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Original filing (PDF)20251013161515NAL0000820659001
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
Form 5500
FILING_RECEIVED
SCPMG KEOGH PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holdingNo recordkeeper disclosed79 service providers
Active participants
11,088
Accounts w/ balance
8,803
Plan assets (EOY)
$7.9B
Net assets (EOY)
$7.9B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Plan's Interest in Southern California Permanente Medical * Group Master Trust Interest in Master Trust" is 100% of plan.
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- 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
393 E. WALNUT STREET 3RD FLOOR · PASADENA, CA · 91188
Phone
(626) 405-2654
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
79 rowsOther
79Investments
1 pooled fund· $7.9B(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCPMG MASTER TRUST SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP · EIN 87-1707526 / PN 001 | Master Trust | — | — | $7.9B | 100.0% |