3,500
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$500
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$942,612,481
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,723,939,180
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,781,326,699
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$4,096,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,388,035,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,273,839,675
Interest earned on other investments2020-12-31$22,449,974
Value of interest in common/collective trusts at end of year2020-12-31$2,417,511,473
Value of interest in common/collective trusts at beginning of year2020-12-31$2,072,711,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$178,726,535
Net investment gain or loss from common/collective trusts2020-12-31$290,286,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$114,563,957
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$123,303
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2019 401k financial data
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$21,606,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$139,013
Total income from all sources (including contributions)2019-12-31$1,085,706,793
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$123,369,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$119,457,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$224,545,536
Value of total assets at end of year2019-12-31$4,802,933,030
Value of total assets at beginning of year2019-12-31$3,819,128,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,911,544
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$48,773,753
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$48,773,753
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$17,500,000
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
Contributions received from participants2019-12-31$224,451,080
Participant contributions at end of year2019-12-31$2,494,054
Participant contributions at beginning of year2019-12-31$2,405,238
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,451,612,578
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,519,664,142
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,456
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,274,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$21,482,528
Other income not declared elsewhere2019-12-31$200,308,381
Administrative expenses (other) incurred2019-12-31$136,523
Liabilities. Value of operating payables at end of year2019-12-31$500
Liabilities. Value of operating payables at beginning of year2019-12-31$919
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$962,337,474
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,781,326,699
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,818,989,225
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
Investment advisory and management fees2019-12-31$3,775,021
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,273,839,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$716,560,505
Value of interest in common/collective trusts at end of year2019-12-31$2,072,711,930
Value of interest in common/collective trusts at beginning of year2019-12-31$1,567,692,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,806,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,806,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$283,765,215
Net investment gain or loss from common/collective trusts2019-12-31$328,313,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
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$119,457,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$123,303
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$138,094
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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$139,013
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$136,001
Total income from all sources (including contributions)2018-12-31$-25,980,683
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$125,263,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$121,446,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$209,683,527
Value of total assets at end of year2018-12-31$3,819,128,238
Value of total assets at beginning of year2018-12-31$3,970,369,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,817,198
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$76,914,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$76,914,275
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$17,500,000
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
Participant contributions at end of year2018-12-31$2,405,238
Participant contributions at beginning of year2018-12-31$2,010,790
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,519,664,142
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,008,276,072
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,593,566
Other income not declared elsewhere2018-12-31$-58,058,262
Administrative expenses (other) incurred2018-12-31$240,521
Liabilities. Value of operating payables at end of year2018-12-31$919
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-151,244,003
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,818,989,225
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,970,233,228
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$3,576,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$716,560,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,529,291,726
Value of interest in common/collective trusts at end of year2018-12-31$1,567,692,200
Value of interest in common/collective trusts at beginning of year2018-12-31$1,416,416,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$12,806,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$14,373,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$14,373,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-177,583,481
Net investment gain or loss from common/collective trusts2018-12-31$-76,936,742
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$205,089,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$121,446,122
Liabilities. Value of benefit claims payable at end of year2018-12-31$138,094
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$136,001
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 name2018-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2018-12-31346565596
2017 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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$136,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$111,943
Total income from all sources (including contributions)2017-12-31$760,746,282
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$114,776,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$111,189,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$190,588,304
Value of total assets at end of year2017-12-31$3,970,369,229
Value of total assets at beginning of year2017-12-31$3,324,375,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,586,690
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$60,592,627
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$60,592,627
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$2,010,790
Participant contributions at beginning of year2017-12-31$1,468,646
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,008,276,072
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$871,392,413
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,462,209
Other income not declared elsewhere2017-12-31$139,850,373
Administrative expenses (other) incurred2017-12-31$305,776
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$645,970,073
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,970,233,228
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,324,263,155
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$3,280,914
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,529,291,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,282,100,592
Value of interest in common/collective trusts at end of year2017-12-31$1,416,416,925
Value of interest in common/collective trusts at beginning of year2017-12-31$1,145,775,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$14,373,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$23,637,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$23,637,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$182,863,814
Net investment gain or loss from common/collective trusts2017-12-31$186,851,164
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$189,126,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$111,189,519
Liabilities. Value of benefit claims payable at end of year2017-12-31$136,001
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$111,943
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 name2017-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2017-12-31346565596
2016 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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$111,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,294,707
Total income from all sources (including contributions)2016-12-31$436,168,068
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$111,326,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$108,063,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$180,172,137
Value of total assets at end of year2016-12-31$3,324,375,098
Value of total assets at beginning of year2016-12-31$3,001,716,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,263,870
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$43,713,316
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$43,713,316
Administrative expenses professional fees incurred2016-12-31$485
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$1,468,646
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$871,392,413
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$993,757,680
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$222,576
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$1,686,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,467
Other income not declared elsewhere2016-12-31$52,187,067
Administrative expenses (other) incurred2016-12-31$267,398
Liabilities. Value of operating payables at beginning of year2016-12-31$2,285,240
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$9,467
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$324,841,087
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,324,263,155
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,999,422,068
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$2,995,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,282,100,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,179,387,319
Value of interest in common/collective trusts at end of year2016-12-31$1,145,775,641
Value of interest in common/collective trusts at beginning of year2016-12-31$826,875,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$23,637,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$76,941,156
Net investment gain or loss from common/collective trusts2016-12-31$83,154,392
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$179,949,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$108,063,111
Liabilities. Value of benefit claims payable at end of year2016-12-31$111,943
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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 name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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$2,294,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,651,611
Total income from all sources (including contributions)2015-12-31$140,512,074
Total loss/gain on sale of assets2015-12-31$55,480,146
Total of all expenses incurred2015-12-31$94,659,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$90,151,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$169,460,037
Value of total assets at end of year2015-12-31$3,001,716,775
Value of total assets at beginning of year2015-12-31$2,958,220,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,507,961
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$46,468,482
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$46,468,482
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$169,233,275
Participant contributions at beginning of year2015-12-31$2,203,220
Assets. Other investments not covered elsewhere at end of year2015-12-31$993,757,680
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,046,164,476
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$226,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,686,455
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,387,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$42,256
Other income not declared elsewhere2015-12-31$-125,787,357
Administrative expenses (other) incurred2015-12-31$1,578,570
Liabilities. Value of operating payables at end of year2015-12-31$2,285,240
Liabilities. Value of operating payables at beginning of year2015-12-31$4,609,355
Total non interest bearing cash at end of year2015-12-31$9,467
Total non interest bearing cash at beginning of year2015-12-31$42,256
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$45,852,783
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,999,422,068
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,953,569,285
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$2,780,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,179,387,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,189,069,919
Value of interest in common/collective trusts at end of year2015-12-31$826,875,854
Value of interest in common/collective trusts at beginning of year2015-12-31$717,353,958
Net investment gain or loss from common/collective trusts2015-12-31$-5,109,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$90,151,330
Contract administrator fees2015-12-31$148,456
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
Aggregate proceeds on sale of assets2015-12-31$685,628,882
Aggregate carrying amount (costs) on sale of assets2015-12-31$630,148,736
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 name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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$4,651,611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,577,704
Total income from all sources (including contributions)2014-12-31$349,411,364
Total loss/gain on sale of assets2014-12-31$118,629,557
Total of all expenses incurred2014-12-31$103,883,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$99,300,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$159,512,393
Value of total assets at end of year2014-12-31$2,958,220,896
Value of total assets at beginning of year2014-12-31$2,715,619,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,583,265
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$44,706,031
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$44,706,031
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$158,195,741
Participant contributions at end of year2014-12-31$2,203,220
Participant contributions at beginning of year2014-12-31$2,325,820
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,046,164,476
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$740,092,043
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,316,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,387,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6,507,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$42,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$683
Other income not declared elsewhere2014-12-31$26,563,383
Administrative expenses (other) incurred2014-12-31$36,538
Liabilities. Value of operating payables at end of year2014-12-31$4,609,355
Liabilities. Value of operating payables at beginning of year2014-12-31$7,577,021
Total non interest bearing cash at end of year2014-12-31$42,256
Total non interest bearing cash at beginning of year2014-12-31$2,404
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$245,527,805
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,953,569,285
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,708,041,480
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$4,143,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,189,069,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,653,690,107
Value of interest in common/collective trusts at end of year2014-12-31$717,353,958
Value of interest in common/collective trusts at beginning of year2014-12-31$313,001,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$99,300,294
Contract administrator fees2014-12-31$402,934
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
Aggregate proceeds on sale of assets2014-12-31$576,615,093
Aggregate carrying amount (costs) on sale of assets2014-12-31$457,985,536
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 name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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$7,577,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,846,981
Total income from all sources (including contributions)2013-12-31$566,048,574
Total loss/gain on sale of assets2013-12-31$60,246,906
Total of all expenses incurred2013-12-31$91,650,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$87,526,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$144,355,814
Value of total assets at end of year2013-12-31$2,715,619,184
Value of total assets at beginning of year2013-12-31$2,236,490,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,123,474
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$38,057,579
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$38,057,579
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$144,253,600
Participant contributions at end of year2013-12-31$2,325,820
Participant contributions at beginning of year2013-12-31$2,159,853
Assets. Other investments not covered elsewhere at end of year2013-12-31$740,092,043
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$660,746,324
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$102,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,507,042
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,905,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$683
Other income not declared elsewhere2013-12-31$247,891,781
Administrative expenses (other) incurred2013-12-31$45,924
Liabilities. Value of operating payables at end of year2013-12-31$7,577,021
Liabilities. Value of operating payables at beginning of year2013-12-31$2,846,981
Total non interest bearing cash at end of year2013-12-31$2,404
Total non interest bearing cash at beginning of year2013-12-31$139,692
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$474,398,354
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,708,041,480
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,233,643,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$3,822,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,653,690,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,351,176,575
Value of interest in common/collective trusts at end of year2013-12-31$313,001,768
Value of interest in common/collective trusts at beginning of year2013-12-31$216,361,993
Net investment gain or loss from common/collective trusts2013-12-31$75,496,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$87,526,746
Contract administrator fees2013-12-31$254,917
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$307,376,315
Aggregate carrying amount (costs) on sale of assets2013-12-31$247,129,409
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 name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$129,759,380
Total unrealized appreciation/depreciation of assets2012-12-31$129,759,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,846,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,952,519
Total income from all sources (including contributions)2012-12-31$377,379,859
Total loss/gain on sale of assets2012-12-31$28,816,287
Total of all expenses incurred2012-12-31$126,127,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$122,073,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$132,546,618
Value of total assets at end of year2012-12-31$2,236,490,107
Value of total assets at beginning of year2012-12-31$1,986,343,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,054,352
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,665,304
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$28,665,304
Administrative expenses professional fees incurred2012-12-31$1,342,613
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
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
Contributions received from participants2012-12-31$132,335,818
Participant contributions at end of year2012-12-31$2,159,853
Participant contributions at beginning of year2012-12-31$1,808,152
Assets. Other investments not covered elsewhere at end of year2012-12-31$660,746,324
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$624,521,902
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$210,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,905,670
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,447,035
Other income not declared elsewhere2012-12-31$28,105,103
Administrative expenses (other) incurred2012-12-31$202,926
Liabilities. Value of operating payables at end of year2012-12-31$2,846,981
Liabilities. Value of operating payables at beginning of year2012-12-31$2,830,801
Total non interest bearing cash at end of year2012-12-31$139,692
Total non interest bearing cash at beginning of year2012-12-31$1,369,746
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$251,252,347
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,233,643,126
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,982,390,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,508,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,351,176,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,184,698,850
Value of interest in common/collective trusts at end of year2012-12-31$216,361,993
Value of interest in common/collective trusts at beginning of year2012-12-31$172,497,614
Net investment gain or loss from common/collective trusts2012-12-31$29,487,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$122,073,160
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,121,718
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
Aggregate proceeds on sale of assets2012-12-31$194,652,587
Aggregate carrying amount (costs) on sale of assets2012-12-31$165,836,300
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-68,895,466
Total unrealized appreciation/depreciation of assets2011-12-31$-68,895,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,952,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,141,127
Total income from all sources (including contributions)2011-12-31$105,698,065
Total loss/gain on sale of assets2011-12-31$29,202,013
Total of all expenses incurred2011-12-31$74,105,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$70,359,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$126,254,570
Value of total assets at end of year2011-12-31$1,986,343,299
Value of total assets at beginning of year2011-12-31$1,954,938,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,745,385
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,992,553
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$19,992,553
Administrative expenses professional fees incurred2011-12-31$1,340,408
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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
Contributions received from participants2011-12-31$126,091,979
Participant contributions at end of year2011-12-31$1,808,152
Participant contributions at beginning of year2011-12-31$2,326,108
Assets. Other investments not covered elsewhere at end of year2011-12-31$624,521,902
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$653,019,947
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$162,591
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,447,035
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,295,036
Other income not declared elsewhere2011-12-31$-855,605
Administrative expenses (other) incurred2011-12-31$1,112,327
Liabilities. Value of operating payables at end of year2011-12-31$2,830,801
Liabilities. Value of operating payables at beginning of year2011-12-31$4,141,127
Total non interest bearing cash at end of year2011-12-31$1,369,746
Total non interest bearing cash at beginning of year2011-12-31$2,175,949
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$31,592,925
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,982,390,780
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,950,797,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,292,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,184,698,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,135,697,436
Value of interest in common/collective trusts at end of year2011-12-31$172,497,614
Value of interest in common/collective trusts at beginning of year2011-12-31$158,424,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$70,359,755
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,121,718
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$205,467,000
Aggregate carrying amount (costs) on sale of assets2011-12-31$176,264,987
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 name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,141,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,560,245
Total income from all sources (including contributions)2010-12-31$310,461,874
Total loss/gain on sale of assets2010-12-31$110,248,983
Total of all expenses incurred2010-12-31$47,315,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$44,015,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$119,462,354
Value of total assets at end of year2010-12-31$1,954,938,979
Value of total assets at beginning of year2010-12-31$1,693,212,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,300,383
Total interest from all sources2010-12-31$2,480,542
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$23,148,979
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$14,482,356
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$3,186,950
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$2,132,800
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$119,462,354
Amount contributed by the employer to the plan for this plan year2010-12-31$119,462,354
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$119,056,165
Participant contributions at end of year2010-12-31$2,326,108
Participant contributions at beginning of year2010-12-31$2,414,032
Assets. Other investments not covered elsewhere at end of year2010-12-31$264,129,953
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$381,043,871
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$406,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,295,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,380,309
Other income not declared elsewhere2010-12-31$385,018
Administrative expenses (other) incurred2010-12-31$139,755
Liabilities. Value of operating payables at end of year2010-12-31$4,141,127
Liabilities. Value of operating payables at beginning of year2010-12-31$5,560,245
Total non interest bearing cash at end of year2010-12-31$2,175,949
Total non interest bearing cash at beginning of year2010-12-31$1,434,213
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$263,146,095
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,950,797,852
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,687,651,758
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$2,304,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,198,454,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,014,048,719
Value of interest in common/collective trusts at end of year2010-12-31$158,424,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$115,624,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$115,234,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$115,234,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,480,542
Asset value of US Government securities at end of year2010-12-31$8,843,288
Asset value of US Government securities at beginning of year2010-12-31$7,890,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$54,735,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$8,666,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$44,015,396
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$9,983,022
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$10,814,358
Contract administrator fees2010-12-31$855,817
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$188,494,997
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$154,818,819
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,123,161,100
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,012,912,117
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 name2010-12-31ERNST AND YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$112,089,775
Amount contributed by the employer to the plan for this plan year2009-12-31$112,089,775

Form 5500 Responses for SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN)

2022: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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 - TrustYes
2021: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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 - TrustYes
2020: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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 - TrustYes
2019: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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 - TrustYes
2018: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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 - TrustYes
2017: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT 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: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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
2009: SCPMG KEOGH PLAN (FKA SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP RETIREMENT PLAN) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3