Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PERMANENTE DENTAL ASSOCIATES, P.C.
EIN 93-1078042medical practiceLatest filing 2024
Plans
3
Retirement
2
$214.9M assets
Welfare
1
$5.6M premiums
Participants
693
500 NE MULTNOMAH STREET, SUITE 100 - PORTLAND, OR 972322099971-212-2175LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $214.9M assets / 482 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
77%top
- THE VANGUARD GROUP, INC.77%
- (Not disclosed)23%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.6M premiums / 507 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$588K
- Other$148K
- Short-term disability$85K
- Life$41K
Carrier market share
Premium dollars by Schedule A carrier
84%top
- KAISER FOUNDATION HEALTH PLAN INC84%
- USABLE LIFE16%
Broker market share
Schedule A broker compensation
100%top
- BRYAN BRIAND100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PERMANENTE DENTAL ASSOCIATES 401K RETIREMENT PLAN
401k
Assets$164.8M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PERMANENTE DENTISTS RETIREMENT PLAN FOR PERMANENTE DENTAL ASSOCIATES
CashBalance
Assets$50.1M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#560
GROUP BENEFITS
Mixed - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST
Premiums$5.6M
Covered lives507
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERMANENTE DENTAL ASSOCIATES 401K RETIREMENT PLAN | 401k | $164.8M | 246 | 2024 | |
| 002 | PERMANENTE DENTISTS RETIREMENT PLAN FOR PERMANENTE DENTAL ASSOCIATES | CashBalance | $50.1M | 236 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 560 | GROUP BENEFITS | Mixed | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $5.6M | 507 | 2024 |
Retirement plans
Welfare plans