Kaiser Permanente Tax Sheltered Annuity 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 Tax Sheltered Annuity Plan is a benefit plan reported by Kaiser Foundation Health Plan, Inc. under EIN 94-1340523 and plan number 033. The latest loaded filing year is 2023. The filing reports 10,992 participants and $0 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
- 033
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 10,992
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,992 | H, C | 20250926175428NAL0010388880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $978,492,595
Income & contributions
- Employer contributions
- $2,418,738
- Participant contributions
- $10,887,292
- Total contributions
- $13,512,982
- Total income / additions
- $173,769,855
Expenses & distributions
- Benefits paid
- $73,002,289
- Administrative expenses
- $257,028
- Total expenses
- $73,259,317
- Net increase / (decrease)
- $100,510,538
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $187,542 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $78,836 | $0 | 2023 |