PlanOptica
Retirement plan

KAISER PERMANENTE RETIREMENT PLAN

KAISER FOUNDATION HEALTH PLAN, INC.EIN 94-1340523Plan #001PY 2017
Sign in to saveView 5500 PDF
ONE KAISER PLAZA, SUITE 2001 - OAKLAND, CA 94612510-271-5940LinkedIn1-10 employeesmedical practice
Other plans on this EIN
8 filings
#025Retirement-$11.12B assets#037Retirement-$3.73B assets#003Retirement-$3.18B assets#002Retirement-$1.80B assets#033Retirement-$1.04B assets#005Retirement-$269.1M assets#017Retirement-$29.4M assets#035Retirement-$691K assets
Prospect flagsLow participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(510) 271-5940
Plan administrator signer
WILLIAM REID
Signed 10/10/2018
How to read this page

Summary metrics

Total assets (EOY)
$16508M
-14.1% from 2016
Total participants
169,243
-2.9% from 2016
Average account balance
$0
No prior year
Annual return
14.75%
-8.31 pp from 2016

Benchmarks

See 31 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants>=10,000
Cohort31 peers
Snapshot2017
Participant deferral / active EE
$41
median $107
Employer contribution / active EE
$15,863
median $5,439
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $14,491,905
Admin fee / account holder
$0
median $81,210
Annual return
14.75%
median 14.12%
Overall peer rank
52nd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$34.45B
Average account balance
Total assets / participants with a balance (line 6g)
$168K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
64,905
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$704.86M
Contributions per participant
Average employer and participant contribution per enrolled participant
$5K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+4.17%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

JOHN T. HANSON

AON CONSULTING, INC.
Enrollment #1705779
5600 WEST 83RD STREET
8200 TOWER, SUITE 1100
MINNEAPOLIS, MN 55437
(952) 886-8000
Signed 2018-09-14

Plan features & details

Pension benefit codes1A
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).

Opportunity flags

1 tripped
  • OpportunityLow participant contribution

    Participant contribution per participant is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MORRIS DAVIS CHAN & TAN LLP
Auditor EIN
942214860
Audit fees
(not subdivided)
Opinion code
Unqualified