Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$4.9M
- Other$4.8M
- Life$4.7M
- Short-term disability$4.7M
- Health$399K
Sponsor portfolioTH
THE SOUTHEAST PERMANENTE MEDICAL GROUP
EIN 58-1635081Health Care and Social AssistanceLatest filing 2024
Plans
4
Retirement
1
$393.8M assets
Welfare
3
$5.3M premiums
Participants
2,812
ONE KAISER PLAZA, 20TH FLOOR, 20B - OAKLAND, CA 94612510-271-5940
Benefits portfolio analytics
3 plans / $5.3M premiums / 5,073 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA92%
- KAISER FOUNDATION HEALTH PLAN INC8%
- HEALTH NET1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
90%top
- THE PARTNERS GROUP90%
- DIGITAL INSURANCE LLC6%
- DANIEL J WISTED4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN
TraditionalDB
Assets$393.8M
Participants1,716
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#551
SOUTHEAST PERMANENTE MEDICAL GROUP WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$4.9M
Covered lives1,210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#560
THE SOUTHEAST PERMANENTE MEDICAL GROUP, INC. HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.
Premiums$435K
Covered lives3,863
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
THE SOUTHEAST PERMANENTE MEDICAL GROUP, INC. SUPPLEMENTAL BEHAVIORAL HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN | TraditionalDB | $393.8M | 1,716 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 551 | SOUTHEAST PERMANENTE MEDICAL GROUP WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4.9M | 1,210 | 2024 | |
| 560 | THE SOUTHEAST PERMANENTE MEDICAL GROUP, INC. HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $435K | 3,863 | 2024 | |
| 501 | THE SOUTHEAST PERMANENTE MEDICAL GROUP, INC. SUPPLEMENTAL BEHAVIORAL HEALTH PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans