PlanOptica
Retirement plan

KAISER PERMANENTE OPTOMETRISTS RETIREMENT PLAN

THE PERMANENTE MEDICAL GROUP, INC.EIN 94-2728480Plan #012PY 2020
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ONE KAISER PLAZA, 20TH FLOOR, 20B - OAKLAND, CA 94612510-271-5940permanente.orgLinkedIn5001-10000 employeeshospital & health care
Other plans on this EIN
5 filings
#011Retirement-$10.40B assets#013Retirement-$7.17B assets#040Retirement-$6.05B assets#004Retirement-$5.19B assets#023Retirement-$160.7M assets
Prospect flagsNo flags tripped

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(510) 271-5940
Plan administrator signer
MARYANN KHINDA-LOMBARDO
Signed 10/15/2021
Plan administrator entity
KAISER FOUNDATION HEALTH PLAN, INC.
EIN 941340523
How to read this page

Summary metrics

Total assets (EOY)
$121M
-10.4% from 2016
Total participants
394
-4.7% from 2016
Average account balance
$0
No prior year
Annual return
12.07%
-9.81 pp from 2016

Benchmarks

See 191 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants250-999
Cohort191 peers
Snapshot2020
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$22,082
median $6,065
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $1,168,160
Admin fee / account holder
$0
median $21,565
Annual return
12.07%
median 10.59%
Overall peer rank
68th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$132.60M
Average account balance
Total assets / participants with a balance (line 6g)
$297K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
94
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$7.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$20K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+3.75%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

BLAKE P. MURPHY

AON CONSULTING, INC.
Enrollment #2005322
17875 VON KARMAN AVENUE
SUITE 300
IRVINE, CA 92614
(949) 725-4500
Signed 2021-09-15

Top hat statement on fileNQDC

Filed April 16, 2018 (most recent of 6 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
1800 Harrison St., 7th Floor
Oakland State: CA Zip Code: 94612
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • The Permanente Medical Group, Inc. Supplemental Retirement Plan for Salaried Employees30 emp
Open the filing PDF

Plan features & details

Pension benefit codes1A3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped
No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MOSS ADAMS LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Unqualified