Plan Snapshot
- Plan Sponsor: Washington Permanente Medical Group
- Sponsor EIN: 911841629
- Sponsor Address: 1300 SW 27TH STREET, RENTON, WA, 980579813
- Plan Type: DB
- Total Participants: 1,092
- Total Assets: $137.4M
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 | 1,092 | $137.4M | $19.8M | $0 |
| 2023 | 1,111 | $120.3M | $18.8M | $0 |
| 2022 | 1,097 | $98.3M | $17.6M | $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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES | NONE | $87,602 | — | $87,602 |
| MILLIMAN | NONE | $72,173 | — | $72,173 |
| MERCER INVESTMENT MANAGEMENT | NONE | $5,733 | — | $5,733 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES — NONE
- MILLIMAN — NONE
- 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: $165,508
- Estimated Expense Ratio: 0.120% 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 | $317,413 | $5,733 | — | — | — |
| 2023 | $265,220 | $5,487 | — | — | — |
| 2022 | $364,556 | $45,421 | — | — | $172,091 |