2023 Form 5500 filing — Kaiser Permanente Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015132532NAL0049607408001) for Kaiser Permanente Retirement Plan, reported by Kaiser Foundation Health Plan, Inc. under EIN 94-1340523 and plan number 001. It reports 187,945 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015132532NAL0049607408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaiser Foundation Health Plan, Inc.
- EIN
- 94-1340523
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 187,945
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,538,817,099
- Total liabilities (EOY)
- $11,780,806
- Net assets (EOY)
- $33,527,036,293
- Employer contributions
- $899,011,292
- Participant contributions
- $11,425,218
- Total income / additions
- $2,707,092,660
- Benefits paid
- $1,016,948,870
- Total expenses
- $1,016,948,870
- Net increase / (decrease)
- $1,690,143,790
- Schedule source
- Schedule H