PlanOptica
Retirement plan

KAISER PERMANENTE RETIREMENT PLAN

KAISER FOUNDATION HEALTH PLAN, INC.EIN 94-1340523Plan #001PY 2022
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ONE KAISER PLAZA, 20TH FLOOR, 20B - OAKLAND, CA 94612510-271-5940LinkedIn1-10 employeesmedical practice
Other plans on this EIN
7 filings
#025Retirement-$16.06B assets#037Retirement-$5.70B assets#003Retirement-$4.33B assets#039Retirement-$2.86B assets#033Retirement-$978.5M assets#005Retirement-$524.8M assets#017Retirement-$43.8M assets
Prospect flagsLow employer contributionLow participant contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(510) 271-5940
Plan administrator signer
MARYANN KHINDA-LOMBARDO
Signed 10/15/2023
How to read this page

Summary metrics

Total assets (EOY)
$31853.8M
-14.1% from 2016
Total participants
187,945
-2.9% from 2016
Average account balance
$0
No prior year
Annual return
-12.79%
-8.31 pp from 2016

Benchmarks

See 204 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants>=10,000
Cohort204 peers
Snapshot2022
Participant deferral / active EE
$88
median $38
Employer contribution / active EE
$0
median $6,003
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $1,469,698
Admin fee / account holder
$0
median $19,323
Annual return
-12.79%
median -13.75%
Overall peer rank
21st 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

BLAKE P. MURPHY

AON CONSULTING, INC.
Enrollment #2305322
MSC# 17819, AON
P.O. BOX 19640
IRVINE, CA 92623
(949) 725-4500
Signed 2023-08-15

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

2 tripped
  • OpportunityLow participant contribution

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

  • OpportunityLow employer contribution

    Employer 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
MOSS ADAMS LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Unqualified