Kaiser Foundation Health Plan, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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. (EIN 94-1340523) is a plan sponsor located in Oakland, CA with 12 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 94-1340523
- Location
- Oakland, CA
- Loaded plans
- 12
- Total reported participants
- 721,722
- Total reported plan assets (EOY)
- $76,720,324,063
- Plans with financial data
- 9
- Plans with provider compensation
- 8
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Kaiser Permanente Retirement Plan | 001 | 187,945 | $33,538,817,099 | 2023 |
| Kaiser Permanente 401(K) Retirement Plan | 025 | 161,250 | $19,708,272,899 | 2023 |
| Kaiser Permanente Tax Sheltered Annuity Plan Iii | 039 | 37,575 | $12,276,186,295 | 2023 |
| Kaiser Foundation Health Plan, Inc. Retiree Health And Welfare Plan | 580 | 33,064 | $5,365,913,783 | 2023 |
| Kaiser Permanente Supplemental Savings And Retirement Plan | 003 | 50,544 | $5,097,985,049 | 2023 |
| Kaiser Permanente Supplemental Savings And Retirement Plan For Union Groups | 005 | 11,984 | $680,760,244 | 2023 |
| Kaiser Permanente Northwest Supplemental Retirement Plan | 017 | 504 | $52,388,694 | 2023 |
| Kaiser Permanente Tax Sheltered Annuity Plan Ii | 037 | 52,255 | $0 | 2023 |
| Kaiser Permanente Tax Sheltered Annuity Plan | 033 | 10,992 | $0 | 2023 |
| Kaiser Foundation Health Plan, Inc. Health And Welfare Plan | 560 | 130,687 | not reported in the loaded dataset | 2023 |
| Kaiser Foundation Health Plan, Inc. Health Care Spending Account Plan | 590 | 38,036 | not reported in the loaded dataset | 2023 |
| Kaiser Foundation Health Plan, Inc. Retiree Medical Health Reimbursement Account Plan | 585 | 6,886 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Kaiser Permanente 401(K) Retirement Plan | 161,250 | H, C | 20240829170436NAL0013404785001 |
| 2023 | Kaiser Permanente Northwest Supplemental Retirement Plan | 504 | H, C | 20240901165214NAL0031039536001 |
| 2023 | Kaiser Permanente Supplemental Savings And Retirement Plan | 50,544 | H, C | 20240902003435NAL0008578755001 |
| 2023 | Kaiser Permanente Supplemental Savings And Retirement Plan For Union Groups | 11,984 | H, C | 20240902125121NAL0017923681001 |
| 2023 | Kaiser Permanente Tax Sheltered Annuity Plan Ii | 52,255 | H, C | 20240908203159NAL0002000307001 |
| 2023 | Kaiser Permanente Tax Sheltered Annuity Plan Iii | 37,575 | H, C | 20240908203601NAL0002000371001 |
| 2023 | Kaiser Permanente Retirement Plan | 187,945 | H | 20241015132532NAL0049607408001 |
| 2023 | Kaiser Foundation Health Plan, Inc. Health Care Spending Account Plan | 38,036 | — | 20241015162518NAL0048892496001 |