2023 Form 5500 filing — Henry J. Kaiser Family Foundation Retiree Medical 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 20241001165735NAL0013007776001) for Henry J. Kaiser Family Foundation Retiree Medical Plan, reported by The Henry J. Kaiser Family Foundation under EIN 94-6064808 and plan number 503. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.6MReported net assets$9,641,383
Participants28
Provider compensation$23.8K1 Schedule C row(s)$23,801
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001165735NAL0013007776001
- Plan sponsor
- The Henry J. Kaiser Family Foundation
- EIN
- 94-6064808
- Plan number
- 503
- Location
- San Francisco, CA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $9,641,383
- Net assets (EOY)
- $9,641,383
- Employer contributions
- $650,000
- Total income / additions
- $1,975,645
- Benefits paid
- $543,970
- Total expenses
- $543,970
- Net increase / (decrease)
- $1,431,675
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health & Life Co | SERVICE PROVIDER | $23,801 | not reported in the loaded dataset |