Plan5500

Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare 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 Foundation Health Plan, Inc. Retiree Health And Welfare Plan is a benefit plan reported by Kaiser Foundation Health Plan, Inc. under EIN 94-1340523 and plan number 580. The latest loaded filing year is 2023. The filing reports 33,064 participants and $5,365,913,783 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.3BPlan net assets, end of year$5,335,857,471
Participants33.1KCovered participants reported33,064
Assets / participant$162.3KComputed: assets ÷ participants$162,289 (computed)
Provider compensation$4.7M8 Schedule C provider row(s)$4,743,921
Plan sponsor
Kaiser Foundation Health Plan, Inc.
EIN
94-1340523
Plan number
580
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
    33,064 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)$5.4B total assets
Net assets$5.3BLiabilities$30.1M
Money in vs. money out
Total income / additions$601.1M
Total expenses$199M
Benefits paid / distributions$181.1M
Contributions
Employer$84.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$5,365,913,783
Total liabilities (EOY)
$30,056,312
Net assets (EOY)
$5,335,857,471
Net assets (BOY)
$4,933,727,119

Income & contributions

Employer contributions
$84,661,690
Total contributions
$84,661,690
Total income / additions
$601,110,965

Expenses & distributions

Benefits paid
$181,125,848
Administrative expenses
$17,854,765
Total expenses
$198,980,613
Net increase / (decrease)
$402,130,352
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.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income30%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
    Lifeworks (Us) Ltd$3.1M
    NONE · Direct $3.1M
  2. 2
    Telus Health$1.3M
    NONE · Direct $1.3M
  3. 3
    Seyfarth Shaw Llp$111K
    NONE · Direct $111K
  4. 4
    State Street Bank And Trust Co.$75.5K
    NONE · Direct $75.5K
  5. 5
    Aon Hewitt Invest. Consulting, Inc.$72K
    NONE · Direct $72K
  6. 6
    Moss Adams Llp$27.8K
    NONE · Direct $27.8K
  7. 7
    Aequim Arbitrage Fund Ltd.$22.1K
    NONE · Direct $22.1K
  8. 8
    Cardinal Investment Advisors, LLC$20.1K
    NONE · Direct $20.1K

What to inspect next

Frequently asked questions

Who sponsors the Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan?
Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan is reported as sponsored by Kaiser Foundation Health Plan, Inc. (EIN 94-1340523, plan number 580) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan?
The latest Form 5500 filing year loaded for Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan is 2023.
How many participants does Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan report?
Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan reports 33,064 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan?
Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan reports $5,365,913,783 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