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Form 5500 · Retirement plan · PLEASANTON, CA

THE PERMANENTE MEDICAL GROUP, INC.

The filing calls this plan THE PERMANENTE CONTRIBUTION PLAN OF THE PERMANENTE MEDICAL GROUP, INC.

THE PERMANENTE MEDICAL GROUP, INC. of PLEASANTON, CA files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by KAISER FOUNDATION HEALTH PLAN, INC. and 1 other insurer. 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
KAISER FOUNDATION HEALTH PLAN, INC.
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2728480 · plan 040 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
25,397
Contracts on file
2
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with KAISER FOUNDATION HEALTH PLAN, INC..

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

CarrierContract typeCoveredYear endsContract valueCommission
KAISER FOUNDATION HEALTH PLAN, INC.Health, Vision6,016December$19,737,939$0
DELTA DENTAL PLAN OF CALIFORNIADental1,902December$455,218$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

FINANCIAL ENGINES
INVESTMENT ADVISOR · EIN 77-0473565
$1,605,062
paid directly by the plan
TELUS HEALTH
Plan administrator · EIN 52-1883918
$133,185
paid directly by the plan
FIDELITY INVESTMENTS INSTITUTIONAL
RECORDKEEPER · EIN 04-2647786
$-83,855
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 40,558 employees, 1,351 recordable cases, 2,455 days away from work.

EmployeesThe company's own average for the year
40,558
Hours worked
58,200,050
Recordable cases
1,351
Days away from work
2,455
Establishments filed under this EIN
28

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$7,903,445,624
Paid out in benefits
$296,810,544
Participants at the start of the year
25,397
Participants with account balances
25,702

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

Who runs the plan

Independent accountantEIN 13-5381590
BDO USA, P.C.
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

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