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Plan Name | KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | BILL G. REID | |||
003 | 2016-01-01 | BILL G. REID | |||
003 | 2015-01-01 | CYNTHIA GARA | |||
003 | 2014-01-01 | DONNA SMITH | |||
003 | 2013-01-01 | HARRIET GUBERMAN | |||
003 | 2012-01-01 | HARRIET GUBERMAN | |||
003 | 2011-01-01 | HARRIET GUBERMAN | |||
003 | 2009-01-01 | HARRIET E. GUBERMAN |
Measure | Date | Value |
---|---|---|
2022: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 49,640 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 36,330 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,139 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12,816 |
Total of all active and inactive participants | 2022-01-01 | 50,285 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 259 |
Total participants | 2022-01-01 | 50,544 |
Number of participants with account balances | 2022-01-01 | 49,837 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 48,963 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 36,448 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,002 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 11,956 |
Total of all active and inactive participants | 2021-01-01 | 49,406 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 234 |
Total participants | 2021-01-01 | 49,640 |
Number of participants with account balances | 2021-01-01 | 48,930 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 47,688 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 37,365 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 960 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 10,455 |
Total of all active and inactive participants | 2020-01-01 | 48,780 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 183 |
Total participants | 2020-01-01 | 48,963 |
Number of participants with account balances | 2020-01-01 | 48,263 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 48,044 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 36,589 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 955 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9,983 |
Total of all active and inactive participants | 2019-01-01 | 47,527 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 161 |
Total participants | 2019-01-01 | 47,688 |
Number of participants with account balances | 2019-01-01 | 46,943 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 46,261 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 36,093 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 811 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11,008 |
Total of all active and inactive participants | 2018-01-01 | 47,912 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 132 |
Total participants | 2018-01-01 | 48,044 |
Number of participants with account balances | 2018-01-01 | 47,358 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 44,728 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 34,863 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 687 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 10,600 |
Total of all active and inactive participants | 2017-01-01 | 46,150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 111 |
Total participants | 2017-01-01 | 46,261 |
Number of participants with account balances | 2017-01-01 | 45,512 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 43,752 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 34,169 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 540 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 9,918 |
Total of all active and inactive participants | 2016-01-01 | 44,627 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 101 |
Total participants | 2016-01-01 | 44,728 |
Number of participants with account balances | 2016-01-01 | 43,877 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 42,769 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 34,195 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 424 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9,048 |
Total of all active and inactive participants | 2015-01-01 | 43,667 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 85 |
Total participants | 2015-01-01 | 43,752 |
Number of participants with account balances | 2015-01-01 | 42,830 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 41,944 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 33,989 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 350 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8,365 |
Total of all active and inactive participants | 2014-01-01 | 42,704 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 65 |
Total participants | 2014-01-01 | 42,769 |
Number of participants with account balances | 2014-01-01 | 41,852 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 41,126 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 33,669 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 299 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7,928 |
Total of all active and inactive participants | 2013-01-01 | 41,896 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 48 |
Total participants | 2013-01-01 | 41,944 |
Number of participants with account balances | 2013-01-01 | 40,994 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 40,023 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 33,972 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 222 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6,887 |
Total of all active and inactive participants | 2012-01-01 | 41,081 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 45 |
Total participants | 2012-01-01 | 41,126 |
Number of participants with account balances | 2012-01-01 | 40,147 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 38,980 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 33,030 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 191 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6,748 |
Total of all active and inactive participants | 2011-01-01 | 39,969 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 54 |
Total participants | 2011-01-01 | 40,023 |
Number of participants with account balances | 2011-01-01 | 39,158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 35,522 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 30,544 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 140 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6,287 |
Total of all active and inactive participants | 2009-01-01 | 36,971 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 19 |
Total participants | 2009-01-01 | 36,990 |
Number of participants with account balances | 2009-01-01 | 36,231 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $243,570,058 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $241,862,435 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $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 year | 2022-12-31 | $4,331,783,513 |
Value of total assets at beginning of year | 2022-12-31 | $5,113,876,491 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,520,287 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $69,087,199 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $85,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $71,147,723 |
Participant contributions at end of year | 2022-12-31 | $49,698,735 |
Participant contributions at beginning of year | 2022-12-31 | $54,637,624 |
Participant contributions at end of year | 2022-12-31 | $2,179,611 |
Participant contributions at beginning of year | 2022-12-31 | $1,990,212 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $14,599,602 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $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 elsewhere | 2022-12-31 | $-2,231,499 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $997,566,213 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,364,784,738 |
Interest on participant loans | 2022-12-31 | $2,434,680 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,261,531,561 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-546,718,956 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $200,429,149 |
Employer contributions (assets) at end of year | 2022-12-31 | $6,207,791 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $5,552,815 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $239,333,376 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $257,783,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $255,391,316 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $49,434 |
Value of total corrective distributions | 2021-12-31 | $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 year | 2021-12-31 | $5,113,876,491 |
Value of total assets at beginning of year | 2021-12-31 | $4,523,681,952 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,240,700 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $119,308,170 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $85,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $197,442,179 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $197,442,179 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $68,768,281 |
Participant contributions at end of year | 2021-12-31 | $54,637,624 |
Participant contributions at beginning of year | 2021-12-31 | $57,010,306 |
Participant contributions at end of year | 2021-12-31 | $1,990,212 |
Participant contributions at beginning of year | 2021-12-31 | $1,847,997 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $16,579,602 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $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 elsewhere | 2021-12-31 | $1,654,617 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,364,784,738 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,210,118,364 |
Interest on participant loans | 2021-12-31 | $2,674,421 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,670,331,500 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $405,033,315 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $197,442,178 |
Employer contributions (assets) at end of year | 2021-12-31 | $5,552,815 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $5,553,417 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $255,243,331 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $165,030,727 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $163,095,017 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $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 year | 2020-12-31 | $4,523,681,952 |
Value of total assets at beginning of year | 2020-12-31 | $3,793,834,091 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,758,659 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $684,961,315 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $85,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $198,413,014 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $198,413,014 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $62,663,028 |
Participant contributions at end of year | 2020-12-31 | $57,010,306 |
Participant contributions at beginning of year | 2020-12-31 | $55,051,605 |
Participant contributions at end of year | 2020-12-31 | $1,847,997 |
Participant contributions at beginning of year | 2020-12-31 | $29,102 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $13,589,376 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $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 elsewhere | 2020-12-31 | $1,757,897 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,210,118,364 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,567,384,335 |
Interest on participant loans | 2020-12-31 | $3,002,689 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,235,562,492 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $174,486,117 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $198,413,015 |
Employer contributions (assets) at end of year | 2020-12-31 | $5,553,417 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $114,414 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $163,060,082 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $192,758,033 |
Total of all expenses incurred | 2019-12-31 | $192,758,033 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $191,205,131 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $191,205,131 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $111,219 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $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 year | 2019-12-31 | $3,793,834,091 |
Value of total assets at end of year | 2019-12-31 | $3,793,834,091 |
Value of total assets at beginning of year | 2019-12-31 | $3,104,524,321 |
Value of total assets at beginning of year | 2019-12-31 | $3,104,524,321 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,441,683 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,441,683 |
Total interest from all sources | 2019-12-31 | $2,910,205 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $72,500,000 |
Value of fidelity bond cover | 2019-12-31 | $72,500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $182,875,498 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $182,875,498 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $54,408,436 |
Contributions received from participants | 2019-12-31 | $54,408,436 |
Participant contributions at end of year | 2019-12-31 | $55,051,605 |
Participant contributions at end of year | 2019-12-31 | $55,051,605 |
Participant contributions at beginning of year | 2019-12-31 | $53,672,918 |
Participant contributions at beginning of year | 2019-12-31 | $53,672,918 |
Participant contributions at end of year | 2019-12-31 | $29,102 |
Participant contributions at end of year | 2019-12-31 | $29,102 |
Participant contributions at beginning of year | 2019-12-31 | $11,318 |
Participant contributions at beginning of year | 2019-12-31 | $11,318 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $9,218,254 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $9,218,254 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $7,852,228 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $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 elsewhere | 2019-12-31 | $1,381,207 |
Other income not declared elsewhere | 2019-12-31 | $1,381,207 |
Administrative expenses (other) incurred | 2019-12-31 | $1,441,683 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $689,309,770 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,567,384,335 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,063,980,576 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,063,980,576 |
Interest on participant loans | 2019-12-31 | $2,910,205 |
Interest on participant loans | 2019-12-31 | $2,910,205 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,162,036,381 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,162,036,381 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $978,936,309 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $154,412,868 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $154,412,868 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $182,875,498 |
Employer contributions (assets) at end of year | 2019-12-31 | $114,414 |
Employer contributions (assets) at end of year | 2019-12-31 | $114,414 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $70,972 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $70,972 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $190,061,199 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $190,061,199 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | MORRIS, DAVIS, CHAN & TAN LLP |
Accountancy firm name | 2019-12-31 | MORRIS, DAVIS, CHAN & TAN LLP |
Accountancy firm EIN | 2019-12-31 | 942214860 |
Accountancy firm EIN | 2019-12-31 | 942214860 |
2018 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $161,466,888 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $160,104,437 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $142,853 |
Value of total corrective distributions | 2018-12-31 | $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 year | 2018-12-31 | $3,104,524,321 |
Value of total assets at beginning of year | 2018-12-31 | $3,184,895,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,219,539 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $139,589,473 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $72,500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $168,867,514 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $168,867,514 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $46,872,912 |
Participant contributions at end of year | 2018-12-31 | $53,672,918 |
Participant contributions at beginning of year | 2018-12-31 | $51,162,518 |
Participant contributions at end of year | 2018-12-31 | $11,318 |
Participant contributions at beginning of year | 2018-12-31 | $403,147 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $7,852,228 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $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 elsewhere | 2018-12-31 | $-317,634 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,063,980,576 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,158,518,324 |
Interest on participant loans | 2018-12-31 | $2,496,876 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $978,936,309 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $-14,055,242 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $173,588,282 |
Employer contributions (assets) at end of year | 2018-12-31 | $70,972 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,651,115 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $159,105,439 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | MORRIS DAVIS CHAN & TAN LLP |
Accountancy firm EIN | 2018-12-31 | 942214860 |
2017 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $27,931 |
Total transfer of assets from this plan | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $223,692,525 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $222,301,037 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $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 year | 2017-12-31 | $3,184,895,350 |
Value of total assets at beginning of year | 2017-12-31 | $2,730,780,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,306,440 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $84,429,602 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $72,500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $160,264,255 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $160,264,255 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $38,762,471 |
Participant contributions at end of year | 2017-12-31 | $51,162,518 |
Participant contributions at beginning of year | 2017-12-31 | $49,198,979 |
Participant contributions at end of year | 2017-12-31 | $403,147 |
Participant contributions at beginning of year | 2017-12-31 | $531,835 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $7,407,910 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $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 elsewhere | 2017-12-31 | $2,179,220 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,158,518,324 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,750,624,176 |
Interest on participant loans | 2017-12-31 | $2,154,333 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $965,752,336 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $89,599,197 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $159,578,480 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,651,115 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,957,307 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $221,863,486 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | MORRIS DAVIS CHAN & TAN LLP |
Accountancy firm EIN | 2017-12-31 | 942214860 |
2016 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $206,141,897 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $204,774,244 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $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 year | 2016-12-31 | $2,730,780,320 |
Value of total assets at beginning of year | 2016-12-31 | $2,556,763,952 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,023,677 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $63,279,296 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $72,500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $158,148,192 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $158,148,192 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $38,456,098 |
Participant contributions at end of year | 2016-12-31 | $49,198,979 |
Participant contributions at beginning of year | 2016-12-31 | $50,242,711 |
Participant contributions at end of year | 2016-12-31 | $531,835 |
Participant contributions at beginning of year | 2016-12-31 | $351,927 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $6,325,076 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $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 elsewhere | 2016-12-31 | $411,739 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,750,624,176 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,168,960,707 |
Interest on participant loans | 2016-12-31 | $2,064,971 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $922,142,947 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $8,031,941 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $154,113,199 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,957,307 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,453,372 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $204,480,109 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | MORRIS DAVIS CHAN & TAN LLP |
Accountancy firm EIN | 2016-12-31 | 942214860 |
2015 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $163,765,258 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $162,119,293 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $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 year | 2015-12-31 | $2,556,763,952 |
Value of total assets at beginning of year | 2015-12-31 | $2,519,246,275 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,286,955 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $60,545,352 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $72,500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $148,132,811 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $148,132,811 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $37,558,489 |
Participant contributions at end of year | 2015-12-31 | $50,242,711 |
Participant contributions at beginning of year | 2015-12-31 | $49,602,279 |
Participant contributions at end of year | 2015-12-31 | $351,927 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $6,261,698 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $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 elsewhere | 2015-12-31 | $109,856 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,168,960,707 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,942,163,530 |
Interest on participant loans | 2015-12-31 | $2,001,674 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $329,493,537 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $5,590,070 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $148,132,811 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,453,372 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $161,423,586 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | MORRIS DAVIS CHAN & TAN LLP |
Accountancy firm EIN | 2015-12-31 | 942214860 |
2014 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $170,681,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $168,350,805 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $-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 year | 2014-12-31 | $2,519,246,275 |
Value of total assets at beginning of year | 2014-12-31 | $2,352,237,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,397,422 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $66,179,846 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $72,500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $145,903,210 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $145,903,210 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $36,676,331 |
Participant contributions at end of year | 2014-12-31 | $49,602,279 |
Participant contributions at beginning of year | 2014-12-31 | $47,376,218 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $15,365 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $5,141,424 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $20,000 |
Other income not declared elsewhere | 2014-12-31 | $810,449 |
Administrative expenses (other) incurred | 2014-12-31 | $2,397,422 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,942,163,530 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,767,966,894 |
Interest on participant loans | 2014-12-31 | $1,983,152 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $522,339,042 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $26,392,016 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $145,903,210 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $63,708 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $168,197,592 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | MORRIS DAVIS CHAN & TAN LLP |
Accountancy firm EIN | 2014-12-31 | 942214860 |
2013 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $160,668,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $159,547,342 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $25,932 |
Value of total corrective distributions | 2013-12-31 | $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 year | 2013-12-31 | $2,352,237,638 |
Value of total assets at beginning of year | 2013-12-31 | $2,014,732,891 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,082,813 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $50,601,587 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $145,241,617 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $145,241,617 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $36,782,778 |
Participant contributions at end of year | 2013-12-31 | $47,376,218 |
Participant contributions at beginning of year | 2013-12-31 | $42,339,669 |
Participant contributions at end of year | 2013-12-31 | $15,365 |
Participant contributions at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $20,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $833,466 |
Administrative expenses (other) incurred | 2013-12-31 | $1,082,813 |
Total non interest bearing cash at end of year | 2013-12-31 | $155,195 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,767,966,894 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,449,163,972 |
Interest on participant loans | 2013-12-31 | $1,814,499 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $536,660,258 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $51,432,419 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $145,241,617 |
Employer contributions (assets) at end of year | 2013-12-31 | $63,708 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $55,498 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $159,517,752 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | MORRIS DAVIS CHAN & TAN LLP |
Accountancy firm EIN | 2013-12-31 | 942214860 |
2012 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $104,972,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $103,980,045 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $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 year | 2012-12-31 | $2,014,732,891 |
Value of total assets at beginning of year | 2012-12-31 | $1,775,985,377 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $838,982 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $47,172,211 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $139,236,546 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $139,236,546 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $34,217,744 |
Participant contributions at end of year | 2012-12-31 | $42,339,669 |
Participant contributions at beginning of year | 2012-12-31 | $35,273,631 |
Participant contributions at end of year | 2012-12-31 | $15,033 |
Participant contributions at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $2,034 |
Other income not declared elsewhere | 2012-12-31 | $68,315 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,449,163,972 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,227,717,957 |
Interest on participant loans | 2012-12-31 | $1,596,075 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $523,158,719 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $27,738,881 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $139,236,546 |
Employer contributions (assets) at end of year | 2012-12-31 | $55,498 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $3,576,290 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $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 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | MORRIS DAVIS CHAN & TAN LLP |
Accountancy firm EIN | 2012-12-31 | 942214860 |
2011 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,034 |
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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $100,167,395 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $99,485,998 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $-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 year | 2011-12-31 | $1,775,985,377 |
Value of total assets at beginning of year | 2011-12-31 | $1,692,661,060 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $805,874 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $31,031,597 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $132,798,192 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $132,798,192 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $31,983,947 |
Participant contributions at end of year | 2011-12-31 | $35,273,631 |
Participant contributions at beginning of year | 2011-12-31 | $30,057,675 |
Participant contributions at end of year | 2011-12-31 | $889,677 |
Participant contributions at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $2,034 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $117,629 |
Administrative expenses (other) incurred | 2011-12-31 | $805,874 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $-35 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,227,717,957 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,166,767,340 |
Interest on participant loans | 2011-12-31 | $1,449,900 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $508,527,822 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $11,533,990 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $132,798,192 |
Employer contributions (assets) at end of year | 2011-12-31 | $3,576,290 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $3,381,120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $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 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | MORRIS, DAVIS & CHAN LLP |
Accountancy firm EIN | 2011-12-31 | 942214860 |
2010 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $102,379,423 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $101,803,352 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $-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 year | 2010-12-31 | $1,692,661,060 |
Value of total assets at beginning of year | 2010-12-31 | $1,470,438,817 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $745,892 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $27,088,133 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $122,262,801 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $122,262,801 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $27,695,913 |
Participant contributions at end of year | 2010-12-31 | $30,057,675 |
Participant contributions at beginning of year | 2010-12-31 | $24,118,329 |
Participant contributions at end of year | 2010-12-31 | $810,814 |
Participant contributions at beginning of year | 2010-12-31 | $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) incurred | 2010-12-31 | $745,892 |
Total non interest bearing cash at end of year | 2010-12-31 | $-35 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,166,767,340 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $967,507,260 |
Interest on participant loans | 2010-12-31 | $1,386,183 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $475,319,051 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $491,644,146 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $43,256,913 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $122,262,801 |
Employer contributions (assets) at end of year | 2010-12-31 | $3,381,120 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,844,279 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $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 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MORRIS, DAVIS & CHAN LLP |
Accountancy firm EIN | 2010-12-31 | 942214860 |
2009 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2009 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $116,776,210 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $116,776,210 |
2022: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |