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THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 401k Plan overview

Plan NameTHE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS
Plan identification number 009

THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

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 THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092023-01-01
0092022-01-01
0092021-01-01
0092020-01-01
0092019-01-01
0092018-01-01
0092017-01-01ANNE LURCH KATHLEEN POMEROY2018-10-12
0092016-01-01SONYA SILVA KATHLEEN POMEROY2017-10-11
0092015-01-01SONYA SILVA KATHLEEN POMEROY2016-10-14
0092014-01-01SONYA SILVA KATHLEEN POMEROY2015-10-13
0092013-01-01SONYA SILVA CYNTHIA JOHNSON2014-10-10
0092012-01-01CYNTHIA JOHNSON
0092011-01-01CYNTHIA JOHNSON
0092010-01-01CYNTHIA JOHNSON
0092009-01-01CYNTHIA JOHNSON

Plan Statistics for THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS

401k plan membership statisitcs for THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS

Measure Date Value
2023: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2023 401k membership
Total participants, beginning-of-year2023-01-0121,447
Total number of active participants reported on line 7a of the Form 55002023-01-0117,983
Number of retired or separated participants receiving benefits2023-01-0140
Number of other retired or separated participants entitled to future benefits2023-01-014,567
Total of all active and inactive participants2023-01-0122,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0186
Total participants2023-01-0122,676
Number of participants with account balances2023-01-0121,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0138
2022: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2022 401k membership
Total participants, beginning-of-year2022-01-0120,733
Total number of active participants reported on line 7a of the Form 55002022-01-0117,167
Number of retired or separated participants receiving benefits2022-01-0153
Number of other retired or separated participants entitled to future benefits2022-01-014,157
Total of all active and inactive participants2022-01-0121,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0170
Total participants2022-01-0121,447
Number of participants with account balances2022-01-0120,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0141
2021: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2021 401k membership
Total participants, beginning-of-year2021-01-0110,839
Total number of active participants reported on line 7a of the Form 55002021-01-0116,704
Number of retired or separated participants receiving benefits2021-01-0140
Number of other retired or separated participants entitled to future benefits2021-01-013,929
Total of all active and inactive participants2021-01-0120,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0160
Total participants2021-01-0120,733
Number of participants with account balances2021-01-0119,630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2020 401k membership
Total participants, beginning-of-year2020-01-0110,566
Total number of active participants reported on line 7a of the Form 55002020-01-019,578
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-011,230
Total of all active and inactive participants2020-01-0110,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0129
Total participants2020-01-0110,839
Number of participants with account balances2020-01-019,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2019 401k membership
Total participants, beginning-of-year2019-01-018,880
Total number of active participants reported on line 7a of the Form 55002019-01-019,386
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,158
Total of all active and inactive participants2019-01-0110,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0122
Total participants2019-01-0110,566
Number of participants with account balances2019-01-019,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2018 401k membership
Total participants, beginning-of-year2018-01-018,547
Total number of active participants reported on line 7a of the Form 55002018-01-017,975
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01890
Total of all active and inactive participants2018-01-018,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-018,880
Number of participants with account balances2018-01-017,939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2017 401k membership
Total participants, beginning-of-year2017-01-018,197
Total number of active participants reported on line 7a of the Form 55002017-01-017,727
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01809
Total of all active and inactive participants2017-01-018,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-018,547
Number of participants with account balances2017-01-017,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2016 401k membership
Total participants, beginning-of-year2016-01-017,779
Total number of active participants reported on line 7a of the Form 55002016-01-017,444
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01744
Total of all active and inactive participants2016-01-018,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-018,197
Number of participants with account balances2016-01-017,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2015 401k membership
Total participants, beginning-of-year2015-01-018,323
Total number of active participants reported on line 7a of the Form 55002015-01-017,149
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01627
Total of all active and inactive participants2015-01-017,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-017,779
Number of participants with account balances2015-01-016,778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2014 401k membership
Total participants, beginning-of-year2014-01-017,460
Total number of active participants reported on line 7a of the Form 55002014-01-017,610
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01710
Total of all active and inactive participants2014-01-018,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-018,323
Number of participants with account balances2014-01-016,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2013 401k membership
Total participants, beginning-of-year2013-01-017,451
Total number of active participants reported on line 7a of the Form 55002013-01-016,775
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01679
Total of all active and inactive participants2013-01-017,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-017,460
Number of participants with account balances2013-01-016,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2012 401k membership
Total participants, beginning-of-year2012-01-016,899
Total number of active participants reported on line 7a of the Form 55002012-01-016,593
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01851
Total of all active and inactive participants2012-01-017,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-017,451
Number of participants with account balances2012-01-016,156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2011 401k membership
Total participants, beginning-of-year2011-01-014,744
Total number of active participants reported on line 7a of the Form 55002011-01-016,250
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01646
Total of all active and inactive participants2011-01-016,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-016,899
Number of participants with account balances2011-01-015,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2010 401k membership
Total participants, beginning-of-year2010-01-015,481
Total number of active participants reported on line 7a of the Form 55002010-01-015,643
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 participants2010-01-016,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016,202
Number of participants with account balances2010-01-015,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2009 401k membership
Total participants, beginning-of-year2009-01-014,804
Total number of active participants reported on line 7a of the Form 55002009-01-014,841
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01635
Total of all active and inactive participants2009-01-015,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-015,481
Number of participants with account balances2009-01-015,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS

Measure Date Value
2023 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$1,182,709,842
Total of all expenses incurred2023-12-31$250,640,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$247,693,487
Expenses. Certain deemed distributions of participant loans2023-12-31$121,137
Value of total corrective distributions2023-12-31$956,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$343,118,356
Value of total assets at end of year2023-12-31$5,627,793,074
Value of total assets at beginning of year2023-12-31$4,695,724,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,869,640
Total interest from all sources2023-12-31$1,465,559
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$78,607,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$78,607,661
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$85,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$309,353,577
Participant contributions at end of year2023-12-31$28,488,850
Participant contributions at beginning of year2023-12-31$27,030,075
Participant contributions at end of year2023-12-31$2,166,144
Participant contributions at beginning of year2023-12-31$2,159,464
Assets. Other investments not covered elsewhere at end of year2023-12-31$173,573,041
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$89,962,552
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$14,529,711
Other income not declared elsewhere2023-12-31$25,513,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$932,069,021
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,627,793,074
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,695,724,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$1,819,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,115,713,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,774,957,049
Interest on participant loans2023-12-31$1,465,559
Value of interest in common/collective trusts at end of year2023-12-31$2,971,837,517
Value of interest in common/collective trusts at beginning of year2023-12-31$2,403,596,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$336,013,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$398,018,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$282,662,147
Net investment gain/loss from pooled separate accounts2023-12-31$8,569,586
Net investment gain or loss from common/collective trusts2023-12-31$442,773,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$19,235,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$247,693,487
Contract administrator fees2023-12-31$15,800
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS LLP
Accountancy firm EIN2023-12-31910189318
2022 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$90,989
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$0
Total income from all sources (including contributions)2022-12-31$-617,006,973
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$205,964,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$202,848,272
Expenses. Certain deemed distributions of participant loans2022-12-31$72,188
Value of total corrective distributions2022-12-31$1,065,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$320,805,506
Value of total assets at end of year2022-12-31$4,695,724,053
Value of total assets at beginning of year2022-12-31$5,518,604,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,978,226
Total interest from all sources2022-12-31$1,234,805
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$91,801,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$91,801,589
Administrative expenses professional fees incurred2022-12-31$38,858
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$280,090,800
Participant contributions at end of year2022-12-31$27,030,075
Participant contributions at beginning of year2022-12-31$27,173,587
Participant contributions at end of year2022-12-31$2,159,464
Participant contributions at beginning of year2022-12-31$1,771,687
Assets. Other investments not covered elsewhere at end of year2022-12-31$89,962,552
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$109,248,434
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,006,594
Other income not declared elsewhere2022-12-31$-24,994,052
Administrative expenses (other) incurred2022-12-31$113,100
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-822,971,451
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,695,724,053
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,518,604,515
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$1,826,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,774,957,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,219,926,863
Interest on participant loans2022-12-31$1,234,805
Value of interest in common/collective trusts at end of year2022-12-31$2,403,596,289
Value of interest in common/collective trusts at beginning of year2022-12-31$2,797,632,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$398,018,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$362,851,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-527,843,590
Net investment gain/loss from pooled separate accounts2022-12-31$7,116,127
Net investment gain or loss from common/collective trusts2022-12-31$-485,127,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$16,708,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$202,848,272
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2022-12-31346565596
2021 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,423,565,587
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$727,736,427
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$142,207,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$140,446,010
Expenses. Certain deemed distributions of participant loans2021-12-31$36,258
Value of total corrective distributions2021-12-31$382,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$227,538,597
Value of total assets at end of year2021-12-31$5,518,604,515
Value of total assets at beginning of year2021-12-31$3,509,509,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,342,691
Total interest from all sources2021-12-31$1,000,257
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$160,196,085
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$160,196,085
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$194,628,906
Participant contributions at end of year2021-12-31$27,173,587
Participant contributions at beginning of year2021-12-31$18,330,319
Participant contributions at end of year2021-12-31$1,771,687
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$109,248,434
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$10,905,971
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$29,528,835
Other income not declared elsewhere2021-12-31$1,028,197
Administrative expenses (other) incurred2021-12-31$17,150
Total non interest bearing cash at end of year2021-12-31$25
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$585,529,425
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,518,604,515
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,509,509,503
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$1,325,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,219,926,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,446,070,013
Interest on participant loans2021-12-31$1,000,257
Value of interest in common/collective trusts at end of year2021-12-31$2,797,632,325
Value of interest in common/collective trusts at beginning of year2021-12-31$734,777,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$362,851,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$299,425,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$161,312,625
Net investment gain/loss from pooled separate accounts2021-12-31$5,404,225
Net investment gain or loss from common/collective trusts2021-12-31$171,256,441
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,380,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$140,446,010
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,545
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$692,019,005
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$113,519,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$111,469,043
Expenses. Certain deemed distributions of participant loans2020-12-31$21,364
Value of total corrective distributions2020-12-31$417,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$179,253,307
Value of total assets at end of year2020-12-31$3,509,509,503
Value of total assets at beginning of year2020-12-31$2,931,007,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,611,422
Total interest from all sources2020-12-31$787,065
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$122,894,821
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$122,894,821
Administrative expenses professional fees incurred2020-12-31$10,000
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$164,755,919
Participant contributions at end of year2020-12-31$18,330,319
Participant contributions at beginning of year2020-12-31$16,423,348
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$10,905,971
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$107,796,748
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,520,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,203,632
Administrative expenses (other) incurred2020-12-31$477,650
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$578,499,975
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,509,509,503
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,931,007,983
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$1,123,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,446,070,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,971,124,679
Interest on participant loans2020-12-31$787,065
Value of interest in common/collective trusts at end of year2020-12-31$734,777,993
Value of interest in common/collective trusts at beginning of year2020-12-31$592,283,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$299,425,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$243,379,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$276,996,204
Net investment gain/loss from pooled separate accounts2020-12-31$6,680,657
Net investment gain or loss from common/collective trusts2020-12-31$104,203,319
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$2,977,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$111,469,043
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 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$191,247,348
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$655,010,260
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$85,390,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$84,134,109
Expenses. Certain deemed distributions of participant loans2019-12-31$10,287
Value of total corrective distributions2019-12-31$53,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$162,217,155
Value of total assets at end of year2019-12-31$2,931,007,983
Value of total assets at beginning of year2019-12-31$2,170,140,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,191,952
Total interest from all sources2019-12-31$941,393
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$63,453,307
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$63,453,071
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-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$130,000
Contributions received from participants2019-12-31$149,183,156
Participant contributions at end of year2019-12-31$16,423,348
Participant contributions at beginning of year2019-12-31$14,898,495
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$107,796,748
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$82,261,432
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,069,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$489,671
Administrative expenses (other) incurred2019-12-31$176,219
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$569,620,032
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,931,007,983
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,170,140,603
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$1,015,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,971,124,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,479,769,152
Interest on participant loans2019-12-31$941,393
Value of interest in common/collective trusts at end of year2019-12-31$592,283,864
Value of interest in common/collective trusts at beginning of year2019-12-31$372,779,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$243,379,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$220,431,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$327,103,996
Net investment gain/loss from pooled separate accounts2019-12-31$5,662,547
Net investment gain or loss from common/collective trusts2019-12-31$95,142,191
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
Contributions received in cash from employer2019-12-31$1,964,889
Income. Dividends from preferred stock2019-12-31$236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$84,134,109
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 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$13,668,568
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$86,733,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$85,315,819
Expenses. Certain deemed distributions of participant loans2018-12-31$85,831
Value of total corrective distributions2018-12-31$6,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$141,299,459
Value of total assets at end of year2018-12-31$2,170,140,603
Value of total assets at beginning of year2018-12-31$2,243,205,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,325,523
Total interest from all sources2018-12-31$639,116
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$76,468,875
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$76,468,875
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
Contributions received from participants2018-12-31$127,984,215
Participant contributions at end of year2018-12-31$14,898,495
Participant contributions at beginning of year2018-12-31$15,071,180
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$82,261,432
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,315,244
Administrative expenses (other) incurred2018-12-31$320,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-73,065,237
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,170,140,603
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,243,205,840
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$1,004,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,479,769,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,658,485,337
Interest on participant loans2018-12-31$639,116
Value of interest in common/collective trusts at end of year2018-12-31$372,779,959
Value of interest in common/collective trusts at beginning of year2018-12-31$351,298,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$220,431,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$218,351,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-175,983,995
Net investment gain/loss from pooled separate accounts2018-12-31$3,962,331
Net investment gain or loss from common/collective trusts2018-12-31$-32,717,218
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$85,315,819
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 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$446,860,724
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$64,140,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$62,724,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$123,729,302
Value of total assets at end of year2017-12-31$2,243,205,840
Value of total assets at beginning of year2017-12-31$1,860,485,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,415,266
Total interest from all sources2017-12-31$10,618,973
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$52,654,269
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$52,654,269
Administrative expenses professional fees incurred2017-12-31$21,000
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
Contributions received from participants2017-12-31$118,088,184
Participant contributions at end of year2017-12-31$15,071,180
Participant contributions at beginning of year2017-12-31$14,496,424
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,641,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$458,019
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$382,720,495
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,243,205,840
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,860,485,345
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$935,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,658,485,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,414,694,344
Interest on participant loans2017-12-31$697,134
Interest earned on other investments2017-12-31$9,921,839
Value of interest in common/collective trusts at end of year2017-12-31$351,298,030
Value of interest in common/collective trusts at beginning of year2017-12-31$201,388,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$218,351,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$229,905,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$210,000,683
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$49,857,497
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$62,724,963
Contract administrator fees2017-12-31$500
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 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$163,123
Total income from all sources (including contributions)2016-12-31$269,349,431
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$50,575,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$49,320,268
Value of total corrective distributions2016-12-31$33,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$122,340,703
Value of total assets at end of year2016-12-31$1,860,485,345
Value of total assets at beginning of year2016-12-31$1,641,874,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,221,685
Total interest from all sources2016-12-31$9,838,612
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$38,063,506
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$38,063,506
Administrative expenses professional fees incurred2016-12-31$66,000
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
Contributions received from participants2016-12-31$122,331,703
Participant contributions at end of year2016-12-31$14,496,424
Participant contributions at beginning of year2016-12-31$15,450,570
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$593,596
Other income not declared elsewhere2016-12-31$-5,823
Administrative expenses (other) incurred2016-12-31$285,727
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$218,773,823
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,860,485,345
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,641,711,522
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$869,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,414,694,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,246,032,233
Interest on participant loans2016-12-31$605,827
Interest earned on other investments2016-12-31$9,211,212
Value of interest in common/collective trusts at end of year2016-12-31$201,388,618
Value of interest in common/collective trusts at beginning of year2016-12-31$152,814,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$21,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$229,905,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$226,984,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$84,923,973
Net investment gain or loss from common/collective trusts2016-12-31$14,188,460
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$9,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$49,320,268
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
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$163,123
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 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 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$163,123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,603,804
Total income from all sources (including contributions)2015-12-31$105,904,939
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$49,378,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$47,569,244
Expenses. Certain deemed distributions of participant loans2015-12-31$5,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$111,117,880
Value of total assets at end of year2015-12-31$1,641,874,645
Value of total assets at beginning of year2015-12-31$1,586,788,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,803,850
Total interest from all sources2015-12-31$5,221,718
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$43,821,382
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$43,821,382
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$107,950,958
Participant contributions at end of year2015-12-31$15,450,570
Participant contributions at beginning of year2015-12-31$15,871,843
Participant contributions at beginning of year2015-12-31$23,329
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,265,033
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$593,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,258,693
Administrative expenses (other) incurred2015-12-31$48,517
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$56,526,704
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,641,711,522
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,585,184,818
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$1,535,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,246,032,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,215,319,607
Interest on participant loans2015-12-31$675,231
Interest earned on other investments2015-12-31$4,546,487
Value of interest in common/collective trusts at end of year2015-12-31$152,814,208
Value of interest in common/collective trusts at beginning of year2015-12-31$130,882,596
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$26,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$26,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$226,984,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$222,406,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-52,396,713
Net investment gain or loss from common/collective trusts2015-12-31$-1,859,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,901,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$47,569,244
Contract administrator fees2015-12-31$220,090
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$163,123
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$1,603,804
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 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 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$1,603,804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,061,433
Total income from all sources (including contributions)2014-12-31$212,491,644
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$58,349,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$56,903,827
Expenses. Certain deemed distributions of participant loans2014-12-31$9,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$100,051,619
Value of total assets at end of year2014-12-31$1,586,788,622
Value of total assets at beginning of year2014-12-31$1,432,104,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,436,365
Total interest from all sources2014-12-31$4,545,398
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$42,594,530
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$42,594,530
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$99,673,301
Participant contributions at end of year2014-12-31$15,871,843
Participant contributions at beginning of year2014-12-31$15,135,682
Participant contributions at end of year2014-12-31$23,329
Participant contributions at beginning of year2014-12-31$21,702
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$360,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,258,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,478,868
Administrative expenses (other) incurred2014-12-31$5,194
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$154,142,221
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,585,184,818
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,431,042,597
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$1,228,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,215,319,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,204,673,271
Interest on participant loans2014-12-31$654,410
Interest earned on other investments2014-12-31$3,890,988
Value of interest in common/collective trusts at end of year2014-12-31$130,882,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$26,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$308,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$308,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$222,406,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$210,486,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$58,538,698
Net investment gain or loss from common/collective trusts2014-12-31$6,761,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$17,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$56,903,827
Contract administrator fees2014-12-31$202,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$1,603,804
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$1,061,433
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 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 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$1,061,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,986,190
Total income from all sources (including contributions)2013-12-31$331,188,693
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$50,637,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$49,843,049
Expenses. Certain deemed distributions of participant loans2013-12-31$-75,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$97,344,469
Value of total assets at end of year2013-12-31$1,432,104,030
Value of total assets at beginning of year2013-12-31$1,152,477,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$870,418
Total interest from all sources2013-12-31$5,031,189
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$34,806,356
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$34,806,356
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$97,344,469
Participant contributions at end of year2013-12-31$15,135,682
Participant contributions at beginning of year2013-12-31$14,148,387
Participant contributions at end of year2013-12-31$21,702
Participant contributions at beginning of year2013-12-31$8,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,478,868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,108,481
Administrative expenses (other) incurred2013-12-31$1,351
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$280,550,942
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,431,042,597
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,150,491,655
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$748,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,204,673,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$945,653,183
Interest on participant loans2013-12-31$618,466
Interest earned on other investments2013-12-31$4,412,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$308,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$61,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$61,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$210,486,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$189,497,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$194,006,679
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$49,843,049
Contract administrator fees2013-12-31$120,128
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$1,061,433
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$1,986,190
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 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,986,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,721,518
Total income from all sources (including contributions)2012-12-31$220,497,248
Total of all expenses incurred2012-12-31$40,051,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$39,225,114
Expenses. Certain deemed distributions of participant loans2012-12-31$74,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$88,985,270
Value of total assets at end of year2012-12-31$1,152,477,845
Value of total assets at beginning of year2012-12-31$971,767,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$752,200
Total interest from all sources2012-12-31$5,617,858
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$25,736,209
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$25,736,209
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$88,985,270
Participant contributions at end of year2012-12-31$14,148,387
Participant contributions at beginning of year2012-12-31$13,090,697
Participant contributions at end of year2012-12-31$8,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,108,481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,298,523
Administrative expenses (other) incurred2012-12-31$4,458
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$180,445,625
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,150,491,655
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$970,046,030
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$629,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$945,653,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$797,049,887
Interest on participant loans2012-12-31$548,315
Interest earned on other investments2012-12-31$5,069,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$61,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$875,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$875,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$189,497,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$159,453,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$100,157,911
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$39,225,114
Contract administrator fees2012-12-31$118,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$1,986,190
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$1,721,518
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 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,721,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,001,552
Total income from all sources (including contributions)2011-12-31$74,276,892
Total of all expenses incurred2011-12-31$36,697,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$35,930,777
Expenses. Certain deemed distributions of participant loans2011-12-31$75,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$82,506,611
Value of total assets at end of year2011-12-31$971,767,548
Value of total assets at beginning of year2011-12-31$933,467,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$690,803
Total interest from all sources2011-12-31$596,382
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$24,922,527
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$24,922,527
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 period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$82,506,611
Participant contributions at end of year2011-12-31$13,090,697
Participant contributions at beginning of year2011-12-31$12,542,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,298,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$849,795
Other income not declared elsewhere2011-12-31$12,571
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$37,579,597
Value of net assets at end of year (total assets less liabilities)2011-12-31$970,046,030
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$932,466,435
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$552,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$797,049,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$780,073,155
Interest earned on other investments2011-12-31$596,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$875,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,260,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,260,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$159,453,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$138,742,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-33,761,199
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$35,930,777
Contract administrator fees2011-12-31$137,980
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
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$1,721,518
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$1,001,552
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 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,001,552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,231,345
Total income from all sources (including contributions)2010-12-31$180,590,853
Total of all expenses incurred2010-12-31$25,045,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$24,495,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$73,780,258
Value of total assets at end of year2010-12-31$933,467,987
Value of total assets at beginning of year2010-12-31$779,152,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$549,526
Total interest from all sources2010-12-31$6,033,157
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$16,481,794
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$16,481,794
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$73,780,258
Participant contributions at end of year2010-12-31$12,542,489
Participant contributions at beginning of year2010-12-31$10,692,747
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$849,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,837,387
Other income not declared elsewhere2010-12-31$214,420
Administrative expenses (other) incurred2010-12-31$38,636
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$155,545,599
Value of net assets at end of year (total assets less liabilities)2010-12-31$932,466,435
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$776,920,836
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$401,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$780,073,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$632,405,243
Interest on participant loans2010-12-31$633,344
Interest earned on other investments2010-12-31$5,399,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,260,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$817,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$817,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$138,742,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$133,399,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$84,081,224
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$24,495,728
Contract administrator fees2010-12-31$109,273
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$1,001,552
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$2,231,345
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 & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596
2009 : THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS

2023: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2023 form 5500 responses
2023-01-01Type of plan entityMulitple employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32783
Policy instance 1
Insurance contract or identification number32783
Number of Individuals Covered22676
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32783
Policy instance 1
Insurance contract or identification number32783
Number of Individuals Covered21447
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32783
Policy instance 1
Insurance contract or identification number32783
Number of Individuals Covered20733
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32783
Policy instance 1
Insurance contract or identification number32783
Number of Individuals Covered10839
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32783
Policy instance 1
Insurance contract or identification number32783
Number of Individuals Covered10566
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32783
Policy instance 1
Insurance contract or identification number32783
Number of Individuals Covered8880
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32783
Policy instance 1
Insurance contract or identification number32783
Number of Individuals Covered8547
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32783
Policy instance 1
Insurance contract or identification number32783
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $659,865
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees659865
Insurance broker nameMETROPOLITAN LIFE INSURANCE CO
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32783
Policy instance 1
Insurance contract or identification number32783
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $699,264
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees699264
Insurance broker nameMETROPOLITAN LIFE INSURANCE CO
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32783
Policy instance 1
Insurance contract or identification number32783
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $689,978
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees689978
Insurance broker nameMETROPOLITAN LIFE INSURANCE CO
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number24765
Policy instance 1
Insurance contract or identification number24765
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $426,652
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees426652
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATION CHARGE
Insurance broker organization code?7
Insurance broker nameMETROPOLITAN LIFE INSURANCE CO
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number24765
Policy instance 1
Insurance contract or identification number24765
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number24765
Policy instance 1
Insurance contract or identification number24765
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $344,422
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENT

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