2023 Form 5500 filing — Oregon Federation Of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust

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 20240901120632NAL0016766225001) for Oregon Federation Of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust, reported by Kaiser Foundation Health Plan Of The Northwest under EIN 93-0798039 and plan number 027. It reports 1,230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$42.8MReported net assets$42,758,201
Participants1.2K1,230
Provider compensation$19.3K2 Schedule C row(s)$19,306
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240901120632NAL0016766225001
Plan sponsor
Kaiser Foundation Health Plan Of The Northwest
EIN
93-0798039
Plan number
027
Location
Portland, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$42.8M total assets
Net assets$42.8MLiabilities$0
Money in vs. money out
Total income / additions$6.3M
Total expenses$3.8M
Benefits paid / distributions$3.8M
Full reported line items
Total assets (EOY)
$42,758,201
Total liabilities (EOY)
$0
Net assets (EOY)
$42,758,201
Total income / additions
$6,254,769
Benefits paid
$3,793,985
Administrative expenses
$19,306
Total expenses
$3,813,291
Net increase / (decrease)
$2,441,478
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $12.5K
  2. 2
    NONE · Direct $6.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240901120632NAL0016766225001 cover?
It is the 2023 Form 5500 filing for Oregon Federation Of Nurses & Health Professionals Kaiser Foundation Health Plan Retirement Plan & Trust, reported by Kaiser Foundation Health Plan Of The Northwest (EIN 93-0798039).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages