2023 Form 5500 filing — Kaiser Permanente 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240829170436NAL0013404785001) for Kaiser Permanente 401(K) Retirement Plan, reported by Kaiser Foundation Health Plan, Inc. under EIN 94-1340523 and plan number 025. It reports 161,250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$19.7BReported net assets$19,708,272,899
Participants161.3K161,250
Provider compensation$8.5M3 Schedule C row(s)$8,458,830
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240829170436NAL0013404785001
- Plan sponsor
- Kaiser Foundation Health Plan, Inc.
- EIN
- 94-1340523
- Plan number
- 025
- Location
- Oakland, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19.7B total assets
Net assets$19.7BLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,708,272,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,708,272,899
- Employer contributions
- $175,172,396
- Participant contributions
- $1,218,501,664
- Total income / additions
- $4,204,145,686
- Benefits paid
- $946,205,158
- Administrative expenses
- $7,687,930
- Total expenses
- $958,349,073
- Net increase / (decrease)
- $3,245,796,613
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $6,279,447 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $2,148,433 | $0 |
| Qdro Consultants Co LLC | NONE | $30,950 | not reported in the loaded dataset |