2023 Form 5500 filing — Kaiser Permanente Group Trust
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 20241015152507NAL0016745059001) for Kaiser Permanente Group Trust, reported by Kaiser Permanente Medical Care Program under EIN 94-6365467 and plan number 101. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152507NAL0016745059001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Kaiser Permanente Medical Care Program
- EIN
- 94-6365467
- Plan number
- 101
- Location
- Oakland, CA
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,981,564,431
- Total liabilities (EOY)
- $2,011,030,505
- Net assets (EOY)
- $59,970,533,926
- Total income / additions
- $3,374,730,078
- Administrative expenses
- $140,271,732
- Total expenses
- $140,271,732
- Net increase / (decrease)
- $3,234,458,346
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Qiming Venture Partners | NONE | not reported in the loaded dataset | $70,051,643 |
| Telus Health | NONE | $14,174,339 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $1,042,003 | $10,256,645 |
| Tpg | NONE | not reported in the loaded dataset | $8,975,325 |
| Sr One Capital Management Lp | NONE | not reported in the loaded dataset | $6,616,754 |
| Roark Capital Management LLC | NONE | not reported in the loaded dataset | $5,973,160 |
| State Street Bank And Trust Co. | NONE | $5,503,483 | not reported in the loaded dataset |
| Patient Square Capital Lp | NONE | not reported in the loaded dataset | $2,522,885 |
| Aon Consulting Inc | NONE | $2,131,863 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $1,442,077 | not reported in the loaded dataset |
| Kaiser Foundation Health Plan Inc | NONE | $1,407,819 | not reported in the loaded dataset |
| Hudson Advisors L.P. | NONE | not reported in the loaded dataset | $1,361,213 |
| Trucker Huss | NONE | $1,265,337 | not reported in the loaded dataset |
| J.F. Lehman & Company, LLC | NONE | $1,033,087 | $144,557 |
| Aon Hewitt Investment Consulting, I | NONE | $830,050 | not reported in the loaded dataset |
| Standard Crypto Flagship Fund | NONE | $602,942 | $165,711 |
| Pricewaterhousecoopers Llp | NONE | $601,905 | not reported in the loaded dataset |
| Alterity Group LLC | NONE | $525,416 | not reported in the loaded dataset |
| Luminate Capital Partners Iii-A, Lp | NONE | not reported in the loaded dataset | $493,955 |
| Berkshire Partners LLC | NONE | not reported in the loaded dataset | $466,272 |
| Moss Adams Llp | NONE | $426,400 | not reported in the loaded dataset |
| Milliman | NONE | $369,326 | not reported in the loaded dataset |
| Albourne America LLC | NONE | $302,000 | not reported in the loaded dataset |
| Cardinal Investment Advisors LLC | NONE | $230,905 | not reported in the loaded dataset |
| Transpose Platform | NONE | not reported in the loaded dataset | $150,000 |
| Blackrock Financial Management Inc | NONE | $115,812 | not reported in the loaded dataset |
| Silver Lake Partners | NONE | not reported in the loaded dataset | $109,883 |
| Man Funds Xi Spc-Man Ahl Target Ris | NONE | not reported in the loaded dataset | $108,474 |
| K And L Gates Llp | NONE | $93,090 | not reported in the loaded dataset |
| Cem Benchmarking Inc. | NONE | $75,975 | not reported in the loaded dataset |
| Fidelity Investments Institutional | NONE | $57,619 | not reported in the loaded dataset |
| Qdro Consultants Company | NONE | $53,600 | not reported in the loaded dataset |
| New Northwest Plan Services Inc. | NONE | $21,634 | not reported in the loaded dataset |
| Partners Group Inv Services Ag | NONE | $19,663 | not reported in the loaded dataset |
| Quadient | NONE | $18,218 | not reported in the loaded dataset |
| Evestment | NONE | $14,642 | not reported in the loaded dataset |
| M2o Private Fund Advisors LLC | NONE | $13,202 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $11,484 | not reported in the loaded dataset |
| Polsinelli Pc | NONE | $8,523 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Uk Llp | NONE | $5,605 | not reported in the loaded dataset |
| 5am Opportunities Ii, L.P. | NONE | not reported in the loaded dataset | -$165,000 |
| 5am Ventures Vii, L.P. | NONE | not reported in the loaded dataset | -$562,500 |