# Southern California Permanente Medical Group Health & Welfare Plan
Source: https://planprovider.pro/companies/southern-california-permanente-medical-group-951750445-550

> Southern California Permanente Medical Group's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern California Permanente Medical Group

- **Sponsor EIN:** 951750445

- **Sponsor Address:** ONE KAISER PLAZA, 20TH FLOOR, OAKLAND, CA, 94612

- **Plan Type:** Health & Welfare

- **Plan Number:** 550

- **Total Participants:** 0

- **Total Assets:** $374.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$374.6M|$48.3M|$0|

| 2023|0|$357.3M|$42.3M|$0|

| 2022|0|$333.4M|$48.2M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BOSTON PARTNERS GLOBAL INVESTORS|Other Service Provider|$799,781|$60,940|$860,721|

| BLACKROCK INSTITUTIONAL TRUST CO|Other Service Provider|$94,622|—|$94,622|

| BAKER TILLY US, LLP|Auditor|$62,600|—|$62,600|

| STATE STREET BANK AND TRUST CO.|Other Service Provider|$14,548|—|$14,548|

| AON HEWITT INVEST. CONSULTING, INC.|Other Service Provider|$5,281|—|$5,281|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,037,772

- **Estimated Expense Ratio:** 0.277% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,207,136|$1,121,488|—|$62,600|—|

| 2023|$993,282|—|—|$29,900|—|

| 2022|$989,578|$965,761|—|—|$21,361|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-california-permanente-medical-group-951750445-550)

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