# The Permanente Medical Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/the-permanente-medical-group-inc-942728480-525

> The Permanente Medical Group, INC.'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:** The Permanente Medical Group, INC.

- **Sponsor EIN:** 942728480

- **Sponsor Address:** 5820 OWENS DRIVE, BUILDING E, PLEASANTON, CA, 94588

- **Plan Type:** Health & Welfare

- **Plan Number:** 525

- **Total Participants:** 0

- **Total Assets:** $295.0M

## 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|$295.0M|$0|$0|

| 2023|0|$334.7M|$0|$0|

| 2022|0|$355.9M|$0|$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|

| TELUS HEALTH|Recordkeeper|$1,134,703|—|$1,134,703|

| STATE STREET BANK AND TRUST COMPANY|Custodian / Trustee|$15,110|—|$15,110|

| SEYFARTH SHAW LLP|ERISA Attorney|$14,000|—|$14,000|

### Verified Provider Profiles

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

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,163,813

- **Estimated Expense Ratio:** 0.394% 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|$1,165,313|—|$1,134,703|—|—|

| 2023|$1,111,926|—|$1,082,982|—|—|

| 2022|$1,139,106|—|$1,087,009|—|$52,097|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-permanente-medical-group-inc-942728480-525)

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