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KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 401k Plan overview

Plan NameKAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN
Plan identification number 017

KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

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

Additional information about KAISER FOUNDATION HEALTH PLAN, INC.

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

OAKLAND
United States of America (USA)
94612

More information about KAISER FOUNDATION HEALTH PLAN, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0172022-01-01
0172021-01-01
0172020-01-01
0172019-01-01
0172018-01-01
0172017-01-01BILL G. REID
0172016-01-01BILL G. REID
0172015-01-01CYNTHIA GARA
0172014-01-01DONNA SMITH
0172013-01-01HARRIET GUBERMAN
0172012-01-01HARRIET GUBERMAN
0172011-01-01HARRIET GUBERMAN
0172009-01-01HARRIET E. GUBERMAN

Plan Statistics for KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN

401k plan membership statisitcs for KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2022: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01474
Total number of active participants reported on line 7a of the Form 55002022-01-01387
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01110
Total of all active and inactive participants2022-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01504
Number of participants with account balances2022-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01469
Total number of active participants reported on line 7a of the Form 55002021-01-01362
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01103
Total of all active and inactive participants2021-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01474
Number of participants with account balances2021-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01469
Total number of active participants reported on line 7a of the Form 55002020-01-01369
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01469
Number of participants with account balances2020-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01480
Total number of active participants reported on line 7a of the Form 55002019-01-01380
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01469
Number of participants with account balances2019-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01455
Total number of active participants reported on line 7a of the Form 55002018-01-01384
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01480
Number of participants with account balances2018-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01466
Total number of active participants reported on line 7a of the Form 55002017-01-01378
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01455
Number of participants with account balances2017-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01452
Total number of active participants reported on line 7a of the Form 55002016-01-01393
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01466
Number of participants with account balances2016-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01393
Total number of active participants reported on line 7a of the Form 55002015-01-01390
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01452
Number of participants with account balances2015-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01357
Total number of active participants reported on line 7a of the Form 55002014-01-01346
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01393
Number of participants with account balances2014-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01348
Total number of active participants reported on line 7a of the Form 55002013-01-01312
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01357
Number of participants with account balances2013-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01333
Total number of active participants reported on line 7a of the Form 55002012-01-01310
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01348
Number of participants with account balances2012-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01320
Total number of active participants reported on line 7a of the Form 55002011-01-01293
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01333
Number of participants with account balances2011-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01305
Total number of active participants reported on line 7a of the Form 55002009-01-01268
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01311
Number of participants with account balances2009-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2022 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,770,054
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,981,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,968,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,689,509
Value of total assets at end of year2022-12-31$43,786,877
Value of total assets at beginning of year2022-12-31$51,538,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,606
Total interest from all sources2022-12-31$4,073
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$849,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$849,462
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$85,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$591,980
Participant contributions at end of year2022-12-31$97,119
Participant contributions at beginning of year2022-12-31$160,153
Assets. Other investments not covered elsewhere at end of year2022-12-31$102,828
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$112,921
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$28,102
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$110
Other income not declared elsewhere2022-12-31$-19,613
Administrative expenses (other) incurred2022-12-31$12,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,751,157
Value of net assets at end of year (total assets less liabilities)2022-12-31$43,786,877
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$51,538,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,836,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,801,925
Interest on participant loans2022-12-31$4,073
Value of interest in common/collective trusts at end of year2022-12-31$29,729,934
Value of interest in common/collective trusts at beginning of year2022-12-31$33,224,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,118,383
Net investment gain or loss from common/collective trusts2022-12-31$-5,175,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,069,427
Employer contributions (assets) at end of year2022-12-31$1,020,960
Employer contributions (assets) at beginning of year2022-12-31$1,238,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,968,387
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,273,203
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,380,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,356,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,647,420
Value of total assets at end of year2021-12-31$51,538,034
Value of total assets at beginning of year2021-12-31$44,644,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,964
Total interest from all sources2021-12-31$7,241
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,427,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,427,291
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$85,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$2,089,683
Amount contributed by the employer to the plan for this plan year2021-12-31$2,089,683
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$533,829
Participant contributions at end of year2021-12-31$160,153
Participant contributions at beginning of year2021-12-31$150,299
Assets. Other investments not covered elsewhere at end of year2021-12-31$112,921
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$89,518
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$50
Other income not declared elsewhere2021-12-31$21,144
Administrative expenses (other) incurred2021-12-31$23,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,893,153
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,538,034
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,644,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,801,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,358,298
Interest on participant loans2021-12-31$7,241
Value of interest in common/collective trusts at end of year2021-12-31$33,224,181
Value of interest in common/collective trusts at beginning of year2021-12-31$27,831,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$945,308
Net investment gain or loss from common/collective trusts2021-12-31$4,224,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,113,541
Employer contributions (assets) at end of year2021-12-31$1,238,854
Employer contributions (assets) at beginning of year2021-12-31$1,214,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,356,086
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,924,790
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,768,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,749,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,025,299
Value of total assets at end of year2020-12-31$44,644,881
Value of total assets at beginning of year2020-12-31$36,488,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,688
Total interest from all sources2020-12-31$5,177
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,690,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,690,610
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$85,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,912,660
Amount contributed by the employer to the plan for this plan year2020-12-31$1,912,660
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$489,643
Participant contributions at end of year2020-12-31$150,299
Participant contributions at beginning of year2020-12-31$98,949
Assets. Other investments not covered elsewhere at end of year2020-12-31$89,518
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$34,954
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$522,963
Other income not declared elsewhere2020-12-31$11,748
Administrative expenses (other) incurred2020-12-31$18,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,156,324
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,644,881
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,488,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,358,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,471,673
Interest on participant loans2020-12-31$5,177
Value of interest in common/collective trusts at end of year2020-12-31$27,831,771
Value of interest in common/collective trusts at beginning of year2020-12-31$11,768,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-686,580
Net investment gain or loss from common/collective trusts2020-12-31$1,878,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,012,693
Employer contributions (assets) at end of year2020-12-31$1,214,995
Employer contributions (assets) at beginning of year2020-12-31$1,114,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,749,778
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$8,692,863
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,244,711
Total of all expenses incurred2019-12-31$1,244,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,227,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,227,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,319,928
Value of total assets at end of year2019-12-31$36,488,557
Value of total assets at end of year2019-12-31$36,488,557
Value of total assets at beginning of year2019-12-31$29,040,405
Value of total assets at beginning of year2019-12-31$29,040,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,821
Total interest from all sources2019-12-31$4,299
Total interest from all sources2019-12-31$4,299
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,108,050
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,108,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,108,050
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,108,050
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$72,500,000
Value of fidelity bond cover2019-12-31$72,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$1,780,332
Amount contributed by the employer to the plan for this plan year2019-12-31$1,780,332
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$451,795
Contributions received from participants2019-12-31$451,795
Participant contributions at end of year2019-12-31$98,949
Participant contributions at beginning of year2019-12-31$92,243
Participant contributions at beginning of year2019-12-31$92,243
Assets. Other investments not covered elsewhere at end of year2019-12-31$34,954
Assets. Other investments not covered elsewhere at end of year2019-12-31$34,954
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$15,584
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$15,584
Other income not declared elsewhere2019-12-31$1,411
Administrative expenses (other) incurred2019-12-31$16,821
Administrative expenses (other) incurred2019-12-31$16,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,448,152
Value of net income/loss2019-12-31$7,448,152
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,488,557
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,488,557
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,040,405
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,040,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,471,673
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,471,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,400,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,400,802
Interest on participant loans2019-12-31$4,299
Interest on participant loans2019-12-31$4,299
Value of interest in common/collective trusts at end of year2019-12-31$11,768,019
Value of interest in common/collective trusts at beginning of year2019-12-31$9,504,615
Value of interest in common/collective trusts at beginning of year2019-12-31$9,504,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,592,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,592,015
Net investment gain or loss from common/collective trusts2019-12-31$1,667,160
Net investment gain or loss from common/collective trusts2019-12-31$1,667,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,868,133
Employer contributions (assets) at end of year2019-12-31$1,114,962
Employer contributions (assets) at end of year2019-12-31$1,114,962
Employer contributions (assets) at beginning of year2019-12-31$1,027,161
Employer contributions (assets) at beginning of year2019-12-31$1,027,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,227,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,227,890
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MORRIS, DAVIS, CHAN & TAN
Accountancy firm name2019-12-31MORRIS, DAVIS, CHAN & TAN
Accountancy firm EIN2019-12-31942214860
Accountancy firm EIN2019-12-31942214860
2018 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$694,384
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,076,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,066,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,087,812
Value of total assets at end of year2018-12-31$29,040,405
Value of total assets at beginning of year2018-12-31$29,422,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,195
Total interest from all sources2018-12-31$4,751
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,246,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,246,120
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$72,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$1,665,134
Amount contributed by the employer to the plan for this plan year2018-12-31$1,665,134
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$395,070
Participant contributions at end of year2018-12-31$92,243
Participant contributions at beginning of year2018-12-31$128,539
Assets. Other investments not covered elsewhere at end of year2018-12-31$15,584
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$211,635
Other income not declared elsewhere2018-12-31$31,318
Administrative expenses (other) incurred2018-12-31$9,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-381,691
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,040,405
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,422,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,400,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,842,532
Interest on participant loans2018-12-31$4,751
Value of interest in common/collective trusts at end of year2018-12-31$9,504,615
Value of interest in common/collective trusts at beginning of year2018-12-31$9,239,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,477,888
Net investment gain or loss from common/collective trusts2018-12-31$-197,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,692,742
Employer contributions (assets) at end of year2018-12-31$1,027,161
Employer contributions (assets) at beginning of year2018-12-31$999,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,066,880
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2018-12-31942214860
2017 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$6,391
Total transfer of assets from this plan2017-12-31$24,766
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$6,733,183
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$907,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$882,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,217,853
Value of total assets at end of year2017-12-31$29,422,096
Value of total assets at beginning of year2017-12-31$23,614,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,714
Total interest from all sources2017-12-31$5,049
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$731,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$731,780
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$72,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,618,118
Amount contributed by the employer to the plan for this plan year2017-12-31$1,618,118
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$403,549
Participant contributions at end of year2017-12-31$128,539
Participant contributions at beginning of year2017-12-31$92,104
Assets. Other investments not covered elsewhere at end of year2017-12-31$211,635
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$188,605
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$255,942
Other income not declared elsewhere2017-12-31$23,030
Administrative expenses (other) incurred2017-12-31$24,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,825,948
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,422,096
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,614,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,842,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,920,159
Interest on participant loans2017-12-31$5,049
Value of interest in common/collective trusts at end of year2017-12-31$9,239,837
Value of interest in common/collective trusts at beginning of year2017-12-31$8,354,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,856,567
Net investment gain or loss from common/collective trusts2017-12-31$898,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,558,362
Employer contributions (assets) at end of year2017-12-31$999,553
Employer contributions (assets) at beginning of year2017-12-31$1,059,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$882,521
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2017-12-31942214860
2016 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$3,587,780
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$868,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$856,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,910,545
Value of total assets at end of year2016-12-31$23,614,523
Value of total assets at beginning of year2016-12-31$20,894,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,038
Total interest from all sources2016-12-31$4,421
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$509,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$509,321
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$72,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,444,716
Amount contributed by the employer to the plan for this plan year2016-12-31$1,444,716
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$386,459
Participant contributions at end of year2016-12-31$92,104
Participant contributions at beginning of year2016-12-31$126,013
Assets. Other investments not covered elsewhere at end of year2016-12-31$188,605
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$154,747
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,392
Other income not declared elsewhere2016-12-31$32,458
Administrative expenses (other) incurred2016-12-31$12,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,719,738
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,614,523
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,894,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,920,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,134,584
Interest on participant loans2016-12-31$4,421
Value of interest in common/collective trusts at end of year2016-12-31$8,354,346
Value of interest in common/collective trusts at beginning of year2016-12-31$2,498,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,026,485
Net investment gain or loss from common/collective trusts2016-12-31$104,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,522,694
Employer contributions (assets) at end of year2016-12-31$1,059,309
Employer contributions (assets) at beginning of year2016-12-31$981,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$856,004
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2016-12-31942214860
2015 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,754,101
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$701,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$692,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,646,317
Value of total assets at end of year2015-12-31$20,894,785
Value of total assets at beginning of year2015-12-31$19,842,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,839
Total interest from all sources2015-12-31$3,908
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$472,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$472,981
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$72,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,318,804
Amount contributed by the employer to the plan for this plan year2015-12-31$1,318,804
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$327,513
Participant contributions at end of year2015-12-31$126,013
Participant contributions at beginning of year2015-12-31$82,101
Assets. Other investments not covered elsewhere at end of year2015-12-31$154,747
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$211,722
Other income not declared elsewhere2015-12-31$-2,295
Administrative expenses (other) incurred2015-12-31$8,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,052,660
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,894,785
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,842,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,134,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,763,770
Interest on participant loans2015-12-31$3,908
Value of interest in common/collective trusts at end of year2015-12-31$2,498,110
Value of interest in common/collective trusts at beginning of year2015-12-31$4,841,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-406,718
Net investment gain or loss from common/collective trusts2015-12-31$39,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,318,804
Employer contributions (assets) at end of year2015-12-31$981,331
Employer contributions (assets) at beginning of year2015-12-31$943,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$692,602
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2015-12-31942214860
2014 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$2,666,502
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,570,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,529,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,337,070
Value of total assets at end of year2014-12-31$19,842,125
Value of total assets at beginning of year2014-12-31$19,746,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,682
Total interest from all sources2014-12-31$2,267
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$512,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$512,241
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$72,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,062,625
Amount contributed by the employer to the plan for this plan year2014-12-31$1,062,625
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$274,445
Participant contributions at end of year2014-12-31$82,101
Participant contributions at beginning of year2014-12-31$47,476
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$5
Assets. Other investments not covered elsewhere at end of year2014-12-31$211,722
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$18,395
Administrative expenses (other) incurred2014-12-31$40,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$96,028
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,842,125
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,746,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,763,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,888,343
Interest on participant loans2014-12-31$2,267
Value of interest in common/collective trusts at end of year2014-12-31$4,841,410
Value of interest in common/collective trusts at beginning of year2014-12-31$5,000,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$529,557
Net investment gain or loss from common/collective trusts2014-12-31$266,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,062,625
Employer contributions (assets) at end of year2014-12-31$943,122
Employer contributions (assets) at beginning of year2014-12-31$809,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,529,792
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2014-12-31942214860
2013 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,080,671
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$977,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$969,807
Value of total corrective distributions2013-12-31$1,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,058,916
Value of total assets at end of year2013-12-31$19,746,097
Value of total assets at beginning of year2013-12-31$16,643,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,095
Total interest from all sources2013-12-31$2,145
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$451,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$451,534
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$40,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$840,864
Amount contributed by the employer to the plan for this plan year2013-12-31$840,864
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$218,052
Participant contributions at end of year2013-12-31$47,476
Participant contributions at beginning of year2013-12-31$52,044
Participant contributions at end of year2013-12-31$5
Participant contributions at beginning of year2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$27,343
Other income not declared elsewhere2013-12-31$3,778
Administrative expenses (other) incurred2013-12-31$7,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,102,757
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,746,097
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,643,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,888,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,858,135
Interest on participant loans2013-12-31$2,145
Value of interest in common/collective trusts at end of year2013-12-31$5,000,617
Value of interest in common/collective trusts at beginning of year2013-12-31$4,899,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,066,004
Net investment gain or loss from common/collective trusts2013-12-31$498,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$840,864
Employer contributions (assets) at end of year2013-12-31$809,656
Employer contributions (assets) at beginning of year2013-12-31$833,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$942,464
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2013-12-31942214860
2012 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,543,718
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$325,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$319,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,055,404
Value of total assets at end of year2012-12-31$16,643,340
Value of total assets at beginning of year2012-12-31$14,424,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,384
Total interest from all sources2012-12-31$2,962
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$315,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$315,802
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$833,694
Amount contributed by the employer to the plan for this plan year2012-12-31$833,694
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$217,825
Participant contributions at end of year2012-12-31$52,044
Participant contributions at beginning of year2012-12-31$74,189
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$7,147
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,885
Administrative expenses (other) incurred2012-12-31$5,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,218,691
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,643,340
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,424,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,858,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,940,887
Interest on participant loans2012-12-31$2,962
Value of interest in common/collective trusts at end of year2012-12-31$4,899,467
Value of interest in common/collective trusts at beginning of year2012-12-31$4,559,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$913,432
Net investment gain or loss from common/collective trusts2012-12-31$256,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$833,694
Employer contributions (assets) at end of year2012-12-31$833,694
Employer contributions (assets) at beginning of year2012-12-31$843,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$319,643
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN2012-12-31942214860
2011 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,007,785
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$783,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$778,056
Expenses. Certain deemed distributions of participant loans2011-12-31$144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,035,686
Value of total assets at end of year2011-12-31$14,424,649
Value of total assets at beginning of year2011-12-31$14,200,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,577
Total interest from all sources2011-12-31$3,341
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$235,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$235,796
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$843,282
Amount contributed by the employer to the plan for this plan year2011-12-31$843,282
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$190,364
Participant contributions at end of year2011-12-31$74,189
Participant contributions at beginning of year2011-12-31$63,406
Participant contributions at end of year2011-12-31$7,147
Participant contributions at beginning of year2011-12-31$8,103
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,040
Administrative expenses (other) incurred2011-12-31$5,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$224,008
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,424,649
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,200,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,940,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,774,410
Interest on participant loans2011-12-31$3,341
Value of interest in common/collective trusts at end of year2011-12-31$4,559,144
Value of interest in common/collective trusts at beginning of year2011-12-31$4,516,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-368,211
Net investment gain or loss from common/collective trusts2011-12-31$101,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$843,282
Employer contributions (assets) at end of year2011-12-31$843,282
Employer contributions (assets) at beginning of year2011-12-31$838,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$778,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN2011-12-31942214860
2010 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,454,618
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$738,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$732,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,041,155
Value of total assets at end of year2010-12-31$14,200,641
Value of total assets at beginning of year2010-12-31$12,484,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,418
Total interest from all sources2010-12-31$3,097
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$199,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$199,268
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$831,457
Amount contributed by the employer to the plan for this plan year2010-12-31$831,457
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$202,482
Participant contributions at end of year2010-12-31$63,406
Participant contributions at beginning of year2010-12-31$45,172
Participant contributions at end of year2010-12-31$8,103
Participant contributions at beginning of year2010-12-31$7,821
Administrative expenses (other) incurred2010-12-31$5,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,716,333
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,200,641
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,484,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,774,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,878,620
Interest on participant loans2010-12-31$3,097
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$3,721,238
Value of interest in common/collective trusts at end of year2010-12-31$4,516,049
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$832,086
Net investment gain or loss from common/collective trusts2010-12-31$379,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$838,673
Employer contributions (assets) at end of year2010-12-31$838,673
Employer contributions (assets) at beginning of year2010-12-31$831,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$732,867
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MORRIS, DAVIS & CHAN LLP
Accountancy firm EIN2010-12-31942214860
2009 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$832,669
Amount contributed by the employer to the plan for this plan year2009-12-31$832,669

Form 5500 Responses for KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN

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

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