# The Permanente Medical Group, INC. DB Plan
Source: https://planprovider.pro/companies/the-permanente-medical-group-inc-plan-004

> The Permanente Medical Group, INC.'s DB plan: 42,355 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:** ONE KAISER PLAZA, 20TH FLOOR, OAKLAND, CA, 94612

- **Plan Type:** DB

- **Total Participants:** 42,355

- **Total Assets:** $5.6B

## 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|42,355|$5.6B|$177.0M|$19.0M|

| 2023|40,879|$5.5B|$148.1M|$17.7M|

| 2022|37,245|$5.1B|$148.0M|$16.8M|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### 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:** $0

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Southern California Permanente Medical Group](https://planprovider.pro/companies/southern-california-permanente-medical-group-plan-001-0445) — 52,929 participants

- [The Permanente Medical Group, INC.](https://planprovider.pro/companies/the-permanente-medical-group-inc-plan-013) — 21,762 participants

- [The Permanente Medical Group, INC.](https://planprovider.pro/companies/the-permanente-medical-group-inc-plan-011) — 19,414 participants

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- [Southern California Permanente Medical Group](https://planprovider.pro/companies/southern-california-permanente-medical-group-401k-plan-030) — 6,474 participants

- [Altamed Health Services Corporation](https://planprovider.pro/companies/altamed-health-services-corp-403b-plan) — 5,614 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-permanente-medical-group-inc-plan-004)

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