Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAISER FOUNDATION HEALTH PLAN, INC.
EIN 94-1340523medical practiceLatest filing 2024
Plans
10
Retirement
6
$77.41B assets
Welfare
4
$2.51B premiums
Participants
558,076
ONE KAISER PLAZA, 20TH FLOOR, 20B - OAKLAND, CA 94612510-271-5940LinkedIn1-10 employeesmedical practice
Plans on this EIN
10 filings#001TraditionalDB-$34.45B - 205,262 part#025401k-$22.54B - 179,236 part#039401k-$13.85B - 105,882 part#003MoneyPurchase-$5.67B - 51,649 part#005MoneyPurchase-$833.4M - 15,526 part#017MoneyPurchase-$61.4M - 521 part#560Mixed-$2.11B - 216,439 lives#580Fully Insured-$403.1M - 23,935 lives#585Self Funded-0 lives#590Self Funded-0 lives
Retirement portfolio analytics
6 plans aggregated / $77.41B assets / 558,076 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
55%top
- THE VANGUARD GROUP, INC.55%
- (Not disclosed)45%
Participants by plan
Active + retired + deferred vested
- FOR UNION GROUPS (#005)15,526
Benefits portfolio analytics
4 plans / $2.51B premiums / 240,374 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.33B
- Dental$84.4M
- Other$50.2M
- Life$47.0M
- Short-term disability$37.5M
- Long-term disability$37.5M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- KAISER FOUNDATION HEALTH PLAN INC92%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- DELTA DENTAL OF CALIFORNIA3%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
- TRANSAMERICA LIFE INSURANCE COMPANY0%
- +3 more
Broker market share
Schedule A broker compensation
71%top
- MERCER HEALTH AND BENEFITS, LLC71%
- ALTC FUNDING LLC19%
- SENIOR COMMISSION FUNDING LLC10%
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$22.54B
Participants179,236
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$13.85B
Participants105,882
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$5.67B
Participants51,649
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$833.4M
Participants15,526
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$61.4M
Participants521
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#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 plans6
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KAISER PERMANENTE RETIREMENT PLAN | TraditionalDB | $34.45B | 205,262 | 2024 | |
| 025 | KAISER PERMANENTE 401(K) RETIREMENT PLAN | 401k | $22.54B | 179,236 | 2024 | |
| 039 | KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN | 401k | $13.85B | 105,882 | 2024 | |
| 003 | KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN | MoneyPurchase | $5.67B | 51,649 | 2024 | |
| 005 | KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS | MoneyPurchase | $833.4M | 15,526 | 2024 | |
| 017 | KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN | MoneyPurchase | $61.4M | 521 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 560 | KAISER FOUNDATION HEALTH PLAN, INC. HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $2.11B | 216,439 | 2024 | |
| 580 | KAISER FOUNDATION HEALTH PLAN, INC. RETIREE HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $403.1M | 23,935 | 2024 | |
| 585 | KAISER FOUNDATION HEALTH PLAN, INC. RETIREE MEDICAL HEALTH REIMBURSEMENT ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 590 | KAISER FOUNDATION HEALTH PLAN, INC. HEALTH CARE SPENDING ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans