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KAISER PERMANENTE 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameKAISER PERMANENTE 401(K) RETIREMENT PLAN
Plan identification number 025

KAISER PERMANENTE 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KAISER FOUNDATION HEALTH PLAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:KAISER FOUNDATION HEALTH PLAN, INC.
Employer identification number (EIN):941340523
NAIC Classification:621491
NAIC Description:HMO Medical Centers

Additional information about KAISER FOUNDATION HEALTH PLAN, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2002-12-27
Company Identification Number: 0800157095
Legal Registered Office Address: 1 KAISER PLZ STE 445

OAKLAND
United States of America (USA)
94612

More information about KAISER FOUNDATION HEALTH PLAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER PERMANENTE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0252024-01-01MARYANN KHINDA-LOMBARDO
0252023-01-01
0252023-01-01MARYANN KHINDA-LOMBARDO
0252022-01-01
0252022-01-01MARYANN KHINDA-LOMBARDO
0252021-01-01
0252021-01-01MARYANN KHINDA-LOMBARDO
0252020-01-01
0252019-01-01
0252018-01-01
0252017-01-01BILL G. REID
0252016-01-01BILL G. REID
0252015-01-01CYNTHIA GARA
0252014-01-01CYNTHIA GARA

Plan Statistics for KAISER PERMANENTE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for KAISER PERMANENTE 401(K) RETIREMENT PLAN

Measure Date Value
2023: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01161,250
Total number of active participants reported on line 7a of the Form 55002023-01-01149,110
Number of retired or separated participants receiving benefits2023-01-012,479
Number of other retired or separated participants entitled to future benefits2023-01-0126,106
Total of all active and inactive participants2023-01-01177,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01791
Total participants2023-01-01178,486
Number of participants with account balances2023-01-01175,631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011,459
Number of employers contributing to the scheme2023-01-013
2022: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01151,571
Total number of active participants reported on line 7a of the Form 55002022-01-01136,422
Number of retired or separated participants receiving benefits2022-01-012,569
Number of other retired or separated participants entitled to future benefits2022-01-0121,685
Total of all active and inactive participants2022-01-01160,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01574
Total participants2022-01-01161,250
Number of participants with account balances2022-01-01159,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,897
Number of employers contributing to the scheme2022-01-013
2021: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01146,255
Total number of active participants reported on line 7a of the Form 55002021-01-01131,955
Number of retired or separated participants receiving benefits2021-01-012,200
Number of other retired or separated participants entitled to future benefits2021-01-0116,952
Total of all active and inactive participants2021-01-01151,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01464
Total participants2021-01-01151,571
Number of participants with account balances2021-01-01149,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,824
Number of employers contributing to the scheme2021-01-013
2020: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01143,505
Total number of active participants reported on line 7a of the Form 55002020-01-01130,497
Number of retired or separated participants receiving benefits2020-01-011,904
Number of other retired or separated participants entitled to future benefits2020-01-0113,468
Total of all active and inactive participants2020-01-01145,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01386
Total participants2020-01-01146,255
Number of participants with account balances2020-01-01144,298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011,499
Number of employers contributing to the scheme2020-01-013
2019: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01142,528
Total number of active participants reported on line 7a of the Form 55002019-01-01129,661
Number of retired or separated participants receiving benefits2019-01-011,883
Number of other retired or separated participants entitled to future benefits2019-01-0111,643
Total of all active and inactive participants2019-01-01143,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01318
Total participants2019-01-01143,505
Number of participants with account balances2019-01-01141,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011,514
Number of employers contributing to the scheme2019-01-013
2018: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01136,358
Total number of active participants reported on line 7a of the Form 55002018-01-01126,379
Number of retired or separated participants receiving benefits2018-01-011,638
Number of other retired or separated participants entitled to future benefits2018-01-0114,191
Total of all active and inactive participants2018-01-01142,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01320
Total participants2018-01-01142,528
Number of participants with account balances2018-01-01141,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011,289
Number of employers contributing to the scheme2018-01-013
2017: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01131,212
Total number of active participants reported on line 7a of the Form 55002017-01-01120,691
Number of retired or separated participants receiving benefits2017-01-011,458
Number of other retired or separated participants entitled to future benefits2017-01-0113,967
Total of all active and inactive participants2017-01-01136,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01242
Total participants2017-01-01136,358
Number of participants with account balances2017-01-01134,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011,129
Number of employers contributing to the scheme2017-01-013
2016: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01123,302
Total number of active participants reported on line 7a of the Form 55002016-01-01117,136
Number of retired or separated participants receiving benefits2016-01-011,177
Number of other retired or separated participants entitled to future benefits2016-01-0112,698
Total of all active and inactive participants2016-01-01131,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01201
Total participants2016-01-01131,212
Number of participants with account balances2016-01-01129,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01886
Number of employers contributing to the scheme2016-01-013
2015: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01115,193
Total number of active participants reported on line 7a of the Form 55002015-01-01111,644
Number of retired or separated participants receiving benefits2015-01-01956
Number of other retired or separated participants entitled to future benefits2015-01-0110,702
Total of all active and inactive participants2015-01-01123,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01144
Total participants2015-01-01123,446
Number of participants with account balances2015-01-01121,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01752
Number of employers contributing to the scheme2015-01-013
2014: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01112,082
Total number of active participants reported on line 7a of the Form 55002014-01-01104,560
Number of retired or separated participants receiving benefits2014-01-01792
Number of other retired or separated participants entitled to future benefits2014-01-019,751
Total of all active and inactive participants2014-01-01115,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0190
Total participants2014-01-01115,193
Number of participants with account balances2014-01-01113,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01575
Number of employers contributing to the scheme2014-01-013

Financial Data on KAISER PERMANENTE 401(K) RETIREMENT PLAN

Measure Date Value
2024 : KAISER PERMANENTE 401(K) RETIREMENT PLAN 2024 401k financial data
Total unrealized appreciation/depreciation of assets2024-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total income from all sources (including contributions)2024-01-01$4,150,868,775
Total loss/gain on sale of assets2024-01-01$0
Total of all expenses incurred2024-01-01$1,318,052,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$1,303,461,453
Expenses. Certain deemed distributions of participant loans2024-01-01$3,651,722
Value of total corrective distributions2024-01-01$914,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$1,624,883,218
Value of total assets at end of year2024-01-01$22,541,089,460
Value of total assets at beginning of year2024-01-01$19,708,272,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$10,024,226
Total interest from all sources2024-01-01$35,797,634
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$295,759,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2024-01-01$295,759,390
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$85,000,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Contributions received from participants2024-01-01$1,332,760,276
Participant contributions at end of year2024-01-01$514,181,510
Participant contributions at beginning of year2024-01-01$478,015,853
Participant contributions at end of year2024-01-01$89,316
Participant contributions at beginning of year2024-01-01$17,037,087
Assets. Other investments not covered elsewhere at end of year2024-01-01$128,819,612
Assets. Other investments not covered elsewhere at beginning of year2024-01-01$99,090,158
Income. Received or receivable in cash from other sources (including rollovers)2024-01-01$77,198,482
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2024-01-01$750,536
Other income not declared elsewhere2024-01-01$18,032,032
Administrative expenses (other) incurred2024-01-01$10,024,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$2,832,816,561
Value of net assets at end of year (total assets less liabilities)2024-01-01$22,541,089,460
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$19,708,272,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-01-01$8,288,146,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-01-01$5,010,861,907
Interest on participant loans2024-01-01$35,797,634
Value of interest in common/collective trusts at end of year2024-01-01$13,567,304,225
Value of interest in common/collective trusts at beginning of year2024-01-01$14,091,437,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-01-01$834,322,448
Net investment gain or loss from common/collective trusts2024-01-01$1,342,074,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Contributions received in cash from employer2024-01-01$214,924,460
Employer contributions (assets) at end of year2024-01-01$42,547,914
Employer contributions (assets) at beginning of year2024-01-01$11,830,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$1,302,710,917
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01BAKER TILLY US, LLP
Accountancy firm EIN2024-01-01301413443
2023 : KAISER PERMANENTE 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$403,653,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,204,145,686
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$958,349,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$946,205,158
Expenses. Certain deemed distributions of participant loans2023-12-31$3,994,844
Value of total corrective distributions2023-12-31$461,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,464,590,759
Value of total assets at end of year2023-12-31$19,708,272,899
Value of total assets at beginning of year2023-12-31$16,058,823,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$7,687,930
Total interest from all sources2023-12-31$25,861,917
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$222,745,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$222,745,112
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$85,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,218,501,664
Participant contributions at end of year2023-12-31$478,015,853
Participant contributions at beginning of year2023-12-31$439,112,968
Participant contributions at end of year2023-12-31$17,037,087
Participant contributions at beginning of year2023-12-31$13,037,962
Assets. Other investments not covered elsewhere at end of year2023-12-31$99,090,158
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$70,988,254
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$70,916,699
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$1,108,177
Other income not declared elsewhere2023-12-31$15,331,120
Administrative expenses (other) incurred2023-12-31$7,687,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,245,796,613
Value of net assets at end of year (total assets less liabilities)2023-12-31$19,708,272,899
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$16,058,823,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,010,861,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,985,952,639
Interest on participant loans2023-12-31$25,861,917
Value of interest in common/collective trusts at end of year2023-12-31$14,091,437,743
Value of interest in common/collective trusts at beginning of year2023-12-31$11,536,820,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$600,617,582
Net investment gain or loss from common/collective trusts2023-12-31$1,874,999,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$175,172,396
Employer contributions (assets) at end of year2023-12-31$11,830,151
Employer contributions (assets) at beginning of year2023-12-31$12,910,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$945,096,981
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS LLP
Accountancy firm EIN2023-12-31910189318
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$403,653,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$4,204,145,686
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$958,349,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$946,205,158
Expenses. Certain deemed distributions of participant loans2023-01-01$3,994,844
Value of total corrective distributions2023-01-01$461,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,464,590,759
Value of total assets at end of year2023-01-01$19,708,272,899
Value of total assets at beginning of year2023-01-01$16,058,823,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$7,687,930
Total interest from all sources2023-01-01$25,861,917
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$222,745,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$222,745,112
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$85,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,218,501,664
Participant contributions at end of year2023-01-01$478,015,853
Participant contributions at beginning of year2023-01-01$439,112,968
Participant contributions at end of year2023-01-01$17,037,087
Participant contributions at beginning of year2023-01-01$13,037,962
Assets. Other investments not covered elsewhere at end of year2023-01-01$99,090,158
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$70,988,254
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$70,916,699
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$1,108,177
Other income not declared elsewhere2023-01-01$15,331,120
Administrative expenses (other) incurred2023-01-01$7,687,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,245,796,613
Value of net assets at end of year (total assets less liabilities)2023-01-01$19,708,272,899
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$16,058,823,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$5,010,861,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$3,985,952,639
Interest on participant loans2023-01-01$25,861,917
Value of interest in common/collective trusts at end of year2023-01-01$14,091,437,743
Value of interest in common/collective trusts at beginning of year2023-01-01$11,536,820,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$600,617,582
Net investment gain or loss from common/collective trusts2023-01-01$1,874,999,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$175,172,396
Employer contributions (assets) at end of year2023-01-01$11,830,151
Employer contributions (assets) at beginning of year2023-01-01$12,910,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$945,096,981
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MOSS ADAMS LLP
Accountancy firm EIN2023-01-01910189318
2022 : KAISER PERMANENTE 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,574,926,979
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$981,087,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$970,030,093
Expenses. Certain deemed distributions of participant loans2022-12-31$3,552,354
Value of total corrective distributions2022-12-31$655,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,328,887,187
Value of total assets at end of year2022-12-31$16,058,823,184
Value of total assets at beginning of year2022-12-31$18,614,838,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,850,300
Total interest from all sources2022-12-31$19,718,738
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$272,013,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$272,013,418
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
Contributions received from participants2022-12-31$1,111,830,468
Participant contributions at end of year2022-12-31$439,112,968
Participant contributions at beginning of year2022-12-31$416,148,226
Participant contributions at end of year2022-12-31$13,037,962
Participant contributions at beginning of year2022-12-31$12,576,682
Assets. Other investments not covered elsewhere at end of year2022-12-31$70,988,254
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$81,975,139
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$67,038,150
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,150,524
Other income not declared elsewhere2022-12-31$-14,446,371
Administrative expenses (other) incurred2022-12-31$6,850,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,556,014,921
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,058,823,184
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,614,838,105
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,985,952,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,380,223,894
Interest on participant loans2022-12-31$19,718,738
Value of interest in common/collective trusts at end of year2022-12-31$11,536,820,659
Value of interest in common/collective trusts at beginning of year2022-12-31$12,712,169,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,325,135,961
Net investment gain or loss from common/collective trusts2022-12-31$-1,855,963,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$150,018,569
Employer contributions (assets) at end of year2022-12-31$12,910,702
Employer contributions (assets) at beginning of year2022-12-31$11,744,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$968,879,569
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
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,574,926,979
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$981,087,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$970,030,093
Expenses. Certain deemed distributions of participant loans2022-01-01$3,552,354
Value of total corrective distributions2022-01-01$655,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,328,887,187
Value of total assets at end of year2022-01-01$16,058,823,184
Value of total assets at beginning of year2022-01-01$18,614,838,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$6,850,300
Total interest from all sources2022-01-01$19,718,738
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$272,013,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$272,013,418
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$85,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,111,830,468
Participant contributions at end of year2022-01-01$439,112,968
Participant contributions at beginning of year2022-01-01$416,148,226
Participant contributions at end of year2022-01-01$13,037,962
Participant contributions at beginning of year2022-01-01$12,576,682
Assets. Other investments not covered elsewhere at end of year2022-01-01$70,988,254
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$81,975,139
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$67,038,150
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$1,150,524
Other income not declared elsewhere2022-01-01$-14,446,371
Administrative expenses (other) incurred2022-01-01$6,850,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,556,014,921
Value of net assets at end of year (total assets less liabilities)2022-01-01$16,058,823,184
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$18,614,838,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$3,985,952,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$5,380,223,894
Interest on participant loans2022-01-01$19,718,738
Value of interest in common/collective trusts at end of year2022-01-01$11,536,820,659
Value of interest in common/collective trusts at beginning of year2022-01-01$12,712,169,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,325,135,961
Net investment gain or loss from common/collective trusts2022-01-01$-1,855,963,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$150,018,569
Employer contributions (assets) at end of year2022-01-01$12,910,702
Employer contributions (assets) at beginning of year2022-01-01$11,744,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$968,879,569
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MOSS ADAMS LLP
Accountancy firm EIN2022-01-01910189318
2021 : KAISER PERMANENTE 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$7,158
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,379,049,595
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$941,881,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$927,224,314
Expenses. Certain deemed distributions of participant loans2021-12-31$3,824,732
Value of total corrective distributions2021-12-31$805,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,281,122,871
Value of total assets at end of year2021-12-31$18,614,838,105
Value of total assets at beginning of year2021-12-31$16,177,676,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,026,683
Total interest from all sources2021-12-31$19,695,224
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$466,322,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$466,322,390
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$85,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,064,523,254
Participant contributions at end of year2021-12-31$416,148,226
Participant contributions at beginning of year2021-12-31$406,470,097
Participant contributions at end of year2021-12-31$12,576,682
Participant contributions at beginning of year2021-12-31$13,035,580
Assets. Other investments not covered elsewhere at end of year2021-12-31$81,975,139
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$61,642,055
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$73,978,647
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$512,990
Other income not declared elsewhere2021-12-31$9,469,363
Administrative expenses (other) incurred2021-12-31$10,026,683
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$2,437,168,338
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,614,838,105
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,177,676,925
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,380,223,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,720,670,601
Interest on participant loans2021-12-31$19,695,224
Value of interest in common/collective trusts at end of year2021-12-31$12,712,169,510
Value of interest in common/collective trusts at beginning of year2021-12-31$10,938,864,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$192,954,101
Net investment gain or loss from common/collective trusts2021-12-31$1,409,485,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$142,620,970
Employer contributions (assets) at end of year2021-12-31$11,744,654
Employer contributions (assets) at beginning of year2021-12-31$36,994,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$926,711,324
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 401(K) 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$0
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$3,468,916,106
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,075,169,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,063,464,467
Expenses. Certain deemed distributions of participant loans2020-12-31$2,483,219
Value of total corrective distributions2020-12-31$1,576,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,190,371,877
Value of total assets at end of year2020-12-31$16,177,676,925
Value of total assets at beginning of year2020-12-31$13,783,929,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,644,825
Total interest from all sources2020-12-31$22,332,811
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,203,700,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,203,700,436
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$85,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$971,703,128
Participant contributions at end of year2020-12-31$406,470,097
Participant contributions at beginning of year2020-12-31$410,799,321
Participant contributions at end of year2020-12-31$13,035,580
Participant contributions at beginning of year2020-12-31$135,019
Assets. Other investments not covered elsewhere at end of year2020-12-31$61,642,055
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$38,446,381
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$55,869,532
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$243,260
Other income not declared elsewhere2020-12-31$6,554,071
Administrative expenses (other) incurred2020-12-31$7,644,825
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$2,393,747,099
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,177,676,925
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,783,929,826
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,720,670,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,867,448,821
Interest on participant loans2020-12-31$22,332,811
Value of interest in common/collective trusts at end of year2020-12-31$10,938,864,349
Value of interest in common/collective trusts at beginning of year2020-12-31$4,432,756,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-556,555,561
Net investment gain or loss from common/collective trusts2020-12-31$602,512,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$162,799,217
Employer contributions (assets) at end of year2020-12-31$36,994,243
Employer contributions (assets) at beginning of year2020-12-31$34,343,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,063,221,207
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 401(K) 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$3,376,946,084
Total income from all sources (including contributions)2019-12-31$3,376,946,084
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$672,996,990
Total of all expenses incurred2019-12-31$672,996,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$662,708,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$662,708,114
Expenses. Certain deemed distributions of participant loans2019-12-31$1,714,974
Expenses. Certain deemed distributions of participant loans2019-12-31$1,714,974
Value of total corrective distributions2019-12-31$996,406
Value of total corrective distributions2019-12-31$996,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,109,263,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,109,263,293
Value of total assets at end of year2019-12-31$13,783,929,826
Value of total assets at end of year2019-12-31$13,783,929,826
Value of total assets at beginning of year2019-12-31$11,079,980,732
Value of total assets at beginning of year2019-12-31$11,079,980,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,577,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,577,496
Total interest from all sources2019-12-31$21,097,361
Total interest from all sources2019-12-31$21,097,361
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$431,149,264
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$431,149,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$431,149,264
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$431,149,264
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
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$911,798,884
Contributions received from participants2019-12-31$911,798,884
Participant contributions at end of year2019-12-31$410,799,321
Participant contributions at end of year2019-12-31$410,799,321
Participant contributions at beginning of year2019-12-31$381,787,323
Participant contributions at beginning of year2019-12-31$381,787,323
Participant contributions at end of year2019-12-31$135,019
Participant contributions at end of year2019-12-31$135,019
Participant contributions at beginning of year2019-12-31$138,395
Participant contributions at beginning of year2019-12-31$138,395
Assets. Other investments not covered elsewhere at end of year2019-12-31$38,446,381
Assets. Other investments not covered elsewhere at end of year2019-12-31$38,446,381
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$30,362,643
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$30,362,643
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,689,768
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,689,768
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,602,142
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,602,142
Other income not declared elsewhere2019-12-31$7,326,471
Other income not declared elsewhere2019-12-31$7,326,471
Administrative expenses (other) incurred2019-12-31$7,577,496
Administrative expenses (other) incurred2019-12-31$7,577,496
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$2,703,949,094
Value of net income/loss2019-12-31$2,703,949,094
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,783,929,826
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,783,929,826
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,079,980,732
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,079,980,732
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,867,448,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,867,448,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,884,206,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,884,206,888
Interest on participant loans2019-12-31$21,097,361
Interest on participant loans2019-12-31$21,097,361
Value of interest in common/collective trusts at end of year2019-12-31$4,432,756,731
Value of interest in common/collective trusts at end of year2019-12-31$4,432,756,731
Value of interest in common/collective trusts at beginning of year2019-12-31$3,775,296,219
Value of interest in common/collective trusts at beginning of year2019-12-31$3,775,296,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,254,069,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,254,069,063
Net investment gain or loss from common/collective trusts2019-12-31$554,040,632
Net investment gain or loss from common/collective trusts2019-12-31$554,040,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Contributions received in cash from employer2019-12-31$152,774,641
Contributions received in cash from employer2019-12-31$152,774,641
Employer contributions (assets) at end of year2019-12-31$34,343,553
Employer contributions (assets) at end of year2019-12-31$34,343,553
Employer contributions (assets) at beginning of year2019-12-31$8,189,264
Employer contributions (assets) at beginning of year2019-12-31$8,189,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$661,105,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$661,105,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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
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
2018 : KAISER PERMANENTE 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$7,892
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$520,252,737
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$555,284,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$546,997,458
Expenses. Certain deemed distributions of participant loans2018-12-31$1,548,294
Value of total corrective distributions2018-12-31$830,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,007,658,108
Value of total assets at end of year2018-12-31$11,079,980,732
Value of total assets at beginning of year2018-12-31$11,115,004,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,908,208
Total interest from all sources2018-12-31$17,413,649
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$474,154,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$474,154,844
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$72,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$844,469,895
Participant contributions at end of year2018-12-31$381,787,323
Participant contributions at beginning of year2018-12-31$347,458,136
Participant contributions at end of year2018-12-31$138,395
Participant contributions at beginning of year2018-12-31$11,005,741
Assets. Other investments not covered elsewhere at end of year2018-12-31$30,362,643
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$28,759,393
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$45,443,950
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,362,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-1,656,076
Administrative expenses (other) incurred2018-12-31$5,908,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-35,031,327
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,079,980,732
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,115,004,167
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,884,206,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,016,374,787
Interest on participant loans2018-12-31$17,413,649
Value of interest in common/collective trusts at end of year2018-12-31$3,775,296,219
Value of interest in common/collective trusts at beginning of year2018-12-31$3,645,267,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-930,458,566
Net investment gain or loss from common/collective trusts2018-12-31$-46,859,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$117,744,263
Employer contributions (assets) at end of year2018-12-31$8,189,264
Employer contributions (assets) at beginning of year2018-12-31$66,138,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$545,634,608
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 401(K) 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$669,080
Total income from all sources (including contributions)2017-12-31$2,547,998,871
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$622,240,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$614,460,604
Expenses. Certain deemed distributions of participant loans2017-12-31$1,425,697
Value of total corrective distributions2017-12-31$1,031,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$968,006,480
Value of total assets at end of year2017-12-31$11,115,004,167
Value of total assets at beginning of year2017-12-31$9,189,914,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,322,718
Total interest from all sources2017-12-31$14,358,945
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$274,990,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$274,990,174
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$72,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$760,042,207
Participant contributions at end of year2017-12-31$347,458,136
Participant contributions at beginning of year2017-12-31$312,113,472
Participant contributions at end of year2017-12-31$11,005,741
Participant contributions at beginning of year2017-12-31$10,579,866
Assets. Other investments not covered elsewhere at end of year2017-12-31$28,759,393
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$25,235,815
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$44,699,852
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,245,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$669,080
Other income not declared elsewhere2017-12-31$4,195,651
Administrative expenses (other) incurred2017-12-31$5,322,718
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$1,925,758,327
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,115,004,167
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,189,245,840
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,016,374,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,440,291,744
Interest on participant loans2017-12-31$14,358,945
Value of interest in common/collective trusts at end of year2017-12-31$3,645,267,342
Value of interest in common/collective trusts at beginning of year2017-12-31$3,395,737,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$975,176,896
Net investment gain or loss from common/collective trusts2017-12-31$311,270,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$163,264,421
Employer contributions (assets) at end of year2017-12-31$66,138,768
Employer contributions (assets) at beginning of year2017-12-31$5,956,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$613,215,345
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 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$3
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$669,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$709,427
Total income from all sources (including contributions)2016-12-31$1,447,247,561
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$549,796,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$541,441,313
Expenses. Certain deemed distributions of participant loans2016-12-31$1,886,781
Value of total corrective distributions2016-12-31$956,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$848,629,017
Value of total assets at end of year2016-12-31$9,189,914,920
Value of total assets at beginning of year2016-12-31$8,292,503,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,511,455
Total interest from all sources2016-12-31$12,319,873
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$192,402,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$192,402,542
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$72,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$720,725,191
Participant contributions at end of year2016-12-31$312,113,472
Participant contributions at beginning of year2016-12-31$288,766,658
Participant contributions at end of year2016-12-31$10,579,866
Participant contributions at beginning of year2016-12-31$9,032,838
Assets. Other investments not covered elsewhere at end of year2016-12-31$25,235,815
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$21,007,499
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,640,158
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$747,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$669,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$709,427
Other income not declared elsewhere2016-12-31$2,486,097
Administrative expenses (other) incurred2016-12-31$5,511,455
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$897,451,401
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,189,245,840
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,291,794,442
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,440,291,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,612,764,248
Interest on participant loans2016-12-31$12,319,873
Value of interest in common/collective trusts at end of year2016-12-31$3,395,737,814
Value of interest in common/collective trusts at beginning of year2016-12-31$1,337,077,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$353,620,550
Net investment gain or loss from common/collective trusts2016-12-31$37,789,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$93,263,668
Employer contributions (assets) at end of year2016-12-31$5,956,209
Employer contributions (assets) at beginning of year2016-12-31$23,854,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$540,694,128
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 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$11,408
Total transfer of assets from this plan2015-12-31$185
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$709,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$767,855
Total income from all sources (including contributions)2015-12-31$834,141,362
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$460,456,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$454,341,019
Expenses. Certain deemed distributions of participant loans2015-12-31$707,775
Value of total corrective distributions2015-12-31$214,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$785,791,558
Value of total assets at end of year2015-12-31$8,292,503,869
Value of total assets at beginning of year2015-12-31$7,918,866,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,193,232
Total interest from all sources2015-12-31$11,103,275
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$206,007,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$206,007,894
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$72,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$672,325,051
Participant contributions at end of year2015-12-31$288,766,658
Participant contributions at beginning of year2015-12-31$259,322,723
Participant contributions at end of year2015-12-31$9,032,838
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$21,007,499
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,788,394
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,751,282
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$956,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$709,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$767,855
Other income not declared elsewhere2015-12-31$1,540,651
Administrative expenses (other) incurred2015-12-31$5,193,232
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$373,684,759
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,291,794,442
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,918,098,460
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,612,764,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,962,755,378
Interest on participant loans2015-12-31$11,103,275
Value of interest in common/collective trusts at end of year2015-12-31$1,337,077,693
Value of interest in common/collective trusts at beginning of year2015-12-31$1,624,900,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-184,855,138
Net investment gain or loss from common/collective trusts2015-12-31$14,553,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$85,715,225
Employer contributions (assets) at end of year2015-12-31$23,854,933
Employer contributions (assets) at beginning of year2015-12-31$55,099,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$453,384,317
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 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$767,855
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,413,729
Total income from all sources (including contributions)2014-12-31$1,203,486,741
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$458,525,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$448,982,070
Expenses. Certain deemed distributions of participant loans2014-12-31$461,369
Value of total corrective distributions2014-12-31$26,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$730,231,234
Value of total assets at end of year2014-12-31$7,918,866,315
Value of total assets at beginning of year2014-12-31$7,174,550,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,055,042
Total interest from all sources2014-12-31$9,934,754
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$221,058,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$221,058,043
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$72,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$596,873,444
Participant contributions at end of year2014-12-31$259,322,723
Participant contributions at beginning of year2014-12-31$231,016,710
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$366,249
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,788,394
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,453,991
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,114,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$46,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$767,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,413,729
Other income not declared elsewhere2014-12-31$2,928,037
Administrative expenses (other) incurred2014-12-31$9,055,042
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$744,961,613
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,918,098,460
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,173,137,143
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,962,755,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,297,754,441
Interest on participant loans2014-12-31$9,934,754
Value of interest in common/collective trusts at end of year2014-12-31$1,624,900,605
Value of interest in common/collective trusts at beginning of year2014-12-31$1,614,710,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$169,447,258
Net investment gain or loss from common/collective trusts2014-12-31$69,887,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$113,903,799
Employer contributions (assets) at end of year2014-12-31$55,099,215
Employer contributions (assets) at beginning of year2014-12-31$30,657,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$447,867,649
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

Form 5500 Responses for KAISER PERMANENTE 401(K) RETIREMENT PLAN

2023: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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