SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG
| Measure | Date | Value |
|---|
| 2024 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2024 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $4,888,328 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $2,158,410 |
| Total income from all sources (including contributions) | 2024-01-01 | $1,046,267,267 |
| Total of all expenses incurred | 2024-01-01 | $334,605,971 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-01 | $334,605,971 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-01-01 | $737,000,000 |
| Value of total assets at end of year | 2024-01-01 | $8,383,954,935 |
| Value of total assets at beginning of year | 2024-01-01 | $7,669,563,721 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-01 | No |
| Was this plan covered by a fidelity bond | 2024-01-01 | Yes |
| Value of fidelity bond cover | 2024-01-01 | $85,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Value of net income/loss | 2024-01-01 | $711,661,296 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-01 | $8,379,066,607 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-01 | $7,667,405,311 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-01 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2024-01-01 | $8,126,954,935 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2024-01-01 | $7,669,563,721 |
| Net gain/loss from 103.12 investment entities | 2024-01-01 | $309,267,267 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-01 | No |
| Contributions received in cash from employer | 2024-01-01 | $737,000,000 |
| Employer contributions (assets) at end of year | 2024-01-01 | $257,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-01 | $334,605,971 |
| Liabilities. Value of benefit claims payable at end of year | 2024-01-01 | $4,888,328 |
| Liabilities. Value of benefit claims payable at beginning of year | 2024-01-01 | $2,158,410 |
| Did the plan have assets held for investment | 2024-01-01 | 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 | 2024-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2024-01-01 | 1 |
| Accountancy firm name | 2024-01-01 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2024-01-01 | 301413443 |
| 2023 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $2,158,410 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $5,552,917 |
| Total income from all sources (including contributions) | 2023-12-31 | $403,942,433 |
| Total of all expenses incurred | 2023-12-31 | $328,112,811 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $328,112,811 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
| Value of total assets at end of year | 2023-12-31 | $7,669,563,721 |
| Value of total assets at beginning of year | 2023-12-31 | $7,597,128,606 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $85,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $75,829,622 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $7,667,405,311 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,591,575,689 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-12-31 | $7,669,563,721 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-12-31 | $7,155,128,606 |
| Net gain/loss from 103.12 investment entities | 2023-12-31 | $403,942,433 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $0 |
| Employer contributions (assets) at end of year | 2023-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $442,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $328,112,811 |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $2,158,410 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $5,552,917 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2023-12-31 | 910189318 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $2,158,410 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $5,552,917 |
| Total income from all sources (including contributions) | 2023-01-01 | $403,942,433 |
| Total of all expenses incurred | 2023-01-01 | $328,112,811 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $328,112,811 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $7,669,563,721 |
| Value of total assets at beginning of year | 2023-01-01 | $7,597,128,606 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $85,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $75,829,622 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $7,667,405,311 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $7,591,575,689 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-01-01 | $7,669,563,721 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-01-01 | $7,155,128,606 |
| Net gain/loss from 103.12 investment entities | 2023-01-01 | $403,942,433 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $0 |
| Employer contributions (assets) at end of year | 2023-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $442,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $328,112,811 |
| Liabilities. Value of benefit claims payable at end of year | 2023-01-01 | $2,158,410 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-01-01 | $5,552,917 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2023-01-01 | 910189318 |
| 2022 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,552,917 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $11,869,512 |
| Total income from all sources (including contributions) | 2022-12-31 | $-616,420,478 |
| Total of all expenses incurred | 2022-12-31 | $400,122,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $400,122,522 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $442,000,000 |
| Value of total assets at end of year | 2022-12-31 | $7,597,128,606 |
| Value of total assets at beginning of year | 2022-12-31 | $8,619,988,201 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $85,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,016,543,000 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,591,575,689 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,608,118,689 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $7,155,128,606 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $8,136,988,201 |
| Net gain/loss from 103.12 investment entities | 2022-12-31 | $-1,058,420,478 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $442,000,000 |
| Employer contributions (assets) at end of year | 2022-12-31 | $442,000,000 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $483,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $400,122,522 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $5,552,917 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $11,869,512 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2022-12-31 | 910189318 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $5,552,917 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $11,869,512 |
| Total income from all sources (including contributions) | 2022-01-01 | $-616,420,478 |
| Total of all expenses incurred | 2022-01-01 | $400,122,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $400,122,522 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $442,000,000 |
| Value of total assets at end of year | 2022-01-01 | $7,597,128,606 |
| Value of total assets at beginning of year | 2022-01-01 | $8,619,988,201 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $85,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,016,543,000 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $7,591,575,689 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $8,608,118,689 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-01-01 | $7,155,128,606 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-01-01 | $8,136,988,201 |
| Net gain/loss from 103.12 investment entities | 2022-01-01 | $-1,058,420,478 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $442,000,000 |
| Employer contributions (assets) at end of year | 2022-01-01 | $442,000,000 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $483,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $400,122,522 |
| Liabilities. Value of benefit claims payable at end of year | 2022-01-01 | $5,552,917 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-01-01 | $11,869,512 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2022-01-01 | 910189318 |
| 2021 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $11,869,512 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,356,686 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,597,030,077 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $448,824,521 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $448,824,521 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $483,000,000 |
| Value of total assets at end of year | 2021-12-31 | $8,619,988,201 |
| Value of total assets at beginning of year | 2021-12-31 | $7,464,269,819 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $85,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,148,205,556 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,608,118,689 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,459,913,133 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $8,136,988,201 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $7,022,269,819 |
| Net gain/loss from 103.12 investment entities | 2021-12-31 | $1,114,030,077 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $483,000,000 |
| Employer contributions (assets) at end of year | 2021-12-31 | $483,000,000 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $442,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $448,824,521 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $11,869,512 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $4,356,686 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2021-12-31 | 910189318 |
| 2020 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,356,686 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,533,058 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,556,533,730 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $341,235,895 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $341,235,895 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $892,000,000 |
| Value of total assets at end of year | 2020-12-31 | $7,464,269,819 |
| Value of total assets at beginning of year | 2020-12-31 | $6,249,148,356 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $85,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,215,297,835 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,459,913,133 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,244,615,298 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $7,022,269,819 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $5,763,148,356 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $664,533,730 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $892,000,000 |
| Employer contributions (assets) at end of year | 2020-12-31 | $442,000,000 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $486,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $341,235,895 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $4,356,686 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $4,533,058 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2020-12-31 | 910189318 |
| 2019 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,533,058 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,533,058 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,377,353 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,377,353 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,652,982,436 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,652,982,436 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $261,414,702 |
| Total of all expenses incurred | 2019-12-31 | $261,414,702 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $261,414,702 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $261,414,702 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $755,000,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $755,000,000 |
| Value of total assets at end of year | 2019-12-31 | $6,249,148,356 |
| Value of total assets at end of year | 2019-12-31 | $6,249,148,356 |
| Value of total assets at beginning of year | 2019-12-31 | $4,857,424,917 |
| Value of total assets at beginning of year | 2019-12-31 | $4,857,424,917 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $72,500,000 |
| Value of fidelity bond cover | 2019-12-31 | $72,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,391,567,734 |
| Value of net income/loss | 2019-12-31 | $1,391,567,734 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,244,615,298 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,244,615,298 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,853,047,564 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,853,047,564 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $5,763,148,356 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $5,763,148,356 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $4,342,424,917 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $4,342,424,917 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $897,982,436 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $897,982,436 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $755,000,000 |
| Contributions received in cash from employer | 2019-12-31 | $755,000,000 |
| Employer contributions (assets) at end of year | 2019-12-31 | $486,000,000 |
| Employer contributions (assets) at end of year | 2019-12-31 | $486,000,000 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $515,000,000 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $515,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $261,414,702 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $261,414,702 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $4,533,058 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $4,533,058 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $4,377,353 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $4,377,353 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | MORRIS DAVIS CHAN & TAN LLP |
| Accountancy firm name | 2019-12-31 | MORRIS DAVIS CHAN & TAN LLP |
| Accountancy firm EIN | 2019-12-31 | 942214860 |
| Accountancy firm EIN | 2019-12-31 | 942214860 |
| 2018 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,377,353 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,120,077 |
| Total income from all sources (including contributions) | 2018-12-31 | $377,767,260 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $219,466,838 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $219,466,838 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $565,000,000 |
| Value of total assets at end of year | 2018-12-31 | $4,857,424,917 |
| Value of total assets at beginning of year | 2018-12-31 | $4,695,867,219 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $72,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $158,300,422 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,853,047,564 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,694,747,142 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $4,342,424,917 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $4,288,867,219 |
| Net gain/loss from 103.12 investment entities | 2018-12-31 | $-187,232,740 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $565,000,000 |
| Employer contributions (assets) at end of year | 2018-12-31 | $515,000,000 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $407,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $219,466,838 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $4,377,353 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $1,120,077 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | MORRIS DAVIS CHAN & TAN LLP |
| Accountancy firm EIN | 2018-12-31 | 942214860 |
| 2017 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,120,077 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $54,901,769 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,149,034,581 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $377,453,344 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $377,453,344 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $569,000,000 |
| Value of total assets at end of year | 2017-12-31 | $4,695,867,219 |
| Value of total assets at beginning of year | 2017-12-31 | $3,978,067,674 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $72,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $771,581,237 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,694,747,142 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,923,165,905 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $4,288,867,219 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $3,490,067,674 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $580,034,581 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $569,000,000 |
| Employer contributions (assets) at end of year | 2017-12-31 | $407,000,000 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $488,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $377,453,344 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $1,120,077 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $54,901,769 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | MORRIS DAVIS CHAN & TAN LLP |
| Accountancy firm EIN | 2017-12-31 | 942214860 |
| 2016 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $54,901,769 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,828,345 |
| Total income from all sources (including contributions) | 2016-12-31 | $725,571,107 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $353,764,591 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $353,764,591 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $488,000,000 |
| Value of total assets at end of year | 2016-12-31 | $3,978,067,674 |
| Value of total assets at beginning of year | 2016-12-31 | $3,554,187,734 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $72,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $371,806,516 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,923,165,905 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,551,359,389 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $3,490,067,674 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $3,240,187,734 |
| Net gain/loss from 103.12 investment entities | 2016-12-31 | $237,571,107 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $488,000,000 |
| Employer contributions (assets) at end of year | 2016-12-31 | $488,000,000 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $314,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $353,764,591 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $54,901,769 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $2,828,345 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | MORRIS DAVIS CHAN & TAN LLP |
| Accountancy firm EIN | 2016-12-31 | 942214860 |
| 2015 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $16,957,024 |
| Total transfer of assets from this plan | 2015-12-31 | $3,283,929 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,828,345 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $5,780,934 |
| Total income from all sources (including contributions) | 2015-12-31 | $275,134,430 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $250,132,101 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $250,132,101 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $312,540,654 |
| Value of total assets at end of year | 2015-12-31 | $3,554,187,734 |
| Value of total assets at beginning of year | 2015-12-31 | $3,518,464,899 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $72,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $68,653 |
| Other income not declared elsewhere | 2015-12-31 | $1,459,346 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $25,002,329 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,551,359,389 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,512,683,965 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $3,240,187,734 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $3,098,396,246 |
| Net gain/loss from 103.12 investment entities | 2015-12-31 | $-38,865,570 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $312,540,654 |
| Employer contributions (assets) at end of year | 2015-12-31 | $314,000,000 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $420,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $250,132,101 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $2,828,345 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $5,780,934 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | MORRIS DAVIS CHAN & TAN LLP |
| Accountancy firm EIN | 2015-12-31 | 942214860 |
| 2014 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 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 | $5,780,934 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $6,674,068 |
| Total income from all sources (including contributions) | 2014-12-31 | $625,718,590 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $199,010,353 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $199,010,353 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $420,000,000 |
| Value of total assets at end of year | 2014-12-31 | $3,518,464,899 |
| Value of total assets at beginning of year | 2014-12-31 | $3,092,649,796 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $72,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $68,653 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
| 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 | $426,708,237 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,512,683,965 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,085,975,728 |
| 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 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $3,098,396,246 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $2,701,649,796 |
| Net gain/loss from 103.12 investment entities | 2014-12-31 | $205,718,590 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| 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 | $420,000,000 |
| Employer contributions (assets) at end of year | 2014-12-31 | $420,000,000 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $391,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $199,010,353 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $5,780,934 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $6,674,068 |
| 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 RETIREMENT PLAN FOR SCPMG 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 | $6,674,068 |
| 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 | $685,619,322 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $157,484,472 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $157,484,472 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $426,000,000 |
| Value of total assets at end of year | 2013-12-31 | $3,092,649,796 |
| Value of total assets at beginning of year | 2013-12-31 | $2,557,840,878 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $71,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| 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 | $528,134,850 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,085,975,728 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,557,840,878 |
| 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 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $2,701,649,796 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $2,308,840,878 |
| Net gain/loss from 103.12 investment entities | 2013-12-31 | $259,619,322 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| 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 | $426,000,000 |
| Employer contributions (assets) at end of year | 2013-12-31 | $391,000,000 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $249,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $157,484,472 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $6,674,068 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
| 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 RETIREMENT PLAN FOR SCPMG 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,662,094 |
| Total income from all sources (including contributions) | 2012-12-31 | $516,719,592 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $93,208,857 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $93,208,857 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $249,000,000 |
| Value of total assets at end of year | 2012-12-31 | $2,557,840,878 |
| Value of total assets at beginning of year | 2012-12-31 | $2,136,992,237 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $71,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Other income not declared elsewhere | 2012-12-31 | $235,904 |
| 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 | $423,510,735 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,557,840,878 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,134,330,143 |
| 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 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $2,308,840,878 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $1,930,992,237 |
| Net gain/loss from 103.12 investment entities | 2012-12-31 | $267,483,688 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| 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 | $249,000,000 |
| Employer contributions (assets) at end of year | 2012-12-31 | $249,000,000 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $206,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $93,208,857 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $2,662,094 |
| 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 RETIREMENT PLAN FOR SCPMG 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 | $2,662,094 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,080,714 |
| Total income from all sources (including contributions) | 2011-12-31 | $264,301,088 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $71,617,951 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $71,617,951 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $206,000,000 |
| Value of total assets at end of year | 2011-12-31 | $2,136,992,237 |
| Value of total assets at beginning of year | 2011-12-31 | $1,944,727,720 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $71,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| 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 | $192,683,137 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,134,330,143 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,941,647,006 |
| 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 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $1,930,992,237 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $1,748,727,720 |
| Net gain/loss from 103.12 investment entities | 2011-12-31 | $58,301,088 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| 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 | $206,000,000 |
| Employer contributions (assets) at end of year | 2011-12-31 | $206,000,000 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $196,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $71,617,951 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $2,662,094 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $3,080,714 |
| 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 RETIREMENT PLAN FOR SCPMG 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 | $3,080,714 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $81,232,078 |
| Total income from all sources (including contributions) | 2010-12-31 | $393,144,085 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $65,565,957 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $65,565,957 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $216,000,000 |
| Value of total assets at end of year | 2010-12-31 | $1,944,727,720 |
| Value of total assets at beginning of year | 2010-12-31 | $1,695,300,956 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $71,500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| 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 | $327,578,128 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,941,647,006 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,614,068,878 |
| 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 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 | $1,485,300,956 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $1,748,727,720 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2010-12-31 | $177,144,085 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| 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 | $216,000,000 |
| Employer contributions (assets) at end of year | 2010-12-31 | $196,000,000 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $210,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $65,565,957 |
| 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 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $3,080,714 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $81,232,078 |
| 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, AND CHAN LLP |
| Accountancy firm EIN | 2010-12-31 | 942214860 |
| 2009 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
