401k Plan data: KAISER PERMANENTE 401(K) RETIREMENT PLAN plan

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

Plan Name	KAISER PERMANENTE 401(K) RETIREMENT PLAN
Plan identification number	025

KAISER PERMANENTE 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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 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 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
025 2014-01-01 DONNA
025 2013-01-01 HARRIET GUBERMAN
025 2012-01-01 HARRIET GUBERMAN
025 2011-01-01 HARRIET GUBERMAN
025 2010-01-01 HARRIET GUBERMAN
025 2009-01-01 HARRIET E. GUBERMAN
025 2009-01-01 HARRIET E. GUBERMAN

Plan id#	Filing Submission Date	Name of Administrator
025	2014-01-01	DONNA
025	2013-01-01	HARRIET GUBERMAN
025	2012-01-01	HARRIET GUBERMAN
025	2011-01-01	HARRIET GUBERMAN
025	2010-01-01	HARRIET GUBERMAN
025	2009-01-01	HARRIET E. GUBERMAN
025	2009-01-01	HARRIET E. GUBERMAN

Plan Statistics for KAISER PERMANENTE 401(K) RETIREMENT PLAN

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

Measure Date Value
2014: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 112,082
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 104,560
Number of retired or separated participants receiving benefits 2014-01-01 792
Number of other retired or separated participants entitled to future benefits 2014-01-01 9,751
Total of all active and inactive participants 2014-01-01 115,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 90
Total participants 2014-01-01 115,193
Number of participants with account balances 2014-01-01 113,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 575
Number of employers contributing to the scheme 2014-01-01 3
2013: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 116,261
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 101,577
Number of retired or separated participants receiving benefits 2013-01-01 651
Number of other retired or separated participants entitled to future benefits 2013-01-01 9,776
Total of all active and inactive participants 2013-01-01 112,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 78
Total participants 2013-01-01 112,082
Number of participants with account balances 2013-01-01 108,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 544
2012: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 114,129
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 107,564
Number of retired or separated participants receiving benefits 2012-01-01 527
Number of other retired or separated participants entitled to future benefits 2012-01-01 8,085
Total of all active and inactive participants 2012-01-01 116,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 85
Total participants 2012-01-01 116,261
Number of participants with account balances 2012-01-01 104,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 650
Number of employers contributing to the scheme 2012-01-01 3
2011: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 99,648
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 106,153
Number of retired or separated participants receiving benefits 2011-01-01 444
Number of other retired or separated participants entitled to future benefits 2011-01-01 7,437
Total of all active and inactive participants 2011-01-01 114,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 95
Total participants 2011-01-01 114,129
Number of participants with account balances 2011-01-01 101,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 938
Number of employers contributing to the scheme 2011-01-01 3
2010: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 95,264
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 92,156
Number of retired or separated participants receiving benefits 2010-01-01 387
Number of other retired or separated participants entitled to future benefits 2010-01-01 7,055
Total of all active and inactive participants 2010-01-01 99,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 50
Total participants 2010-01-01 99,648
Number of participants with account balances 2010-01-01 98,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1,198
Number of employers contributing to the scheme 2010-01-01 3
2009: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 94,341
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 87,300
Number of retired or separated participants receiving benefits 2009-01-01 358
Number of other retired or separated participants entitled to future benefits 2009-01-01 7,556
Total of all active and inactive participants 2009-01-01 95,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 50
Total participants 2009-01-01 95,264
Number of participants with account balances 2009-01-01 94,385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1,252
Number of employers contributing to the scheme 2009-01-01 3

Measure	Date	Value
2014: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	112,082
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	104,560
Number of retired or separated participants receiving benefits	2014-01-01	792
Number of other retired or separated participants entitled to future benefits	2014-01-01	9,751
Total of all active and inactive participants	2014-01-01	115,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	90
Total participants	2014-01-01	115,193
Number of participants with account balances	2014-01-01	113,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	575
Number of employers contributing to the scheme	2014-01-01	3
2013: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	116,261
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	101,577
Number of retired or separated participants receiving benefits	2013-01-01	651
Number of other retired or separated participants entitled to future benefits	2013-01-01	9,776
Total of all active and inactive participants	2013-01-01	112,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	78
Total participants	2013-01-01	112,082
Number of participants with account balances	2013-01-01	108,124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	544
2012: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	114,129
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	107,564
Number of retired or separated participants receiving benefits	2012-01-01	527
Number of other retired or separated participants entitled to future benefits	2012-01-01	8,085
Total of all active and inactive participants	2012-01-01	116,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	85
Total participants	2012-01-01	116,261
Number of participants with account balances	2012-01-01	104,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	650
Number of employers contributing to the scheme	2012-01-01	3
2011: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	99,648
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	106,153
Number of retired or separated participants receiving benefits	2011-01-01	444
Number of other retired or separated participants entitled to future benefits	2011-01-01	7,437
Total of all active and inactive participants	2011-01-01	114,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	95
Total participants	2011-01-01	114,129
Number of participants with account balances	2011-01-01	101,260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	938
Number of employers contributing to the scheme	2011-01-01	3
2010: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	95,264
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	92,156
Number of retired or separated participants receiving benefits	2010-01-01	387
Number of other retired or separated participants entitled to future benefits	2010-01-01	7,055
Total of all active and inactive participants	2010-01-01	99,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	50
Total participants	2010-01-01	99,648
Number of participants with account balances	2010-01-01	98,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1,198
Number of employers contributing to the scheme	2010-01-01	3
2009: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	94,341
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	87,300
Number of retired or separated participants receiving benefits	2009-01-01	358
Number of other retired or separated participants entitled to future benefits	2009-01-01	7,556
Total of all active and inactive participants	2009-01-01	95,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	50
Total participants	2009-01-01	95,264
Number of participants with account balances	2009-01-01	94,385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1,252
Number of employers contributing to the scheme	2009-01-01	3

Financial Data on KAISER PERMANENTE 401(K) RETIREMENT PLAN

Measure	Date	Value
2014 : KAISER PERMANENTE 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$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 assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$458,525,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$448,982,070
Expenses. Certain deemed distributions of participant loans	2014-12-31	$461,369
Value of total corrective distributions	2014-12-31	$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 year	2014-12-31	$7,918,866,315
Value of total assets at beginning of year	2014-12-31	$7,174,550,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,055,042
Total interest from all sources	2014-12-31	$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 year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$221,058,043
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
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$596,873,444
Participant contributions at end of year	2014-12-31	$259,322,723
Participant contributions at beginning of year	2014-12-31	$231,016,710
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$366,249
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$16,788,394
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$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 year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$46,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$767,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$1,413,729
Other income not declared elsewhere	2014-12-31	$2,928,037
Administrative expenses (other) incurred	2014-12-31	$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 appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$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)	2014-12-31	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	$5,962,755,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,297,754,441
Interest on participant loans	2014-12-31	$9,934,754
Value of interest in common/collective trusts at end of year	2014-12-31	$1,624,900,605
Value of interest in common/collective trusts at beginning of year	2014-12-31	$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 trusts	2014-12-31	$69,887,415
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	$113,903,799
Employer contributions (assets) at end of year	2014-12-31	$55,099,215
Employer contributions (assets) at beginning of year	2014-12-31	$30,657,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$447,867,649
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 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$14,057
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,413,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$890,114
Total income from all sources (including contributions)	2013-12-31	$1,573,349,962
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$355,405,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$350,764,928
Expenses. Certain deemed distributions of participant loans	2013-12-31	$172,662
Value of total corrective distributions	2013-12-31	$712,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$654,699,823
Value of total assets at end of year	2013-12-31	$7,174,550,872
Value of total assets at beginning of year	2013-12-31	$5,956,096,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,755,519
Total interest from all sources	2013-12-31	$8,797,020
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$171,321,700
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	$171,321,700
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$557,568,783
Participant contributions at end of year	2013-12-31	$231,016,710
Participant contributions at beginning of year	2013-12-31	$201,487,857
Participant contributions at end of year	2013-12-31	$366,249
Participant contributions at beginning of year	2013-12-31	$55,009
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$17,088,692
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$117,677
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$46,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$1,413,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$890,114
Other income not declared elsewhere	2013-12-31	$1,075,301
Administrative expenses (other) incurred	2013-12-31	$3,755,519
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	$1,217,944,435
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,173,137,143
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,955,206,765
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	$5,297,754,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,203,137,705
Interest on participant loans	2013-12-31	$8,797,020
Value of interest in common/collective trusts at end of year	2013-12-31	$1,614,710,088
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,551,410,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$660,775,501
Net investment gain or loss from common/collective trusts	2013-12-31	$76,680,617
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	$80,042,348
Employer contributions (assets) at end of year	2013-12-31	$30,657,016
Employer contributions (assets) at beginning of year	2013-12-31	$5,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$350,647,251
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 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$890,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$752,791
Total income from all sources (including contributions)	2012-12-31	$1,101,758,795
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$271,012,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$267,746,386
Expenses. Certain deemed distributions of participant loans	2012-12-31	$163,336
Value of total corrective distributions	2012-12-31	$174,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$577,738,362
Value of total assets at end of year	2012-12-31	$5,956,096,879
Value of total assets at beginning of year	2012-12-31	$5,125,213,457
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,927,981
Total interest from all sources	2012-12-31	$7,816,917
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$136,097,245
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	$136,097,245
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
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$515,243,783
Participant contributions at end of year	2012-12-31	$201,487,857
Participant contributions at beginning of year	2012-12-31	$172,386,199
Participant contributions at end of year	2012-12-31	$55,009
Participant contributions at beginning of year	2012-12-31	$6,132,592
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$16,982,631
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$78,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$890,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$752,791
Other income not declared elsewhere	2012-12-31	$292,879
Administrative expenses (other) incurred	2012-12-31	$2,927,981
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	$830,746,099
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,955,206,765
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,124,460,666
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	$4,203,137,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,473,184,279
Interest on participant loans	2012-12-31	$7,816,917
Value of interest in common/collective trusts at end of year	2012-12-31	$1,551,410,555
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,428,154,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$315,589,039
Net investment gain or loss from common/collective trusts	2012-12-31	$64,224,353
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	$45,511,948
Employer contributions (assets) at end of year	2012-12-31	$5,753
Employer contributions (assets) at beginning of year	2012-12-31	$45,355,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$267,668,061
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 401(K) RETIREMENT PLAN 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	$752,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$817,187
Total income from all sources (including contributions)	2011-12-31	$634,475,149
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$220,064,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$216,676,881
Expenses. Certain deemed distributions of participant loans	2011-12-31	$-334,168
Value of total corrective distributions	2011-12-31	$1,022,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$576,549,944
Value of total assets at end of year	2011-12-31	$5,125,213,457
Value of total assets at beginning of year	2011-12-31	$4,710,867,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,699,042
Total interest from all sources	2011-12-31	$7,189,016
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$88,710,608
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	$88,710,608
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$477,934,066
Participant contributions at end of year	2011-12-31	$172,386,199
Participant contributions at beginning of year	2011-12-31	$145,569,646
Participant contributions at end of year	2011-12-31	$6,132,592
Participant contributions at beginning of year	2011-12-31	$5,975,003
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$11,598,044
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$3,005,654
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$4,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$752,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$817,187
Other income not declared elsewhere	2011-12-31	$210,231
Administrative expenses (other) incurred	2011-12-31	$2,699,042
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	$414,410,826
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,124,460,666
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,710,049,840
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	$3,473,184,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,216,471,443
Interest on participant loans	2011-12-31	$7,189,016
Value of interest in common/collective trusts at end of year	2011-12-31	$1,428,154,592
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,300,570,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-82,595,114
Net investment gain or loss from common/collective trusts	2011-12-31	$44,410,464
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	$87,017,834
Employer contributions (assets) at end of year	2011-12-31	$45,355,795
Employer contributions (assets) at beginning of year	2011-12-31	$42,275,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$213,671,227
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 401(K) RETIREMENT PLAN 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	$817,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,009,095
Total income from all sources (including contributions)	2010-12-31	$968,538,868
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$210,271,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$208,702,995
Expenses. Certain deemed distributions of participant loans	2010-12-31	$-1,849,210
Value of total corrective distributions	2010-12-31	$1,011,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$518,756,934
Value of total assets at end of year	2010-12-31	$4,710,867,027
Value of total assets at beginning of year	2010-12-31	$3,952,791,792
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,406,373
Total interest from all sources	2010-12-31	$6,691,711
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$72,210,541
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	$72,210,541
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$431,388,265
Participant contributions at end of year	2010-12-31	$145,569,646
Participant contributions at beginning of year	2010-12-31	$111,985,382
Participant contributions at end of year	2010-12-31	$5,975,003
Participant contributions at beginning of year	2010-12-31	$5,356,101
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$7,765,788
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$165,882
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$4,337
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$817,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,009,095
Other income not declared elsewhere	2010-12-31	$329,162
Administrative expenses (other) incurred	2010-12-31	$2,406,373
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$-1,551
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	$758,267,143
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,710,049,840
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,951,782,697
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	$3,216,471,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,599,298,005
Interest on participant loans	2010-12-31	$6,691,711
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	$1,195,677,357
Value of interest in common/collective trusts at end of year	2010-12-31	$1,300,570,824
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	$285,109,484
Net investment gain or loss from common/collective trusts	2010-12-31	$85,441,036
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	$79,602,881
Employer contributions (assets) at end of year	2010-12-31	$42,275,774
Employer contributions (assets) at beginning of year	2010-12-31	$40,476,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$208,537,113
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

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

2014: KAISER PERMANENTE 401(K) RETIREMENT PLAN 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 401(K) RETIREMENT PLAN 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 401(K) RETIREMENT PLAN 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 401(K) RETIREMENT PLAN 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 401(K) RETIREMENT PLAN 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 401(K) RETIREMENT PLAN 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