| Plan Name | HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN |
| Plan identification number | 035 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 035 | 2019-01-01 | ||||
| 035 | 2018-01-01 | ||||
| 035 | 2017-01-01 | BILL G. REID | |||
| 035 | 2016-01-01 | BILL G. REID | |||
| 035 | 2015-01-01 | CYNTHIA GARA | |||
| 035 | 2014-01-01 | CYNTHIA GARA | |||
| 035 | 2014-01-01 | DONNA SMITH |
| Measure | Date | Value |
|---|---|---|
| 2019 : HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $119,802 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $664,085 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $181,554 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $544,283 |
| Value of fidelity bond covering the plan | 2019-12-31 | $72,500,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $482,531 |
| Other income received | 2019-12-31 | $119,802 |
| Net income (gross income less expenses) | 2019-12-31 | $-544,283 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $544,283 |
| Assets. Value of participant loans | 2019-12-31 | $0 |
| 2018 : HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $-19,746 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $126,741 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $126,741 |
| Total plan assets at end of year | 2018-12-31 | $544,283 |
| Total plan assets at beginning of year | 2018-12-31 | $690,770 |
| Value of fidelity bond covering the plan | 2018-12-31 | $72,500,000 |
| Other income received | 2018-12-31 | $-19,746 |
| Net income (gross income less expenses) | 2018-12-31 | $-146,487 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $544,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $690,770 |
| Assets. Value of participant loans | 2018-12-31 | $27,529 |
| 2017 : HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $143,608 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $304,316 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $304,316 |
| Total plan assets at end of year | 2017-12-31 | $690,770 |
| Total plan assets at beginning of year | 2017-12-31 | $851,478 |
| Value of fidelity bond covering the plan | 2017-12-31 | $72,500,000 |
| Other income received | 2017-12-31 | $143,608 |
| Net income (gross income less expenses) | 2017-12-31 | $-160,708 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $690,770 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $851,478 |
| Assets. Value of participant loans | 2017-12-31 | $27,530 |
| 2016 : HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $72,260 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $851,478 |
| Total plan assets at beginning of year | 2016-12-31 | $779,218 |
| Value of fidelity bond covering the plan | 2016-12-31 | $72,500,000 |
| Other income received | 2016-12-31 | $72,260 |
| Net income (gross income less expenses) | 2016-12-31 | $72,260 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $851,478 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $779,218 |
| Assets. Value of participant loans | 2016-12-31 | $27,530 |
| 2015 : HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $8,474 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $51,438 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $51,213 |
| Total plan assets at end of year | 2015-12-31 | $779,218 |
| Total plan assets at beginning of year | 2015-12-31 | $822,182 |
| Value of fidelity bond covering the plan | 2015-12-31 | $72,500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $225 |
| Other income received | 2015-12-31 | $8,474 |
| Net income (gross income less expenses) | 2015-12-31 | $-42,964 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $779,218 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $822,182 |
| Assets. Value of participant loans | 2015-12-31 | $27,530 |
| 2014 : HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-12-31 | $27,530 |
| Total income from all sources | 2014-12-31 | $65,161 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $181,873 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $181,377 |
| Total plan assets at end of year | 2014-12-31 | $822,182 |
| Total plan assets at beginning of year | 2014-12-31 | $911,364 |
| Value of fidelity bond covering the plan | 2014-12-31 | $72,500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $496 |
| Other income received | 2014-12-31 | $65,161 |
| Net income (gross income less expenses) | 2014-12-31 | $-116,712 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $822,182 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $911,364 |
| Assets. Value of participant loans | 2014-12-31 | $27,530 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2019: HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN 2019 form 5500 responses | ||
|---|---|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | Yes |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HEALTH CARE MANAGEMENT SOLUTIONS, LLC 401(K) PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |