Henry J. Kaiser Family Foundation Retiree Medical Plan — Form 5500 plan (The Henry J. Kaiser Family Foundation)
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, Henry J. Kaiser Family Foundation Retiree Medical Plan is a benefit plan reported by The Henry J. Kaiser Family Foundation under EIN 94-6064808 and plan number 503. The latest loaded filing year is 2023. The filing reports 28 participants and $9,641,383 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.6MPlan net assets, end of year$9,641,383
Participants28Covered participants reported
Assets / participant$344.3KComputed: assets ÷ participants$344,335 (computed)
Provider compensation$23.8K1 Schedule C provider row(s)$23,801
- Plan sponsor
- The Henry J. Kaiser Family Foundation
- EIN
- 94-6064808
- Plan number
- 503
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I, C | 20241001165735NAL0013007776001 |
Schedule I · 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)$9.6M total assets
Net assets$9.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $9,641,383
- Net assets (EOY)
- $9,641,383
- Net assets (BOY)
- $8,209,708
Income & contributions
- Employer contributions
- $650,000
- Total income / additions
- $1,975,645
Expenses & distributions
- Benefits paid
- $543,970
- Total expenses
- $543,970
- Net increase / (decrease)
- $1,431,675
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 assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health & Life Co | SERVICE PROVIDER | $23,801 | not reported in the loaded dataset | 2023 |