Plan5500

Kaiser Permanente Supplemental Savings And Retirement Plan — Form 5500 plan (Kaiser Foundation Health Plan, Inc.)

Plain-English plan 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, Kaiser Permanente Supplemental Savings And Retirement Plan is a benefit plan reported by Kaiser Foundation Health Plan, Inc. under EIN 94-1340523 and plan number 003. The latest loaded filing year is 2023. The filing reports 50,544 participants and $5,097,985,049 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.1BPlan net assets, end of year$5,097,985,049
Participants50.5KCovered participants reported50,544
Assets / participant$100.9KComputed: assets ÷ participants$100,862 (computed)
Provider compensation$1.7M3 Schedule C provider row(s)$1,743,025
Plan sponsor
Kaiser Foundation Health Plan, Inc.
EIN
94-1340523
Plan number
003
Plan type
2
Location
Oakland, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    50,544 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.1B total assets
Net assets$5.1BLiabilities$0
Money in vs. money out
Total income / additions$1B
Total expenses$261.9M
Benefits paid / distributions$260M
Contributions
Employer$212.3M
Participant$74.6M
Full reported line items

Net assets

Total assets (EOY)
$5,097,985,049
Total liabilities (EOY)
$0
Net assets (EOY)
$5,097,985,049
Net assets (BOY)
$4,331,783,513

Income & contributions

Employer contributions
$212,334,330
Participant contributions
$74,570,295
Total contributions
$288,083,051
Total income / additions
$1,028,075,767

Expenses & distributions

Benefits paid
$260,049,141
Administrative expenses
$1,660,925
Total expenses
$261,874,231
Net increase / (decrease)
$766,201,536
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 74%Participant 26%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Vanguard Advisers Inc.$1.4M
    NONE · Direct $1.4M
  2. 2
    The Vanguard Group, Inc.$304.8K
    NONE · Direct $304.8K · Indirect $0
  3. 3
    Qdro Consultants Co LLC$14.9K
    NONE · Direct $14.9K

What to inspect next

Frequently asked questions

Who sponsors the Kaiser Permanente Supplemental Savings And Retirement Plan?
Kaiser Permanente Supplemental Savings And Retirement Plan is reported as sponsored by Kaiser Foundation Health Plan, Inc. (EIN 94-1340523, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kaiser Permanente Supplemental Savings And Retirement Plan?
The latest Form 5500 filing year loaded for Kaiser Permanente Supplemental Savings And Retirement Plan is 2023.
How many participants does Kaiser Permanente Supplemental Savings And Retirement Plan report?
Kaiser Permanente Supplemental Savings And Retirement Plan reports 50,544 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kaiser Permanente Supplemental Savings And Retirement Plan?
Kaiser Permanente Supplemental Savings And Retirement Plan reports $5,097,985,049 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages