How big is The Southeast Permanente Medical Group's plan?

The Southeast Permanente Medical Group's plan reported $393.8M in assets and 1,264 participants for 2024.

Original filing (PDF)20251014182523NAL0004707472001

The Southeast Permanente Medical Group

Name: The Southeast Permanente Medical Group — Form 5500 Plan 002 (2024)
Creator: The Southeast Permanente Medical Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kaiser Permanente Physicians and Employees Retirement Plan

Defined-benefit pension plan · The Southeast Permanente Medical Group's Kaiser Permanente Physicians and Employees Retirement Plan held $393.8M in plan assets for 1,264 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

1,264

Accounts w/ balance

—

Plan assets (EOY)

$393.8M

Net assets (EOY)

$390.2M

Plan identifiers

The Southeast Permanente Medical Group's EIN is 58-1635081.

EIN 58-1635081

Plan number 002

Plan year 2024

ACK ID 20251014182523NAL0004707472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Southeast Permanente Medical Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Southeast Permanente Medical Group's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SOUTHEAST PERMANENTE MEDICAL GROUP.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THE SOUTHEAST PERMANENTE MEDICAL GROUP

EIN

all filings

Address

ONE KAISER PLAZA, 20TH FLOOR · 20B · OAKLAND, CA · 94612

Phone

(510) 271-5940

Industry

Health Care & Social Assistance

Plan administrator

Name

KAISER FOUNDATION HEALTH PLAN, INC.

EIN

94-1340523

City

OAKLAND, CA

Phone

(510) 271-5940

Plan characteristics

Plan number

002

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

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $362.8M(92% 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.