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Original filing (PDF)20250924190644NAL0007859809001
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
Form 5500
FILING_RECEIVED
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 34.3 moNo recordkeeper disclosed
Active participants
2,204
Accounts w/ balance
2,649
Plan assets (EOY)
$407.4M
Net assets (EOY)
$407.4M
How this plan invests
This plan
15 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
75
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 34.3 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP.
Plan sponsor
Name
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
EIN
95-1750445
Address
ONE KAISER PLAZA, · 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
002
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MOSS ADAMS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $404K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $34K | — |
Investments
11 direct securities · 15 pooled funds· $422.2M(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.
Common Collective Trust
$271.0M
15 holdings
Uncategorized
$151.2M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INST TOTAL STOCK MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $87.4M | 21.4% | |
| Vanguard PRIMECAP Fund Admiral Shares Mutual Fund | — | — | — | $41.6M | 10.2% | |
| Vanguard Wellington Fund Admiral Shares Mutual Fund | — | — | — | $37.9M | 9.3% | |
| VFTC INST TOTAL BOND MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $34.7M | 8.5% | |
| VFTC INTEREST INCOME FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715115 / PN 001 | Common Collective Trust | — | — | $33.9M | 8.3% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | — | — | — | $28.0M | 6.9% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $19.6M | 4.8% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $18.0M | 4.4% | |
| Vanguard Institutional Total International Stock Market Index Collective Investment Fund | — | — | — | $15.2M | 3.7% | |
| VFTC INST TOT INTL STK MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $15.2M | 3.7% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $13.4M | 3.3% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $12.7M | 3.1% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $12.0M | 2.9% | |
| Vanguard FTSE Social Index Fund Institutional Shares Mutual Fund | — | — | — | $11.1M | 2.7% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2020 JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $9.1M | 2.2% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $7.4M | 1.8% | |
| Vanguard Core Bond Fund Admiral Shares Mutual Fund | — | — | — | $6.3M | 1.5% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | — | — | — | $6.1M | 1.5% | |
| JPMORGAN SMRTRET PASSIVE BLEND INC JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $5.2M | 1.3% | |
| Notes receivable from participants 4.25% - 9.25% | — | — | — | $2.2M | 0.5% | |
| Vanguard Brokerage Option Fund Participant-directed brokerage accounts | — | — | — | $2.0M | 0.5% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.5% | |
| Vanguard Global ESG Select Stock Fund Admiral Shares Mutual Fund | — | — | — | $819K | 0.2% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2060 JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $608K | 0.1% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Mutual Fund | — | — | — | $3K | <0.1% | |
| KP STABLE INCOME FUND GLOBAL TRUST COMPANY · EIN 27-6936361 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |