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Plan Name | KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN |
Plan identification number | 017 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | KAISER FOUNDATION HEALTH PLAN, INC. |
Employer identification number (EIN): | 941340523 |
NAIC Classification: | 621491 |
NAIC Description: | HMO Medical Centers |
Additional information about KAISER FOUNDATION HEALTH PLAN, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2002-12-27 |
Company Identification Number: | 0800157095 |
Legal Registered Office Address: |
1 KAISER PLZ STE 445 OAKLAND United States of America (USA) 94612 |
More information about KAISER FOUNDATION HEALTH PLAN, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
017 | 2022-01-01 | ||||
017 | 2021-01-01 | ||||
017 | 2020-01-01 | ||||
017 | 2019-01-01 | ||||
017 | 2018-01-01 | ||||
017 | 2017-01-01 | BILL G. REID | |||
017 | 2016-01-01 | BILL G. REID | |||
017 | 2015-01-01 | CYNTHIA GARA | |||
017 | 2014-01-01 | DONNA SMITH | |||
017 | 2013-01-01 | HARRIET GUBERMAN | |||
017 | 2012-01-01 | HARRIET GUBERMAN | |||
017 | 2011-01-01 | HARRIET GUBERMAN | |||
017 | 2009-01-01 | HARRIET E. GUBERMAN |
Measure | Date | Value |
---|---|---|
2022: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 474 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 387 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 110 |
Total of all active and inactive participants | 2022-01-01 | 502 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 504 |
Number of participants with account balances | 2022-01-01 | 495 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 469 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 362 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 103 |
Total of all active and inactive participants | 2021-01-01 | 472 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 474 |
Number of participants with account balances | 2021-01-01 | 466 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 469 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 369 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 92 |
Total of all active and inactive participants | 2020-01-01 | 467 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 469 |
Number of participants with account balances | 2020-01-01 | 460 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 480 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 380 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 81 |
Total of all active and inactive participants | 2019-01-01 | 468 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 469 |
Number of participants with account balances | 2019-01-01 | 463 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 8 |
2018: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 455 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 384 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 91 |
Total of all active and inactive participants | 2018-01-01 | 479 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 480 |
Number of participants with account balances | 2018-01-01 | 473 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 466 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 378 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 72 |
Total of all active and inactive participants | 2017-01-01 | 454 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 455 |
Number of participants with account balances | 2017-01-01 | 448 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 10 |
2016: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 452 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 393 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 68 |
Total of all active and inactive participants | 2016-01-01 | 465 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 466 |
Number of participants with account balances | 2016-01-01 | 457 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
2015: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 393 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 390 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 57 |
Total of all active and inactive participants | 2015-01-01 | 451 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 452 |
Number of participants with account balances | 2015-01-01 | 444 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 9 |
2014: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 357 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 346 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 42 |
Total of all active and inactive participants | 2014-01-01 | 393 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 393 |
Number of participants with account balances | 2014-01-01 | 386 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 348 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 312 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 41 |
Total of all active and inactive participants | 2013-01-01 | 357 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 357 |
Number of participants with account balances | 2013-01-01 | 354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 333 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 310 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 35 |
Total of all active and inactive participants | 2012-01-01 | 348 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 348 |
Number of participants with account balances | 2012-01-01 | 344 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 320 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 293 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 37 |
Total of all active and inactive participants | 2011-01-01 | 333 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 333 |
Number of participants with account balances | 2011-01-01 | 330 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 305 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 268 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 42 |
Total of all active and inactive participants | 2009-01-01 | 311 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 311 |
Number of participants with account balances | 2009-01-01 | 307 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-5,770,054 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,981,103 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $43,786,877 |
Value of total assets at beginning of year | 2022-12-31 | $51,538,034 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $12,606 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $849,462 |
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 | $591,980 |
Participant contributions at end of year | 2022-12-31 | $97,119 |
Participant contributions at beginning of year | 2022-12-31 | $160,153 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $102,828 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $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 elsewhere | 2022-12-31 | $-19,613 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | 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 | $12,836,036 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $16,801,925 |
Interest on participant loans | 2022-12-31 | $4,073 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $29,729,934 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-5,175,102 |
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 | $2,069,427 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,020,960 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,238,854 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,968,387 |
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 NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $9,273,203 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,380,050 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $51,538,034 |
Value of total assets at beginning of year | 2021-12-31 | $44,644,881 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $23,964 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,427,291 |
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 | $2,089,683 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $2,089,683 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $533,829 |
Participant contributions at end of year | 2021-12-31 | $160,153 |
Participant contributions at beginning of year | 2021-12-31 | $150,299 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $112,921 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $89,518 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $50 |
Other income not declared elsewhere | 2021-12-31 | $21,144 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | 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 | $16,801,925 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $15,358,298 |
Interest on participant loans | 2021-12-31 | $7,241 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $33,224,181 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $4,224,799 |
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 | $2,113,541 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,238,854 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,214,995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,356,086 |
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 NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $9,924,790 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,768,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $44,644,881 |
Value of total assets at beginning of year | 2020-12-31 | $36,488,557 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $18,688 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $5,690,610 |
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 | $1,912,660 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $1,912,660 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $489,643 |
Participant contributions at end of year | 2020-12-31 | $150,299 |
Participant contributions at beginning of year | 2020-12-31 | $98,949 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $89,518 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $34,954 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $522,963 |
Other income not declared elsewhere | 2020-12-31 | $11,748 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | 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 | $15,358,298 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $23,471,673 |
Interest on participant loans | 2020-12-31 | $5,177 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $27,831,771 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $1,878,536 |
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 | $2,012,693 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,214,995 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,114,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,749,778 |
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 NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at 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 assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,244,711 |
Total of all expenses incurred | 2019-12-31 | $1,244,711 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,227,890 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $36,488,557 |
Value of total assets at end of year | 2019-12-31 | $36,488,557 |
Value of total assets at beginning of year | 2019-12-31 | $29,040,405 |
Value of total assets at beginning of year | 2019-12-31 | $29,040,405 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $16,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $16,821 |
Total interest from all sources | 2019-12-31 | $4,299 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $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 bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $72,500,000 |
Value of fidelity bond cover | 2019-12-31 | $72,500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $1,780,332 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $1,780,332 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $451,795 |
Contributions received from participants | 2019-12-31 | $451,795 |
Participant contributions at end of year | 2019-12-31 | $98,949 |
Participant contributions at beginning of year | 2019-12-31 | $92,243 |
Participant contributions at beginning of year | 2019-12-31 | $92,243 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $34,954 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $34,954 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $15,584 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $15,584 |
Other income not declared elsewhere | 2019-12-31 | $1,411 |
Administrative expenses (other) incurred | 2019-12-31 | $16,821 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $7,448,152 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $23,471,673 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $23,471,673 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,400,802 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,400,802 |
Interest on participant loans | 2019-12-31 | $4,299 |
Interest on participant loans | 2019-12-31 | $4,299 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $11,768,019 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $9,504,615 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $1,667,160 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,667,160 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,868,133 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,114,962 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,114,962 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,027,161 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,027,161 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,227,890 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,227,890 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | MORRIS, DAVIS, CHAN & TAN |
Accountancy firm name | 2019-12-31 | MORRIS, DAVIS, CHAN & TAN |
Accountancy firm EIN | 2019-12-31 | 942214860 |
Accountancy firm EIN | 2019-12-31 | 942214860 |
2018 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $694,384 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,076,075 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $29,040,405 |
Value of total assets at beginning of year | 2018-12-31 | $29,422,096 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,195 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,246,120 |
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 | $1,665,134 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $1,665,134 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $395,070 |
Participant contributions at end of year | 2018-12-31 | $92,243 |
Participant contributions at beginning of year | 2018-12-31 | $128,539 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $15,584 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $211,635 |
Other income not declared elsewhere | 2018-12-31 | $31,318 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | 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 | $18,400,802 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,842,532 |
Interest on participant loans | 2018-12-31 | $4,751 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $9,504,615 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $-197,729 |
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 | $1,692,742 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,027,161 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $999,553 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,066,880 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | MORRIS DAVIS CHAN & TAN LLP |
Accountancy firm EIN | 2018-12-31 | 942214860 |
2017 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $6,391 |
Total transfer of assets from this plan | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $907,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $29,422,096 |
Value of total assets at beginning of year | 2017-12-31 | $23,614,523 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $24,714 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $731,780 |
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 | $1,618,118 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $1,618,118 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $403,549 |
Participant contributions at end of year | 2017-12-31 | $128,539 |
Participant contributions at beginning of year | 2017-12-31 | $92,104 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $211,635 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $188,605 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $255,942 |
Other income not declared elsewhere | 2017-12-31 | $23,030 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | 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 | $18,842,532 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,920,159 |
Interest on participant loans | 2017-12-31 | $5,049 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $9,239,837 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $898,904 |
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 | $1,558,362 |
Employer contributions (assets) at end of year | 2017-12-31 | $999,553 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,059,309 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $882,521 |
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 NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $868,042 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $23,614,523 |
Value of total assets at beginning of year | 2016-12-31 | $20,894,785 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $12,038 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $509,321 |
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 | $1,444,716 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $1,444,716 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $386,459 |
Participant contributions at end of year | 2016-12-31 | $92,104 |
Participant contributions at beginning of year | 2016-12-31 | $126,013 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $188,605 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $154,747 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,392 |
Other income not declared elsewhere | 2016-12-31 | $32,458 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | 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 | $13,920,159 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $17,134,584 |
Interest on participant loans | 2016-12-31 | $4,421 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $8,354,346 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $104,550 |
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 | $1,522,694 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,059,309 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $981,331 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $856,004 |
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 NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 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 | $1,754,101 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $701,441 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $20,894,785 |
Value of total assets at beginning of year | 2015-12-31 | $19,842,125 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $8,839 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $472,981 |
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 | $1,318,804 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $1,318,804 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $327,513 |
Participant contributions at end of year | 2015-12-31 | $126,013 |
Participant contributions at beginning of year | 2015-12-31 | $82,101 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $154,747 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $211,722 |
Other income not declared elsewhere | 2015-12-31 | $-2,295 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | 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 | $17,134,584 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $13,763,770 |
Interest on participant loans | 2015-12-31 | $3,908 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $2,498,110 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $39,908 |
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 | $1,318,804 |
Employer contributions (assets) at end of year | 2015-12-31 | $981,331 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $943,122 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $692,602 |
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 NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 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 | $2,666,502 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,570,474 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $19,842,125 |
Value of total assets at beginning of year | 2014-12-31 | $19,746,097 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $40,682 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $512,241 |
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 | $1,062,625 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $1,062,625 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $274,445 |
Participant contributions at end of year | 2014-12-31 | $82,101 |
Participant contributions at beginning of year | 2014-12-31 | $47,476 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $5 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $211,722 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $18,395 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | 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 | $13,763,770 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $13,888,343 |
Interest on participant loans | 2014-12-31 | $2,267 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,841,410 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $266,972 |
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 | $1,062,625 |
Employer contributions (assets) at end of year | 2014-12-31 | $943,122 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $809,656 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,529,792 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | MORRIS DAVIS CHAN & TAN LLP |
Accountancy firm EIN | 2014-12-31 | 942214860 |
2013 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $977,914 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $969,807 |
Value of total corrective distributions | 2013-12-31 | $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 year | 2013-12-31 | $19,746,097 |
Value of total assets at beginning of year | 2013-12-31 | $16,643,340 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,095 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $451,534 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $840,864 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $840,864 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $218,052 |
Participant contributions at end of year | 2013-12-31 | $47,476 |
Participant contributions at beginning of year | 2013-12-31 | $52,044 |
Participant contributions at end of year | 2013-12-31 | $5 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $27,343 |
Other income not declared elsewhere | 2013-12-31 | $3,778 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $13,888,343 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $10,858,135 |
Interest on participant loans | 2013-12-31 | $2,145 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $5,000,617 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $498,294 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $840,864 |
Employer contributions (assets) at end of year | 2013-12-31 | $809,656 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $833,694 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $942,464 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | MORRIS DAVIS CHAN & TAN LLP |
Accountancy firm EIN | 2013-12-31 | 942214860 |
2012 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $325,027 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $16,643,340 |
Value of total assets at beginning of year | 2012-12-31 | $14,424,649 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,384 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $315,802 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $833,694 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $833,694 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $217,825 |
Participant contributions at end of year | 2012-12-31 | $52,044 |
Participant contributions at beginning of year | 2012-12-31 | $74,189 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $7,147 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $3,885 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $10,858,135 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,940,887 |
Interest on participant loans | 2012-12-31 | $2,962 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $4,899,467 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $256,118 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $833,694 |
Employer contributions (assets) at end of year | 2012-12-31 | $833,694 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $843,282 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $319,643 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | MORRIS DAVIS CHAN & TAN LLP |
Accountancy firm EIN | 2012-12-31 | 942214860 |
2011 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $783,777 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $778,056 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $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 year | 2011-12-31 | $14,424,649 |
Value of total assets at beginning of year | 2011-12-31 | $14,200,641 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,577 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $235,796 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $843,282 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $843,282 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $190,364 |
Participant contributions at end of year | 2011-12-31 | $74,189 |
Participant contributions at beginning of year | 2011-12-31 | $63,406 |
Participant contributions at end of year | 2011-12-31 | $7,147 |
Participant contributions at beginning of year | 2011-12-31 | $8,103 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $2,040 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,940,887 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,774,410 |
Interest on participant loans | 2011-12-31 | $3,341 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $4,559,144 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $101,173 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $843,282 |
Employer contributions (assets) at end of year | 2011-12-31 | $843,282 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $838,673 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $778,056 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | MORRIS, DAVIS & CHAN LLP |
Accountancy firm EIN | 2011-12-31 | 942214860 |
2010 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,454,618 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $738,285 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $14,200,641 |
Value of total assets at beginning of year | 2010-12-31 | $12,484,308 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,418 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $199,268 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $831,457 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $831,457 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $202,482 |
Participant contributions at end of year | 2010-12-31 | $63,406 |
Participant contributions at beginning of year | 2010-12-31 | $45,172 |
Participant contributions at end of year | 2010-12-31 | $8,103 |
Participant contributions at beginning of year | 2010-12-31 | $7,821 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,774,410 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,878,620 |
Interest on participant loans | 2010-12-31 | $3,097 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $3,721,238 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,516,049 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $832,086 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $379,012 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $838,673 |
Employer contributions (assets) at end of year | 2010-12-31 | $838,673 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $831,457 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $732,867 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MORRIS, DAVIS & CHAN LLP |
Accountancy firm EIN | 2010-12-31 | 942214860 |
2009 : KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2009 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $832,669 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $832,669 |
2022: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |