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Original filing (PDF)20251014182532NAL0001757395001
THE PERMANENTE FEDERATION, LLC
Form 5500
FILING_RECEIVED
PERMANENTE RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
81% in single holdingNo recordkeeper disclosed
Active participants
128
Accounts w/ balance
—
Plan assets (EOY)
$59.9M
Net assets (EOY)
$59.9M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Defined Benefit Investment Fund Investment in group trust (Trust No. 16950)" is 81% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PERMANENTE FEDERATION, LLC.
Plan sponsor
Name
THE PERMANENTE FEDERATION, LLC
EIN
52-2017558
Address
ONE KAISER PLAZA, 20TH FLOOR · 20B · OAKLAND, CA · 94612
Phone
(510) 271-5940
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
KAISER FOUNDATION HEALTH PLAN, INC.
EIN
94-1340523
City
OAKLAND, CA
Phone
(510) 271-5940
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities · 1 pooled fund· $113.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
103-12 Investment Entity
$56.9M
1 holding
Uncategorized
$56.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| KAISER PERMANENTE GROUP TRUST KAISER PERMANENTE MED CARE PROGRAM · EIN 94-6365467 / PN 101 | 103-12 Investment Entity | — | — | $56.9M | 95.0% | |
| Defined Benefit Investment Fund Investment in group trust (Trust No. 16950) | — | — | $44.5M | $46.3M | 77.3% | |
| Defined Benefit Investment Fund Investment in group trust (Trust No. 16951) | — | — | $10.0M | $10.6M | 17.7% |
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