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KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 401k Plan overview

Plan NameKAISER PERMANENTE RETIREMENT PLAN FOR SCPMG
Plan identification number 001

KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
Employer identification number (EIN):951750445
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM REID
0012016-01-01
0012015-01-01
0012014-01-01DONNA SMITH
0012013-01-01HARRIET E GUBERMAN
0012012-01-01HARRIET E GUBERMAN
0012011-01-01HARRIET E GUBERMAN
0012010-01-01HARRIET GUBERMAN
0012009-01-01HARRIET E. GUBERMAN

Plan Statistics for KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG

401k plan membership statisitcs for KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG

Measure Date Value
2022: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2022 401k membership
Market value of plan assets2022-12-318,596,015,108
Acturial value of plan assets2022-12-318,022,794,069
Funding target for retired participants and beneficiaries receiving payment2022-12-311,127,660,315
Number of terminated vested participants2022-12-318,511
Fundng target for terminated vested participants2022-12-31480,412,638
Active participant vested funding target2022-12-313,438,987,297
Number of active participants2022-12-3145,962
Total funding liabilities for active participants2022-12-313,591,298,298
Total participant count2022-12-3159,907
Total funding target for all participants2022-12-315,199,371,251
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,735,774,774
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-311,735,774,774
Present value of excess contributions2022-12-31445,165,834
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31470,896,419
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-31370,000,000
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311,644,366,625
Total employer contributions2022-12-31442,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31408,497,496
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31366,311,902
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31408,497,496
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0159,907
Total number of active participants reported on line 7a of the Form 55002022-01-0147,418
Number of retired or separated participants receiving benefits2022-01-015,384
Number of other retired or separated participants entitled to future benefits2022-01-019,187
Total of all active and inactive participants2022-01-0161,989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01443
Total participants2022-01-0162,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01978
2021: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2021 401k membership
Market value of plan assets2021-12-317,449,308,657
Acturial value of plan assets2021-12-317,017,184,366
Funding target for retired participants and beneficiaries receiving payment2021-12-311,021,943,468
Number of terminated vested participants2021-12-317,747
Fundng target for terminated vested participants2021-12-31410,150,736
Active participant vested funding target2021-12-313,097,125,369
Number of active participants2021-12-3144,847
Total funding liabilities for active participants2021-12-313,228,501,925
Total participant count2021-12-3157,711
Total funding target for all participants2021-12-314,660,596,129
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,426,831,800
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-311,426,831,800
Present value of excess contributions2021-12-31543,461,234
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31573,840,717
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31145,000,000
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,735,774,774
Total employer contributions2021-12-31483,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31445,165,834
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31333,986,206
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31445,165,834
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0157,711
Total number of active participants reported on line 7a of the Form 55002021-01-0145,962
Number of retired or separated participants receiving benefits2021-01-015,057
Number of other retired or separated participants entitled to future benefits2021-01-018,469
Total of all active and inactive participants2021-01-0159,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01419
Total participants2021-01-0159,907
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01728
2020: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2020 401k membership
Market value of plan assets2020-12-316,232,336,062
Acturial value of plan assets2020-12-315,953,731,208
Funding target for retired participants and beneficiaries receiving payment2020-12-31950,879,384
Number of terminated vested participants2020-12-317,400
Fundng target for terminated vested participants2020-12-31385,027,865
Active participant vested funding target2020-12-313,006,526,295
Number of active participants2020-12-3145,046
Total funding liabilities for active participants2020-12-313,139,974,374
Total participant count2020-12-3157,236
Total funding target for all participants2020-12-314,475,881,623
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31818,743,715
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31818,743,715
Present value of excess contributions2020-12-31542,103,136
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31573,219,856
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31440,000,000
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311,426,831,800
Total employer contributions2020-12-31892,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31836,944,742
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31344,501,293
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31293,483,508
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31293,483,508
Contributions allocatedtoward minimum required contributions for current year2020-12-31836,944,742
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0157,236
Total number of active participants reported on line 7a of the Form 55002020-01-0144,847
Number of retired or separated participants receiving benefits2020-01-014,777
Number of other retired or separated participants entitled to future benefits2020-01-017,700
Total of all active and inactive participants2020-01-0157,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01387
Total participants2020-01-0157,711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01609
2019: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2019 401k membership
Market value of plan assets2019-12-314,839,743,486
Acturial value of plan assets2019-12-315,017,721,207
Funding target for retired participants and beneficiaries receiving payment2019-12-31864,487,565
Number of terminated vested participants2019-12-317,024
Fundng target for terminated vested participants2019-12-31342,645,947
Active participant vested funding target2019-12-312,724,955,617
Number of active participants2019-12-3144,243
Total funding liabilities for active participants2019-12-312,845,702,082
Total participant count2019-12-3155,733
Total funding target for all participants2019-12-314,052,835,594
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31676,126,853
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31676,126,853
Present value of excess contributions2019-12-31404,538,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31428,447,124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31170,000,000
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31818,743,715
Total employer contributions2019-12-31755,000,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31702,721,813
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31306,760,575
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31160,618,677
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31160,618,677
Contributions allocatedtoward minimum required contributions for current year2019-12-31702,721,813
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0155,733
Total number of active participants reported on line 7a of the Form 55002019-01-0145,046
Number of retired or separated participants receiving benefits2019-01-014,453
Number of other retired or separated participants entitled to future benefits2019-01-017,355
Total of all active and inactive participants2019-01-0156,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01382
Total participants2019-01-0157,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01666
2018: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2018 401k membership
Market value of plan assets2018-12-314,683,582,284
Acturial value of plan assets2018-12-314,419,886,334
Funding target for retired participants and beneficiaries receiving payment2018-12-31760,241,768
Number of terminated vested participants2018-12-316,733
Fundng target for terminated vested participants2018-12-31305,546,154
Active participant vested funding target2018-12-312,404,822,484
Number of active participants2018-12-3142,255
Total funding liabilities for active participants2018-12-312,510,937,984
Total participant count2018-12-3153,103
Total funding target for all participants2018-12-313,576,725,906
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31486,373,360
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31486,373,360
Present value of excess contributions2018-12-31470,279,942
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31498,919,990
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31106,000,000
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31676,126,853
Total employer contributions2018-12-31565,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31520,991,898
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31283,486,597
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31116,453,022
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31116,453,022
Contributions allocatedtoward minimum required contributions for current year2018-12-31520,991,898
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0153,103
Total number of active participants reported on line 7a of the Form 55002018-01-0144,243
Number of retired or separated participants receiving benefits2018-01-014,146
Number of other retired or separated participants entitled to future benefits2018-01-016,968
Total of all active and inactive participants2018-01-0155,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01376
Total participants2018-01-0155,733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01527
2017: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2017 401k membership
Market value of plan assets2017-12-313,909,222,532
Acturial value of plan assets2017-12-313,957,197,853
Funding target for retired participants and beneficiaries receiving payment2017-12-31635,751,940
Number of terminated vested participants2017-12-319,133
Fundng target for terminated vested participants2017-12-31487,532,736
Active participant vested funding target2017-12-312,067,987,366
Number of active participants2017-12-3140,425
Total funding liabilities for active participants2017-12-312,158,350,592
Total participant count2017-12-3153,179
Total funding target for all participants2017-12-313,281,635,268
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31556,055,719
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31556,055,719
Present value of excess contributions2017-12-31352,536,462
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31374,605,245
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-31114,000,000
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31486,373,360
Total employer contributions2017-12-31569,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31526,060,646
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31244,969,929
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3155,780,704
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3155,780,704
Contributions allocatedtoward minimum required contributions for current year2017-12-31526,060,646
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0153,179
Total number of active participants reported on line 7a of the Form 55002017-01-0142,255
Number of retired or separated participants receiving benefits2017-01-013,829
Number of other retired or separated participants entitled to future benefits2017-01-016,674
Total of all active and inactive participants2017-01-0152,758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01345
Total participants2017-01-0153,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01587
2016: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2016 401k membership
Market value of plan assets2016-12-313,543,275,168
Acturial value of plan assets2016-12-313,690,080,696
Funding target for retired participants and beneficiaries receiving payment2016-12-31478,515,054
Number of terminated vested participants2016-12-318,575
Fundng target for terminated vested participants2016-12-31303,118,951
Active participant vested funding target2016-12-312,134,411,857
Number of active participants2016-12-3139,500
Total funding liabilities for active participants2016-12-312,215,959,078
Total participant count2016-12-3151,106
Total funding target for all participants2016-12-312,997,593,083
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31734,286,580
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31734,286,580
Present value of excess contributions2016-12-3187,136,182
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3192,756,466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-31175,000,000
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31556,055,719
Total employer contributions2016-12-31488,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31446,164,207
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31230,059,639
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3193,627,745
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3193,627,745
Contributions allocatedtoward minimum required contributions for current year2016-12-31446,164,207
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0151,106
Total number of active participants reported on line 7a of the Form 55002016-01-0140,425
Number of retired or separated participants receiving benefits2016-01-013,367
Number of other retired or separated participants entitled to future benefits2016-01-019,069
Total of all active and inactive participants2016-01-0152,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01318
Total participants2016-01-0153,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01886
2015: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2015 401k membership
Total participants, beginning-of-year2015-01-0148,406
Total number of active participants reported on line 7a of the Form 55002015-01-0139,500
Number of retired or separated participants receiving benefits2015-01-012,798
Number of other retired or separated participants entitled to future benefits2015-01-018,512
Total of all active and inactive participants2015-01-0150,810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01296
Total participants2015-01-0151,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01707
2014: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2014 401k membership
Total participants, beginning-of-year2014-01-0146,710
Total number of active participants reported on line 7a of the Form 55002014-01-0137,777
Number of retired or separated participants receiving benefits2014-01-012,453
Number of other retired or separated participants entitled to future benefits2014-01-017,882
Total of all active and inactive participants2014-01-0148,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01294
Total participants2014-01-0148,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01613
2013: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2013 401k membership
Total participants, beginning-of-year2013-01-0146,003
Total number of active participants reported on line 7a of the Form 55002013-01-0136,898
Number of retired or separated participants receiving benefits2013-01-012,011
Number of other retired or separated participants entitled to future benefits2013-01-017,518
Total of all active and inactive participants2013-01-0146,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01283
Total participants2013-01-0146,710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01649
2012: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2012 401k membership
Total participants, beginning-of-year2012-01-0144,158
Total number of active participants reported on line 7a of the Form 55002012-01-0136,724
Number of retired or separated participants receiving benefits2012-01-011,818
Number of other retired or separated participants entitled to future benefits2012-01-017,208
Total of all active and inactive participants2012-01-0145,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01253
Total participants2012-01-0146,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01293
2011: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2011 401k membership
Total participants, beginning-of-year2011-01-0141,717
Total number of active participants reported on line 7a of the Form 55002011-01-0135,676
Number of retired or separated participants receiving benefits2011-01-011,607
Number of other retired or separated participants entitled to future benefits2011-01-016,613
Total of all active and inactive participants2011-01-0143,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01262
Total participants2011-01-0144,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01421
2010: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2010 401k membership
Total participants, beginning-of-year2010-01-0140,445
Total number of active participants reported on line 7a of the Form 55002010-01-0133,631
Number of retired or separated participants receiving benefits2010-01-011,416
Number of other retired or separated participants entitled to future benefits2010-01-016,427
Total of all active and inactive participants2010-01-0141,474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01243
Total participants2010-01-0141,717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01746
2009: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2009 401k membership
Total participants, beginning-of-year2009-01-0139,327
Total number of active participants reported on line 7a of the Form 55002009-01-0132,681
Number of retired or separated participants receiving benefits2009-01-011,232
Number of other retired or separated participants entitled to future benefits2009-01-016,319
Total of all active and inactive participants2009-01-0140,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01213
Total participants2009-01-0140,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,036

Financial Data on KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG

Measure Date Value
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 incurred2022-12-31$400,122,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$7,597,128,606
Value of total assets at beginning of year2022-12-31$8,619,988,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$85,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$7,155,128,606
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$8,136,988,201
Net gain/loss from 103.12 investment entities2022-12-31$-1,058,420,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$442,000,000
Employer contributions (assets) at end of year2022-12-31$442,000,000
Employer contributions (assets) at beginning of year2022-12-31$483,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$400,122,522
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,552,917
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$11,869,512
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$448,824,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$8,619,988,201
Value of total assets at beginning of year2021-12-31$7,464,269,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$85,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$8,136,988,201
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$7,022,269,819
Net gain/loss from 103.12 investment entities2021-12-31$1,114,030,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$483,000,000
Employer contributions (assets) at end of year2021-12-31$483,000,000
Employer contributions (assets) at beginning of year2021-12-31$442,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$448,824,521
Liabilities. Value of benefit claims payable at end of year2021-12-31$11,869,512
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$4,356,686
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$341,235,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$7,464,269,819
Value of total assets at beginning of year2020-12-31$6,249,148,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$85,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$7,022,269,819
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$5,763,148,356
Net gain/loss from 103.12 investment entities2020-12-31$664,533,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$892,000,000
Employer contributions (assets) at end of year2020-12-31$442,000,000
Employer contributions (assets) at beginning of year2020-12-31$486,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$341,235,895
Liabilities. Value of benefit claims payable at end of year2020-12-31$4,356,686
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$4,533,058
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$261,414,702
Total of all expenses incurred2019-12-31$261,414,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$261,414,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$6,249,148,356
Value of total assets at end of year2019-12-31$6,249,148,356
Value of total assets at beginning of year2019-12-31$4,857,424,917
Value of total assets at beginning of year2019-12-31$4,857,424,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$72,500,000
Value of fidelity bond cover2019-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,391,567,734
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$5,763,148,356
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$5,763,148,356
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$4,342,424,917
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$4,342,424,917
Net gain/loss from 103.12 investment entities2019-12-31$897,982,436
Net gain/loss from 103.12 investment entities2019-12-31$897,982,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$755,000,000
Contributions received in cash from employer2019-12-31$755,000,000
Employer contributions (assets) at end of year2019-12-31$486,000,000
Employer contributions (assets) at end of year2019-12-31$486,000,000
Employer contributions (assets) at beginning of year2019-12-31$515,000,000
Employer contributions (assets) at beginning of year2019-12-31$515,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$261,414,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$261,414,702
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,533,058
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,533,058
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,377,353
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,377,353
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm name2019-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2019-12-31942214860
Accountancy firm EIN2019-12-31942214860
2018 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$219,466,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$4,857,424,917
Value of total assets at beginning of year2018-12-31$4,695,867,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$4,342,424,917
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$4,288,867,219
Net gain/loss from 103.12 investment entities2018-12-31$-187,232,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$565,000,000
Employer contributions (assets) at end of year2018-12-31$515,000,000
Employer contributions (assets) at beginning of year2018-12-31$407,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$219,466,838
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,377,353
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,120,077
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2018-12-31942214860
2017 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$377,453,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$4,695,867,219
Value of total assets at beginning of year2017-12-31$3,978,067,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$4,288,867,219
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$3,490,067,674
Net gain/loss from 103.12 investment entities2017-12-31$580,034,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$569,000,000
Employer contributions (assets) at end of year2017-12-31$407,000,000
Employer contributions (assets) at beginning of year2017-12-31$488,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$377,453,344
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,120,077
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$54,901,769
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2017-12-31942214860
2016 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$353,764,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$3,978,067,674
Value of total assets at beginning of year2016-12-31$3,554,187,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$3,490,067,674
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$3,240,187,734
Net gain/loss from 103.12 investment entities2016-12-31$237,571,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$488,000,000
Employer contributions (assets) at end of year2016-12-31$488,000,000
Employer contributions (assets) at beginning of year2016-12-31$314,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$353,764,591
Liabilities. Value of benefit claims payable at end of year2016-12-31$54,901,769
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,828,345
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2016-12-31942214860
2015 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$16,957,024
Total transfer of assets from this plan2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$250,132,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$3,554,187,734
Value of total assets at beginning of year2015-12-31$3,518,464,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$68,653
Other income not declared elsewhere2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$3,240,187,734
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$3,098,396,246
Net gain/loss from 103.12 investment entities2015-12-31$-38,865,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$312,540,654
Employer contributions (assets) at end of year2015-12-31$314,000,000
Employer contributions (assets) at beginning of year2015-12-31$420,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$250,132,101
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,828,345
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,780,934
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2015-12-31942214860
2014 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$199,010,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$3,518,464,899
Value of total assets at beginning of year2014-12-31$3,092,649,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$68,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$3,098,396,246
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$2,701,649,796
Net gain/loss from 103.12 investment entities2014-12-31$205,718,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$420,000,000
Employer contributions (assets) at end of year2014-12-31$420,000,000
Employer contributions (assets) at beginning of year2014-12-31$391,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$199,010,353
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,780,934
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$6,674,068
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2014-12-31942214860
2013 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$157,484,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$3,092,649,796
Value of total assets at beginning of year2013-12-31$2,557,840,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$71,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$2,701,649,796
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$2,308,840,878
Net gain/loss from 103.12 investment entities2013-12-31$259,619,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$426,000,000
Employer contributions (assets) at end of year2013-12-31$391,000,000
Employer contributions (assets) at beginning of year2013-12-31$249,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$157,484,472
Liabilities. Value of benefit claims payable at end of year2013-12-31$6,674,068
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2013-12-31942214860
2012 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$93,208,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$2,557,840,878
Value of total assets at beginning of year2012-12-31$2,136,992,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$71,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$2,308,840,878
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$1,930,992,237
Net gain/loss from 103.12 investment entities2012-12-31$267,483,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$249,000,000
Employer contributions (assets) at end of year2012-12-31$249,000,000
Employer contributions (assets) at beginning of year2012-12-31$206,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$93,208,857
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,662,094
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2012-12-31942214860
2011 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$71,617,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$2,136,992,237
Value of total assets at beginning of year2011-12-31$1,944,727,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$71,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$1,930,992,237
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$1,748,727,720
Net gain/loss from 103.12 investment entities2011-12-31$58,301,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$206,000,000
Employer contributions (assets) at end of year2011-12-31$206,000,000
Employer contributions (assets) at beginning of year2011-12-31$196,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$71,617,951
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,662,094
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,080,714
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MORRIS, DAVIS, & CHAN LLP
Accountancy firm EIN2011-12-31942214860
2010 : KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$65,565,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$1,944,727,720
Value of total assets at beginning of year2010-12-31$1,695,300,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$71,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,485,300,956
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$1,748,727,720
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$177,144,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$216,000,000
Employer contributions (assets) at end of year2010-12-31$196,000,000
Employer contributions (assets) at beginning of year2010-12-31$210,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$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 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,080,714
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$81,232,078
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MORRIS, DAVIS, AND CHAN LLP
Accountancy firm EIN2010-12-31942214860
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 securities2009-12-31$0

Form 5500 Responses for KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG

2022: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: KAISER PERMANENTE RETIREMENT PLAN FOR SCPMG 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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