Retirement plan
KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN
KAISER FOUNDATION HEALTH PLAN, INC.EIN 94-1340523Plan #017PY 2024
Prospect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MARYANN KHINDA-LOMBARDO
Signed 09/01/2025
Summary metrics
Total assets (EOY)
$61.4M
-11.5% from 2016
Total participants
521
-3.0% from 2016
Average account balance
$119,411
-8.9% from 2016
Annual return
14.00%
-7.48 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants250-999
Cohort4,117 peers
Snapshot2024
40
Participant deferral / active EE
$1,766
median $2,201
86
Employer contribution / active EE
$6,575
median $1,102
91
Participation rate
98.3%
median 68.4%
92
Avg account balance
$119,411
median $33,934
80
Admin fee / account holder
$35
median $140
51
Annual return
14.00%
median 13.85%
Overall peer rank
74of 100
74th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$61.38M
Average account balance
Total assets / participants with a balance (line 6g)
$119K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
514
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
98.3%
Contributions (total)
Employer and participant dollars contributed each year
$3.44M
Contributions per participant
Average employer and participant contribution per enrolled participant
$8K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+14.00%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$35
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 3 by compensation
| Provider | Service type | Compensation |
|---|---|---|
VANGUARD ADVISERS INC.4 years Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,573 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,822 |
Service code 99 | Other Fees | $0 |
Plan features & details
Pension benefit codes2C2F2G2K2R2T3H
Plan features
- 2CMoney purchase planMoney purchase pension plan other than a target benefit plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 2RParticipant-directed brokerage accountsParticipant-directed brokerage accounts provided as an investment option under the plan.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$18K
$44 / participant
- Other / not subdivided$18K100.0%
% of EOY assets
0.030%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- BAKER TILLY US, LLP
- Auditor EIN
- 301413443
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified