?>
Logo

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

Plan NameKAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG
Plan identification number 030

KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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 SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0302022-01-01
0302021-01-01
0302020-01-01
0302019-01-01
0302018-01-01
0302017-01-01BILL G. REID
0302016-01-01BILL G. REID
0302015-01-01CYNTHIA GARA
0302014-01-01DONNA SMITH
0302013-01-01HARRIET GUBERMAN
0302012-01-01HARRIET GUBERMAN
0302011-01-01HARRIET GUBERMAN
0302010-01-01HARRIET GUBERMAN
0302009-01-01HARRIET E. GUBERMAN

Plan Statistics for KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG

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

Measure Date Value
2022: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2022 401k membership
Total participants, beginning-of-year2022-01-019,167
Total number of active participants reported on line 7a of the Form 55002022-01-015,990
Number of retired or separated participants receiving benefits2022-01-01115
Number of other retired or separated participants entitled to future benefits2022-01-013,005
Total of all active and inactive participants2022-01-019,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0143
Total participants2022-01-019,153
Number of participants with account balances2022-01-018,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2021 401k membership
Total participants, beginning-of-year2021-01-0110,401
Total number of active participants reported on line 7a of the Form 55002021-01-016,194
Number of retired or separated participants receiving benefits2021-01-01100
Number of other retired or separated participants entitled to future benefits2021-01-012,860
Total of all active and inactive participants2021-01-019,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-019,167
Number of participants with account balances2021-01-018,849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2020 401k membership
Total participants, beginning-of-year2020-01-0110,232
Total number of active participants reported on line 7a of the Form 55002020-01-017,526
Number of retired or separated participants receiving benefits2020-01-01175
Number of other retired or separated participants entitled to future benefits2020-01-012,660
Total of all active and inactive participants2020-01-0110,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0140
Total participants2020-01-0110,401
Number of participants with account balances2020-01-0110,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2019 401k membership
Total participants, beginning-of-year2019-01-0110,032
Total number of active participants reported on line 7a of the Form 55002019-01-017,471
Number of retired or separated participants receiving benefits2019-01-01189
Number of other retired or separated participants entitled to future benefits2019-01-012,544
Total of all active and inactive participants2019-01-0110,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0128
Total participants2019-01-0110,232
Number of participants with account balances2019-01-0110,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2018 401k membership
Total participants, beginning-of-year2018-01-019,683
Total number of active participants reported on line 7a of the Form 55002018-01-017,385
Number of retired or separated participants receiving benefits2018-01-01153
Number of other retired or separated participants entitled to future benefits2018-01-012,470
Total of all active and inactive participants2018-01-0110,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0124
Total participants2018-01-0110,032
Number of participants with account balances2018-01-019,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2017 401k membership
Total participants, beginning-of-year2017-01-019,421
Total number of active participants reported on line 7a of the Form 55002017-01-018,096
Number of retired or separated participants receiving benefits2017-01-01130
Number of other retired or separated participants entitled to future benefits2017-01-011,431
Total of all active and inactive participants2017-01-019,657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0126
Total participants2017-01-019,683
Number of participants with account balances2017-01-019,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2016 401k membership
Total participants, beginning-of-year2016-01-019,186
Total number of active participants reported on line 7a of the Form 55002016-01-017,858
Number of retired or separated participants receiving benefits2016-01-01104
Number of other retired or separated participants entitled to future benefits2016-01-011,437
Total of all active and inactive participants2016-01-019,399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0122
Total participants2016-01-019,421
Number of participants with account balances2016-01-019,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2015 401k membership
Total participants, beginning-of-year2015-01-018,993
Total number of active participants reported on line 7a of the Form 55002015-01-017,950
Number of retired or separated participants receiving benefits2015-01-0177
Number of other retired or separated participants entitled to future benefits2015-01-011,145
Total of all active and inactive participants2015-01-019,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-019,186
Number of participants with account balances2015-01-018,892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2014 401k membership
Total participants, beginning-of-year2014-01-018,608
Total number of active participants reported on line 7a of the Form 55002014-01-017,868
Number of retired or separated participants receiving benefits2014-01-0158
Number of other retired or separated participants entitled to future benefits2014-01-011,057
Total of all active and inactive participants2014-01-018,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-018,993
Number of participants with account balances2014-01-018,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2013 401k membership
Total participants, beginning-of-year2013-01-017,742
Total number of active participants reported on line 7a of the Form 55002013-01-017,570
Number of retired or separated participants receiving benefits2013-01-0149
Number of other retired or separated participants entitled to future benefits2013-01-01983
Total of all active and inactive participants2013-01-018,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-018,608
Number of participants with account balances2013-01-018,313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2012 401k membership
Total participants, beginning-of-year2012-01-017,400
Total number of active participants reported on line 7a of the Form 55002012-01-016,728
Number of retired or separated participants receiving benefits2012-01-0137
Number of other retired or separated participants entitled to future benefits2012-01-01973
Total of all active and inactive participants2012-01-017,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-017,742
Number of participants with account balances2012-01-017,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2011 401k membership
Total participants, beginning-of-year2011-01-016,974
Total number of active participants reported on line 7a of the Form 55002011-01-016,539
Number of retired or separated participants receiving benefits2011-01-0128
Number of other retired or separated participants entitled to future benefits2011-01-01825
Total of all active and inactive participants2011-01-017,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-017,400
Number of participants with account balances2011-01-017,047
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2010 401k membership
Total participants, beginning-of-year2010-01-016,719
Total number of active participants reported on line 7a of the Form 55002010-01-016,153
Number of retired or separated participants receiving benefits2010-01-0126
Number of other retired or separated participants entitled to future benefits2010-01-01792
Total of all active and inactive participants2010-01-016,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-016,974
Number of participants with account balances2010-01-016,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2009 401k membership
Total participants, beginning-of-year2009-01-016,462
Total number of active participants reported on line 7a of the Form 55002009-01-015,862
Number of retired or separated participants receiving benefits2009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-01837
Total of all active and inactive participants2009-01-016,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-016,719
Number of participants with account balances2009-01-016,404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG

Measure Date Value
2022 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-98,781,893
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$49,879,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$49,261,792
Expenses. Certain deemed distributions of participant loans2022-12-31$69,047
Value of total corrective distributions2022-12-31$19,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$35,520,434
Value of total assets at end of year2022-12-31$692,957,639
Value of total assets at beginning of year2022-12-31$841,619,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$529,571
Total interest from all sources2022-12-31$577,355
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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
Participant contributions at end of year2022-12-31$12,382,000
Participant contributions at beginning of year2022-12-31$13,250,685
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,467
Administrative expenses (other) incurred2022-12-31$19,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-148,661,609
Value of net assets at end of year (total assets less liabilities)2022-12-31$692,957,639
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$841,619,248
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
Investment advisory and management fees2022-12-31$510,300
Interest on participant loans2022-12-31$577,355
Value of interest in master investment trust accounts at end of year2022-12-31$679,018,237
Value of interest in master investment trust accounts at beginning of year2022-12-31$827,188,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$35,513,967
Employer contributions (assets) at end of year2022-12-31$1,557,402
Employer contributions (assets) at beginning of year2022-12-31$1,179,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$49,261,792
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 SUPPLEMENTAL SAVINGS AND 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$135,384,218
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$61,012,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$60,676,920
Expenses. Certain deemed distributions of participant loans2021-12-31$14,060
Value of total corrective distributions2021-12-31$14,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$42,775,025
Value of total assets at end of year2021-12-31$841,619,248
Value of total assets at beginning of year2021-12-31$767,247,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$307,156
Total interest from all sources2021-12-31$630,213
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$608,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$608,722
Administrative expenses professional fees incurred2021-12-31$256,145
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$85,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$34,083,636
Amount contributed by the employer to the plan for this plan year2021-12-31$34,083,636
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,210,216
Participant contributions at end of year2021-12-31$13,250,685
Participant contributions at beginning of year2021-12-31$13,129,802
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$347,929
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,118,782
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,481,173
Other income not declared elsewhere2021-12-31$452,328
Administrative expenses (other) incurred2021-12-31$5,000
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$74,371,264
Value of net assets at end of year (total assets less liabilities)2021-12-31$841,619,248
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$767,247,984
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
Investment advisory and management fees2021-12-31$46,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$201,805,291
Interest on participant loans2021-12-31$626,253
Value of interest in master investment trust accounts at end of year2021-12-31$827,188,899
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$548,343,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$144,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$144,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,129,129
Net investment gain or loss from common/collective trusts2021-12-31$46,842,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$34,083,636
Employer contributions (assets) at end of year2021-12-31$1,179,664
Employer contributions (assets) at beginning of year2021-12-31$1,123,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$60,676,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,233,837
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 SUPPLEMENTAL SAVINGS AND 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$156,281,256
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$33,362,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$32,989,540
Expenses. Certain deemed distributions of participant loans2020-12-31$10,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$46,803,177
Value of total assets at end of year2020-12-31$767,247,984
Value of total assets at beginning of year2020-12-31$644,329,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$362,663
Total interest from all sources2020-12-31$693,560
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$120,003,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$120,003,225
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$85,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$34,944,332
Amount contributed by the employer to the plan for this plan year2020-12-31$34,944,332
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,934,220
Participant contributions at end of year2020-12-31$13,129,802
Participant contributions at beginning of year2020-12-31$12,910,068
Participant contributions at end of year2020-12-31$347,929
Participant contributions at beginning of year2020-12-31$2,813
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,118,782
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,231,966
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$924,625
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$84,746
Other income not declared elsewhere2020-12-31$210,308
Administrative expenses (other) incurred2020-12-31$362,663
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$122,918,530
Value of net assets at end of year (total assets less liabilities)2020-12-31$767,247,984
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$644,329,454
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$201,805,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$437,184,535
Interest on participant loans2020-12-31$693,560
Value of interest in common/collective trusts at end of year2020-12-31$548,343,612
Value of interest in common/collective trusts at beginning of year2020-12-31$192,069,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$144,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$139,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$139,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-41,186,996
Net investment gain or loss from common/collective trusts2020-12-31$29,757,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$34,944,332
Employer contributions (assets) at end of year2020-12-31$1,123,774
Employer contributions (assets) at beginning of year2020-12-31$10,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$32,904,794
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,233,837
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$780,465
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 SUPPLEMENTAL SAVINGS AND 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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$150,307,790
Total income from all sources (including contributions)2019-12-31$150,307,790
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$38,933,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$38,581,093
Expenses. Certain deemed distributions of participant loans2019-12-31$7,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$40,871,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$40,871,866
Value of total assets at end of year2019-12-31$644,329,454
Value of total assets at end of year2019-12-31$644,329,454
Value of total assets at beginning of year2019-12-31$532,955,249
Value of total assets at beginning of year2019-12-31$532,955,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$345,364
Total interest from all sources2019-12-31$671,118
Total interest from all sources2019-12-31$671,118
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$21,825,039
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$21,825,039
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$21,825,039
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$21,825,039
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
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$31,373,875
Amount contributed by the employer to the plan for this plan year2019-12-31$31,373,875
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,232,940
Contributions received from participants2019-12-31$9,232,940
Participant contributions at end of year2019-12-31$12,910,068
Participant contributions at end of year2019-12-31$12,910,068
Participant contributions at beginning of year2019-12-31$12,561,146
Participant contributions at beginning of year2019-12-31$12,561,146
Participant contributions at end of year2019-12-31$2,813
Participant contributions at end of year2019-12-31$2,813
Participant contributions at beginning of year2019-12-31$106
Participant contributions at beginning of year2019-12-31$106
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,231,966
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,231,966
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,157,148
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,157,148
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$265,051
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$265,051
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$85,469
Other income not declared elsewhere2019-12-31$307,215
Other income not declared elsewhere2019-12-31$307,215
Administrative expenses (other) incurred2019-12-31$345,364
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$111,374,205
Value of net income/loss2019-12-31$111,374,205
Value of net assets at end of year (total assets less liabilities)2019-12-31$644,329,454
Value of net assets at end of year (total assets less liabilities)2019-12-31$644,329,454
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$532,955,249
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$532,955,249
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$437,184,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$437,184,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$351,875,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$351,875,934
Interest on participant loans2019-12-31$671,118
Interest on participant loans2019-12-31$671,118
Value of interest in common/collective trusts at end of year2019-12-31$192,069,358
Value of interest in common/collective trusts at end of year2019-12-31$192,069,358
Value of interest in common/collective trusts at beginning of year2019-12-31$166,757,422
Value of interest in common/collective trusts at beginning of year2019-12-31$166,757,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$139,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$139,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$136,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$136,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$136,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$136,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$60,739,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$60,739,285
Net investment gain or loss from common/collective trusts2019-12-31$25,893,267
Net investment gain or loss from common/collective trusts2019-12-31$25,893,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$31,373,875
Contributions received in cash from employer2019-12-31$31,373,875
Employer contributions (assets) at end of year2019-12-31$10,967
Employer contributions (assets) at end of year2019-12-31$10,967
Employer contributions (assets) at beginning of year2019-12-31$6,783
Employer contributions (assets) at beginning of year2019-12-31$6,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$38,495,624
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$780,465
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$780,465
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$459,905
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$459,905
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MORRIS, DAVIS, CHAN & TAN
Accountancy firm name2019-12-31MORRIS, DAVIS, CHAN & TAN
Accountancy firm EIN2019-12-31942214860
Accountancy firm EIN2019-12-31942214860
2018 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$13,583,315
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$31,903,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$31,541,587
Expenses. Certain deemed distributions of participant loans2018-12-31$93,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$38,268,200
Value of total assets at end of year2018-12-31$532,955,249
Value of total assets at beginning of year2018-12-31$551,275,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$268,583
Total interest from all sources2018-12-31$579,649
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$23,925,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$23,925,468
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$72,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$28,413,414
Amount contributed by the employer to the plan for this plan year2018-12-31$28,413,414
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,672,435
Participant contributions at end of year2018-12-31$12,561,146
Participant contributions at beginning of year2018-12-31$11,932,822
Participant contributions at end of year2018-12-31$106
Participant contributions at beginning of year2018-12-31$740
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,157,148
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,046,681
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,240,362
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$2,183
Other income not declared elsewhere2018-12-31$-24,279
Administrative expenses (other) incurred2018-12-31$268,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-18,320,012
Value of net assets at end of year (total assets less liabilities)2018-12-31$532,955,249
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$551,275,261
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$351,875,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$370,720,997
Interest on participant loans2018-12-31$579,649
Value of interest in common/collective trusts at end of year2018-12-31$166,757,422
Value of interest in common/collective trusts at beginning of year2018-12-31$166,050,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$136,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$320,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$320,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-46,772,989
Net investment gain or loss from common/collective trusts2018-12-31$-2,392,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$29,355,403
Employer contributions (assets) at end of year2018-12-31$6,783
Employer contributions (assets) at beginning of year2018-12-31$7,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$31,539,404
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$459,905
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,196,016
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
Accountancy firm EIN2018-12-31942214860
2017 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$32,419
Total transfer of assets from this plan2017-12-31$15,514
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$115,744,257
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$44,061,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$43,811,238
Expenses. Certain deemed distributions of participant loans2017-12-31$16,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$34,080,593
Value of total assets at end of year2017-12-31$551,275,261
Value of total assets at beginning of year2017-12-31$479,575,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$233,014
Total interest from all sources2017-12-31$506,887
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$14,351,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$14,351,918
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$72,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$26,848,579
Amount contributed by the employer to the plan for this plan year2017-12-31$26,848,579
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,407,997
Participant contributions at end of year2017-12-31$11,932,822
Participant contributions at beginning of year2017-12-31$11,710,233
Participant contributions at end of year2017-12-31$740
Participant contributions at beginning of year2017-12-31$27,533
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,046,681
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,284,800
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$893,030
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$65,769
Other income not declared elsewhere2017-12-31$741,152
Administrative expenses (other) incurred2017-12-31$233,014
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$71,683,115
Value of net assets at end of year (total assets less liabilities)2017-12-31$551,275,261
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$479,575,241
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$370,720,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$303,688,627
Interest on participant loans2017-12-31$506,887
Value of interest in common/collective trusts at end of year2017-12-31$166,050,697
Value of interest in common/collective trusts at beginning of year2017-12-31$161,421,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$320,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$310,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$310,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$51,050,980
Net investment gain or loss from common/collective trusts2017-12-31$15,012,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$26,779,566
Employer contributions (assets) at end of year2017-12-31$7,144
Employer contributions (assets) at beginning of year2017-12-31$63,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$43,745,469
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,196,016
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,068,377
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
Accountancy firm EIN2017-12-31942214860
2016 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$65,295,731
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$37,858,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$37,627,501
Expenses. Certain deemed distributions of participant loans2016-12-31$28,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$33,435,810
Value of total assets at end of year2016-12-31$479,575,241
Value of total assets at beginning of year2016-12-31$452,138,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$203,235
Total interest from all sources2016-12-31$473,306
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,042,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,027,996
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$72,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$27,479,899
Amount contributed by the employer to the plan for this plan year2016-12-31$27,479,899
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,732,772
Participant contributions at end of year2016-12-31$11,710,233
Participant contributions at beginning of year2016-12-31$11,282,376
Participant contributions at end of year2016-12-31$27,533
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,284,800
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,495,532
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$96,115
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$219,065
Other income not declared elsewhere2016-12-31$100,873
Administrative expenses (other) incurred2016-12-31$203,235
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$27,436,944
Value of net assets at end of year (total assets less liabilities)2016-12-31$479,575,241
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$452,138,787
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$303,688,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$380,637,186
Interest on participant loans2016-12-31$473,276
Value of interest in common/collective trusts at end of year2016-12-31$161,421,170
Value of interest in common/collective trusts at beginning of year2016-12-31$57,515,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$310,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$293,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$293,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$18,955,428
Net investment gain or loss from common/collective trusts2016-12-31$1,288,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$26,606,923
Employer contributions (assets) at end of year2016-12-31$63,906
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from common stock2016-12-31$14,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$37,408,436
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,068,377
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$914,258
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MORRIS DAVIS CHAN & TAN
Accountancy firm EIN2016-12-31942214859
2015 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-134,363
Total unrealized appreciation/depreciation of assets2015-12-31$-134,363
Total transfer of assets from this plan2015-12-31$385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$33,626,329
Total loss/gain on sale of assets2015-12-31$50,123
Total of all expenses incurred2015-12-31$33,599,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$33,040,356
Expenses. Certain deemed distributions of participant loans2015-12-31$302,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$31,350,511
Value of total assets at end of year2015-12-31$452,138,787
Value of total assets at beginning of year2015-12-31$452,112,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$256,795
Total interest from all sources2015-12-31$448,882
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,934,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$11,922,297
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$72,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$24,936,640
Amount contributed by the employer to the plan for this plan year2015-12-31$24,936,640
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,287,553
Participant contributions at end of year2015-12-31$11,282,376
Participant contributions at beginning of year2015-12-31$11,051,501
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,495,532
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,346,608
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$148,420
Administrative expenses (other) incurred2015-12-31$256,795
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$26,684
Value of net assets at end of year (total assets less liabilities)2015-12-31$452,138,787
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$452,112,488
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$380,637,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$345,509,735
Interest on participant loans2015-12-31$448,882
Value of interest in common/collective trusts at end of year2015-12-31$57,515,793
Value of interest in common/collective trusts at beginning of year2015-12-31$92,858,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$293,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$363,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$363,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,254,709
Net investment gain or loss from common/collective trusts2015-12-31$-769,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$24,914,538
Income. Dividends from common stock2015-12-31$12,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$33,040,356
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$914,258
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$982,663
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
Aggregate proceeds on sale of assets2015-12-31$302,094
Aggregate carrying amount (costs) on sale of assets2015-12-31$251,971
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
Accountancy firm EIN2015-12-31942214859
2014 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$151,325
Total unrealized appreciation/depreciation of assets2014-12-31$151,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$58,076,044
Total loss/gain on sale of assets2014-12-31$2,116
Total of all expenses incurred2014-12-31$30,780,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$30,336,828
Expenses. Certain deemed distributions of participant loans2014-12-31$16,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$31,388,959
Value of total assets at end of year2014-12-31$452,112,488
Value of total assets at beginning of year2014-12-31$424,816,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$426,373
Total interest from all sources2014-12-31$458,925
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,618,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$11,618,672
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$72,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$25,260,048
Amount contributed by the employer to the plan for this plan year2014-12-31$25,260,048
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,020,295
Participant contributions at end of year2014-12-31$11,051,501
Participant contributions at beginning of year2014-12-31$10,069,288
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,037
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,346,608
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$108,616
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$57,243
Other income not declared elsewhere2014-12-31$1,798,721
Administrative expenses (other) incurred2014-12-31$426,373
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$27,295,861
Value of net assets at end of year (total assets less liabilities)2014-12-31$452,112,488
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$424,816,627
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$345,509,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$314,814,991
Interest on participant loans2014-12-31$424,941
Interest earned on other investments2014-12-31$33,984
Value of interest in common/collective trusts at end of year2014-12-31$92,858,697
Value of interest in common/collective trusts at beginning of year2014-12-31$96,679,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$363,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$431,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$431,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,773,843
Net investment gain or loss from common/collective trusts2014-12-31$2,883,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$25,260,048
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,726,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$30,279,585
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$982,663
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,092,810
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
Aggregate proceeds on sale of assets2014-12-31$701,280
Aggregate carrying amount (costs) on sale of assets2014-12-31$699,164
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 SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$202,108
Total unrealized appreciation/depreciation of assets2013-12-31$202,108
Total transfer of assets to this plan2013-12-31$327
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$91,830,217
Total loss/gain on sale of assets2013-12-31$-27,986
Total of all expenses incurred2013-12-31$24,310,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,110,041
Expenses. Certain deemed distributions of participant loans2013-12-31$-12,985
Value of total corrective distributions2013-12-31$532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$37,484,826
Value of total assets at end of year2013-12-31$424,816,627
Value of total assets at beginning of year2013-12-31$357,296,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$212,683
Total interest from all sources2013-12-31$367,333
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,051,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$9,033,880
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$40,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$30,169,150
Amount contributed by the employer to the plan for this plan year2013-12-31$30,169,150
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,902,318
Participant contributions at end of year2013-12-31$10,069,288
Participant contributions at beginning of year2013-12-31$7,954,578
Participant contributions at end of year2013-12-31$2,037
Participant contributions at beginning of year2013-12-31$3,495
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$413,358
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$580
Other income not declared elsewhere2013-12-31$50,313
Administrative expenses (other) incurred2013-12-31$212,683
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$3
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$67,519,946
Value of net assets at end of year (total assets less liabilities)2013-12-31$424,816,627
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$357,296,354
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$314,814,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$254,138,003
Interest on participant loans2013-12-31$367,209
Value of interest in common/collective trusts at end of year2013-12-31$96,679,426
Value of interest in common/collective trusts at beginning of year2013-12-31$93,438,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$431,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$634,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$634,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$36,153,094
Net investment gain or loss from common/collective trusts2013-12-31$8,549,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$30,169,150
Employer contributions (assets) at end of year2013-12-31$1,726,976
Employer contributions (assets) at beginning of year2013-12-31$24,152
Income. Dividends from common stock2013-12-31$17,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,109,461
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,092,810
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,102,939
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
Aggregate proceeds on sale of assets2013-12-31$1,056,530
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,084,516
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 SUPPLEMENTAL SAVINGS AND 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$0
Total income from all sources (including contributions)2012-12-31$63,076,886
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$15,489,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,326,081
Expenses. Certain deemed distributions of participant loans2012-12-31$227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$31,922,817
Value of total assets at end of year2012-12-31$357,296,354
Value of total assets at beginning of year2012-12-31$309,709,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$163,300
Total interest from all sources2012-12-31$328,668
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,276,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$8,276,312
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$535
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$25,380,546
Amount contributed by the employer to the plan for this plan year2012-12-31$25,380,546
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,315,549
Participant contributions at end of year2012-12-31$7,954,578
Participant contributions at beginning of year2012-12-31$6,569,761
Participant contributions at end of year2012-12-31$3,495
Participant contributions at beginning of year2012-12-31$200,482
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$226,722
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$335,806
Other income not declared elsewhere2012-12-31$16,156
Administrative expenses (other) incurred2012-12-31$163,300
Total non interest bearing cash at end of year2012-12-31$3
Total non interest bearing cash at beginning of year2012-12-31$64
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$47,587,278
Value of net assets at end of year (total assets less liabilities)2012-12-31$357,296,354
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$309,709,076
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$254,138,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$211,364,710
Interest on participant loans2012-12-31$292,818
Interest earned on other investments2012-12-31$35,850
Value of interest in common/collective trusts at end of year2012-12-31$93,438,979
Value of interest in common/collective trusts at beginning of year2012-12-31$88,977,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$634,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$700,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$700,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$17,761,964
Net investment gain or loss from common/collective trusts2012-12-31$4,770,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$25,380,546
Employer contributions (assets) at end of year2012-12-31$24,152
Employer contributions (assets) at beginning of year2012-12-31$853,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,990,275
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,102,939
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,042,067
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2012-12-31942214860
2011 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-34,851
Total unrealized appreciation/depreciation of assets2011-12-31$-34,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$32,527,961
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,996,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,893,510
Expenses. Certain deemed distributions of participant loans2011-12-31$-52,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$29,048,853
Value of total assets at end of year2011-12-31$309,709,076
Value of total assets at beginning of year2011-12-31$288,177,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$155,319
Total interest from all sources2011-12-31$304,741
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,326,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,326,909
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$535
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$23,362,609
Amount contributed by the employer to the plan for this plan year2011-12-31$23,362,609
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,600,453
Participant contributions at end of year2011-12-31$6,569,761
Participant contributions at beginning of year2011-12-31$5,359,506
Participant contributions at end of year2011-12-31$200,482
Participant contributions at beginning of year2011-12-31$188,530
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$85,791
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$87,115
Other income not declared elsewhere2011-12-31$23,689
Administrative expenses (other) incurred2011-12-31$155,319
Total non interest bearing cash at end of year2011-12-31$64
Total non interest bearing cash at beginning of year2011-12-31$21
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$21,531,692
Value of net assets at end of year (total assets less liabilities)2011-12-31$309,709,076
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$288,177,384
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$211,364,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$195,381,716
Interest on participant loans2011-12-31$272,946
Interest earned on other investments2011-12-31$31,795
Value of interest in common/collective trusts at end of year2011-12-31$88,977,314
Value of interest in common/collective trusts at beginning of year2011-12-31$84,754,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$700,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$540,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$540,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,242,266
Net investment gain or loss from common/collective trusts2011-12-31$2,100,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$23,362,609
Employer contributions (assets) at end of year2011-12-31$853,169
Employer contributions (assets) at beginning of year2011-12-31$830,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,806,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,042,067
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,120,730
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 SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$163,927
Total unrealized appreciation/depreciation of assets2010-12-31$163,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$54,354,083
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$16,884,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,756,158
Expenses. Certain deemed distributions of participant loans2010-12-31$-48,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$25,556,045
Value of total assets at end of year2010-12-31$288,177,384
Value of total assets at beginning of year2010-12-31$250,708,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$177,309
Total interest from all sources2010-12-31$260,035
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,541,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,541,075
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$534
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$20,730,712
Amount contributed by the employer to the plan for this plan year2010-12-31$20,730,712
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,699,454
Participant contributions at end of year2010-12-31$5,359,506
Participant contributions at beginning of year2010-12-31$4,428,751
Participant contributions at end of year2010-12-31$188,530
Participant contributions at beginning of year2010-12-31$160,329
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$97,760
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$575
Other income not declared elsewhere2010-12-31$21,966
Administrative expenses (other) incurred2010-12-31$177,309
Total non interest bearing cash at end of year2010-12-31$21
Total non interest bearing cash at beginning of year2010-12-31$2,081
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$37,469,322
Value of net assets at end of year (total assets less liabilities)2010-12-31$288,177,384
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$250,708,062
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$195,381,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$162,381,075
Interest on participant loans2010-12-31$260,035
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$81,547,564
Value of interest in common/collective trusts at end of year2010-12-31$84,754,948
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$540,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$358,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$358,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$16,575,972
Net investment gain or loss from common/collective trusts2010-12-31$7,235,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$20,758,831
Employer contributions (assets) at end of year2010-12-31$830,990
Employer contributions (assets) at beginning of year2010-12-31$738,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,755,583
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,120,730
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,090,797
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 & CHAN LLP
Accountancy firm EIN2010-12-31942214860
2009 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR SCPMG 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$19,473,998
Amount contributed by the employer to the plan for this plan year2009-12-31$19,473,998

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

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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3