Plan5500

Kaiser Permanente Northwest Supplemental Retirement Plan — Form 5500 plan (Kaiser Foundation Health Plan, Inc.)

Plain-English plan 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 Permanente Northwest Supplemental Retirement Plan is a benefit plan reported by Kaiser Foundation Health Plan, Inc. under EIN 94-1340523 and plan number 017. The latest loaded filing year is 2023. The filing reports 504 participants and $52,388,694 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaiser Foundation Health Plan, Inc.
EIN
94-1340523
Plan number
017
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
504
End-of-year plan assets
$52,388,694

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023504H, C20240901165214NAL0031039536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,388,694
Total liabilities (EOY)
$0
Net assets (EOY)
$52,388,694
Net assets (BOY)
$43,786,877

Income & contributions

Employer contributions
$2,485,244
Participant contributions
$642,036
Total contributions
$3,135,252
Total income / additions
$11,197,831

Expenses & distributions

Benefits paid
$2,582,879
Administrative expenses
$13,135
Total expenses
$2,596,014
Net increase / (decrease)
$8,601,817

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$8,988not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$4,147$02023

Related Form 5500 pages