Form 5500 · Retirement plan · PASADENA, CA

SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP

The filing calls this plan THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS.

SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP of PASADENA, CA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)

Not disclosed

Insurance company

METROPOLITAN LIFE INSURANCE COMPANY

Contract year ends

Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-1750445 · plan 009 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year

22,676

Contracts on file

Contract value

$297,586,910

Plan year end

December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with METROPOLITAN LIFE INSURANCE COMPANY.

The contracts held $297,586,910 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

Carrier	Contract type	Covered	Year ends	Contract value	Commission
METROPOLITAN LIFE INSURANCE COMPANY	Annuity / GIC	23,286	December	$297,586,910	$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing

SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP

EIN 95-1750445

FINANCIAL ENGINES INC.

Named on Schedule C · EIN 94-3250323

$1,854,318

paid directly by the plan

SCHWAB RETIREMENT PLAN SERVICES,INC

Recordkeeping and information management · EIN 34-1479833

$91,213

paid directly by the plan

FINANCIAL ENGINES ADVISORS LLC

Named on Schedule C · EIN 77-0473565

$29,209

paid directly by the plan

EWG ELEVATE INC

Named on Schedule C · EIN 82-3365869

$27,545

paid directly by the plan

AT INVESTMENT ADVISERS INC

Named on Schedule C · EIN 20-0822261

$26,858

paid directly by the plan

DESTINATION WEALTH MANAGEMENT

Named on Schedule C · EIN 56-2326959

$25,818

paid directly by the plan

MOSS ADAMS LLP

Accounting and audit · EIN 91-0189318

$21,203

paid directly by the plan

ANGELES INVESTMENT ADVISORS LL

Named on Schedule C · EIN 95-4839031

$21,071

paid directly by the plan

ONE CAPITAL MANAGEMENT LLC

Named on Schedule C · EIN 95-4873328

$16,654

paid directly by the plan

FIRST NATIONAL ADVISORS LLC

Named on Schedule C · EIN 04-2541452

$13,834

paid directly by the plan

SEYFARTH SHAW LLP

Named on Schedule C · EIN 36-2152202

$13,622

paid directly by the plan

CAPITAL INSIGHT PARTNERS LLC

Named on Schedule C · EIN 90-0493567

$13,620

paid directly by the plan

MORNINGSTAR INVESTMENT SERVICE

Named on Schedule C · EIN 36-4410122

$12,447

paid directly by the plan

SIGNATURE ESTATE & INVESTMENT

Named on Schedule C · EIN 95-4806910

$11,019

paid directly by the plan

CERDA MUNOZ ADVISORS INC

Named on Schedule C · EIN 46-4459677

$10,951

paid directly by the plan

EP WEALTH ADVISORS LLC

Named on Schedule C · EIN 33-0152539

$10,079

paid directly by the plan

VESTIA ADVISORS LLC

Named on Schedule C · EIN 82-1828832

$8,036

paid directly by the plan

MIRACLE MILE ADVISORS LLC

Named on Schedule C · EIN 20-8196553

$7,959

paid directly by the plan

OPTIMA CAPITAL MANAGEMENT LLC

Named on Schedule C · EIN 84-3178156

$7,697

paid directly by the plan

ENVESTNET ASSET MANAGEMENT INC

Named on Schedule C · EIN 36-4319587

$7,443

paid directly by the plan

FISHER INVESTMENTS

Named on Schedule C · EIN 20-2480800

$6,249

paid directly by the plan

CORIENT PRIVATE WEALTH LLC

Named on Schedule C · EIN 88-0967642

$6,259

paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 18,645 employees, 738 recordable cases, 18,658 days away from work.

EmployeesThe company's own average for the year

18,645

Hours worked

28,721,454

Recordable cases

738

Days away from work

18,658

Establishments filed under this EIN

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end

$6,535,861,838

Paid out in benefits

$284,398,951

Participants at the start of the year

22,676

Participants with account balances

22,192

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 34-1479833

SCHWAB RETIREMENT PLAN SERVICES,INC

Independent accountantEIN 30-1413443

BAKER TILLY US, LLP

Accountant's opinion (Schedule H, line 3a)

Unmodified

Audit fee

$21,203

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Health And Welfare PlanInsured benefit plan · 36 Schedule A contractsRenews ~Jan 1 plan 550Insured benefit plan · 9 Schedule A contractsRenews ~Jan 1 plan 001Form 5500 filing · no insured Schedule A contracts Scpmg Keogh PlanForm 5500 filing · no insured Schedule A contracts plan 030Form 5500 filing · no insured Schedule A contracts Tax Savings Retirement PlanForm 5500 filing · no insured Schedule A contracts

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