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Form 5500 · Employee benefit plan · PLEASANTON, CA

THE PERMANENTE MEDICAL GROUP, INC.

The filing calls this plan TPMG, INC. MEDICAL BENEFITS PLAN FOR RETIRED NON-PHYSICIAN EMPLOYEES COVERED BY A COLLECTIVE BARGAINING AGREEMENT.

THE PERMANENTE MEDICAL GROUP, INC. of PLEASANTON, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-2728480 · plan 525 · plan year 2024, filed Oct 14, 2025

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How this plan is funded

Fully insured as reported

The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.

All participants at the start of the year
9,232
Active at start of year
0
Active at end of year
0
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — KAISER FOUNDATION HEALTH PLAN, INC.10,179 of 9,232 participants
Dentalinsured — DELTA DENTAL PLAN OF CALIFORNIA166 of 9,232 participants (1.8%)
Visioninsured — KAISER FOUNDATION HEALTH PLAN, INC.10,179 of 9,232 participants
Lifedeclared under plan 550
Disabilitydeclared under plan 550

Dental: DELTA DENTAL PLAN OF CALIFORNIA covers 166 of 9,232 participants (1.8%) on Schedule A.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 2 insured contracts covering health, dental and vision; the largest, with KAISER FOUNDATION HEALTH PLAN, INC., covers 10,179 people.

Reported premium is $50,408,785; the filing discloses no broker commission on these contracts.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.

Two carriers split the book: KAISER FOUNDATION HEALTH PLAN, INC. and DELTA DENTAL PLAN OF CALIFORNIA.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
KAISER FOUNDATION HEALTH PLAN, INC.Health, Vision10,179Jan 1, 2025$50,325,640$0
DELTA DENTAL PLAN OF CALIFORNIADental166Jan 1, 2025$83,145$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

TELUS HEALTH
Plan administrator · EIN 52-1883918
$1,134,703
paid directly by the plan
STATE STREET BANK AND TRUST COMPANY
TRUSTEE · EIN 04-1867445
$15,110
paid directly by the plan
SEYFARTH SHAW LLP
LEGAL · EIN 36-2152202
$14,000
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.

Money the plan held and paid out

Plan assets at year end
$295,022,769
Paid out in benefits
$54,463,039
Paid to insurance carriersSchedule H, line 2e(2)
$50,408,784
Independent accountantEIN 13-5381590
BDO USA, P.C.
Accountant's opinion (Schedule H, line 3a)
Unmodified

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

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

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