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KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameKAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN
Plan identification number 002

KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE SOUTHEAST PERMANENTE MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:THE SOUTHEAST PERMANENTE MEDICAL GROUP
Employer identification number (EIN):581635081
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01WILLIAM REID
0022016-01-01
0022015-01-01
0022014-01-01DONNA SMITH
0022013-01-01HARRIET E GUBERMAN
0022012-01-01HARRIET E GUBERMAN
0022011-01-01HARRIET E GUBERMAN
0022010-01-01HARRIET GUBERMAN
0022009-01-01HARRIET E. GUBERMAN

Plan Statistics for KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31375,394,803
Acturial value of plan assets2022-12-31351,572,424
Funding target for retired participants and beneficiaries receiving payment2022-12-3126,419,487
Number of terminated vested participants2022-12-31276
Fundng target for terminated vested participants2022-12-3134,422,731
Active participant vested funding target2022-12-31206,163,983
Number of active participants2022-12-311,153
Total funding liabilities for active participants2022-12-31229,361,041
Total participant count2022-12-311,533
Total funding target for all participants2022-12-31290,203,259
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3123,021,532
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3114,800,000
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-318,221,532
Present value of excess contributions2022-12-3138,836,480
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3142,534,243
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-319,527,933
Total employer contributions2022-12-3143,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3139,735,869
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3123,659,417
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3139,735,869
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,533
Total number of active participants reported on line 7a of the Form 55002022-01-011,185
Number of retired or separated participants receiving benefits2022-01-01109
Number of other retired or separated participants entitled to future benefits2022-01-01289
Total of all active and inactive participants2022-01-011,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-011,591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31332,470,772
Acturial value of plan assets2021-12-31312,993,310
Funding target for retired participants and beneficiaries receiving payment2021-12-3119,817,961
Number of terminated vested participants2021-12-31259
Fundng target for terminated vested participants2021-12-3141,015,374
Active participant vested funding target2021-12-31195,417,887
Number of active participants2021-12-311,139
Total funding liabilities for active participants2021-12-31218,923,466
Total participant count2021-12-311,490
Total funding target for all participants2021-12-31279,756,801
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3120,019,270
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3120,000,000
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3119,270
Present value of excess contributions2021-12-3137,530,544
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3140,898,822
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3140,500,000
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-3117,500,000
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3123,021,532
Total employer contributions2021-12-3144,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3140,266,333
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3126,444,830
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3116,229,853
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3114,800,000
Additional cash requirement2021-12-311,429,853
Contributions allocatedtoward minimum required contributions for current year2021-12-3140,266,333
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,490
Total number of active participants reported on line 7a of the Form 55002021-01-011,153
Number of retired or separated participants receiving benefits2021-01-0199
Number of other retired or separated participants entitled to future benefits2021-01-01273
Total of all active and inactive participants2021-01-011,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-011,533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31288,127,176
Acturial value of plan assets2020-12-31275,754,733
Funding target for retired participants and beneficiaries receiving payment2020-12-3116,390,625
Number of terminated vested participants2020-12-31245
Fundng target for terminated vested participants2020-12-3134,859,558
Active participant vested funding target2020-12-31186,210,034
Number of active participants2020-12-311,121
Total funding liabilities for active participants2020-12-31208,238,211
Total participant count2020-12-311,454
Total funding target for all participants2020-12-31259,488,394
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-312,833,571
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-312,833,571
Present value of excess contributions2020-12-3116,341,329
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3117,254,809
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3116,600,000
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3120,019,270
Total employer contributions2020-12-3146,400,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3142,904,825
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3124,549,107
Net shortfall amortization installment of oustanding balance2020-12-313,752,931
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3125,374,281
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3120,000,000
Additional cash requirement2020-12-315,374,281
Contributions allocatedtoward minimum required contributions for current year2020-12-3142,904,825
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,454
Total number of active participants reported on line 7a of the Form 55002020-01-011,139
Number of retired or separated participants receiving benefits2020-01-0187
Number of other retired or separated participants entitled to future benefits2020-01-01255
Total of all active and inactive participants2020-01-011,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-011,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31221,325,773
Acturial value of plan assets2019-12-31229,411,227
Funding target for retired participants and beneficiaries receiving payment2019-12-3114,935,869
Number of terminated vested participants2019-12-31227
Fundng target for terminated vested participants2019-12-3128,034,606
Active participant vested funding target2019-12-31174,619,096
Number of active participants2019-12-311,027
Total funding liabilities for active participants2019-12-31194,173,946
Total participant count2019-12-311,332
Total funding target for all participants2019-12-31237,144,421
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3130,524,007
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3130,524,007
Present value of excess contributions2019-12-313,509,097
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-313,710,168
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-3126,500,000
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-312,833,571
Total employer contributions2019-12-3143,000,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3140,521,340
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3123,001,449
Net shortfall amortization installment of oustanding balance2019-12-3110,566,765
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3124,718,422
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3124,718,422
Contributions allocatedtoward minimum required contributions for current year2019-12-3140,521,340
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,332
Total number of active participants reported on line 7a of the Form 55002019-01-011,121
Number of retired or separated participants receiving benefits2019-01-0183
Number of other retired or separated participants entitled to future benefits2019-01-01242
Total of all active and inactive participants2019-01-011,446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-011,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31221,509,562
Acturial value of plan assets2018-12-31208,495,682
Funding target for retired participants and beneficiaries receiving payment2018-12-3110,469,010
Number of terminated vested participants2018-12-31224
Fundng target for terminated vested participants2018-12-3128,461,923
Active participant vested funding target2018-12-31123,692,697
Number of active participants2018-12-31924
Total funding liabilities for active participants2018-12-31138,555,041
Total participant count2018-12-311,218
Total funding target for all participants2018-12-31177,485,974
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3120,433,790
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3120,433,790
Present value of excess contributions2018-12-3115,507,135
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3116,422,056
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-316,500,000
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3130,524,007
Total employer contributions2018-12-3120,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3118,319,326
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3115,295,930
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3114,810,229
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3114,810,229
Contributions allocatedtoward minimum required contributions for current year2018-12-3118,319,326
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,218
Total number of active participants reported on line 7a of the Form 55002018-01-011,027
Number of retired or separated participants receiving benefits2018-01-0173
Number of other retired or separated participants entitled to future benefits2018-01-01224
Total of all active and inactive participants2018-01-011,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-011,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31182,348,982
Acturial value of plan assets2017-12-31184,604,467
Funding target for retired participants and beneficiaries receiving payment2017-12-317,948,234
Number of terminated vested participants2017-12-31331
Fundng target for terminated vested participants2017-12-3130,520,630
Active participant vested funding target2017-12-31111,390,890
Number of active participants2017-12-31833
Total funding liabilities for active participants2017-12-31125,204,290
Total participant count2017-12-311,228
Total funding target for all participants2017-12-31163,673,154
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3113,842,964
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3113,842,964
Present value of excess contributions2017-12-3111,886,329
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3112,605,452
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-315,500,000
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3120,433,790
Total employer contributions2017-12-3130,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3128,043,323
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3113,033,711
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3112,536,188
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3112,536,188
Contributions allocatedtoward minimum required contributions for current year2017-12-3128,043,323
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,228
Total number of active participants reported on line 7a of the Form 55002017-01-01924
Number of retired or separated participants receiving benefits2017-01-0163
Number of other retired or separated participants entitled to future benefits2017-01-01221
Total of all active and inactive participants2017-01-011,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-011,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31154,532,506
Acturial value of plan assets2016-12-31161,056,118
Funding target for retired participants and beneficiaries receiving payment2016-12-316,605,462
Number of terminated vested participants2016-12-31315
Fundng target for terminated vested participants2016-12-3130,000,512
Active participant vested funding target2016-12-3198,490,148
Number of active participants2016-12-31816
Total funding liabilities for active participants2016-12-31110,331,684
Total participant count2016-12-311,182
Total funding target for all participants2016-12-31146,937,658
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3116,931,005
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3116,931,005
Present value of excess contributions2016-12-313,852,189
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-314,091,795
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-313,000,000
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3113,842,964
Total employer contributions2016-12-3124,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3122,409,465
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3110,798,632
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3110,523,136
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3110,523,136
Contributions allocatedtoward minimum required contributions for current year2016-12-3122,409,465
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,182
Total number of active participants reported on line 7a of the Form 55002016-01-01833
Number of retired or separated participants receiving benefits2016-01-0156
Number of other retired or separated participants entitled to future benefits2016-01-01328
Total of all active and inactive participants2016-01-011,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0111
Total participants2016-01-011,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,079
Total number of active participants reported on line 7a of the Form 55002015-01-01816
Number of retired or separated participants receiving benefits2015-01-0144
Number of other retired or separated participants entitled to future benefits2015-01-01314
Total of all active and inactive participants2015-01-011,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-011,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,061
Total number of active participants reported on line 7a of the Form 55002014-01-01775
Number of retired or separated participants receiving benefits2014-01-0136
Number of other retired or separated participants entitled to future benefits2014-01-01261
Total of all active and inactive participants2014-01-011,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-011,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0137
2013: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01988
Total number of active participants reported on line 7a of the Form 55002013-01-01781
Number of retired or separated participants receiving benefits2013-01-0125
Number of other retired or separated participants entitled to future benefits2013-01-01249
Total of all active and inactive participants2013-01-011,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-011,061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01866
Total number of active participants reported on line 7a of the Form 55002012-01-01728
Number of retired or separated participants receiving benefits2012-01-0129
Number of other retired or separated participants entitled to future benefits2012-01-01227
Total of all active and inactive participants2012-01-01984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01804
Total number of active participants reported on line 7a of the Form 55002011-01-01629
Number of retired or separated participants receiving benefits2011-01-0125
Number of other retired or separated participants entitled to future benefits2011-01-01208
Total of all active and inactive participants2011-01-01862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01775
Total number of active participants reported on line 7a of the Form 55002010-01-01590
Number of retired or separated participants receiving benefits2010-01-0119
Number of other retired or separated participants entitled to future benefits2010-01-01191
Total of all active and inactive participants2010-01-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0142
2009: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01696
Total number of active participants reported on line 7a of the Form 55002009-01-01584
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-01176
Total of all active and inactive participants2009-01-01772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0138

Financial Data on KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,631,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,572,866
Total income from all sources (including contributions)2022-12-31$-480,728
Total of all expenses incurred2022-12-31$42,405,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$42,405,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$43,000,000
Value of total assets at end of year2022-12-31$338,618,104
Value of total assets at beginning of year2022-12-31$384,446,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$85,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-42,886,511
Value of net assets at end of year (total assets less liabilities)2022-12-31$333,987,044
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$376,873,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$295,618,104
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$340,446,421
Net gain/loss from 103.12 investment entities2022-12-31$-43,480,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$43,000,000
Employer contributions (assets) at end of year2022-12-31$43,000,000
Employer contributions (assets) at beginning of year2022-12-31$44,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$42,405,783
Liabilities. Value of benefit claims payable at end of year2022-12-31$4,631,060
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$7,572,866
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,572,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,022,320
Total income from all sources (including contributions)2021-12-31$89,837,123
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$46,436,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$46,436,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$44,000,000
Value of total assets at end of year2021-12-31$384,446,421
Value of total assets at beginning of year2021-12-31$336,495,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$85,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$43,400,834
Value of net assets at end of year (total assets less liabilities)2021-12-31$376,873,555
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$333,472,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$340,446,421
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$302,495,041
Net gain/loss from 103.12 investment entities2021-12-31$45,837,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$44,000,000
Employer contributions (assets) at end of year2021-12-31$44,000,000
Employer contributions (assets) at beginning of year2021-12-31$34,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$46,436,289
Liabilities. Value of benefit claims payable at end of year2021-12-31$7,572,866
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,022,320
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,022,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$77,799,486
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$32,139,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$32,139,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$47,000,000
Value of total assets at end of year2020-12-31$336,495,041
Value of total assets at beginning of year2020-12-31$287,812,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$85,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$45,660,144
Value of net assets at end of year (total assets less liabilities)2020-12-31$333,472,721
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$287,812,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$302,495,041
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$267,812,577
Net gain/loss from 103.12 investment entities2020-12-31$30,799,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$47,000,000
Employer contributions (assets) at end of year2020-12-31$34,000,000
Employer contributions (assets) at beginning of year2020-12-31$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$32,139,342
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,022,320
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$83,543,010
Total income from all sources (including contributions)2019-12-31$83,543,010
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,687,183
Total of all expenses incurred2019-12-31$17,687,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,687,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$43,000,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$43,000,000
Value of total assets at end of year2019-12-31$287,812,577
Value of total assets at end of year2019-12-31$287,812,577
Value of total assets at beginning of year2019-12-31$221,956,750
Value of total assets at beginning of year2019-12-31$221,956,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$72,500,000
Value of fidelity bond cover2019-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$65,855,827
Value of net income/loss2019-12-31$65,855,827
Value of net assets at end of year (total assets less liabilities)2019-12-31$287,812,577
Value of net assets at end of year (total assets less liabilities)2019-12-31$287,812,577
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$221,956,750
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$221,956,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$267,812,577
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$267,812,577
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$201,956,750
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$201,956,750
Net gain/loss from 103.12 investment entities2019-12-31$40,543,010
Net gain/loss from 103.12 investment entities2019-12-31$40,543,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$43,000,000
Contributions received in cash from employer2019-12-31$43,000,000
Employer contributions (assets) at end of year2019-12-31$20,000,000
Employer contributions (assets) at end of year2019-12-31$20,000,000
Employer contributions (assets) at beginning of year2019-12-31$20,000,000
Employer contributions (assets) at beginning of year2019-12-31$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,687,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,687,183
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm name2019-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2019-12-31942214860
Accountancy firm EIN2019-12-31942214860
2018 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$11,415,418
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,286,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,286,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,000,000
Value of total assets at end of year2018-12-31$221,956,750
Value of total assets at beginning of year2018-12-31$221,827,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$129,348
Value of net assets at end of year (total assets less liabilities)2018-12-31$221,956,750
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$221,827,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$201,956,750
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$201,827,402
Net gain/loss from 103.12 investment entities2018-12-31$-8,584,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$20,000,000
Employer contributions (assets) at end of year2018-12-31$20,000,000
Employer contributions (assets) at beginning of year2018-12-31$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,286,070
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2018-12-31942214860
2017 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$59,232,376
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$19,990,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,990,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,000,000
Value of total assets at end of year2017-12-31$221,827,402
Value of total assets at beginning of year2017-12-31$182,585,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$39,241,408
Value of net assets at end of year (total assets less liabilities)2017-12-31$221,827,402
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$182,585,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$201,827,402
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$163,585,994
Net gain/loss from 103.12 investment entities2017-12-31$29,232,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,000,000
Employer contributions (assets) at end of year2017-12-31$20,000,000
Employer contributions (assets) at beginning of year2017-12-31$19,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,990,968
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2017-12-31942214860
2016 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$559,132
Total income from all sources (including contributions)2016-12-31$34,968,347
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,251,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,251,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,000,000
Value of total assets at end of year2016-12-31$182,585,994
Value of total assets at beginning of year2016-12-31$155,428,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$27,716,936
Value of net assets at end of year (total assets less liabilities)2016-12-31$182,585,994
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$154,869,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$163,585,994
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$141,428,190
Net gain/loss from 103.12 investment entities2016-12-31$10,968,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$24,000,000
Employer contributions (assets) at end of year2016-12-31$19,000,000
Employer contributions (assets) at beginning of year2016-12-31$14,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,251,411
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$559,132
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2016-12-31942214860
2015 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$642,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$559,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$12,267,012
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,485,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,485,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,000,000
Value of total assets at end of year2015-12-31$155,428,190
Value of total assets at beginning of year2015-12-31$150,444,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$3,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,781,982
Value of net assets at end of year (total assets less liabilities)2015-12-31$154,869,058
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$150,444,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$141,428,190
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$138,444,347
Net gain/loss from 103.12 investment entities2015-12-31$-1,736,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,000,000
Employer contributions (assets) at end of year2015-12-31$14,000,000
Employer contributions (assets) at beginning of year2015-12-31$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,485,030
Liabilities. Value of benefit claims payable at end of year2015-12-31$559,132
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2015-12-31942214860
2014 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$21,687,847
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,832,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,832,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,000,000
Value of total assets at end of year2014-12-31$150,444,347
Value of total assets at beginning of year2014-12-31$136,589,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,855,238
Value of net assets at end of year (total assets less liabilities)2014-12-31$150,444,347
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$136,589,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$138,444,347
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$126,089,109
Net gain/loss from 103.12 investment entities2014-12-31$9,687,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,000,000
Employer contributions (assets) at end of year2014-12-31$12,000,000
Employer contributions (assets) at beginning of year2014-12-31$10,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,832,609
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2014-12-31942214860
2013 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$22,829,466
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,473,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,473,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,500,000
Value of total assets at end of year2013-12-31$136,589,109
Value of total assets at beginning of year2013-12-31$123,233,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$71,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,355,755
Value of net assets at end of year (total assets less liabilities)2013-12-31$136,589,109
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$123,233,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$126,089,109
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$112,233,354
Net gain/loss from 103.12 investment entities2013-12-31$12,329,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,500,000
Employer contributions (assets) at end of year2013-12-31$10,500,000
Employer contributions (assets) at beginning of year2013-12-31$11,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,473,711
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2013-12-31942214860
2012 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$24,064,284
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,295,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,295,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,000,000
Value of total assets at end of year2012-12-31$123,233,354
Value of total assets at beginning of year2012-12-31$105,464,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$71,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$17,769,272
Value of net assets at end of year (total assets less liabilities)2012-12-31$123,233,354
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$105,464,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$112,233,354
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$96,464,082
Net gain/loss from 103.12 investment entities2012-12-31$13,064,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,000,000
Employer contributions (assets) at end of year2012-12-31$11,000,000
Employer contributions (assets) at beginning of year2012-12-31$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,295,012
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2012-12-31942214860
2011 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$11,935,241
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$834,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$834,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,000,000
Value of total assets at end of year2011-12-31$105,464,082
Value of total assets at beginning of year2011-12-31$94,363,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$71,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$11,100,485
Value of net assets at end of year (total assets less liabilities)2011-12-31$105,464,082
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$94,363,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$96,464,082
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$82,363,597
Net gain/loss from 103.12 investment entities2011-12-31$2,935,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,000,000
Employer contributions (assets) at end of year2011-12-31$9,000,000
Employer contributions (assets) at beginning of year2011-12-31$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$834,756
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MORRIS, DAVIS, AND CHAN LLP
Accountancy firm EIN2011-12-31942214860
2010 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$439,553
Total income from all sources (including contributions)2010-12-31$20,449,646
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,146,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,146,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,000,000
Value of total assets at end of year2010-12-31$94,363,597
Value of total assets at beginning of year2010-12-31$76,500,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$71,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$18,302,814
Value of net assets at end of year (total assets less liabilities)2010-12-31$94,363,597
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$76,060,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$68,500,336
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$82,363,597
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$8,449,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,000,000
Employer contributions (assets) at end of year2010-12-31$12,000,000
Employer contributions (assets) at beginning of year2010-12-31$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,146,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$439,553
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MORRIS, DAVIS, AND CHAN LLP
Accountancy firm EIN2010-12-31942214860
2009 : KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN

2022: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KAISER PERMANENTE PHYSICIANS AND EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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