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KAISER PERMANENTE RETIREMENT PLAN 401k Plan overview

Plan NameKAISER PERMANENTE RETIREMENT PLAN
Plan identification number 001

KAISER PERMANENTE RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KAISER FOUNDATION HEALTH PLAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:KAISER FOUNDATION HEALTH PLAN, INC.
Employer identification number (EIN):941340523
NAIC Classification:621491
NAIC Description:HMO Medical Centers

Additional information about KAISER FOUNDATION HEALTH PLAN, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2002-12-27
Company Identification Number: 0800157095
Legal Registered Office Address: 1 KAISER PLZ STE 445

OAKLAND
United States of America (USA)
94612

More information about KAISER FOUNDATION HEALTH PLAN, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM REID
0012016-01-01
0012015-01-01
0012015-01-01
0012014-07-08DONNA SMITH
0012014-01-01DONNA SMITH
0012013-01-012014-10-10
0012012-01-01HARRIET E GUBERMAN
0012011-01-012012-11-01
0012009-01-012010-10-12
0012009-01-01HARRIET E. GUBERMAN

Plan Statistics for KAISER PERMANENTE RETIREMENT PLAN

401k plan membership statisitcs for KAISER PERMANENTE RETIREMENT PLAN

Measure Date Value
2022: KAISER PERMANENTE RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-3137,964,264,800
Acturial value of plan assets2022-12-3135,222,693,911
Funding target for retired participants and beneficiaries receiving payment2022-12-313,827,923,219
Number of terminated vested participants2022-12-3135,559
Fundng target for terminated vested participants2022-12-312,447,828,036
Active participant vested funding target2022-12-3110,831,219,134
Number of active participants2022-12-31126,331
Total funding liabilities for active participants2022-12-3111,439,707,501
Total participant count2022-12-31183,912
Total funding target for all participants2022-12-3117,715,458,756
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3114,203,248,285
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3114,203,248,285
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-312,730,000,000
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3113,758,550,934
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,173,042,266
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01183,912
Total number of active participants reported on line 7a of the Form 55002022-01-01127,356
Number of retired or separated participants receiving benefits2022-01-0121,750
Number of other retired or separated participants entitled to future benefits2022-01-0137,073
Total of all active and inactive participants2022-01-01186,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011,766
Total participants2022-01-01187,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012,384
2021: KAISER PERMANENTE RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3134,113,885,774
Acturial value of plan assets2021-12-3132,245,568,294
Funding target for retired participants and beneficiaries receiving payment2021-12-313,484,119,297
Number of terminated vested participants2021-12-3133,386
Fundng target for terminated vested participants2021-12-312,188,072,767
Active participant vested funding target2021-12-319,839,056,845
Number of active participants2021-12-31129,130
Total funding liabilities for active participants2021-12-3110,441,483,484
Total participant count2021-12-31183,220
Total funding target for all participants2021-12-3116,113,675,548
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3110,812,750,143
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3110,812,750,143
Present value of excess contributions2021-12-313,446,423,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-313,638,734,198
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-312,120,000,000
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3114,203,248,285
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,104,532,044
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01183,220
Total number of active participants reported on line 7a of the Form 55002021-01-01126,331
Number of retired or separated participants receiving benefits2021-01-0120,522
Number of other retired or separated participants entitled to future benefits2021-01-0135,391
Total of all active and inactive participants2021-01-01182,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011,668
Total participants2021-01-01183,912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012,881
2020: KAISER PERMANENTE RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-3127,380,914,447
Acturial value of plan assets2020-12-3126,318,885,583
Funding target for retired participants and beneficiaries receiving payment2020-12-313,288,158,432
Number of terminated vested participants2020-12-3132,585
Fundng target for terminated vested participants2020-12-312,152,926,034
Active participant vested funding target2020-12-319,395,144,055
Number of active participants2020-12-31129,036
Total funding liabilities for active participants2020-12-3110,019,600,655
Total participant count2020-12-31181,033
Total funding target for all participants2020-12-3115,460,685,121
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-315,590,179,730
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-315,590,179,730
Present value of excess contributions2020-12-314,476,711,500
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-314,733,227,069
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-314,090,000,000
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3110,812,750,143
Total employer contributions2020-12-314,706,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-314,491,155,475
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,090,182,041
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,044,731,722
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-311,044,731,722
Contributions allocatedtoward minimum required contributions for current year2020-12-314,491,155,475
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01181,033
Total number of active participants reported on line 7a of the Form 55002020-01-01129,130
Number of retired or separated participants receiving benefits2020-01-0119,377
Number of other retired or separated participants entitled to future benefits2020-01-0133,179
Total of all active and inactive participants2020-01-01181,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011,534
Total participants2020-01-01183,220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012,023
2019: KAISER PERMANENTE RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-3119,295,768,139
Acturial value of plan assets2019-12-3119,993,683,665
Funding target for retired participants and beneficiaries receiving payment2019-12-312,941,385,299
Number of terminated vested participants2019-12-3130,998
Fundng target for terminated vested participants2019-12-311,912,665,904
Active participant vested funding target2019-12-318,580,306,361
Number of active participants2019-12-31128,334
Total funding liabilities for active participants2019-12-319,141,452,035
Total participant count2019-12-31177,268
Total funding target for all participants2019-12-3113,995,503,238
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-312,927,833,260
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-312,927,833,260
Present value of excess contributions2019-12-313,330,724,519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-313,527,237,266
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-312,790,000,000
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-315,590,179,730
Total employer contributions2019-12-315,366,000,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-315,077,037,152
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,008,326,349
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31600,325,652
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31600,325,652
Contributions allocatedtoward minimum required contributions for current year2019-12-315,077,037,152
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01177,268
Total number of active participants reported on line 7a of the Form 55002019-01-01129,036
Number of retired or separated participants receiving benefits2019-01-0118,169
Number of other retired or separated participants entitled to future benefits2019-01-0132,397
Total of all active and inactive participants2019-01-01179,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011,431
Total participants2019-01-01181,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012,580
2018: KAISER PERMANENTE RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-3117,251,047,576
Acturial value of plan assets2018-12-3116,282,231,497
Funding target for retired participants and beneficiaries receiving payment2018-12-312,588,686,303
Number of terminated vested participants2018-12-3130,189
Fundng target for terminated vested participants2018-12-311,683,192,909
Active participant vested funding target2018-12-317,587,450,281
Number of active participants2018-12-31122,502
Total funding liabilities for active participants2018-12-318,066,379,192
Total participant count2018-12-31169,243
Total funding target for all participants2018-12-3112,338,258,404
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,508,063,206
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-312,508,063,206
Present value of excess contributions2018-12-311,676,733,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,778,846,528
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31145,624,313
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-31160,000,000
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-312,927,833,260
Total employer contributions2018-12-313,632,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-313,330,724,519
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31872,522,888
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-313,330,724,519
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01169,243
Total number of active participants reported on line 7a of the Form 55002018-01-01128,334
Number of retired or separated participants receiving benefits2018-01-0116,807
Number of other retired or separated participants entitled to future benefits2018-01-0130,787
Total of all active and inactive participants2018-01-01175,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011,340
Total participants2018-01-01177,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012,059
2017: KAISER PERMANENTE RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-3113,686,189,449
Acturial value of plan assets2017-12-3113,871,228,858
Funding target for retired participants and beneficiaries receiving payment2017-12-311,936,603,288
Number of terminated vested participants2017-12-3139,795
Fundng target for terminated vested participants2017-12-312,094,740,507
Active participant vested funding target2017-12-316,305,682,515
Number of active participants2017-12-31114,306
Total funding liabilities for active participants2017-12-316,715,558,441
Total participant count2017-12-31167,195
Total funding target for all participants2017-12-3110,746,902,236
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,170,500,563
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-312,170,500,563
Present value of excess contributions2017-12-311,639,588,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,742,390,201
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31170,000,000
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,508,063,206
Total employer contributions2017-12-311,943,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,809,945,413
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31749,475,369
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31133,211,953
Additional cash requirement2017-12-31133,211,953
Contributions allocatedtoward minimum required contributions for current year2017-12-311,809,945,413
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01167,195
Total number of active participants reported on line 7a of the Form 55002017-01-01122,502
Number of retired or separated participants receiving benefits2017-01-0115,541
Number of other retired or separated participants entitled to future benefits2017-01-0129,960
Total of all active and inactive participants2017-01-01168,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,240
Total participants2017-01-01169,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011,915
2016: KAISER PERMANENTE RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-3111,819,462,694
Acturial value of plan assets2016-12-3112,316,600,928
Funding target for retired participants and beneficiaries receiving payment2016-12-311,501,430,586
Number of terminated vested participants2016-12-3139,505
Fundng target for terminated vested participants2016-12-311,551,038,769
Active participant vested funding target2016-12-316,264,980,255
Number of active participants2016-12-31111,672
Total funding liabilities for active participants2016-12-316,630,329,258
Total participant count2016-12-31162,377
Total funding target for all participants2016-12-319,682,798,613
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,084,471,991
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-312,084,471,991
Present value of excess contributions2016-12-31949,406,709
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,010,643,442
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31110,000,000
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-312,170,500,563
Total employer contributions2016-12-312,051,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,895,253,417
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31718,967,138
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31255,665,386
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31255,665,386
Contributions allocatedtoward minimum required contributions for current year2016-12-311,895,253,417
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01162,377
Total number of active participants reported on line 7a of the Form 55002016-01-01114,306
Number of retired or separated participants receiving benefits2016-01-0112,193
Number of other retired or separated participants entitled to future benefits2016-01-0139,560
Total of all active and inactive participants2016-01-01166,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,136
Total participants2016-01-01167,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013,022
2015: KAISER PERMANENTE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01156,151
Total number of active participants reported on line 7a of the Form 55002015-01-01111,672
Number of retired or separated participants receiving benefits2015-01-0110,374
Number of other retired or separated participants entitled to future benefits2015-01-0139,264
Total of all active and inactive participants2015-01-01161,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,067
Total participants2015-01-01162,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012,063
2014: KAISER PERMANENTE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-080
Total number of active participants reported on line 7a of the Form 55002014-07-0834,038
Number of retired or separated participants receiving benefits2014-07-089
Number of other retired or separated participants entitled to future benefits2014-07-081,709
Total of all active and inactive participants2014-07-0835,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-081
Total participants2014-07-0835,757
Number of participants with account balances2014-07-0835,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0827
Total participants, beginning-of-year2014-01-01153,120
Total number of active participants reported on line 7a of the Form 55002014-01-01108,653
Number of retired or separated participants receiving benefits2014-01-019,156
Number of other retired or separated participants entitled to future benefits2014-01-0137,293
Total of all active and inactive participants2014-01-01155,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011,049
Total participants2014-01-01156,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012,399
2012: KAISER PERMANENTE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146,247
Total number of active participants reported on line 7a of the Form 55002012-01-01112,768
Number of retired or separated participants receiving benefits2012-01-016,555
Number of other retired or separated participants entitled to future benefits2012-01-0133,891
Total of all active and inactive participants2012-01-01153,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01839
Total participants2012-01-01154,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012,018
2009: KAISER PERMANENTE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01133,174
Total number of active participants reported on line 7a of the Form 55002009-01-01104,236
Number of retired or separated participants receiving benefits2009-01-014,245
Number of other retired or separated participants entitled to future benefits2009-01-0129,457
Total of all active and inactive participants2009-01-01137,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01678
Total participants2009-01-01138,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015,336

Financial Data on KAISER PERMANENTE RETIREMENT PLAN

Measure Date Value
2022 : KAISER PERMANENTE RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$908,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,866,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$28,097,275
Total income from all sources (including contributions)2022-12-31$-4,850,244,799
Total of all expenses incurred2022-12-31$1,361,615,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,361,615,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,556,810
Value of total assets at end of year2022-12-31$31,853,758,931
Value of total assets at beginning of year2022-12-31$38,075,941,703
Total interest from all sources2022-12-31$58,854
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,009,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,009,550
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
Contributions received from participants2022-12-31$11,227,200
Participant contributions at end of year2022-12-31$1,605,272
Participant contributions at beginning of year2022-12-31$1,257,363
Participant contributions at end of year2022-12-31$2,923
Participant contributions at beginning of year2022-12-31$2,018
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$326,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,211,860,283
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,836,892,503
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,047,844,428
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,262,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,837,181
Interest on participant loans2022-12-31$58,854
Value of interest in common/collective trusts at end of year2022-12-31$53,362,099
Value of interest in common/collective trusts at beginning of year2022-12-31$54,796,311
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$31,782,522,322
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$37,998,048,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,398,498
Net investment gain or loss from common/collective trusts2022-12-31$-8,855,721
Net gain/loss from 103.12 investment entities2022-12-31$-4,848,615,794
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$3,466
Employer contributions (assets) at end of year2022-12-31$3,466
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,361,615,484
Liabilities. Value of benefit claims payable at end of year2022-12-31$16,866,428
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$28,097,275
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : KAISER PERMANENTE RETIREMENT PLAN 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$28,097,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,499,049
Total income from all sources (including contributions)2021-12-31$5,333,300,669
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,469,013,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,469,013,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,808,751
Value of total assets at end of year2021-12-31$38,075,941,703
Value of total assets at beginning of year2021-12-31$34,202,056,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$41,174
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,786,141
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$1,786,141
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$85,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,267,376
Participant contributions at end of year2021-12-31$1,257,363
Participant contributions at beginning of year2021-12-31$846,323
Participant contributions at end of year2021-12-31$2,018
Participant contributions at beginning of year2021-12-31$2,527
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$541,375
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$3,864,286,816
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,047,844,428
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,183,557,612
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,837,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,074,540
Interest on participant loans2021-12-31$41,174
Value of interest in common/collective trusts at end of year2021-12-31$54,796,311
Value of interest in common/collective trusts at beginning of year2021-12-31$41,286,191
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$37,998,048,830
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$33,932,847,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$918,872
Net investment gain or loss from common/collective trusts2021-12-31$3,278,836
Net gain/loss from 103.12 investment entities2021-12-31$5,316,466,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$206,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,469,013,853
Liabilities. Value of benefit claims payable at end of year2021-12-31$28,097,275
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$18,499,049
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : KAISER PERMANENTE RETIREMENT PLAN 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$18,499,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$23,966,688
Total income from all sources (including contributions)2020-12-31$7,863,043,520
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,136,072,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,136,072,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,715,959,503
Value of total assets at end of year2020-12-31$34,202,056,661
Value of total assets at beginning of year2020-12-31$27,480,553,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$40,914
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$852,189
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$852,189
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$85,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,952,426
Participant contributions at end of year2020-12-31$846,323
Participant contributions at beginning of year2020-12-31$759,140
Participant contributions at end of year2020-12-31$2,527
Participant contributions at beginning of year2020-12-31$1,003
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$6,726,971,283
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,183,557,612
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,456,586,329
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$21,074,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,261,203
Interest on participant loans2020-12-31$40,914
Value of interest in common/collective trusts at end of year2020-12-31$41,286,191
Value of interest in common/collective trusts at beginning of year2020-12-31$13,106,968
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$33,932,847,080
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$26,067,424,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,766,416
Net investment gain or loss from common/collective trusts2020-12-31$4,962,935
Net gain/loss from 103.12 investment entities2020-12-31$3,137,461,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,706,007,077
Employer contributions (assets) at end of year2020-12-31$206,000,000
Employer contributions (assets) at beginning of year2020-12-31$1,366,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,136,072,237
Liabilities. Value of benefit claims payable at end of year2020-12-31$18,499,049
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$23,966,688
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : KAISER PERMANENTE RETIREMENT PLAN 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$23,966,688
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,966,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,017,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,017,412
Total income from all sources (including contributions)2019-12-31$8,893,387,748
Total income from all sources (including contributions)2019-12-31$8,893,387,748
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$869,496,823
Total of all expenses incurred2019-12-31$869,496,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$869,496,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,376,237,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,376,237,679
Value of total assets at end of year2019-12-31$27,480,553,017
Value of total assets at end of year2019-12-31$27,480,553,017
Value of total assets at beginning of year2019-12-31$19,452,712,816
Value of total assets at beginning of year2019-12-31$19,452,712,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$34,719
Total interest from all sources2019-12-31$34,719
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,663,700
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,663,700
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$1,663,700
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,663,700
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$72,500,000
Value of fidelity bond cover2019-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,837,422
Contributions received from participants2019-12-31$8,837,422
Participant contributions at end of year2019-12-31$759,140
Participant contributions at end of year2019-12-31$759,140
Participant contributions at beginning of year2019-12-31$641,595
Participant contributions at beginning of year2019-12-31$641,595
Participant contributions at end of year2019-12-31$1,003
Participant contributions at end of year2019-12-31$1,003
Participant contributions at beginning of year2019-12-31$922
Participant contributions at beginning of year2019-12-31$922
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,400,257
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,400,257
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$8,023,890,925
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,456,586,329
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,456,586,329
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,432,695,404
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,432,695,404
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 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$33,261,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,261,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,095,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,095,375
Interest on participant loans2019-12-31$34,719
Value of interest in common/collective trusts at end of year2019-12-31$13,106,968
Value of interest in common/collective trusts at end of year2019-12-31$13,106,968
Value of interest in common/collective trusts at beginning of year2019-12-31$9,426,638
Value of interest in common/collective trusts at beginning of year2019-12-31$9,426,638
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$26,067,424,703
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$26,067,424,703
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$15,788,548,286
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$15,788,548,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,257,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,257,856
Net investment gain or loss from common/collective trusts2019-12-31$1,730,108
Net investment gain or loss from common/collective trusts2019-12-31$1,730,108
Net gain/loss from 103.12 investment entities2019-12-31$3,509,463,686
Net gain/loss from 103.12 investment entities2019-12-31$3,509,463,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$5,366,000,000
Contributions received in cash from employer2019-12-31$5,366,000,000
Employer contributions (assets) at end of year2019-12-31$1,366,000,000
Employer contributions (assets) at end of year2019-12-31$1,366,000,000
Employer contributions (assets) at beginning of year2019-12-31$3,632,000,000
Employer contributions (assets) at beginning of year2019-12-31$3,632,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$869,496,823
Liabilities. Value of benefit claims payable at end of year2019-12-31$23,966,688
Liabilities. Value of benefit claims payable at end of year2019-12-31$23,966,688
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$20,017,412
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$20,017,412
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
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 LLP
Accountancy firm EIN2019-12-31942214860
Accountancy firm EIN2019-12-31942214860
2018 : KAISER PERMANENTE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$748,001,520
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,017,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,477,320
Total income from all sources (including contributions)2018-12-31$2,950,367,634
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$767,173,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$767,173,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,639,826,793
Value of total assets at end of year2018-12-31$19,452,712,816
Value of total assets at beginning of year2018-12-31$16,507,977,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$22,623
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,449,429
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$1,449,429
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,381,388
Participant contributions at end of year2018-12-31$641,595
Participant contributions at beginning of year2018-12-31$389,133
Participant contributions at end of year2018-12-31$922
Participant contributions at beginning of year2018-12-31$228,235
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$440,049
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$2,183,193,678
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,432,695,404
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,501,500,206
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$22,095,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,954,496
Interest on participant loans2018-12-31$22,623
Value of interest in common/collective trusts at end of year2018-12-31$9,426,638
Value of interest in common/collective trusts at beginning of year2018-12-31$8,547,772
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$15,788,548,286
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$14,885,857,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,983,547
Net investment gain or loss from common/collective trusts2018-12-31$-221,138
Net gain/loss from 103.12 investment entities2018-12-31$-687,726,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,632,005,356
Employer contributions (assets) at end of year2018-12-31$3,632,000,000
Employer contributions (assets) at beginning of year2018-12-31$1,593,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$767,173,956
Liabilities. Value of benefit claims payable at end of year2018-12-31$20,017,412
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$6,477,320
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2018-12-31942214860
2017 : KAISER PERMANENTE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$18,948
Total transfer of assets from this plan2017-12-31$82,269
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,477,320
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$98,884,280
Total income from all sources (including contributions)2017-12-31$4,083,221,098
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,326,479,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,326,479,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,948,269,036
Value of total assets at end of year2017-12-31$16,507,977,526
Value of total assets at beginning of year2017-12-31$13,843,706,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$16,482
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$869,327
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$869,327
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,057,736
Participant contributions at end of year2017-12-31$389,133
Participant contributions at beginning of year2017-12-31$377,964
Participant contributions at end of year2017-12-31$228,235
Participant contributions at beginning of year2017-12-31$173,134
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,835
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$2,756,741,490
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,501,500,206
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,744,822,037
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$19,954,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,084,612
Interest on participant loans2017-12-31$16,482
Value of interest in common/collective trusts at end of year2017-12-31$8,547,772
Value of interest in common/collective trusts at beginning of year2017-12-31$6,979,297
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$14,885,857,890
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$11,771,087,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,736,748
Net investment gain or loss from common/collective trusts2017-12-31$872,913
Net gain/loss from 103.12 investment entities2017-12-31$2,130,456,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,943,190,465
Employer contributions (assets) at end of year2017-12-31$1,593,000,000
Employer contributions (assets) at beginning of year2017-12-31$2,051,003,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,326,479,608
Liabilities. Value of benefit claims payable at end of year2017-12-31$6,477,320
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$98,884,280
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2017-12-31942214860
2016 : KAISER PERMANENTE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$98,884,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,476,327
Total income from all sources (including contributions)2016-12-31$2,814,301,841
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$960,207,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$960,207,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,055,485,927
Value of total assets at end of year2016-12-31$13,843,706,317
Value of total assets at beginning of year2016-12-31$11,898,204,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$13,377
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$497,206
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$497,206
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,360,914
Participant contributions at end of year2016-12-31$377,964
Participant contributions at beginning of year2016-12-31$247,589
Participant contributions at end of year2016-12-31$173,134
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$121,172
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$1,854,094,092
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,744,822,037
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,890,727,945
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$14,084,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,178,990
Interest on participant loans2016-12-31$13,377
Value of interest in common/collective trusts at end of year2016-12-31$6,979,297
Value of interest in common/collective trusts at beginning of year2016-12-31$1,883,535
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$11,771,087,469
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$10,149,894,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$882,216
Net investment gain or loss from common/collective trusts2016-12-31$94,073
Net gain/loss from 103.12 investment entities2016-12-31$757,329,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,051,003,841
Employer contributions (assets) at end of year2016-12-31$2,051,003,841
Employer contributions (assets) at beginning of year2016-12-31$1,731,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$960,207,749
Liabilities. Value of benefit claims payable at end of year2016-12-31$98,884,280
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$7,476,327
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2016-12-31942214860
2015 : KAISER PERMANENTE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$383,898
Total transfer of assets from this plan2015-12-31$31,859,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,476,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,640,655
Total income from all sources (including contributions)2015-12-31$1,648,000,348
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$640,609,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$640,609,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,734,581,324
Value of total assets at end of year2015-12-31$11,898,204,272
Value of total assets at beginning of year2015-12-31$10,931,453,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$9,127
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$450,037
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$450,037
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$72,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,581,324
Participant contributions at end of year2015-12-31$247,589
Participant contributions at beginning of year2015-12-31$201,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,637,220
Other income not declared elsewhere2015-12-31$35,524,024
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$1,007,390,766
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,890,727,945
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,914,812,864
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$15,178,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,965,659
Interest on participant loans2015-12-31$9,127
Value of interest in common/collective trusts at end of year2015-12-31$1,883,535
Value of interest in common/collective trusts at beginning of year2015-12-31$2,735,759
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$10,149,894,158
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$9,362,443,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-439,929
Net investment gain or loss from common/collective trusts2015-12-31$39,070
Net gain/loss from 103.12 investment entities2015-12-31$-122,163,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,731,000,000
Employer contributions (assets) at end of year2015-12-31$1,731,000,000
Employer contributions (assets) at beginning of year2015-12-31$1,554,107,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$640,609,582
Liabilities. Value of benefit claims payable at end of year2015-12-31$7,476,327
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$14,003,435
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2015-12-31942214860
2014 : KAISER PERMANENTE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$2,389,885,950
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$154,803,698
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$45,480,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$44,658,034
Expenses. Certain deemed distributions of participant loans2014-12-31$540,160
Value of total corrective distributions2014-12-31$3,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$114,270,589
Value of total assets at end of year2014-12-31$2,499,209,142
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$279,266
Total interest from all sources2014-12-31$2,930,559
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$72,685,417
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$72,685,417
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 period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$100,338,505
Participant contributions at end of year2014-12-31$40,590,091
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$7,683
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,660,944
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$4,754,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,637,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$22,035
Administrative expenses (other) incurred2014-12-31$279,266
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$109,323,192
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,499,209,142
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
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$2,224,246,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$773,054
Interest earned on other investments2014-12-31$2,157,505
Value of interest in common/collective trusts at end of year2014-12-31$2,735,759
Value of interest in common/collective trusts at beginning of year2014-12-31$2,578,587
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$9,362,443,363
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$8,477,203,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$226,711,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-35,104,902
Net investment gain or loss from common/collective trusts2014-12-31$138,909
Net gain/loss from 103.12 investment entities2014-12-31$623,776,627
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$9,177,131
Employer contributions (assets) at end of year2014-12-31$1,554,107,492
Employer contributions (assets) at beginning of year2014-12-31$940,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$44,658,034
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$14,003,435
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$26,111,736
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2014-12-31942214860
2013 : KAISER PERMANENTE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$594,652
Total transfer of assets from this plan2013-12-31$113,013,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$26,111,736
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$1,764,867,914
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$552,883,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$552,883,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$942,052,245
Value of total assets at end of year2013-12-31$9,429,768,437
Value of total assets at beginning of year2013-12-31$8,191,077,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$7,610
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$303,839
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$303,839
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$71,500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,052,245
Participant contributions at end of year2013-12-31$231,104
Participant contributions at beginning of year2013-12-31$125,156
Participant contributions at end of year2013-12-31$7,683
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$670,000
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$717,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$497,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$824,000
Administrative expenses (other) incurred2013-12-31$1,639,000
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$1,211,984,287
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,403,656,701
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,191,077,762
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$9,747,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,069,900
Interest on participant loans2013-12-31$7,610
Interest earned on other investments2013-12-31$223,000
Value of interest in common/collective trusts at end of year2013-12-31$2,578,587
Value of interest in common/collective trusts at beginning of year2013-12-31$2,527,332
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$8,477,203,898
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$7,329,355,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,323,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,241,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,306,192
Net investment gain or loss from common/collective trusts2013-12-31$257,889
Net gain/loss from 103.12 investment entities2013-12-31$820,940,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$940,000,000
Employer contributions (assets) at end of year2013-12-31$940,000,000
Employer contributions (assets) at beginning of year2013-12-31$852,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$552,883,627
Liabilities. Value of benefit claims payable at end of year2013-12-31$26,111,736
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$104,861,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$117,357,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2013-12-31942214860
2012 : KAISER PERMANENTE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$77,392,000
Total transfer of assets from this plan2012-12-31$81,138,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$824,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$473,000
Total income from all sources (including contributions)2012-12-31$14,381,000
Total loss/gain on sale of assets2012-12-31$373,000
Total of all expenses incurred2012-12-31$1,786,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$472,178,000
Value of total assets at beginning of year2012-12-31$462,978,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,786,000
Total interest from all sources2012-12-31$266,000
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$495,000
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$495,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$71,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,165,537
Participant contributions at end of year2012-12-31$125,156
Participant contributions at beginning of year2012-12-31$95,654
Assets. Other investments not covered elsewhere at end of year2012-12-31$717,000
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$295,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$824,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$473,000
Other income not declared elsewhere2012-12-31$603,128
Administrative expenses (other) incurred2012-12-31$1,786,000
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$12,595,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$471,354,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$462,505,000
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$16,687,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,034,000
Interest on participant loans2012-12-31$4,523
Interest earned on other investments2012-12-31$266,000
Value of interest in common/collective trusts at end of year2012-12-31$446,533,000
Value of interest in common/collective trusts at beginning of year2012-12-31$440,591,000
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$7,329,355,374
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$5,452,390,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,241,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,058,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$582,643
Net investment gain or loss from common/collective trusts2012-12-31$13,247,000
Net gain/loss from 103.12 investment entities2012-12-31$782,649,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$852,000,000
Employer contributions (assets) at end of year2012-12-31$852,000,000
Employer contributions (assets) at beginning of year2012-12-31$1,382,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$280,372,334
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$8,546,790
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
Aggregate proceeds on sale of assets2012-12-31$22,001,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$21,628,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2012-12-31942214860
2011 : KAISER PERMANENTE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$96,308,000
Total transfer of assets from this plan2011-12-31$82,338,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,546,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,770,580
Total income from all sources (including contributions)2011-12-31$1,546,950,894
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$235,912,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$235,912,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,382,855,793
Value of total assets at end of year2011-12-31$6,842,646,200
Value of total assets at beginning of year2011-12-31$5,525,831,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$4,196
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$146,756
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$146,756
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$71,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$855,793
Participant contributions at end of year2011-12-31$95,654
Participant contributions at beginning of year2011-12-31$84,685
Assets. Other investments not covered elsewhere at end of year2011-12-31$295,000
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$370,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$473,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$542,000
Administrative expenses (other) incurred2011-12-31$1,489,000
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$1,311,038,651
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,834,099,410
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,523,060,759
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$5,909,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,624,488
Interest on participant loans2011-12-31$4,196
Interest earned on other investments2011-12-31$268,000
Value of interest in common/collective trusts at end of year2011-12-31$2,250,435
Value of interest in common/collective trusts at beginning of year2011-12-31$2,142,149
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$5,452,390,675
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$4,822,980,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,058,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,477,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-189,819
Net investment gain or loss from common/collective trusts2011-12-31$47,722
Net gain/loss from 103.12 investment entities2011-12-31$164,086,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,382,000,000
Employer contributions (assets) at end of year2011-12-31$1,382,000,000
Employer contributions (assets) at beginning of year2011-12-31$695,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$235,912,243
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
Liabilities. Value of benefit claims payable at end of year2011-12-31$8,546,790
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,770,580
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
Aggregate proceeds on sale of assets2011-12-31$206,733,000
Aggregate carrying amount (costs) on sale of assets2011-12-31$202,473,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MORRIS, DAVIS, & CHAN LLP
Accountancy firm EIN2011-12-31942214860
2010 : KAISER PERMANENTE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$412,860,000
Total transfer of assets from this plan2010-12-31$559,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$542,000
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$18,619,000
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$431,454,000
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,000
Total interest from all sources2010-12-31$511,000
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,350
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$71,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$732,443
Participant contributions at end of year2010-12-31$84,685
Participant contributions at beginning of year2010-12-31$108,505
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$43
Assets. Other investments not covered elsewhere at end of year2010-12-31$370,000
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$542,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$8,000
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$18,611,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$430,912,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
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$13,869,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$5,514
Interest earned on other investments2010-12-31$511,000
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$4,134,005,000
Value of interest in common/collective trusts at end of year2010-12-31$405,738,000
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$4,822,980,017
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,477,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$599,000
Net investment gain or loss from common/collective trusts2010-12-31$17,509,000
Net gain/loss from 103.12 investment entities2010-12-31$493,807,137
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$695,000,000
Employer contributions (assets) at end of year2010-12-31$695,000,000
Employer contributions (assets) at beginning of year2010-12-31$483,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$184,914,608
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,770,580
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$103,787,106
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MORRIS, DAVIS, AND CHAN LLP
Accountancy firm EIN2010-12-31942214860
2009 : KAISER PERMANENTE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KAISER PERMANENTE RETIREMENT PLAN

2022: KAISER PERMANENTE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KAISER PERMANENTE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KAISER PERMANENTE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KAISER PERMANENTE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KAISER PERMANENTE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KAISER PERMANENTE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KAISER PERMANENTE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KAISER PERMANENTE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KAISER PERMANENTE RETIREMENT PLAN 2014 form 5500 responses
2014-07-08Type of plan entitySingle employer plan
2014-07-08First time form 5500 has been submittedYes
2014-07-08Submission has been amendedNo
2014-07-08This submission is the final filingNo
2014-07-08This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-08Plan is a collectively bargained planNo
2014-07-08Plan funding arrangement – InsuranceYes
2014-07-08Plan funding arrangement – TrustYes
2014-07-08Plan benefit arrangement – InsuranceYes
2014-07-08Plan benefit arrangement - TrustYes
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KAISER PERMANENTE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: KAISER PERMANENTE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KAISER PERMANENTE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: KAISER PERMANENTE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
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

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 24742
Policy instance 1
Insurance contract or identification numberGAC 24742
Number of Individuals Covered4646
Insurance policy start date2014-07-08
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32490A
Policy instance 1
Insurance contract or identification number32490A
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32490A
Policy instance 1
Insurance contract or identification number32490A
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32490A
Policy instance 1
Insurance contract or identification number32490A
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberSV04780Q
Policy instance 2
Insurance contract or identification numberSV04780Q
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberSV04780Q
Policy instance 1
Insurance contract or identification numberSV04780Q
Number of Individuals Covered0
Insurance policy start date2010-12-29
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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