Plan5500

Kaiser Permanente Group Trust — Form 5500 plan (Kaiser Permanente Medical Care Program)

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 Group Trust is a benefit plan reported by Kaiser Permanente Medical Care Program under EIN 94-6365467 and plan number 101. The latest loaded filing year is 2023. The filing reports 0 participants and $61,981,564,431 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$60BPlan net assets, end of year$59,970,533,926
Participants0Covered participants reported
Assets / participantNot reported
Provider compensation$139.1M42 Schedule C provider row(s)$139,066,996
Plan sponsor
Kaiser Permanente Medical Care Program
EIN
94-6365467
Plan number
101
Plan type
4
Location
Oakland, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    0 participants · 4Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$62B total assets
Net assets$60BLiabilities$2B
Money in vs. money out
Total income / additions$3.4B
Total expenses$140.3M
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$61,981,564,431
Total liabilities (EOY)
$2,011,030,505
Net assets (EOY)
$59,970,533,926
Net assets (BOY)
$57,376,623,119

Income & contributions

Total income / additions
$3,374,730,078

Expenses & distributions

Administrative expenses
$140,271,732
Total expenses
$140,271,732
Net increase / (decrease)
$3,234,458,346
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Qiming Venture Partners$70.1M
    NONE · Indirect $70.1M
  2. 2
    Telus Health$14.2M
    NONE · Direct $14.2M
  3. 3
    State Street Global Advisors Trust$11.3M
    NONE · Direct $1M · Indirect $10.3M
  4. 4
    Tpg$9M
    NONE · Indirect $9M
  5. 5
    Sr One Capital Management Lp$6.6M
    NONE · Indirect $6.6M
  6. 6
    Roark Capital Management LLC$6M
    NONE · Indirect $6M
  7. 7
    State Street Bank And Trust Co.$5.5M
    NONE · Direct $5.5M
  8. 8
    Patient Square Capital Lp$2.5M
    NONE · Indirect $2.5M
  9. 9
    Aon Consulting Inc$2.1M
    NONE · Direct $2.1M
  10. 10
    Seyfarth Shaw Llp$1.4M
    NONE · Direct $1.4M
  11. 11
    Kaiser Foundation Health Plan Inc$1.4M
    NONE · Direct $1.4M
  12. 12
    Hudson Advisors L.P.$1.4M
    NONE · Indirect $1.4M
  13. 13
    Trucker Huss$1.3M
    NONE · Direct $1.3M
  14. 14
    J.F. Lehman & Company, LLC$1.2M
    NONE · Direct $1M · Indirect $144.6K
  15. 15
    Aon Hewitt Investment Consulting, I$830K
    NONE · Direct $830K
  16. 16
    Standard Crypto Flagship Fund$768.7K
    NONE · Direct $602.9K · Indirect $165.7K
  17. 17
    Pricewaterhousecoopers Llp$601.9K
    NONE · Direct $601.9K
  18. 18
    Alterity Group LLC$525.4K
    NONE · Direct $525.4K
  19. 19
    Luminate Capital Partners Iii-A, Lp$494K
    NONE · Indirect $494K
  20. 20
    Berkshire Partners LLC$466.3K
    NONE · Indirect $466.3K
  21. 21
    Moss Adams Llp$426.4K
    NONE · Direct $426.4K
  22. 22
    Milliman$369.3K
    NONE · Direct $369.3K
  23. 23
    Albourne America LLC$302K
    NONE · Direct $302K
  24. 24
    Cardinal Investment Advisors LLC$230.9K
    NONE · Direct $230.9K
  25. 25
    Transpose Platform$150K
    NONE · Indirect $150K
  26. 26
    Blackrock Financial Management Inc$115.8K
    NONE · Direct $115.8K
  27. 27
    Silver Lake Partners$109.9K
    NONE · Indirect $109.9K
  28. 28
    Man Funds Xi Spc-Man Ahl Target Ris$108.5K
    NONE · Indirect $108.5K
  29. 29
    K And L Gates Llp$93.1K
    NONE · Direct $93.1K
  30. 30
    Cem Benchmarking Inc.$76K
    NONE · Direct $76K
  31. 31
    Fidelity Investments Institutional$57.6K
    NONE · Direct $57.6K
  32. 32
    Qdro Consultants Company$53.6K
    NONE · Direct $53.6K
  33. 33
    New Northwest Plan Services Inc.$21.6K
    NONE · Direct $21.6K
  34. 34
    Partners Group Inv Services Ag$19.7K
    NONE · Direct $19.7K
  35. 35
    Quadient$18.2K
    NONE · Direct $18.2K
  36. 36
    Evestment$14.6K
    NONE · Direct $14.6K
  37. 37
    M2o Private Fund Advisors LLC$13.2K
    NONE · Direct $13.2K
  38. 38
    Kpmg Llp$11.5K
    NONE · Direct $11.5K
  39. 39
    Polsinelli Pc$8.5K
    NONE · Direct $8.5K
  40. 40
    Morgan, Lewis & Bockius Uk Llp$5.6K
    NONE · Direct $5.6K
  41. 41
    5am Opportunities Ii, L.P.-$165K
    NONE · Indirect -$165K
  42. 42
    5am Ventures Vii, L.P.-$562.5K
    NONE · Indirect -$562.5K

What to inspect next

Frequently asked questions

Who sponsors the Kaiser Permanente Group Trust?
Kaiser Permanente Group Trust is reported as sponsored by Kaiser Permanente Medical Care Program (EIN 94-6365467, plan number 101) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kaiser Permanente Group Trust?
The latest Form 5500 filing year loaded for Kaiser Permanente Group Trust is 2023.
How many participants does Kaiser Permanente Group Trust report?
Kaiser Permanente Group Trust reports 0 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kaiser Permanente Group Trust?
Kaiser Permanente Group Trust reports $61,981,564,431 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages