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  2. COLORADO PERMANENTE MEDICAL GROUP, P.C.
Sponsor portfolio

COLORADO PERMANENTE MEDICAL GROUP, P.C.

EIN 84-0832336-medical practice-Latest filing 2024
Plans
4
Retirement
3
$1.72B assets
Welfare
1
$50.9M premiums
Participants
3,537
ONE KAISER PLAZA, 20TH FLOOR, 20B - DENVER, CO 80247510-271-5940LinkedIn1001-5000 employeesmedical practice
Plans on this EIN
4 filings
#002401k-$1.00B - 1,736 part#001TraditionalDB-$649.5M - 1,234 part#003CashBalance-$66.4M - 567 part#560Mixed-$50.9M - 5,906 lives

Retirement portfolio analytics

3 plans aggregated / $1.72B assets / 3,537 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • GROUP, P.C. 401(K) (#002)58%
  • PLAN FOR CPMG (#001)38%
  • CASH BALANCE PLAN (#003)4%
Total $1.72BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • CHARLES SCHWAB & CO., INC.58%
  • (Not disclosed)42%
Total $1.72BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, P.C. 401(K) (#002)1,736
  • PLAN FOR CPMG (#001)1,234
  • CASH BALANCE PLAN (#003)567
Total 3,537Click row to drill in

Benefits portfolio analytics

1 plan / $50.9M premiums / 5,906 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$47.2M
  • Long-term disability$3.6M
  • Other$3.2M
  • Life$3.1M
Total $50.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • KAISER FOUNDATION HEALTH PLAN INC93%
  • HARTFORD LIFE AND ACCIDENT6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • HEALTH NET0%
Total $50.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • THE PARTNERS GROUP100%
  • ASSUREX0%
Total $619K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN

401k

Assets$1.00B
Participants1,736
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PERMANENTE PHYSICIANS RETIREMENT PLAN FOR CPMG

TraditionalDB

Assets$649.5M
Participants1,234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

COLORADO PERMANENTE MEDICAL GROUP, P.C. CASH BALANCE PLAN

CashBalance

Assets$66.4M
Participants567
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#560

COLORADO PERMANENTE MEDICAL GROUP, P.C. HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF COLORADO

Premiums$50.9M
Covered lives5,906
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002COLORADO PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN401k$1.00B1,7362024
001PERMANENTE PHYSICIANS RETIREMENT PLAN FOR CPMGTraditionalDB$649.5M1,2342024
003COLORADO PERMANENTE MEDICAL GROUP, P.C. CASH BALANCE PLANCashBalance$66.4M5672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
560COLORADO PERMANENTE MEDICAL GROUP, P.C. HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN OF COLORADO$50.9M5,9062024
Retirement plans
Welfare plans
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