Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE PERMANENTE MEDICAL GROUP, INC.
EIN 94-2728480hospital & health careLatest filing 2024
Plans
13
Retirement
6
$35.20B assets
Welfare
7
$1.53B premiums
Participants
170,046
ONE KAISER PLAZA, 20TH FLOOR, 20B - PLEASANTON, CA 94588510-271-5940permanente.orgLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
13 filings#011TraditionalDB-$11.44B - 30,132 part#013401k-$9.88B - 30,066 part#040MoneyPurchase-$7.90B - 25,845 part#004TraditionalDB-$5.63B - 55,868 part#023401k-$204.8M - 459 part#012TraditionalDB-$132.6M - 446 part#550Mixed-$1.07B - 114,947 lives#606Mixed-$351.0M - 32,831 lives#607Fully Insured-$52.8M - 9,389 lives#525Fully Insured-$50.4M - 10,179 lives#608Fully Insured-$1.2M - 229 lives#523Fully Insured-$739K - 91 lives#605Self Funded-0 lives
Retirement portfolio analytics
6 plans aggregated / $35.20B assets / 142,816 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- (Not disclosed)99%
- THE VANGUARD GROUP, INC.1%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
7 plans / $1.53B premiums / 167,666 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.35B
- Prescription drug$335.9M
- Vision$333.7M
- Dental$64.6M
- Long-term disability$51.3M
- Life$50.8M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
88%top
- KAISER FOUNDATION HEALTH PLAN INC88%
- STANDARD INSURANCE COMPANY5%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- DELTA DENTAL OF CALIFORNIA3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- +3 more
Broker market share
Schedule A broker compensation
83%top
- THE PARTNERS GROUP83%
- MERCER HEALTH AND BENEFITS, LLC12%
- ALTC FUNDING LLC3%
- SENIOR COMMISSION FUNDING LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#011
RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC.
TraditionalDB
Assets$11.44B
Participants30,132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#013
THE PERMANENTE MEDICAL GROUP, INC. SALARY DEFERRAL PLAN
401k
Assets$9.88B
Participants30,066
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#040
THE PERMANENTE CONTRIBUTION PLAN OF THE PERMANENTE MEDICAL GROUP, INC.
MoneyPurchase
Assets$7.90B
Participants25,845
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
KAISER PERMANENTE EMPLOYEES PENSION PLAN
TraditionalDB
Assets$5.63B
Participants55,868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#023
THE PERMANENTE MEDICAL GROUP, INC. SALARY DEFERRAL RETIREMENT PLAN
401k
Assets$204.8M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012
KAISER PERMANENTE OPTOMETRISTS RETIREMENT PLAN
TraditionalDB
Assets$132.6M
Participants446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550
THE PERMANENTE MEDICAL GROUP INC. HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.07B
Covered lives114,947
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#606
THE PERMANENTE MEDICAL GROUP, INC. PHYSICIANS' WELFARE BENEFIT PLAN FOR ACTIVE PHYSICIANS
Mixed - KAISER FOUNDATION HEALTH PLANS, INC.
Premiums$351.0M
Covered lives32,831
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#607
THE PERMANENTE MEDICAL GROUP, INC. PHYSICIANS' WELFARE BENEFIT PLAN FOR RETIRED PHYSICIANS
Fully Insured - KAISER FOUNDATION HEALTH PLANS, INC.
Premiums$52.8M
Covered lives9,389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
TPMG, INC. MEDICAL BENEFITS PLAN FOR RETIRED NON-PHYSICIAN EMPLOYEES COVERED BY A COLLECTIVE BARGAINING AGREEMENT
Fully Insured - KAISER FOUNDATION HEALTH PLANS, INC.
Premiums$50.4M
Covered lives10,179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#608
THE PERMANENTE MEDICAL GROUP, INC. SPECIAL WELFARE BENEFIT PLAN FOR RETIRED EMPLOYEES
Fully Insured - KAISER FOUNDATION HEALTH PLANS, INC.
Premiums$1.2M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523
MEDICAL BENEFITS PLAN FOR RETIRED PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC.
Fully Insured - KAISER FOUNDATION HEALTH PLANS, INC.
Premiums$739K
Covered lives91
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#605
THE PERMANENTE MEDICAL GROUP HEALTH CARE SPENDING ACCOUNT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans6
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 011 | RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. | TraditionalDB | $11.44B | 30,132 | 2024 | |
| 013 | THE PERMANENTE MEDICAL GROUP, INC. SALARY DEFERRAL PLAN | 401k | $9.88B | 30,066 | 2024 | |
| 040 | THE PERMANENTE CONTRIBUTION PLAN OF THE PERMANENTE MEDICAL GROUP, INC. | MoneyPurchase | $7.90B | 25,845 | 2024 | |
| 004 | KAISER PERMANENTE EMPLOYEES PENSION PLAN | TraditionalDB | $5.63B | 55,868 | 2024 | |
| 023 | THE PERMANENTE MEDICAL GROUP, INC. SALARY DEFERRAL RETIREMENT PLAN | 401k | $204.8M | 459 | 2024 | |
| 012 | KAISER PERMANENTE OPTOMETRISTS RETIREMENT PLAN | TraditionalDB | $132.6M | 446 | 2024 |
Welfare plans7
Retirement plans
Welfare plans