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Sponsor portfolioTH

THE HENRY J. KAISER FAMILY FOUNDATION

EIN 94-6064808-ranching-Latest filing 2024
Plans
4
Retirement
2
$124.3M assets
Welfare
2
$4.0M premiums
Participants
650
185 BERRY STREET, SUITE 2000 - SAN FRANCISCO, CA 941071704650-854-9400LinkedIn1-10 employeesranching
Plans on this EIN
4 filings
#003401k-$115.6M - 367 part#001403b-$8.7M - 32 part#501Fully Insured-$3.7M - 211 lives#503Fully Insured-$242K - 19 lives

Retirement portfolio analytics

2 plans aggregated / $124.3M assets / 399 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • FAMILY FOUNDATION 401(K) (#003)93%
  • ERISA 403B PLAN (#001)7%
Total $124.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FAMILY FOUNDATION 401(K) (#003)367
  • ERISA 403B PLAN (#001)32
Total 399Click row to drill in

Benefits portfolio analytics

2 plans / $4.0M premiums / 230 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.7M
  • Stop-loss$2.8M
  • Dental$257K
  • Vision$257K
  • Life$257K
  • +2 more
Total $4.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY70%
  • KAISER FOUNDATION HEALTH PLAN INC23%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $4.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $132K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN

401k

Assets$115.6M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE HENRY J. KAISER FAMILY FOUNDATION ERISA 403B PLAN

403b

Assets$8.7M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HENRY J. KAISER FAMILY FOUNDATION WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.7M
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HENRY J. KAISER FAMILY FOUNDATION RETIREE MEDICAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$242K
Covered lives19
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN401k$115.6M3672024
001THE HENRY J. KAISER FAMILY FOUNDATION ERISA 403B PLAN403b$8.7M322024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HENRY J. KAISER FAMILY FOUNDATION WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.7M2112024
503HENRY J. KAISER FAMILY FOUNDATION RETIREE MEDICAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$242K192024
Retirement plans
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