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  2. NORTHWEST PERMANENTE, P.C.
Sponsor portfolioTH

NORTHWEST PERMANENTE, P.C.

EIN 93-0698548-hospital & health care-Latest filing 2024
Plans
8
Retirement
6
$2.80B assets
Welfare
2
$99.8M premiums
Participants
9,936
500 N.E. MULTNOMAH, SUITE 100 - PORTLAND, OR 97232503-813-3875nwpermanente.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
8 filings
#002MoneyPurchase-$1.11B - 1,987 part#003401k-$767.7M - 2,043 part#001TraditionalDB-$710.5M - 1,329 part#006CashBalance-$177.1M - 1,431 part#005401k-$22.4M - 319 part#004MoneyPurchase-$11.2M - 333 part#507Mixed-$52.4M - 6,628 lives#560Mixed-$47.4M - 6,628 lives

Retirement portfolio analytics

6 plans aggregated / $2.80B assets / 7,442 participants

Assets by plan

Share of aggregate retirement assets

40%top
  • - MPP ASPECT (#002)40%
  • - PS ASPECT (#003)27%
  • PHYSICIANS RETIREMENT PLAN (#001)25%
  • CASH BALANCE PLAN (#006)6%
  • EMP. - PS (#005)1%
  • +1 more
Total $2.80BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • - PS ASPECT (#003)2,043
  • - MPP ASPECT (#002)1,987
  • CASH BALANCE PLAN (#006)1,431
  • PHYSICIANS RETIREMENT PLAN (#001)1,329
  • - MPP ASPECT (#004)333
  • EMP. - PS (#005)319
Total 7,442Click row to drill in

Benefits portfolio analytics

2 plans / $99.8M premiums / 13,256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$47.4M
  • Health$47.4M
  • Long-term disability$3.4M
  • Other$1.6M
  • Life$1.4M
Total $99.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • KAISER FOUNDATION HEALTH PLAN INC95%
  • STANDARD INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $99.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MERCER HEALTH AND BENEFITS, LLC86%
  • THE PARTNERS GROUP14%
Total $246K2 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

NORTHWEST PERMANENTE, P.C. RETIREMENT PLAN - MPP ASPECT

MoneyPurchase

Assets$1.11B
Participants1,987
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

NORTHWEST PERMANENTE, P.C. RETIREMENT PLAN - PS ASPECT

401k

Assets$767.7M
Participants2,043
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PERMANENTE PHYSICIANS RETIREMENT PLAN

TraditionalDB

Assets$710.5M
Participants1,329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

NORTHWEST PERMANENTE, P.C., CASH BALANCE PLAN

CashBalance

Assets$177.1M
Participants1,431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

NORTHWEST PERMANENTE, P.C. RETIREMENT PLAN FOR CLERICAL EMP. - PS

401k

Assets$22.4M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

NORTHWEST PERMANENTE, P.C. RETIREMENT PLAN FOR CLERICAL EMP. - MPP ASPECT

MoneyPurchase

Assets$11.2M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

NORTHWEST PERMANENTE PC WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEATLH PLAN OF THE NORTHWEST

Premiums$52.4M
Covered lives6,628
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#560

NORTHWEST PERMANENTE, P.C. WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$47.4M
Covered lives6,628
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans6

Plan #NameTypeAssetsParticipantsLatest year
002NORTHWEST PERMANENTE, P.C. RETIREMENT PLAN - MPP ASPECTMoneyPurchase$1.11B1,9872024
003NORTHWEST PERMANENTE, P.C. RETIREMENT PLAN - PS ASPECT401k$767.7M2,0432024
001PERMANENTE PHYSICIANS RETIREMENT PLANTraditionalDB$710.5M1,3292024
006NORTHWEST PERMANENTE, P.C., CASH BALANCE PLANCashBalance$177.1M1,4312024
005NORTHWEST PERMANENTE, P.C. RETIREMENT PLAN FOR CLERICAL EMP. - PS401k$22.4M3192024
004NORTHWEST PERMANENTE, P.C. RETIREMENT PLAN FOR CLERICAL EMP. - MPP ASPECTMoneyPurchase$11.2M3332024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
507NORTHWEST PERMANENTE PC WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEATLH PLAN OF THE NORTHWEST$52.4M6,6282024
560NORTHWEST PERMANENTE, P.C. WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$47.4M6,6282024
Retirement plans
Welfare plans
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