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  2. SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
Sponsor portfolio

SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP

EIN 95-1750445-hospital & health care-Latest filing 2024
Plans
6
Retirement
4
$23.69B assets
Welfare
2
$1.34B premiums
Participants
114,491
ONE KAISER PLAZA, 20TH FLOOR, 20B - PASADENA, CA 91188510-271-5940LinkedIn1-10 employeeshospital & health care
Plans on this EIN
6 filings
#001TraditionalDB-$8.38B - 69,139 part#008ProfitSharing-$7.87B - 12,335 part#009401k-$6.54B - 23,286 part#030MoneyPurchase-$899.2M - 9,731 part#560Mixed-$1.30B - 104,373 lives#550Fully Insured-$40.5M - 7,201 lives

Retirement portfolio analytics

4 plans aggregated / $23.69B assets / 114,491 participants

Assets by plan

Share of aggregate retirement assets

35%top
  • PLAN FOR SCPMG (#001)35%
  • SCPMG KEOGH PLAN (#008)33%
  • PERMANENTE MEDICAL GROUPS (#009)28%
  • PLAN FOR SCPMG (#030)4%
Total $23.69BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
69%top
  • (Not disclosed)69%
  • CHARLES SCHWAB & CO., INC.31%
Total $23.69BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN FOR SCPMG (#001)69,139
  • PERMANENTE MEDICAL GROUPS (#009)23,286
  • SCPMG KEOGH PLAN (#008)12,335
  • PLAN FOR SCPMG (#030)9,731
Total 114,491Click row to drill in

Benefits portfolio analytics

2 plans / $1.34B premiums / 111,574 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.22B
  • Long-term disability$56.8M
  • Other$40.9M
  • Life$29.2M
  • Short-term disability$23.9M
  • Dental$23.1M
Total $1.34B6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • KAISER FOUNDATION HEALTH PLAN INC91%
  • STANDARD INSURANCE COMPANY4%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • DELTA DENTAL OF CALIFORNIA2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +3 more
Total $1.34B8 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • THE PARTNERS GROUP70%
  • MERCER HEALTH AND BENEFITS, LLC18%
  • ALTC FUNDING LLC4%
  • SOUTHERN CALIFORNIA PERMANENTE MEDI3%
  • SENIOR COMMISSION FUNDING LLC2%
  • +3 more
Total $4.0M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG

TraditionalDB

Assets$8.38B
Participants69,139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

SCPMG KEOGH PLAN

ProfitSharing

Assets$7.87B
Participants12,335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS

401k

Assets$6.54B
Participants23,286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#030

KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG

MoneyPurchase

Assets$899.2M
Participants9,731
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#560

SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.30B
Covered lives104,373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550

SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP HEALTH AND WELFARE PLAN FOR UNION RETIREES

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$40.5M
Covered lives7,201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001KAISER PERMANENTE RETIREMENT PLAN FOR SCPMGTraditionalDB$8.38B69,1392024
008SCPMG KEOGH PLANProfitSharing$7.87B12,3352024
009THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS401k$6.54B23,2862024
030KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMGMoneyPurchase$899.2M9,7312024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
560SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.30B104,3732024
550SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP HEALTH AND WELFARE PLAN FOR UNION RETIREESFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$40.5M7,2012024
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