Kaiser Permanente Group Trust — Form 5500 plan (Kaiser Permanente Medical Care Program)
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 Group Trust is a benefit plan reported by Kaiser Permanente Medical Care Program under EIN 94-6365467 and plan number 101. The latest loaded filing year is 2023. The filing reports 0 participants and $61,981,564,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaiser Permanente Medical Care Program
- EIN
- 94-6365467
- Plan number
- 101
- Plan type
- 4
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $61,981,564,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20241015152507NAL0016745059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,981,564,431
- Total liabilities (EOY)
- $2,011,030,505
- Net assets (EOY)
- $59,970,533,926
- Net assets (BOY)
- $57,376,623,119
Income & contributions
- Total income / additions
- $3,374,730,078
Expenses & distributions
- Administrative expenses
- $140,271,732
- Total expenses
- $140,271,732
- Net increase / (decrease)
- $3,234,458,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Qiming Venture Partners | NONE | not reported in the loaded dataset | $70,051,643 | 2023 |
| Telus Health | NONE | $14,174,339 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $1,042,003 | $10,256,645 | 2023 |
| Tpg | NONE | not reported in the loaded dataset | $8,975,325 | 2023 |
| Sr One Capital Management Lp | NONE | not reported in the loaded dataset | $6,616,754 | 2023 |
| Roark Capital Management LLC | NONE | not reported in the loaded dataset | $5,973,160 | 2023 |
| State Street Bank And Trust Co. | NONE | $5,503,483 | not reported in the loaded dataset | 2023 |
| Patient Square Capital Lp | NONE | not reported in the loaded dataset | $2,522,885 | 2023 |
| Aon Consulting Inc | NONE | $2,131,863 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $1,442,077 | not reported in the loaded dataset | 2023 |
| Kaiser Foundation Health Plan Inc | NONE | $1,407,819 | not reported in the loaded dataset | 2023 |
| Hudson Advisors L.P. | NONE | not reported in the loaded dataset | $1,361,213 | 2023 |
| Trucker Huss | NONE | $1,265,337 | not reported in the loaded dataset | 2023 |
| J.F. Lehman & Company, LLC | NONE | $1,033,087 | $144,557 | 2023 |
| Aon Hewitt Investment Consulting, I | NONE | $830,050 | not reported in the loaded dataset | 2023 |
| Standard Crypto Flagship Fund | NONE | $602,942 | $165,711 | 2023 |
| Pricewaterhousecoopers Llp | NONE | $601,905 | not reported in the loaded dataset | 2023 |
| Alterity Group LLC | NONE | $525,416 | not reported in the loaded dataset | 2023 |
| Luminate Capital Partners Iii-A, Lp | NONE | not reported in the loaded dataset | $493,955 | 2023 |
| Berkshire Partners LLC | NONE | not reported in the loaded dataset | $466,272 | 2023 |
| Moss Adams Llp | NONE | $426,400 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $369,326 | not reported in the loaded dataset | 2023 |
| Albourne America LLC | NONE | $302,000 | not reported in the loaded dataset | 2023 |
| Cardinal Investment Advisors LLC | NONE | $230,905 | not reported in the loaded dataset | 2023 |
| Transpose Platform | NONE | not reported in the loaded dataset | $150,000 | 2023 |
| Blackrock Financial Management Inc | NONE | $115,812 | not reported in the loaded dataset | 2023 |
| Silver Lake Partners | NONE | not reported in the loaded dataset | $109,883 | 2023 |
| Man Funds Xi Spc-Man Ahl Target Ris | NONE | not reported in the loaded dataset | $108,474 | 2023 |
| K And L Gates Llp | NONE | $93,090 | not reported in the loaded dataset | 2023 |
| Cem Benchmarking Inc. | NONE | $75,975 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $57,619 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company | NONE | $53,600 | not reported in the loaded dataset | 2023 |
| New Northwest Plan Services Inc. | NONE | $21,634 | not reported in the loaded dataset | 2023 |
| Partners Group Inv Services Ag | NONE | $19,663 | not reported in the loaded dataset | 2023 |
| Quadient | NONE | $18,218 | not reported in the loaded dataset | 2023 |
| Evestment | NONE | $14,642 | not reported in the loaded dataset | 2023 |
| M2o Private Fund Advisors LLC | NONE | $13,202 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $11,484 | not reported in the loaded dataset | 2023 |
| Polsinelli Pc | NONE | $8,523 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius Uk Llp | NONE | $5,605 | not reported in the loaded dataset | 2023 |
| 5am Opportunities Ii, L.P. | NONE | not reported in the loaded dataset | -$165,000 | 2023 |
| 5am Ventures Vii, L.P. | NONE | not reported in the loaded dataset | -$562,500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kaiser Permanente Medical Care Program
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Qiming Venture Partners — Schedule C compensation
- Telus Health — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation
- Tpg — Schedule C compensation
- Sr One Capital Management Lp — Schedule C compensation
- Roark Capital Management LLC — Schedule C compensation
- State Street Bank And Trust Co. — Schedule C compensation
- Patient Square Capital Lp — Schedule C compensation
- Aon Consulting Inc — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Kaiser Foundation Health Plan Inc — Schedule C compensation
- Hudson Advisors L.P. — Schedule C compensation
- Trucker Huss — Schedule C compensation
- J.F. Lehman & Company, LLC — Schedule C compensation
- Aon Hewitt Investment Consulting, I — Schedule C compensation
- Standard Crypto Flagship Fund — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Alterity Group LLC — Schedule C compensation
- Luminate Capital Partners Iii-A, Lp — Schedule C compensation
- Berkshire Partners LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Milliman — Schedule C compensation
- Albourne America LLC — Schedule C compensation
- Cardinal Investment Advisors LLC — Schedule C compensation
- Transpose Platform — Schedule C compensation
- Blackrock Financial Management Inc — Schedule C compensation
- Silver Lake Partners — Schedule C compensation
- Man Funds Xi Spc-Man Ahl Target Ris — Schedule C compensation
- K And L Gates Llp — Schedule C compensation
- Cem Benchmarking Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Qdro Consultants Company — Schedule C compensation
- New Northwest Plan Services Inc. — Schedule C compensation
- Partners Group Inv Services Ag — Schedule C compensation
- Quadient — Schedule C compensation
- Evestment — Schedule C compensation
- M2o Private Fund Advisors LLC — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Polsinelli Pc — Schedule C compensation
- Morgan, Lewis & Bockius Uk Llp — Schedule C compensation
- 5am Opportunities Ii, L.P. — Schedule C compensation
- 5am Ventures Vii, L.P. — Schedule C compensation