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Sponsor portfolio

KAISER FOUNDATION HEALTH PLAN, INC.

EIN 94-1340523-medical practice-Latest filing 2025
Plans
13
Retirement
8
$85.49B assets
Welfare
5
$2.51B premiums
Participants
574,414
ONE KAISER PLAZA, 20B - PORTLAND, OR 97232510-271-5940LinkedIn1-10 employeesmedical practice
Plans on this EIN
13 filings
#001TraditionalDB-$34.45B - 205,262 part#025401k-$26.63B - 182,954 part#039401k-$16.09B - 105,462 part#003MoneyPurchase-$6.50B - 51,618 part#005MoneyPurchase-$1.05B - 16,373 part#008MoneyPurchase-$664.6M - 11,121 part#017MoneyPurchase-$72.0M - 515 part#027ProfitSharing-$44.0M - 988 part#560Mixed-$2.11B - 216,439 lives#580Fully Insured-$403.1M - 23,935 lives#501Fully Insured-$981K - 140 lives#585Self Funded-0 lives#590Self Funded-0 lives

Retirement portfolio analytics

8 plans aggregated / $85.49B assets / 574,293 participants

Assets by plan

Share of aggregate retirement assets

40%top
  • PERMANENTE RETIREMENT PLAN (#001)40%
  • 401(K) RETIREMENT PLAN (#025)31%
  • SHELTERED ANNUITY PLAN (#039)19%
  • AND RETIREMENT PLAN (#003)8%
  • FOR UNION GROUPS (#005)1%
  • +3 more
Total $85.49BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
60%top
  • THE VANGUARD GROUP, INC.60%
  • (Not disclosed)40%
Total $85.49BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PERMANENTE RETIREMENT PLAN (#001)205,262
  • 401(K) RETIREMENT PLAN (#025)182,954
  • SHELTERED ANNUITY PLAN (#039)105,462
  • AND RETIREMENT PLAN (#003)51,618
  • FOR UNION GROUPS (#005)16,373
  • DEFINED CONTRIBUTION PLAN (#008)11,121
  • +2 more
Total 574,293Click row to drill in

Benefits portfolio analytics

5 plans / $2.51B premiums / 240,514 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$884K
  • Dental$97K
  • Vision$97K
  • Life$97K
  • Other$97K
Total $981K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • KAISER FOUNDATION HEALTH PLAN INC90%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
Total $981K2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • ACRISURE LLC69%
  • FILICE INSURANCE AGENCY26%
  • GA SOLUTIONS LLC5%
Total $63K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KAISER PERMANENTE RETIREMENT PLAN

TraditionalDB

Assets$34.45B
Participants205,262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#025

KAISER PERMANENTE 401(K) RETIREMENT PLAN

401k

Assets$26.63B
Participants182,954
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#039

KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN

401k

Assets$16.09B
Participants105,462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN

MoneyPurchase

Assets$6.50B
Participants51,618
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS

MoneyPurchase

Assets$1.05B
Participants16,373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN

MoneyPurchase

Assets$664.6M
Participants11,121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#017

KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN

MoneyPurchase

Assets$72.0M
Participants515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#027

OREGON FEDERATION OF NURSES & HEALTH PROFESSIONALS KAISER FOUNDATION HEALTH PLAN RETIREMENT PLAN & TRUST

ProfitSharing

Assets$44.0M
Participants988
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#560

KAISER FOUNDATION HEALTH PLAN, INC. HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.11B
Covered lives216,439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#580

KAISER FOUNDATION HEALTH PLAN, INC. RETIREE HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$403.1M
Covered lives23,935
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CORINTHIAN INTERNATIONAL PARKING SERVICES' HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$981K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#585

KAISER FOUNDATION HEALTH PLAN, INC. RETIREE MEDICAL HEALTH REIMBURSEMENT ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#590

KAISER FOUNDATION HEALTH PLAN, INC. HEALTH CARE SPENDING ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans8

Plan #NameTypeAssetsParticipantsLatest year
001KAISER PERMANENTE RETIREMENT PLANTraditionalDB$34.45B205,2622024
025KAISER PERMANENTE 401(K) RETIREMENT PLAN401k$26.63B182,9542025
039KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN401k$16.09B105,4622025
003KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLANMoneyPurchase$6.50B51,6182025
005KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPSMoneyPurchase$1.05B16,3732025
008KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLANMoneyPurchase$664.6M11,1212025
017KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLANMoneyPurchase$72.0M5152025
027OREGON FEDERATION OF NURSES & HEALTH PROFESSIONALS KAISER FOUNDATION HEALTH PLAN RETIREMENT PLAN & TRUSTProfitSharing$44.0M9882025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
560KAISER FOUNDATION HEALTH PLAN, INC. HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$2.11B216,4392024
580KAISER FOUNDATION HEALTH PLAN, INC. RETIREE HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$403.1M23,9352024
501CORINTHIAN INTERNATIONAL PARKING SERVICES' HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$981K1402025
585KAISER FOUNDATION HEALTH PLAN, INC. RETIREE MEDICAL HEALTH REIMBURSEMENT ACCOUNT PLANSelf Funded-$002024
590KAISER FOUNDATION HEALTH PLAN, INC. HEALTH CARE SPENDING ACCOUNT PLANSelf Funded-$002024
Retirement plans
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