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KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameKAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN
Plan identification number 003

KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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 SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01BILL G. REID
0032016-01-01BILL G. REID
0032015-01-01CYNTHIA GARA
0032014-01-01DONNA SMITH
0032013-01-01HARRIET GUBERMAN
0032012-01-01HARRIET GUBERMAN
0032011-01-01HARRIET GUBERMAN
0032009-01-01HARRIET E. GUBERMAN

Plan Statistics for KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN

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

Measure Date Value
2022: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0149,640
Total number of active participants reported on line 7a of the Form 55002022-01-0136,330
Number of retired or separated participants receiving benefits2022-01-011,139
Number of other retired or separated participants entitled to future benefits2022-01-0112,816
Total of all active and inactive participants2022-01-0150,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01259
Total participants2022-01-0150,544
Number of participants with account balances2022-01-0149,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0148,963
Total number of active participants reported on line 7a of the Form 55002021-01-0136,448
Number of retired or separated participants receiving benefits2021-01-011,002
Number of other retired or separated participants entitled to future benefits2021-01-0111,956
Total of all active and inactive participants2021-01-0149,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01234
Total participants2021-01-0149,640
Number of participants with account balances2021-01-0148,930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0147,688
Total number of active participants reported on line 7a of the Form 55002020-01-0137,365
Number of retired or separated participants receiving benefits2020-01-01960
Number of other retired or separated participants entitled to future benefits2020-01-0110,455
Total of all active and inactive participants2020-01-0148,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01183
Total participants2020-01-0148,963
Number of participants with account balances2020-01-0148,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0148,044
Total number of active participants reported on line 7a of the Form 55002019-01-0136,589
Number of retired or separated participants receiving benefits2019-01-01955
Number of other retired or separated participants entitled to future benefits2019-01-019,983
Total of all active and inactive participants2019-01-0147,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01161
Total participants2019-01-0147,688
Number of participants with account balances2019-01-0146,943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0146,261
Total number of active participants reported on line 7a of the Form 55002018-01-0136,093
Number of retired or separated participants receiving benefits2018-01-01811
Number of other retired or separated participants entitled to future benefits2018-01-0111,008
Total of all active and inactive participants2018-01-0147,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01132
Total participants2018-01-0148,044
Number of participants with account balances2018-01-0147,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0144,728
Total number of active participants reported on line 7a of the Form 55002017-01-0134,863
Number of retired or separated participants receiving benefits2017-01-01687
Number of other retired or separated participants entitled to future benefits2017-01-0110,600
Total of all active and inactive participants2017-01-0146,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01111
Total participants2017-01-0146,261
Number of participants with account balances2017-01-0145,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0143,752
Total number of active participants reported on line 7a of the Form 55002016-01-0134,169
Number of retired or separated participants receiving benefits2016-01-01540
Number of other retired or separated participants entitled to future benefits2016-01-019,918
Total of all active and inactive participants2016-01-0144,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01101
Total participants2016-01-0144,728
Number of participants with account balances2016-01-0143,877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0142,769
Total number of active participants reported on line 7a of the Form 55002015-01-0134,195
Number of retired or separated participants receiving benefits2015-01-01424
Number of other retired or separated participants entitled to future benefits2015-01-019,048
Total of all active and inactive participants2015-01-0143,667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0185
Total participants2015-01-0143,752
Number of participants with account balances2015-01-0142,830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0141,944
Total number of active participants reported on line 7a of the Form 55002014-01-0133,989
Number of retired or separated participants receiving benefits2014-01-01350
Number of other retired or separated participants entitled to future benefits2014-01-018,365
Total of all active and inactive participants2014-01-0142,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0165
Total participants2014-01-0142,769
Number of participants with account balances2014-01-0141,852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0141,126
Total number of active participants reported on line 7a of the Form 55002013-01-0133,669
Number of retired or separated participants receiving benefits2013-01-01299
Number of other retired or separated participants entitled to future benefits2013-01-017,928
Total of all active and inactive participants2013-01-0141,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0148
Total participants2013-01-0141,944
Number of participants with account balances2013-01-0140,994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0140,023
Total number of active participants reported on line 7a of the Form 55002012-01-0133,972
Number of retired or separated participants receiving benefits2012-01-01222
Number of other retired or separated participants entitled to future benefits2012-01-016,887
Total of all active and inactive participants2012-01-0141,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0145
Total participants2012-01-0141,126
Number of participants with account balances2012-01-0140,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0138,980
Total number of active participants reported on line 7a of the Form 55002011-01-0133,030
Number of retired or separated participants receiving benefits2011-01-01191
Number of other retired or separated participants entitled to future benefits2011-01-016,748
Total of all active and inactive participants2011-01-0139,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0154
Total participants2011-01-0140,023
Number of participants with account balances2011-01-0139,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0135,522
Total number of active participants reported on line 7a of the Form 55002009-01-0130,544
Number of retired or separated participants receiving benefits2009-01-01140
Number of other retired or separated participants entitled to future benefits2009-01-016,287
Total of all active and inactive participants2009-01-0136,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0119
Total participants2009-01-0136,990
Number of participants with account balances2009-01-0136,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-538,522,920
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$243,570,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$241,862,435
Expenses. Certain deemed distributions of participant loans2022-12-31$187,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$274,306,094
Value of total assets at end of year2022-12-31$4,331,783,513
Value of total assets at beginning of year2022-12-31$5,113,876,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,520,287
Total interest from all sources2022-12-31$2,434,680
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$69,087,199
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$69,087,199
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$71,147,723
Participant contributions at end of year2022-12-31$49,698,735
Participant contributions at beginning of year2022-12-31$54,637,624
Participant contributions at end of year2022-12-31$2,179,611
Participant contributions at beginning of year2022-12-31$1,990,212
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,599,602
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$16,579,602
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,729,222
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,529,059
Other income not declared elsewhere2022-12-31$-2,231,499
Administrative expenses (other) incurred2022-12-31$1,520,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-782,092,978
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,331,783,513
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,113,876,491
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$997,566,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,364,784,738
Interest on participant loans2022-12-31$2,434,680
Value of interest in common/collective trusts at end of year2022-12-31$3,261,531,561
Value of interest in common/collective trusts at beginning of year2022-12-31$3,670,331,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-335,400,438
Net investment gain or loss from common/collective trusts2022-12-31$-546,718,956
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$200,429,149
Employer contributions (assets) at end of year2022-12-31$6,207,791
Employer contributions (assets) at beginning of year2022-12-31$5,552,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$239,333,376
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$847,978,400
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$257,783,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$255,391,316
Expenses. Certain deemed distributions of participant loans2021-12-31$49,434
Value of total corrective distributions2021-12-31$102,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$270,427,415
Value of total assets at end of year2021-12-31$5,113,876,491
Value of total assets at beginning of year2021-12-31$4,523,681,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,240,700
Total interest from all sources2021-12-31$2,674,421
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$119,308,170
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$119,308,170
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$85,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$197,442,179
Amount contributed by the employer to the plan for this plan year2021-12-31$197,442,179
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$68,768,281
Participant contributions at end of year2021-12-31$54,637,624
Participant contributions at beginning of year2021-12-31$57,010,306
Participant contributions at end of year2021-12-31$1,990,212
Participant contributions at beginning of year2021-12-31$1,847,997
Assets. Other investments not covered elsewhere at end of year2021-12-31$16,579,602
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,589,376
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,216,956
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$147,985
Other income not declared elsewhere2021-12-31$1,654,617
Administrative expenses (other) incurred2021-12-31$2,240,700
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$590,194,539
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,113,876,491
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,523,681,952
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$1,364,784,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,210,118,364
Interest on participant loans2021-12-31$2,674,421
Value of interest in common/collective trusts at end of year2021-12-31$3,670,331,500
Value of interest in common/collective trusts at beginning of year2021-12-31$3,235,562,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$48,880,462
Net investment gain or loss from common/collective trusts2021-12-31$405,033,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$197,442,178
Employer contributions (assets) at end of year2021-12-31$5,552,815
Employer contributions (assets) at beginning of year2021-12-31$5,553,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$255,243,331
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$894,878,588
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$165,030,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$163,095,017
Expenses. Certain deemed distributions of participant loans2020-12-31$177,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$262,806,180
Value of total assets at end of year2020-12-31$4,523,681,952
Value of total assets at beginning of year2020-12-31$3,793,834,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,758,659
Total interest from all sources2020-12-31$3,002,689
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$684,961,315
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$684,961,315
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$85,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$198,413,014
Amount contributed by the employer to the plan for this plan year2020-12-31$198,413,014
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$62,663,028
Participant contributions at end of year2020-12-31$57,010,306
Participant contributions at beginning of year2020-12-31$55,051,605
Participant contributions at end of year2020-12-31$1,847,997
Participant contributions at beginning of year2020-12-31$29,102
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,589,376
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$9,218,254
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,730,137
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$34,935
Other income not declared elsewhere2020-12-31$1,757,897
Administrative expenses (other) incurred2020-12-31$1,758,659
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$729,847,861
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,523,681,952
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,793,834,091
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$1,210,118,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,567,384,335
Interest on participant loans2020-12-31$3,002,689
Value of interest in common/collective trusts at end of year2020-12-31$3,235,562,492
Value of interest in common/collective trusts at beginning of year2020-12-31$1,162,036,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-232,135,610
Net investment gain or loss from common/collective trusts2020-12-31$174,486,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$198,413,015
Employer contributions (assets) at end of year2020-12-31$5,553,417
Employer contributions (assets) at beginning of year2020-12-31$114,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$163,060,082
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$882,067,803
Total income from all sources (including contributions)2019-12-31$882,067,803
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$192,758,033
Total of all expenses incurred2019-12-31$192,758,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$191,205,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$191,205,131
Expenses. Certain deemed distributions of participant loans2019-12-31$111,219
Expenses. Certain deemed distributions of participant loans2019-12-31$111,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$242,221,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$242,221,852
Value of total assets at end of year2019-12-31$3,793,834,091
Value of total assets at end of year2019-12-31$3,793,834,091
Value of total assets at beginning of year2019-12-31$3,104,524,321
Value of total assets at beginning of year2019-12-31$3,104,524,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,441,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,441,683
Total interest from all sources2019-12-31$2,910,205
Total interest from all sources2019-12-31$2,910,205
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$128,506,446
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$128,506,446
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$128,506,446
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$128,506,446
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$72,500,000
Value of fidelity bond cover2019-12-31$72,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$182,875,498
Amount contributed by the employer to the plan for this plan year2019-12-31$182,875,498
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$54,408,436
Contributions received from participants2019-12-31$54,408,436
Participant contributions at end of year2019-12-31$55,051,605
Participant contributions at end of year2019-12-31$55,051,605
Participant contributions at beginning of year2019-12-31$53,672,918
Participant contributions at beginning of year2019-12-31$53,672,918
Participant contributions at end of year2019-12-31$29,102
Participant contributions at end of year2019-12-31$29,102
Participant contributions at beginning of year2019-12-31$11,318
Participant contributions at beginning of year2019-12-31$11,318
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,218,254
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,218,254
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,852,228
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,852,228
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,937,918
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,143,932
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,143,932
Other income not declared elsewhere2019-12-31$1,381,207
Other income not declared elsewhere2019-12-31$1,381,207
Administrative expenses (other) incurred2019-12-31$1,441,683
Administrative expenses (other) incurred2019-12-31$1,441,683
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$689,309,770
Value of net income/loss2019-12-31$689,309,770
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,793,834,091
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,793,834,091
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,104,524,321
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,104,524,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,567,384,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,063,980,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,063,980,576
Interest on participant loans2019-12-31$2,910,205
Interest on participant loans2019-12-31$2,910,205
Value of interest in common/collective trusts at end of year2019-12-31$1,162,036,381
Value of interest in common/collective trusts at end of year2019-12-31$1,162,036,381
Value of interest in common/collective trusts at beginning of year2019-12-31$978,936,309
Value of interest in common/collective trusts at beginning of year2019-12-31$978,936,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$352,635,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$352,635,225
Net investment gain or loss from common/collective trusts2019-12-31$154,412,868
Net investment gain or loss from common/collective trusts2019-12-31$154,412,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$182,875,498
Employer contributions (assets) at end of year2019-12-31$114,414
Employer contributions (assets) at end of year2019-12-31$114,414
Employer contributions (assets) at beginning of year2019-12-31$70,972
Employer contributions (assets) at beginning of year2019-12-31$70,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$190,061,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$190,061,199
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm name2019-12-31MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm EIN2019-12-31942214860
Accountancy firm EIN2019-12-31942214860
2018 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$81,095,859
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$161,466,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$160,104,437
Expenses. Certain deemed distributions of participant loans2018-12-31$142,853
Value of total corrective distributions2018-12-31$59
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$222,576,166
Value of total assets at end of year2018-12-31$3,104,524,321
Value of total assets at beginning of year2018-12-31$3,184,895,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,219,539
Total interest from all sources2018-12-31$2,496,876
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$139,589,473
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$139,589,473
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$72,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$168,867,514
Amount contributed by the employer to the plan for this plan year2018-12-31$168,867,514
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$46,872,912
Participant contributions at end of year2018-12-31$53,672,918
Participant contributions at beginning of year2018-12-31$51,162,518
Participant contributions at end of year2018-12-31$11,318
Participant contributions at beginning of year2018-12-31$403,147
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,852,228
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,407,910
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,114,972
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$998,998
Other income not declared elsewhere2018-12-31$-317,634
Administrative expenses (other) incurred2018-12-31$1,219,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-80,371,029
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,104,524,321
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,184,895,350
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$2,063,980,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,158,518,324
Interest on participant loans2018-12-31$2,496,876
Value of interest in common/collective trusts at end of year2018-12-31$978,936,309
Value of interest in common/collective trusts at beginning of year2018-12-31$965,752,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-269,193,780
Net investment gain or loss from common/collective trusts2018-12-31$-14,055,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$173,588,282
Employer contributions (assets) at end of year2018-12-31$70,972
Employer contributions (assets) at beginning of year2018-12-31$1,651,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$159,105,439
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 SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$27,931
Total transfer of assets from this plan2017-12-31$58,173
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$677,837,797
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$223,692,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$222,301,037
Expenses. Certain deemed distributions of participant loans2017-12-31$85,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$202,323,032
Value of total assets at end of year2017-12-31$3,184,895,350
Value of total assets at beginning of year2017-12-31$2,730,780,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,306,440
Total interest from all sources2017-12-31$2,154,333
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$84,429,602
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$84,429,602
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$72,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$160,264,255
Amount contributed by the employer to the plan for this plan year2017-12-31$160,264,255
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$38,762,471
Participant contributions at end of year2017-12-31$51,162,518
Participant contributions at beginning of year2017-12-31$49,198,979
Participant contributions at end of year2017-12-31$403,147
Participant contributions at beginning of year2017-12-31$531,835
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,407,910
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,325,076
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,982,081
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$437,551
Other income not declared elsewhere2017-12-31$2,179,220
Administrative expenses (other) incurred2017-12-31$1,306,440
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$454,145,272
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,184,895,350
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,730,780,320
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$2,158,518,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,750,624,176
Interest on participant loans2017-12-31$2,154,333
Value of interest in common/collective trusts at end of year2017-12-31$965,752,336
Value of interest in common/collective trusts at beginning of year2017-12-31$922,142,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$297,152,413
Net investment gain or loss from common/collective trusts2017-12-31$89,599,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$159,578,480
Employer contributions (assets) at end of year2017-12-31$1,651,115
Employer contributions (assets) at beginning of year2017-12-31$1,957,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$221,863,486
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 SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$2,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$380,160,626
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$206,141,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$204,774,244
Expenses. Certain deemed distributions of participant loans2016-12-31$343,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$195,920,130
Value of total assets at end of year2016-12-31$2,730,780,320
Value of total assets at beginning of year2016-12-31$2,556,763,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,023,677
Total interest from all sources2016-12-31$2,064,971
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$63,279,296
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$63,279,296
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$72,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$158,148,192
Amount contributed by the employer to the plan for this plan year2016-12-31$158,148,192
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$38,456,098
Participant contributions at end of year2016-12-31$49,198,979
Participant contributions at beginning of year2016-12-31$50,242,711
Participant contributions at end of year2016-12-31$531,835
Participant contributions at beginning of year2016-12-31$351,927
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,325,076
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,261,698
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,350,833
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$294,135
Other income not declared elsewhere2016-12-31$411,739
Administrative expenses (other) incurred2016-12-31$1,023,677
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$174,018,729
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,730,780,320
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,556,763,952
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$1,750,624,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,168,960,707
Interest on participant loans2016-12-31$2,064,971
Value of interest in common/collective trusts at end of year2016-12-31$922,142,947
Value of interest in common/collective trusts at beginning of year2016-12-31$329,493,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$110,452,549
Net investment gain or loss from common/collective trusts2016-12-31$8,031,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$154,113,199
Employer contributions (assets) at end of year2016-12-31$1,957,307
Employer contributions (assets) at beginning of year2016-12-31$1,453,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$204,480,109
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 SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$201,282,550
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$163,765,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$162,119,293
Expenses. Certain deemed distributions of participant loans2015-12-31$359,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$186,947,876
Value of total assets at end of year2015-12-31$2,556,763,952
Value of total assets at beginning of year2015-12-31$2,519,246,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,286,955
Total interest from all sources2015-12-31$2,001,674
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$60,545,352
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$60,545,352
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$72,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$148,132,811
Amount contributed by the employer to the plan for this plan year2015-12-31$148,132,811
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$37,558,489
Participant contributions at end of year2015-12-31$50,242,711
Participant contributions at beginning of year2015-12-31$49,602,279
Participant contributions at end of year2015-12-31$351,927
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,261,698
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,141,424
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,256,576
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$695,707
Other income not declared elsewhere2015-12-31$109,856
Administrative expenses (other) incurred2015-12-31$1,286,955
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$37,517,292
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,556,763,952
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,519,246,275
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$2,168,960,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,942,163,530
Interest on participant loans2015-12-31$2,001,674
Value of interest in common/collective trusts at end of year2015-12-31$329,493,537
Value of interest in common/collective trusts at beginning of year2015-12-31$522,339,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-53,912,278
Net investment gain or loss from common/collective trusts2015-12-31$5,590,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$148,132,811
Employer contributions (assets) at end of year2015-12-31$1,453,372
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$161,423,586
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 SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$296
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$20,000
Total income from all sources (including contributions)2014-12-31$337,710,191
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$170,681,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$168,350,805
Expenses. Certain deemed distributions of participant loans2014-12-31$-66,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$186,345,607
Value of total assets at end of year2014-12-31$2,519,246,275
Value of total assets at beginning of year2014-12-31$2,352,237,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,397,422
Total interest from all sources2014-12-31$1,983,152
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$66,179,846
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$66,179,846
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$72,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$145,903,210
Amount contributed by the employer to the plan for this plan year2014-12-31$145,903,210
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$36,676,331
Participant contributions at end of year2014-12-31$49,602,279
Participant contributions at beginning of year2014-12-31$47,376,218
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$15,365
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,141,424
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$3,766,066
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$153,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$20,000
Other income not declared elsewhere2014-12-31$810,449
Administrative expenses (other) incurred2014-12-31$2,397,422
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$155,195
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$167,028,341
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,519,246,275
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,352,217,638
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$1,942,163,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,767,966,894
Interest on participant loans2014-12-31$1,983,152
Value of interest in common/collective trusts at end of year2014-12-31$522,339,042
Value of interest in common/collective trusts at beginning of year2014-12-31$536,660,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$55,999,121
Net investment gain or loss from common/collective trusts2014-12-31$26,392,016
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$145,903,210
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$63,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$168,197,592
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 SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$327
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,000
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$498,153,190
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$160,668,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$159,547,342
Expenses. Certain deemed distributions of participant loans2013-12-31$25,932
Value of total corrective distributions2013-12-31$12,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$183,796,219
Value of total assets at end of year2013-12-31$2,352,237,638
Value of total assets at beginning of year2013-12-31$2,014,732,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,082,813
Total interest from all sources2013-12-31$1,814,499
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$50,601,587
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$50,601,587
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$40,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$145,241,617
Amount contributed by the employer to the plan for this plan year2013-12-31$145,241,617
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$36,782,778
Participant contributions at end of year2013-12-31$47,376,218
Participant contributions at beginning of year2013-12-31$42,339,669
Participant contributions at end of year2013-12-31$15,365
Participant contributions at beginning of year2013-12-31$15,033
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,771,824
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$29,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$20,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$833,466
Administrative expenses (other) incurred2013-12-31$1,082,813
Total non interest bearing cash at end of year2013-12-31$155,195
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$337,485,074
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,352,217,638
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,014,732,891
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$1,767,966,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,449,163,972
Interest on participant loans2013-12-31$1,814,499
Value of interest in common/collective trusts at end of year2013-12-31$536,660,258
Value of interest in common/collective trusts at beginning of year2013-12-31$523,158,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$209,675,000
Net investment gain or loss from common/collective trusts2013-12-31$51,432,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$145,241,617
Employer contributions (assets) at end of year2013-12-31$63,708
Employer contributions (assets) at beginning of year2013-12-31$55,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$159,517,752
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2013-12-31942214860
2012 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$10,685,415
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,034
Total income from all sources (including contributions)2012-12-31$354,407,096
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$104,972,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$103,980,045
Expenses. Certain deemed distributions of participant loans2012-12-31$153,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$174,654,206
Value of total assets at end of year2012-12-31$2,014,732,891
Value of total assets at beginning of year2012-12-31$1,775,985,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$838,982
Total interest from all sources2012-12-31$1,596,075
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$47,172,211
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$47,172,211
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$139,236,546
Amount contributed by the employer to the plan for this plan year2012-12-31$139,236,546
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$34,217,744
Participant contributions at end of year2012-12-31$42,339,669
Participant contributions at beginning of year2012-12-31$35,273,631
Participant contributions at end of year2012-12-31$15,033
Participant contributions at beginning of year2012-12-31$889,677
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,199,916
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$655,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,034
Other income not declared elsewhere2012-12-31$68,315
Administrative expenses (other) incurred2012-12-31$838,982
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$249,434,963
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,014,732,891
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,775,983,343
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$1,449,163,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,227,717,957
Interest on participant loans2012-12-31$1,596,075
Value of interest in common/collective trusts at end of year2012-12-31$523,158,719
Value of interest in common/collective trusts at beginning of year2012-12-31$508,527,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$103,177,408
Net investment gain or loss from common/collective trusts2012-12-31$27,738,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$139,236,546
Employer contributions (assets) at end of year2012-12-31$55,498
Employer contributions (assets) at beginning of year2012-12-31$3,576,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$103,324,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2012-12-31942214860
2011 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$183,489,678
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$100,167,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$99,485,998
Expenses. Certain deemed distributions of participant loans2011-12-31$-124,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$165,661,759
Value of total assets at end of year2011-12-31$1,775,985,377
Value of total assets at beginning of year2011-12-31$1,692,661,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$805,874
Total interest from all sources2011-12-31$1,449,900
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,031,597
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$31,031,597
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$132,798,192
Amount contributed by the employer to the plan for this plan year2011-12-31$132,798,192
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$31,983,947
Participant contributions at end of year2011-12-31$35,273,631
Participant contributions at beginning of year2011-12-31$30,057,675
Participant contributions at end of year2011-12-31$889,677
Participant contributions at beginning of year2011-12-31$810,814
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$879,620
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,270,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$117,629
Administrative expenses (other) incurred2011-12-31$805,874
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$-35
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$83,322,283
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,775,983,343
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,692,661,060
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$1,227,717,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,166,767,340
Interest on participant loans2011-12-31$1,449,900
Value of interest in common/collective trusts at end of year2011-12-31$508,527,822
Value of interest in common/collective trusts at beginning of year2011-12-31$491,644,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-26,305,197
Net investment gain or loss from common/collective trusts2011-12-31$11,533,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$132,798,192
Employer contributions (assets) at end of year2011-12-31$3,576,290
Employer contributions (assets) at beginning of year2011-12-31$3,381,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$98,215,402
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
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN2011-12-31942214860
2010 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$324,601,666
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$102,379,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$101,803,352
Expenses. Certain deemed distributions of participant loans2010-12-31$-169,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$151,063,666
Value of total assets at end of year2010-12-31$1,692,661,060
Value of total assets at beginning of year2010-12-31$1,470,438,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$745,892
Total interest from all sources2010-12-31$1,386,183
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$27,088,133
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$27,088,133
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$122,262,801
Amount contributed by the employer to the plan for this plan year2010-12-31$122,262,801
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$27,695,913
Participant contributions at end of year2010-12-31$30,057,675
Participant contributions at beginning of year2010-12-31$24,118,329
Participant contributions at end of year2010-12-31$810,814
Participant contributions at beginning of year2010-12-31$649,898
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,104,952
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$89,631
Administrative expenses (other) incurred2010-12-31$745,892
Total non interest bearing cash at end of year2010-12-31$-35
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$222,222,243
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,692,661,060
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,470,438,817
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$1,166,767,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$967,507,260
Interest on participant loans2010-12-31$1,386,183
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$475,319,051
Value of interest in common/collective trusts at end of year2010-12-31$491,644,146
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$101,806,771
Net investment gain or loss from common/collective trusts2010-12-31$43,256,913
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$122,262,801
Employer contributions (assets) at end of year2010-12-31$3,381,120
Employer contributions (assets) at beginning of year2010-12-31$2,844,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$101,713,721
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
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN2010-12-31942214860
2009 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$116,776,210
Amount contributed by the employer to the plan for this plan year2009-12-31$116,776,210

Form 5500 Responses for KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN

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

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