Plan5500

Kaiser Permanente Supplemental Savings And Retirement Plan For Union Groups — 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 For Union Groups is a benefit plan reported by Kaiser Foundation Health Plan, Inc. under EIN 94-1340523 and plan number 005. The latest loaded filing year is 2023. The filing reports 11,984 participants and $680,760,244 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaiser Foundation Health Plan, Inc.
EIN
94-1340523
Plan number
005
Plan type
1
Location
Oakland, CA
Latest filing year
2023
Participants
11,984
End-of-year plan assets
$680,760,244

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,984H, C20240902125121NAL0017923681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$680,760,244
Total liabilities (EOY)
$0
Net assets (EOY)
$680,760,244
Net assets (BOY)
$524,779,109

Income & contributions

Employer contributions
$56,692,874
Participant contributions
$18,857,965
Total contributions
$77,251,538
Total income / additions
$175,507,636

Expenses & distributions

Benefits paid
$19,239,806
Administrative expenses
$261,414
Total expenses
$19,526,501
Net increase / (decrease)
$155,981,135

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$189,729not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$85,485$02023

Related Form 5500 pages