2023 Form 5500 filing — Kaiser Permanente Washington Defined Contribution 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 20240907165346NAL0004169856001) for Kaiser Permanente Washington Defined Contribution Plan, reported by Kaiser Foundation Health Plan Of Washington under EIN 91-0511770 and plan number 008. It reports 11,641 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)$503.5MReported net assets$503,542,664
Participants11.6K11,641
Provider compensation$159.3K2 Schedule C row(s)$159,315
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240907165346NAL0004169856001
Plan sponsor
Kaiser Foundation Health Plan Of Washington
EIN
91-0511770
Plan number
008
Location
Oakland, CA
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)$503.5M total assets
Net assets$503.5MLiabilities$0
Money in vs. money out
Total income / additions$112.1M
Total expenses$30.5M
Benefits paid / distributions$30.3M
Contributions
Employer$39.2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$503,542,664
Total liabilities (EOY)
$0
Net assets (EOY)
$503,542,664
Employer contributions
$39,185,864
Total income / additions
$112,051,891
Benefits paid
$30,295,445
Administrative expenses
$159,665
Total expenses
$30,455,110
Net increase / (decrease)
$81,596,781
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $98.1K · Indirect $0
  2. 2
    NONE · Direct $61.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240907165346NAL0004169856001 cover?
It is the 2023 Form 5500 filing for Kaiser Permanente Washington Defined Contribution Plan, reported by Kaiser Foundation Health Plan Of Washington (EIN 91-0511770).
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