Assets by plan
Share of aggregate retirement assets
- AND INVESTMENT PLAN (#001)$195.2M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $195.5M assets / 3,931 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $8.4M premiums / 3,537 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Profit-sharing
Fully insured - KAISER FOUNDATION HEALTH PLAN INC.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AHF SAVINGS AND INVESTMENT PLAN | 401(k) | $195.2M | 3,905 | 2025 |
| #002 | AIDS HEALTHCARE FOUNDATION 1081 PLAN | Profit-sharing | $329K | 26 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | AIDS HEALTHCARE FOUNDATION HEALTH & WELFARE PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN INC. | $8.4M | 3,537 | 2025 |