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Form 5500 · Retirement plan · PLEASANTON, CA

THE PERMANENTE MEDICAL GROUP, INC.

The filing calls this plan RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC.

THE PERMANENTE MEDICAL GROUP, INC. of PLEASANTON, CA's retirement plan holds 2 insurance-company contracts (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
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 011 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
29,231
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$29,606,909$0
DELTA DENTAL PLAN OF CALIFORNIADental1,902December$682,827$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

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
$11,441,381,434
Paid out in benefits
$392,785,903
Participants at the start of the year
29,231

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

Who runs the plan

Independent accountantEIN 30-1413443
BAKER TILLY US, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

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