401k Plan data: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS plan

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

Plan Name	KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS
Plan identification number	005

KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: KAISER FOUNDATION HEALTH PLAN, INC.

Employer identification number (EIN): 941340523

NAIC Classification: 621491
NAIC Description: HMO Medical Centers

Additional information about KAISER FOUNDATION HEALTH PLAN, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2002-12-27

Company Identification Number: 0800157095

Legal Registered Office Address: 1 KAISER PLZ STE 445

OAKLAND
United States of America (USA)
94612

More information about KAISER FOUNDATION HEALTH PLAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 BILL G. REID
005 2016-01-01 BILL G. REID
005 2015-01-01 CYNTHIA GARA
005 2015-01-01 CYNTHIA GARA
005 2014-01-01 CYNTHIA GARA
005 2014-01-01 CYNTHIA GARA

Plan Statistics for KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS

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

Measure Date Value
2022: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10,767
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9,948
Number of retired or separated participants receiving benefits 2022-01-01 109
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,902
Total of all active and inactive participants 2022-01-01 11,959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 25
Total participants 2022-01-01 11,984
Number of participants with account balances 2022-01-01 11,876
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 FOR UNION GROUPS 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9,970
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9,249
Number of retired or separated participants receiving benefits 2021-01-01 92
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,407
Total of all active and inactive participants 2021-01-01 10,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 19
Total participants 2021-01-01 10,767
Number of participants with account balances 2021-01-01 10,702
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 FOR UNION GROUPS 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9,458
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8,917
Number of retired or separated participants receiving benefits 2020-01-01 88
Number of other retired or separated participants entitled to future benefits 2020-01-01 954
Total of all active and inactive participants 2020-01-01 9,959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 11
Total participants 2020-01-01 9,970
Number of participants with account balances 2020-01-01 9,930
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 FOR UNION GROUPS 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8,367
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8,607
Number of retired or separated participants receiving benefits 2019-01-01 84
Number of other retired or separated participants entitled to future benefits 2019-01-01 758
Total of all active and inactive participants 2019-01-01 9,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 9
Total participants 2019-01-01 9,458
Number of participants with account balances 2019-01-01 9,426
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 FOR UNION GROUPS 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7,578
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7,465
Number of retired or separated participants receiving benefits 2018-01-01 61
Number of other retired or separated participants entitled to future benefits 2018-01-01 832
Total of all active and inactive participants 2018-01-01 8,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 9
Total participants 2018-01-01 8,367
Number of participants with account balances 2018-01-01 8,350
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 FOR UNION GROUPS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6,912
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6,797
Number of retired or separated participants receiving benefits 2017-01-01 45
Number of other retired or separated participants entitled to future benefits 2017-01-01 731
Total of all active and inactive participants 2017-01-01 7,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 5
Total participants 2017-01-01 7,578
Number of participants with account balances 2017-01-01 7,560
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 FOR UNION GROUPS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6,246
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6,270
Number of retired or separated participants receiving benefits 2016-01-01 36
Number of other retired or separated participants entitled to future benefits 2016-01-01 600
Total of all active and inactive participants 2016-01-01 6,906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 6
Total participants 2016-01-01 6,912
Number of participants with account balances 2016-01-01 6,897
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 FOR UNION GROUPS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4,739
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5,793
Number of retired or separated participants receiving benefits 2015-01-01 27
Number of other retired or separated participants entitled to future benefits 2015-01-01 420
Total of all active and inactive participants 2015-01-01 6,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 6
Total participants 2015-01-01 6,246
Number of participants with account balances 2015-01-01 6,220
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 FOR UNION GROUPS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,841
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4,391
Number of retired or separated participants receiving benefits 2014-01-01 16
Number of other retired or separated participants entitled to future benefits 2014-01-01 331
Total of all active and inactive participants 2014-01-01 4,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 4,739
Number of participants with account balances 2014-01-01 4,727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10,767
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9,948
Number of retired or separated participants receiving benefits	2022-01-01	109
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,902
Total of all active and inactive participants	2022-01-01	11,959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	25
Total participants	2022-01-01	11,984
Number of participants with account balances	2022-01-01	11,876
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 FOR UNION GROUPS 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9,970
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9,249
Number of retired or separated participants receiving benefits	2021-01-01	92
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,407
Total of all active and inactive participants	2021-01-01	10,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	19
Total participants	2021-01-01	10,767
Number of participants with account balances	2021-01-01	10,702
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 FOR UNION GROUPS 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9,458
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8,917
Number of retired or separated participants receiving benefits	2020-01-01	88
Number of other retired or separated participants entitled to future benefits	2020-01-01	954
Total of all active and inactive participants	2020-01-01	9,959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	11
Total participants	2020-01-01	9,970
Number of participants with account balances	2020-01-01	9,930
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 FOR UNION GROUPS 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8,367
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8,607
Number of retired or separated participants receiving benefits	2019-01-01	84
Number of other retired or separated participants entitled to future benefits	2019-01-01	758
Total of all active and inactive participants	2019-01-01	9,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	9
Total participants	2019-01-01	9,458
Number of participants with account balances	2019-01-01	9,426
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 FOR UNION GROUPS 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7,578
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7,465
Number of retired or separated participants receiving benefits	2018-01-01	61
Number of other retired or separated participants entitled to future benefits	2018-01-01	832
Total of all active and inactive participants	2018-01-01	8,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	9
Total participants	2018-01-01	8,367
Number of participants with account balances	2018-01-01	8,350
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 FOR UNION GROUPS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6,912
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6,797
Number of retired or separated participants receiving benefits	2017-01-01	45
Number of other retired or separated participants entitled to future benefits	2017-01-01	731
Total of all active and inactive participants	2017-01-01	7,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	5
Total participants	2017-01-01	7,578
Number of participants with account balances	2017-01-01	7,560
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 FOR UNION GROUPS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6,246
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6,270
Number of retired or separated participants receiving benefits	2016-01-01	36
Number of other retired or separated participants entitled to future benefits	2016-01-01	600
Total of all active and inactive participants	2016-01-01	6,906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	6
Total participants	2016-01-01	6,912
Number of participants with account balances	2016-01-01	6,897
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 FOR UNION GROUPS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4,739
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5,793
Number of retired or separated participants receiving benefits	2015-01-01	27
Number of other retired or separated participants entitled to future benefits	2015-01-01	420
Total of all active and inactive participants	2015-01-01	6,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	6
Total participants	2015-01-01	6,246
Number of participants with account balances	2015-01-01	6,220
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 FOR UNION GROUPS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,841
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4,391
Number of retired or separated participants receiving benefits	2014-01-01	16
Number of other retired or separated participants entitled to future benefits	2014-01-01	331
Total of all active and inactive participants	2014-01-01	4,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	4,739
Number of participants with account balances	2014-01-01	4,727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS

Measure	Date	Value
2022 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 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	$-32,391,184
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$28,182,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$27,856,459
Expenses. Certain deemed distributions of participant loans	2022-12-31	$83,892
Value of total corrective distributions	2022-12-31	$144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$64,020,825
Value of total assets at end of year	2022-12-31	$524,779,109
Value of total assets at beginning of year	2022-12-31	$585,352,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$241,734
Total interest from all sources	2022-12-31	$322,994
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6,106,173
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	$6,106,173
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	$15,965,662
Participant contributions at end of year	2022-12-31	$6,908,883
Participant contributions at beginning of year	2022-12-31	$6,555,085
Participant contributions at end of year	2022-12-31	$586,638
Participant contributions at beginning of year	2022-12-31	$541,346
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,334,091
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,665,067
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,218,735
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$3,285
Other income not declared elsewhere	2022-12-31	$-575,056
Administrative expenses (other) incurred	2022-12-31	$241,734
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	$-60,573,413
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$524,779,109
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$585,352,522
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	$94,125,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$126,558,428
Interest on participant loans	2022-12-31	$322,994
Value of interest in common/collective trusts at end of year	2022-12-31	$419,042,330
Value of interest in common/collective trusts at beginning of year	2022-12-31	$447,553,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-31,156,922
Net investment gain or loss from common/collective trusts	2022-12-31	$-71,109,198
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	$46,836,428
Employer contributions (assets) at end of year	2022-12-31	$1,781,786
Employer contributions (assets) at beginning of year	2022-12-31	$1,479,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$27,853,174
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 FOR UNION GROUPS 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	$127,330,896
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$25,678,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$25,384,534
Expenses. Certain deemed distributions of participant loans	2021-12-31	$35,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$59,460,512
Value of total assets at end of year	2021-12-31	$585,352,522
Value of total assets at beginning of year	2021-12-31	$483,700,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$258,266
Total interest from all sources	2021-12-31	$257,739
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$10,451,109
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	$10,451,109
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	$41,928,208
Amount contributed by the employer to the plan for this plan year	2021-12-31	$41,928,208
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$14,416,220
Participant contributions at end of year	2021-12-31	$6,555,085
Participant contributions at beginning of year	2021-12-31	$5,149,819
Participant contributions at end of year	2021-12-31	$541,346
Participant contributions at beginning of year	2021-12-31	$518,278
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,665,067
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$2,034,194
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,116,085
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$1,220
Other income not declared elsewhere	2021-12-31	$447,463
Administrative expenses (other) incurred	2021-12-31	$258,266
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	$101,652,439
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$585,352,522
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$483,700,083
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	$126,558,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$113,105,171
Interest on participant loans	2021-12-31	$257,739
Value of interest in common/collective trusts at end of year	2021-12-31	$447,553,313
Value of interest in common/collective trusts at beginning of year	2021-12-31	$361,459,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,254,357
Net investment gain or loss from common/collective trusts	2021-12-31	$51,459,716
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	$41,928,207
Employer contributions (assets) at end of year	2021-12-31	$1,479,283
Employer contributions (assets) at beginning of year	2021-12-31	$1,433,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$25,383,314
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 FOR UNION GROUPS 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	$121,656,240
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$15,300,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$15,052,858
Expenses. Certain deemed distributions of participant loans	2020-12-31	$27,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$53,138,691
Value of total assets at end of year	2020-12-31	$483,700,083
Value of total assets at beginning of year	2020-12-31	$377,343,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$219,981
Total interest from all sources	2020-12-31	$250,671
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$90,030,125
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	$90,030,125
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	$40,024,376
Amount contributed by the employer to the plan for this plan year	2020-12-31	$40,024,376
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$12,374,519
Participant contributions at end of year	2020-12-31	$5,149,819
Participant contributions at beginning of year	2020-12-31	$4,312,277
Participant contributions at end of year	2020-12-31	$518,278
Participant contributions at beginning of year	2020-12-31	$1,031
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$2,034,194
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,571,798
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$739,796
Other income not declared elsewhere	2020-12-31	$505,175
Administrative expenses (other) incurred	2020-12-31	$219,981
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	$106,356,117
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$483,700,083
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$377,343,966
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	$113,105,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$274,322,648
Interest on participant loans	2020-12-31	$250,671
Value of interest in common/collective trusts at end of year	2020-12-31	$361,459,248
Value of interest in common/collective trusts at beginning of year	2020-12-31	$97,130,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-39,849,970
Net investment gain or loss from common/collective trusts	2020-12-31	$17,581,548
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	$40,024,376
Employer contributions (assets) at end of year	2020-12-31	$1,433,373
Employer contributions (assets) at beginning of year	2020-12-31	$6,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$15,052,858
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 FOR UNION GROUPS 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 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	$109,320,931
Total income from all sources (including contributions)	2019-12-31	$109,320,931
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	$11,639,765
Total of all expenses incurred	2019-12-31	$11,639,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$11,439,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$11,439,886
Expenses. Certain deemed distributions of participant loans	2019-12-31	$59,025
Expenses. Certain deemed distributions of participant loans	2019-12-31	$59,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$47,843,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$47,843,765
Value of total assets at end of year	2019-12-31	$377,343,966
Value of total assets at end of year	2019-12-31	$377,343,966
Value of total assets at beginning of year	2019-12-31	$279,662,800
Value of total assets at beginning of year	2019-12-31	$279,662,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$140,854
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$140,854
Total interest from all sources	2019-12-31	$204,414
Total interest from all sources	2019-12-31	$204,414
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$14,065,820
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$14,065,820
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	$14,065,820
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$14,065,820
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
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	$36,746,988
Amount contributed by the employer to the plan for this plan year	2019-12-31	$36,746,988
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$10,062,547
Contributions received from participants	2019-12-31	$10,062,547
Participant contributions at end of year	2019-12-31	$4,312,277
Participant contributions at end of year	2019-12-31	$4,312,277
Participant contributions at beginning of year	2019-12-31	$3,160,560
Participant contributions at beginning of year	2019-12-31	$3,160,560
Participant contributions at end of year	2019-12-31	$1,031
Participant contributions at end of year	2019-12-31	$1,031
Participant contributions at beginning of year	2019-12-31	$2,020
Participant contributions at beginning of year	2019-12-31	$2,020
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,571,798
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,571,798
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$970,931
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$970,931
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,034,230
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,034,230
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$5,825
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$5,825
Other income not declared elsewhere	2019-12-31	$251,357
Other income not declared elsewhere	2019-12-31	$251,357
Administrative expenses (other) incurred	2019-12-31	$140,854
Administrative expenses (other) incurred	2019-12-31	$140,854
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	$97,681,166
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$377,343,966
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$377,343,966
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$279,662,800
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$279,662,800
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 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	$274,322,648
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$274,322,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$198,672,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$198,672,348
Interest on participant loans	2019-12-31	$204,414
Interest on participant loans	2019-12-31	$204,414
Value of interest in common/collective trusts at end of year	2019-12-31	$97,130,178
Value of interest in common/collective trusts at end of year	2019-12-31	$97,130,178
Value of interest in common/collective trusts at beginning of year	2019-12-31	$76,851,698
Value of interest in common/collective trusts at beginning of year	2019-12-31	$76,851,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$34,169,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$34,169,752
Net investment gain or loss from common/collective trusts	2019-12-31	$12,785,823
Net investment gain or loss from common/collective trusts	2019-12-31	$12,785,823
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
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
Contributions received in cash from employer	2019-12-31	$36,746,988
Contributions received in cash from employer	2019-12-31	$36,746,988
Employer contributions (assets) at end of year	2019-12-31	$6,034
Employer contributions (assets) at end of year	2019-12-31	$6,034
Employer contributions (assets) at beginning of year	2019-12-31	$5,243
Employer contributions (assets) at beginning of year	2019-12-31	$5,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$11,434,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$11,434,061
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
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
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 FOR UNION GROUPS 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	$24,035,383
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$13,423,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$13,299,321
Expenses. Certain deemed distributions of participant loans	2018-12-31	$13,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$38,268,668
Value of total assets at end of year	2018-12-31	$279,662,800
Value of total assets at beginning of year	2018-12-31	$269,050,986
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$111,041
Total interest from all sources	2018-12-31	$145,717
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$13,354,581
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	$13,354,581
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	$28,267,334
Amount contributed by the employer to the plan for this plan year	2018-12-31	$28,267,334
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$7,858,778
Participant contributions at end of year	2018-12-31	$3,160,560
Participant contributions at beginning of year	2018-12-31	$2,657,313
Participant contributions at end of year	2018-12-31	$2,020
Participant contributions at beginning of year	2018-12-31	$21,467
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$970,931
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,092,372
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,156,266
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$6,753
Other income not declared elsewhere	2018-12-31	$-188,443
Administrative expenses (other) incurred	2018-12-31	$111,041
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	$10,611,814
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$279,662,800
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$269,050,986
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	$198,672,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$194,336,578
Interest on participant loans	2018-12-31	$145,717
Value of interest in common/collective trusts at end of year	2018-12-31	$76,851,698
Value of interest in common/collective trusts at beginning of year	2018-12-31	$70,853,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-26,339,576
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,205,564
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	$29,253,624
Employer contributions (assets) at end of year	2018-12-31	$5,243
Employer contributions (assets) at beginning of year	2018-12-31	$89,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$13,292,568
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
Accountancy firm EIN	2018-12-31	942214860
2017 : KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$33,171
Total transfer of assets from this plan	2017-12-31	$552
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	$70,839,187
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$10,896,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$10,796,286
Expenses. Certain deemed distributions of participant loans	2017-12-31	$9,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$31,683,145
Value of total assets at end of year	2017-12-31	$269,050,986
Value of total assets at beginning of year	2017-12-31	$209,075,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$90,920
Total interest from all sources	2017-12-31	$101,316
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$7,399,597
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$7,399,597
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	$25,190,258
Amount contributed by the employer to the plan for this plan year	2017-12-31	$25,190,258
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$6,001,830
Participant contributions at end of year	2017-12-31	$2,657,313
Participant contributions at beginning of year	2017-12-31	$1,971,773
Participant contributions at end of year	2017-12-31	$21,467
Participant contributions at beginning of year	2017-12-31	$30,650
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,092,372
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$924,943
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$724,083
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$3,421
Other income not declared elsewhere	2017-12-31	$133,588
Administrative expenses (other) incurred	2017-12-31	$90,920
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	$59,942,504
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$269,050,986
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$209,075,863
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	$194,336,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$141,451,003
Interest on participant loans	2017-12-31	$101,316
Value of interest in common/collective trusts at end of year	2017-12-31	$70,853,959
Value of interest in common/collective trusts at beginning of year	2017-12-31	$64,594,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$24,790,947
Net investment gain or loss from common/collective trusts	2017-12-31	$6,730,594
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	$24,957,232
Employer contributions (assets) at end of year	2017-12-31	$89,297
Employer contributions (assets) at beginning of year	2017-12-31	$103,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$10,792,865
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 FOR UNION GROUPS 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$2,851
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	$40,648,370
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$10,618,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$10,542,175
Expenses. Certain deemed distributions of participant loans	2016-12-31	$4,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$26,865,646
Value of total assets at end of year	2016-12-31	$209,075,863
Value of total assets at beginning of year	2016-12-31	$179,043,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$72,342
Total interest from all sources	2016-12-31	$71,481
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$4,994,533
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$4,994,533
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	$22,340,898
Amount contributed by the employer to the plan for this plan year	2016-12-31	$22,340,898
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$5,117,751
Participant contributions at end of year	2016-12-31	$1,971,773
Participant contributions at beginning of year	2016-12-31	$1,551,397
Participant contributions at end of year	2016-12-31	$30,650
Participant contributions at beginning of year	2016-12-31	$18,426
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$924,943
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$155,112
Other income not declared elsewhere	2016-12-31	$-4,071
Administrative expenses (other) incurred	2016-12-31	$72,342
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	$30,029,799
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$209,075,863
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$179,043,213
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	$141,451,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$157,400,853
Interest on participant loans	2016-12-31	$71,481
Value of interest in common/collective trusts at end of year	2016-12-31	$64,594,449
Value of interest in common/collective trusts at beginning of year	2016-12-31	$20,011,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$8,154,120
Net investment gain or loss from common/collective trusts	2016-12-31	$566,661
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	$21,592,783
Employer contributions (assets) at end of year	2016-12-31	$103,045
Employer contributions (assets) at beginning of year	2016-12-31	$61,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$10,542,175
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 FOR UNION GROUPS 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
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	$32,076,209
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$9,157,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$9,076,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$31,714,647
Value of total assets at end of year	2015-12-31	$179,043,213
Value of total assets at beginning of year	2015-12-31	$156,124,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$81,153
Total interest from all sources	2015-12-31	$48,530
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$4,394,776
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$4,394,776
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	$27,183,204
Amount contributed by the employer to the plan for this plan year	2015-12-31	$27,183,204
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$4,301,977
Participant contributions at end of year	2015-12-31	$1,551,397
Participant contributions at beginning of year	2015-12-31	$1,075,990
Participant contributions at end of year	2015-12-31	$18,426
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$229,466
Other income not declared elsewhere	2015-12-31	$32,812
Administrative expenses (other) incurred	2015-12-31	$81,153
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	$22,918,556
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$179,043,213
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$156,124,657
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	$157,400,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$122,642,612
Interest on participant loans	2015-12-31	$48,530
Value of interest in common/collective trusts at end of year	2015-12-31	$20,011,382
Value of interest in common/collective trusts at beginning of year	2015-12-31	$32,406,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,450,613
Net investment gain or loss from common/collective trusts	2015-12-31	$336,057
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	$27,183,204
Employer contributions (assets) at end of year	2015-12-31	$61,155
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	$9,076,500
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 FOR UNION GROUPS 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$38,609,602
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$8,656,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$8,561,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$29,608,755
Value of total assets at end of year	2014-12-31	$156,124,657
Value of total assets at beginning of year	2014-12-31	$126,171,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$95,269
Total interest from all sources	2014-12-31	$42,735
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$4,108,061
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$4,108,061
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	$26,269,147
Amount contributed by the employer to the plan for this plan year	2014-12-31	$26,269,147
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,325,577
Participant contributions at end of year	2014-12-31	$1,075,990
Participant contributions at beginning of year	2014-12-31	$1,042,204
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$14,031
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$9,031
Other income not declared elsewhere	2014-12-31	$119,042
Administrative expenses (other) incurred	2014-12-31	$95,269
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	$29,953,298
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$156,124,657
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$126,171,359
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	$122,642,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$93,587,101
Interest on participant loans	2014-12-31	$42,735
Value of interest in common/collective trusts at end of year	2014-12-31	$32,406,055
Value of interest in common/collective trusts at beginning of year	2014-12-31	$31,540,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$3,041,880
Net investment gain or loss from common/collective trusts	2014-12-31	$1,689,129
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	$26,269,147
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$1,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$8,552,004
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

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

2022: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-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	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-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	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-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	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-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	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-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	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-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	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-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	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-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	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	Yes
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	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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

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