401k Plan data: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS plan

KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 401k Plan overview

Plan Name	KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS
Plan identification number	005

KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 PERMANENTE MEDICAL CARE PROGRAM has sponsored the creation of one or more 401k plans.

Company Name: KAISER PERMANENTE MEDICAL CARE PROGRAM

Employer identification number (EIN): 946365467

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2014-01-01 DONNA SMITH
005 2013-01-01 HARRIET GUBERMAN
005 2012-01-01 HARRIET GUBERMAN
005 2011-01-01 HARRIET GUBERMAN
005 2010-01-01 HARRIET GUBERMAN
005 2009-01-01 HARRIET E. GUBERMAN

Plan id#	Filing Submission Date	Name of Administrator
005	2014-01-01	DONNA SMITH
005	2013-01-01	HARRIET GUBERMAN
005	2012-01-01	HARRIET GUBERMAN
005	2011-01-01	HARRIET GUBERMAN
005	2010-01-01	HARRIET GUBERMAN
005	2009-01-01	HARRIET E. GUBERMAN

Plan Statistics for KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS

401k plan membership statisitcs for KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS

Measure Date Value
2014: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,841
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4,391
Number of retired or separated participants receiving benefits 2014-01-01 16
Number of other retired or separated participants entitled to future benefits 2014-01-01 331
Total of all active and inactive participants 2014-01-01 4,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 4,739
Number of participants with account balances 2014-01-01 4,727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,772
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,623
Number of retired or separated participants receiving benefits 2013-01-01 11
Number of other retired or separated participants entitled to future benefits 2013-01-01 207
Total of all active and inactive participants 2013-01-01 1,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,841
Number of participants with account balances 2013-01-01 1,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,437
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,597
Number of retired or separated participants receiving benefits 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 168
Total of all active and inactive participants 2012-01-01 1,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 1,772
Number of participants with account balances 2012-01-01 1,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,421
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,312
Number of retired or separated participants receiving benefits 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 122
Total of all active and inactive participants 2011-01-01 1,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,437
Number of participants with account balances 2011-01-01 1,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,346
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,310
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 109
Total of all active and inactive participants 2010-01-01 1,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,421
Number of participants with account balances 2010-01-01 1,414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,293
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,251
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 93
Total of all active and inactive participants 2009-01-01 1,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,346
Number of participants with account balances 2009-01-01 1,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 2

Measure	Date	Value
2014: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,841
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4,391
Number of retired or separated participants receiving benefits	2014-01-01	16
Number of other retired or separated participants entitled to future benefits	2014-01-01	331
Total of all active and inactive participants	2014-01-01	4,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	4,739
Number of participants with account balances	2014-01-01	4,727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,772
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,623
Number of retired or separated participants receiving benefits	2013-01-01	11
Number of other retired or separated participants entitled to future benefits	2013-01-01	207
Total of all active and inactive participants	2013-01-01	1,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,841
Number of participants with account balances	2013-01-01	1,825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,437
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,597
Number of retired or separated participants receiving benefits	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	168
Total of all active and inactive participants	2012-01-01	1,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	1,772
Number of participants with account balances	2012-01-01	1,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,421
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,312
Number of retired or separated participants receiving benefits	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	122
Total of all active and inactive participants	2011-01-01	1,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,437
Number of participants with account balances	2011-01-01	1,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,346
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,310
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	109
Total of all active and inactive participants	2010-01-01	1,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,421
Number of participants with account balances	2010-01-01	1,414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,293
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,251
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	93
Total of all active and inactive participants	2009-01-01	1,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,346
Number of participants with account balances	2009-01-01	1,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	2

Financial Data on KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS

Measure	Date	Value
2014 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$38,609,602
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$8,656,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$8,561,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$29,608,755
Value of total assets at end of year	2014-12-31	$156,124,657
Value of total assets at beginning of year	2014-12-31	$126,171,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$95,269
Total interest from all sources	2014-12-31	$42,735
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$4,108,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$4,108,061
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$72,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$26,269,147
Amount contributed by the employer to the plan for this plan year	2014-12-31	$26,269,147
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,325,577
Participant contributions at end of year	2014-12-31	$1,075,990
Participant contributions at beginning of year	2014-12-31	$1,042,204
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$14,031
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$9,031
Other income not declared elsewhere	2014-12-31	$119,042
Administrative expenses (other) incurred	2014-12-31	$95,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$29,953,298
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$156,124,657
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$126,171,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$122,642,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$93,587,101
Interest on participant loans	2014-12-31	$42,735
Value of interest in common/collective trusts at end of year	2014-12-31	$32,406,055
Value of interest in common/collective trusts at beginning of year	2014-12-31	$31,540,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,041,880
Net investment gain or loss from common/collective trusts	2014-12-31	$1,689,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$26,269,147
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$1,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$8,552,004
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN	2014-12-31	942214860
2013 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$25,730,810
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$5,274,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,225,112
Value of total corrective distributions	2013-12-31	$56
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$8,065,595
Value of total assets at end of year	2013-12-31	$126,171,359
Value of total assets at beginning of year	2013-12-31	$105,715,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$49,433
Total interest from all sources	2013-12-31	$41,902
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,749,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,749,479
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$40,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$6,519,927
Amount contributed by the employer to the plan for this plan year	2013-12-31	$6,519,927
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,459,121
Participant contributions at end of year	2013-12-31	$1,042,204
Participant contributions at beginning of year	2013-12-31	$980,728
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$86,547
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$85
Other income not declared elsewhere	2013-12-31	$17,034
Administrative expenses (other) incurred	2013-12-31	$49,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$20,456,209
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$126,171,359
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$105,715,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$93,587,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$74,508,160
Interest on participant loans	2013-12-31	$41,902
Value of interest in common/collective trusts at end of year	2013-12-31	$31,540,665
Value of interest in common/collective trusts at beginning of year	2013-12-31	$30,225,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$11,739,181
Net investment gain or loss from common/collective trusts	2013-12-31	$3,117,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$6,519,927
Employer contributions (assets) at end of year	2013-12-31	$1,389
Employer contributions (assets) at beginning of year	2013-12-31	$599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,225,027
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN	2013-12-31	942214860
2012 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$10,685,415
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$17,588,494
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$6,687,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$6,633,041
Expenses. Certain deemed distributions of participant loans	2012-12-31	$7,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$7,755,041
Value of total assets at end of year	2012-12-31	$105,715,150
Value of total assets at beginning of year	2012-12-31	$84,128,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$46,622
Total interest from all sources	2012-12-31	$44,274
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,369,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,369,181
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$40,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$6,241,763
Amount contributed by the employer to the plan for this plan year	2012-12-31	$6,241,763
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,389,774
Participant contributions at end of year	2012-12-31	$980,728
Participant contributions at beginning of year	2012-12-31	$845,759
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$39,411
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$123,504
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$513
Other income not declared elsewhere	2012-12-31	$5,496
Administrative expenses (other) incurred	2012-12-31	$46,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$10,901,263
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$105,715,150
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$84,128,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$74,508,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$57,669,287
Interest on participant loans	2012-12-31	$44,274
Value of interest in common/collective trusts at end of year	2012-12-31	$30,225,663
Value of interest in common/collective trusts at beginning of year	2012-12-31	$25,386,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,672,940
Net investment gain or loss from common/collective trusts	2012-12-31	$1,741,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$6,241,763
Employer contributions (assets) at end of year	2012-12-31	$599
Employer contributions (assets) at beginning of year	2012-12-31	$187,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$6,632,528
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN	2012-12-31	942214860
2011 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$6,644,747
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$3,921,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,881,829
Expenses. Certain deemed distributions of participant loans	2011-12-31	$2,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,772,139
Value of total assets at end of year	2011-12-31	$84,128,472
Value of total assets at beginning of year	2011-12-31	$81,405,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$37,386
Total interest from all sources	2011-12-31	$36,774
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,479,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,479,299
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$40,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$4,788,407
Amount contributed by the employer to the plan for this plan year	2011-12-31	$4,788,407
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$960,784
Participant contributions at end of year	2011-12-31	$845,759
Participant contributions at beginning of year	2011-12-31	$764,501
Participant contributions at end of year	2011-12-31	$39,411
Participant contributions at beginning of year	2011-12-31	$36,459
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$22,948
Other income not declared elsewhere	2011-12-31	$2,456
Administrative expenses (other) incurred	2011-12-31	$37,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,723,391
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$84,128,472
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$81,405,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$57,669,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$55,682,770
Interest on participant loans	2011-12-31	$36,774
Value of interest in common/collective trusts at end of year	2011-12-31	$25,386,808
Value of interest in common/collective trusts at beginning of year	2011-12-31	$24,737,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,203,668
Net investment gain or loss from common/collective trusts	2011-12-31	$557,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$4,788,407
Employer contributions (assets) at end of year	2011-12-31	$187,207
Employer contributions (assets) at beginning of year	2011-12-31	$184,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,881,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN	2011-12-31	942214860
2010 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$13,969,370
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$6,157,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$6,110,742
Expenses. Certain deemed distributions of participant loans	2010-12-31	$10,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,443,753
Value of total assets at end of year	2010-12-31	$81,405,081
Value of total assets at beginning of year	2010-12-31	$73,593,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$36,562
Total interest from all sources	2010-12-31	$35,162
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,298,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,298,799
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$40,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$4,540,453
Amount contributed by the employer to the plan for this plan year	2010-12-31	$4,540,453
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$903,300
Participant contributions at end of year	2010-12-31	$764,501
Participant contributions at beginning of year	2010-12-31	$629,467
Participant contributions at end of year	2010-12-31	$36,459
Participant contributions at beginning of year	2010-12-31	$34,150
Other income not declared elsewhere	2010-12-31	$2,261
Administrative expenses (other) incurred	2010-12-31	$36,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$7,811,756
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$81,405,081
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$73,593,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$55,682,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$49,108,599
Interest on participant loans	2010-12-31	$35,162
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$23,652,324
Value of interest in common/collective trusts at end of year	2010-12-31	$24,737,236
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,959,152
Net investment gain or loss from common/collective trusts	2010-12-31	$2,230,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$4,540,453
Employer contributions (assets) at end of year	2010-12-31	$184,115
Employer contributions (assets) at beginning of year	2010-12-31	$168,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$6,110,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN	2010-12-31	942214860
2009 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$4,343,132
Amount contributed by the employer to the plan for this plan year	2009-12-31	$4,343,132

Form 5500 Responses for KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS

2014: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	No
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	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KAISER PERMANENTE MEDICAL CARE PROGRAM
Employer identification number (EIN):	946365467