401k Plan data: KAISER PERMANENTE 401(K) RETIREMENT PLAN plan

KAISER PERMANENTE 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	KAISER PERMANENTE 401(K) RETIREMENT PLAN
Plan identification number	025

KAISER PERMANENTE 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: KAISER FOUNDATION HEALTH PLAN, INC.

Employer identification number (EIN): 941340523

NAIC Classification: 621491
NAIC Description: HMO Medical Centers

Additional information about KAISER FOUNDATION HEALTH PLAN, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2002-12-27

Company Identification Number: 0800157095

Legal Registered Office Address: 1 KAISER PLZ STE 445

OAKLAND
United States of America (USA)
94612

More information about KAISER FOUNDATION HEALTH PLAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER PERMANENTE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
025 2022-01-01
025 2021-01-01
025 2020-01-01
025 2019-01-01
025 2018-01-01
025 2017-01-01 BILL G. REID
025 2016-01-01 BILL G. REID
025 2015-01-01 CYNTHIA GARA
025 2014-01-01 CYNTHIA GARA

Plan Statistics for KAISER PERMANENTE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for KAISER PERMANENTE 401(K) RETIREMENT PLAN

Measure Date Value
2022: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 151,571
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 136,422
Number of retired or separated participants receiving benefits 2022-01-01 2,569
Number of other retired or separated participants entitled to future benefits 2022-01-01 21,685
Total of all active and inactive participants 2022-01-01 160,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 574
Total participants 2022-01-01 161,250
Number of participants with account balances 2022-01-01 159,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1,897
Number of employers contributing to the scheme 2022-01-01 3
2021: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 146,255
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 131,955
Number of retired or separated participants receiving benefits 2021-01-01 2,200
Number of other retired or separated participants entitled to future benefits 2021-01-01 16,952
Total of all active and inactive participants 2021-01-01 151,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 464
Total participants 2021-01-01 151,571
Number of participants with account balances 2021-01-01 149,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1,824
Number of employers contributing to the scheme 2021-01-01 3
2020: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 143,505
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 130,497
Number of retired or separated participants receiving benefits 2020-01-01 1,904
Number of other retired or separated participants entitled to future benefits 2020-01-01 13,468
Total of all active and inactive participants 2020-01-01 145,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 386
Total participants 2020-01-01 146,255
Number of participants with account balances 2020-01-01 144,298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1,499
Number of employers contributing to the scheme 2020-01-01 3
2019: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 142,528
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 129,661
Number of retired or separated participants receiving benefits 2019-01-01 1,883
Number of other retired or separated participants entitled to future benefits 2019-01-01 11,643
Total of all active and inactive participants 2019-01-01 143,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 318
Total participants 2019-01-01 143,505
Number of participants with account balances 2019-01-01 141,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1,514
Number of employers contributing to the scheme 2019-01-01 3
2018: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 136,358
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 126,379
Number of retired or separated participants receiving benefits 2018-01-01 1,638
Number of other retired or separated participants entitled to future benefits 2018-01-01 14,191
Total of all active and inactive participants 2018-01-01 142,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 320
Total participants 2018-01-01 142,528
Number of participants with account balances 2018-01-01 141,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1,289
Number of employers contributing to the scheme 2018-01-01 3
2017: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 131,212
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 120,691
Number of retired or separated participants receiving benefits 2017-01-01 1,458
Number of other retired or separated participants entitled to future benefits 2017-01-01 13,967
Total of all active and inactive participants 2017-01-01 136,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 242
Total participants 2017-01-01 136,358
Number of participants with account balances 2017-01-01 134,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1,129
Number of employers contributing to the scheme 2017-01-01 3
2016: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 123,302
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 117,136
Number of retired or separated participants receiving benefits 2016-01-01 1,177
Number of other retired or separated participants entitled to future benefits 2016-01-01 12,698
Total of all active and inactive participants 2016-01-01 131,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 201
Total participants 2016-01-01 131,212
Number of participants with account balances 2016-01-01 129,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 886
Number of employers contributing to the scheme 2016-01-01 3
2015: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 115,193
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 111,644
Number of retired or separated participants receiving benefits 2015-01-01 956
Number of other retired or separated participants entitled to future benefits 2015-01-01 10,702
Total of all active and inactive participants 2015-01-01 123,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 144
Total participants 2015-01-01 123,446
Number of participants with account balances 2015-01-01 121,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 752
Number of employers contributing to the scheme 2015-01-01 3
2014: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 112,082
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 104,560
Number of retired or separated participants receiving benefits 2014-01-01 792
Number of other retired or separated participants entitled to future benefits 2014-01-01 9,751
Total of all active and inactive participants 2014-01-01 115,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 90
Total participants 2014-01-01 115,193
Number of participants with account balances 2014-01-01 113,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 575
Number of employers contributing to the scheme 2014-01-01 3

Measure	Date	Value
2022: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	151,571
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	136,422
Number of retired or separated participants receiving benefits	2022-01-01	2,569
Number of other retired or separated participants entitled to future benefits	2022-01-01	21,685
Total of all active and inactive participants	2022-01-01	160,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	574
Total participants	2022-01-01	161,250
Number of participants with account balances	2022-01-01	159,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1,897
Number of employers contributing to the scheme	2022-01-01	3
2021: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	146,255
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	131,955
Number of retired or separated participants receiving benefits	2021-01-01	2,200
Number of other retired or separated participants entitled to future benefits	2021-01-01	16,952
Total of all active and inactive participants	2021-01-01	151,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	464
Total participants	2021-01-01	151,571
Number of participants with account balances	2021-01-01	149,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1,824
Number of employers contributing to the scheme	2021-01-01	3
2020: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	143,505
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	130,497
Number of retired or separated participants receiving benefits	2020-01-01	1,904
Number of other retired or separated participants entitled to future benefits	2020-01-01	13,468
Total of all active and inactive participants	2020-01-01	145,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	386
Total participants	2020-01-01	146,255
Number of participants with account balances	2020-01-01	144,298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1,499
Number of employers contributing to the scheme	2020-01-01	3
2019: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	142,528
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	129,661
Number of retired or separated participants receiving benefits	2019-01-01	1,883
Number of other retired or separated participants entitled to future benefits	2019-01-01	11,643
Total of all active and inactive participants	2019-01-01	143,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	318
Total participants	2019-01-01	143,505
Number of participants with account balances	2019-01-01	141,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1,514
Number of employers contributing to the scheme	2019-01-01	3
2018: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	136,358
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	126,379
Number of retired or separated participants receiving benefits	2018-01-01	1,638
Number of other retired or separated participants entitled to future benefits	2018-01-01	14,191
Total of all active and inactive participants	2018-01-01	142,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	320
Total participants	2018-01-01	142,528
Number of participants with account balances	2018-01-01	141,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1,289
Number of employers contributing to the scheme	2018-01-01	3
2017: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	131,212
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	120,691
Number of retired or separated participants receiving benefits	2017-01-01	1,458
Number of other retired or separated participants entitled to future benefits	2017-01-01	13,967
Total of all active and inactive participants	2017-01-01	136,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	242
Total participants	2017-01-01	136,358
Number of participants with account balances	2017-01-01	134,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1,129
Number of employers contributing to the scheme	2017-01-01	3
2016: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	123,302
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	117,136
Number of retired or separated participants receiving benefits	2016-01-01	1,177
Number of other retired or separated participants entitled to future benefits	2016-01-01	12,698
Total of all active and inactive participants	2016-01-01	131,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	201
Total participants	2016-01-01	131,212
Number of participants with account balances	2016-01-01	129,196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	886
Number of employers contributing to the scheme	2016-01-01	3
2015: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	115,193
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	111,644
Number of retired or separated participants receiving benefits	2015-01-01	956
Number of other retired or separated participants entitled to future benefits	2015-01-01	10,702
Total of all active and inactive participants	2015-01-01	123,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	144
Total participants	2015-01-01	123,446
Number of participants with account balances	2015-01-01	121,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	752
Number of employers contributing to the scheme	2015-01-01	3
2014: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	112,082
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	104,560
Number of retired or separated participants receiving benefits	2014-01-01	792
Number of other retired or separated participants entitled to future benefits	2014-01-01	9,751
Total of all active and inactive participants	2014-01-01	115,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	90
Total participants	2014-01-01	115,193
Number of participants with account balances	2014-01-01	113,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	575
Number of employers contributing to the scheme	2014-01-01	3

Financial Data on KAISER PERMANENTE 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : KAISER PERMANENTE 401(K) 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	$-1,574,926,979
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$981,087,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$970,030,093
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,552,354
Value of total corrective distributions	2022-12-31	$655,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,328,887,187
Value of total assets at end of year	2022-12-31	$16,058,823,184
Value of total assets at beginning of year	2022-12-31	$18,614,838,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,850,300
Total interest from all sources	2022-12-31	$19,718,738
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$272,013,418
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	$272,013,418
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	$1,111,830,468
Participant contributions at end of year	2022-12-31	$439,112,968
Participant contributions at beginning of year	2022-12-31	$416,148,226
Participant contributions at end of year	2022-12-31	$13,037,962
Participant contributions at beginning of year	2022-12-31	$12,576,682
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$70,988,254
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$81,975,139
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$67,038,150
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$1,150,524
Other income not declared elsewhere	2022-12-31	$-14,446,371
Administrative expenses (other) incurred	2022-12-31	$6,850,300
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	$-2,556,014,921
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,058,823,184
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,614,838,105
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	$3,985,952,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,380,223,894
Interest on participant loans	2022-12-31	$19,718,738
Value of interest in common/collective trusts at end of year	2022-12-31	$11,536,820,659
Value of interest in common/collective trusts at beginning of year	2022-12-31	$12,712,169,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,325,135,961
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,855,963,990
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	$150,018,569
Employer contributions (assets) at end of year	2022-12-31	$12,910,702
Employer contributions (assets) at beginning of year	2022-12-31	$11,744,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$968,879,569
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 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$7,158
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	$3,379,049,595
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$941,881,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$927,224,314
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,824,732
Value of total corrective distributions	2021-12-31	$805,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,281,122,871
Value of total assets at end of year	2021-12-31	$18,614,838,105
Value of total assets at beginning of year	2021-12-31	$16,177,676,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$10,026,683
Total interest from all sources	2021-12-31	$19,695,224
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$466,322,390
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	$466,322,390
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,064,523,254
Participant contributions at end of year	2021-12-31	$416,148,226
Participant contributions at beginning of year	2021-12-31	$406,470,097
Participant contributions at end of year	2021-12-31	$12,576,682
Participant contributions at beginning of year	2021-12-31	$13,035,580
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$81,975,139
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$61,642,055
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$73,978,647
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$512,990
Other income not declared elsewhere	2021-12-31	$9,469,363
Administrative expenses (other) incurred	2021-12-31	$10,026,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,437,168,338
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,614,838,105
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,177,676,925
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	$5,380,223,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,720,670,601
Interest on participant loans	2021-12-31	$19,695,224
Value of interest in common/collective trusts at end of year	2021-12-31	$12,712,169,510
Value of interest in common/collective trusts at beginning of year	2021-12-31	$10,938,864,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$192,954,101
Net investment gain or loss from common/collective trusts	2021-12-31	$1,409,485,646
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	$142,620,970
Employer contributions (assets) at end of year	2021-12-31	$11,744,654
Employer contributions (assets) at beginning of year	2021-12-31	$36,994,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$926,711,324
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 401(K) 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	$3,468,916,106
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,075,169,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,063,464,467
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,483,219
Value of total corrective distributions	2020-12-31	$1,576,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,190,371,877
Value of total assets at end of year	2020-12-31	$16,177,676,925
Value of total assets at beginning of year	2020-12-31	$13,783,929,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,644,825
Total interest from all sources	2020-12-31	$22,332,811
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,203,700,436
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	$2,203,700,436
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$971,703,128
Participant contributions at end of year	2020-12-31	$406,470,097
Participant contributions at beginning of year	2020-12-31	$410,799,321
Participant contributions at end of year	2020-12-31	$13,035,580
Participant contributions at beginning of year	2020-12-31	$135,019
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$61,642,055
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$38,446,381
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$55,869,532
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$243,260
Other income not declared elsewhere	2020-12-31	$6,554,071
Administrative expenses (other) incurred	2020-12-31	$7,644,825
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	$2,393,747,099
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,177,676,925
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,783,929,826
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	$4,720,670,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,867,448,821
Interest on participant loans	2020-12-31	$22,332,811
Value of interest in common/collective trusts at end of year	2020-12-31	$10,938,864,349
Value of interest in common/collective trusts at beginning of year	2020-12-31	$4,432,756,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-556,555,561
Net investment gain or loss from common/collective trusts	2020-12-31	$602,512,472
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	$162,799,217
Employer contributions (assets) at end of year	2020-12-31	$36,994,243
Employer contributions (assets) at beginning of year	2020-12-31	$34,343,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,063,221,207
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 401(K) 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	$3,376,946,084
Total income from all sources (including contributions)	2019-12-31	$3,376,946,084
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	$672,996,990
Total of all expenses incurred	2019-12-31	$672,996,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$662,708,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$662,708,114
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,714,974
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,714,974
Value of total corrective distributions	2019-12-31	$996,406
Value of total corrective distributions	2019-12-31	$996,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,109,263,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,109,263,293
Value of total assets at end of year	2019-12-31	$13,783,929,826
Value of total assets at end of year	2019-12-31	$13,783,929,826
Value of total assets at beginning of year	2019-12-31	$11,079,980,732
Value of total assets at beginning of year	2019-12-31	$11,079,980,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,577,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,577,496
Total interest from all sources	2019-12-31	$21,097,361
Total interest from all sources	2019-12-31	$21,097,361
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$431,149,264
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$431,149,264
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	$431,149,264
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$431,149,264
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$72,500,000
Value of fidelity bond cover	2019-12-31	$72,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
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	$911,798,884
Contributions received from participants	2019-12-31	$911,798,884
Participant contributions at end of year	2019-12-31	$410,799,321
Participant contributions at end of year	2019-12-31	$410,799,321
Participant contributions at beginning of year	2019-12-31	$381,787,323
Participant contributions at beginning of year	2019-12-31	$381,787,323
Participant contributions at end of year	2019-12-31	$135,019
Participant contributions at end of year	2019-12-31	$135,019
Participant contributions at beginning of year	2019-12-31	$138,395
Participant contributions at beginning of year	2019-12-31	$138,395
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$38,446,381
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$38,446,381
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$30,362,643
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$30,362,643
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$44,689,768
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$44,689,768
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$1,602,142
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$1,602,142
Other income not declared elsewhere	2019-12-31	$7,326,471
Other income not declared elsewhere	2019-12-31	$7,326,471
Administrative expenses (other) incurred	2019-12-31	$7,577,496
Administrative expenses (other) incurred	2019-12-31	$7,577,496
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	$2,703,949,094
Value of net income/loss	2019-12-31	$2,703,949,094
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,783,929,826
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,783,929,826
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,079,980,732
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,079,980,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,867,448,821
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,867,448,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,884,206,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,884,206,888
Interest on participant loans	2019-12-31	$21,097,361
Interest on participant loans	2019-12-31	$21,097,361
Value of interest in common/collective trusts at end of year	2019-12-31	$4,432,756,731
Value of interest in common/collective trusts at end of year	2019-12-31	$4,432,756,731
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,775,296,219
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,775,296,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,254,069,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,254,069,063
Net investment gain or loss from common/collective trusts	2019-12-31	$554,040,632
Net investment gain or loss from common/collective trusts	2019-12-31	$554,040,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$152,774,641
Contributions received in cash from employer	2019-12-31	$152,774,641
Employer contributions (assets) at end of year	2019-12-31	$34,343,553
Employer contributions (assets) at end of year	2019-12-31	$34,343,553
Employer contributions (assets) at beginning of year	2019-12-31	$8,189,264
Employer contributions (assets) at beginning of year	2019-12-31	$8,189,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$661,105,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$661,105,972
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	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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm name	2019-12-31	MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm EIN	2019-12-31	942214860
2018 : KAISER PERMANENTE 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$7,892
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	$520,252,737
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$555,284,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$546,997,458
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,548,294
Value of total corrective distributions	2018-12-31	$830,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,007,658,108
Value of total assets at end of year	2018-12-31	$11,079,980,732
Value of total assets at beginning of year	2018-12-31	$11,115,004,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,908,208
Total interest from all sources	2018-12-31	$17,413,649
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$474,154,844
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	$474,154,844
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$844,469,895
Participant contributions at end of year	2018-12-31	$381,787,323
Participant contributions at beginning of year	2018-12-31	$347,458,136
Participant contributions at end of year	2018-12-31	$138,395
Participant contributions at beginning of year	2018-12-31	$11,005,741
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$30,362,643
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$28,759,393
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$45,443,950
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$1,362,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-1,656,076
Administrative expenses (other) incurred	2018-12-31	$5,908,208
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	$-35,031,327
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,079,980,732
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,115,004,167
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	$6,884,206,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,016,374,787
Interest on participant loans	2018-12-31	$17,413,649
Value of interest in common/collective trusts at end of year	2018-12-31	$3,775,296,219
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,645,267,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-930,458,566
Net investment gain or loss from common/collective trusts	2018-12-31	$-46,859,222
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	$117,744,263
Employer contributions (assets) at end of year	2018-12-31	$8,189,264
Employer contributions (assets) at beginning of year	2018-12-31	$66,138,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$545,634,608
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 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
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	$669,080
Total income from all sources (including contributions)	2017-12-31	$2,547,998,871
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$622,240,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$614,460,604
Expenses. Certain deemed distributions of participant loans	2017-12-31	$1,425,697
Value of total corrective distributions	2017-12-31	$1,031,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$968,006,480
Value of total assets at end of year	2017-12-31	$11,115,004,167
Value of total assets at beginning of year	2017-12-31	$9,189,914,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,322,718
Total interest from all sources	2017-12-31	$14,358,945
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$274,990,174
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	$274,990,174
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$760,042,207
Participant contributions at end of year	2017-12-31	$347,458,136
Participant contributions at beginning of year	2017-12-31	$312,113,472
Participant contributions at end of year	2017-12-31	$11,005,741
Participant contributions at beginning of year	2017-12-31	$10,579,866
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$28,759,393
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$25,235,815
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$44,699,852
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$1,245,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$669,080
Other income not declared elsewhere	2017-12-31	$4,195,651
Administrative expenses (other) incurred	2017-12-31	$5,322,718
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	$1,925,758,327
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,115,004,167
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,189,245,840
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	$7,016,374,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,440,291,744
Interest on participant loans	2017-12-31	$14,358,945
Value of interest in common/collective trusts at end of year	2017-12-31	$3,645,267,342
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,395,737,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$975,176,896
Net investment gain or loss from common/collective trusts	2017-12-31	$311,270,725
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	$163,264,421
Employer contributions (assets) at end of year	2017-12-31	$66,138,768
Employer contributions (assets) at beginning of year	2017-12-31	$5,956,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$613,215,345
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 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$3
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$669,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$709,427
Total income from all sources (including contributions)	2016-12-31	$1,447,247,561
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$549,796,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$541,441,313
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,886,781
Value of total corrective distributions	2016-12-31	$956,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$848,629,017
Value of total assets at end of year	2016-12-31	$9,189,914,920
Value of total assets at beginning of year	2016-12-31	$8,292,503,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,511,455
Total interest from all sources	2016-12-31	$12,319,873
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$192,402,542
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	$192,402,542
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
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$720,725,191
Participant contributions at end of year	2016-12-31	$312,113,472
Participant contributions at beginning of year	2016-12-31	$288,766,658
Participant contributions at end of year	2016-12-31	$10,579,866
Participant contributions at beginning of year	2016-12-31	$9,032,838
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$25,235,815
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$21,007,499
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$34,640,158
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$747,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$669,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$709,427
Other income not declared elsewhere	2016-12-31	$2,486,097
Administrative expenses (other) incurred	2016-12-31	$5,511,455
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	$897,451,401
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,189,245,840
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,291,794,442
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	$5,440,291,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,612,764,248
Interest on participant loans	2016-12-31	$12,319,873
Value of interest in common/collective trusts at end of year	2016-12-31	$3,395,737,814
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,337,077,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$353,620,550
Net investment gain or loss from common/collective trusts	2016-12-31	$37,789,482
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	$93,263,668
Employer contributions (assets) at end of year	2016-12-31	$5,956,209
Employer contributions (assets) at beginning of year	2016-12-31	$23,854,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$540,694,128
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 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$11,408
Total transfer of assets from this plan	2015-12-31	$185
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$709,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$767,855
Total income from all sources (including contributions)	2015-12-31	$834,141,362
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$460,456,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$454,341,019
Expenses. Certain deemed distributions of participant loans	2015-12-31	$707,775
Value of total corrective distributions	2015-12-31	$214,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$785,791,558
Value of total assets at end of year	2015-12-31	$8,292,503,869
Value of total assets at beginning of year	2015-12-31	$7,918,866,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,193,232
Total interest from all sources	2015-12-31	$11,103,275
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$206,007,894
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	$206,007,894
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
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$672,325,051
Participant contributions at end of year	2015-12-31	$288,766,658
Participant contributions at beginning of year	2015-12-31	$259,322,723
Participant contributions at end of year	2015-12-31	$9,032,838
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$21,007,499
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$16,788,394
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$27,751,282
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$956,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$709,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$767,855
Other income not declared elsewhere	2015-12-31	$1,540,651
Administrative expenses (other) incurred	2015-12-31	$5,193,232
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	$373,684,759
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,291,794,442
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,918,098,460
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	$6,612,764,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,962,755,378
Interest on participant loans	2015-12-31	$11,103,275
Value of interest in common/collective trusts at end of year	2015-12-31	$1,337,077,693
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,624,900,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-184,855,138
Net investment gain or loss from common/collective trusts	2015-12-31	$14,553,122
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	$85,715,225
Employer contributions (assets) at end of year	2015-12-31	$23,854,933
Employer contributions (assets) at beginning of year	2015-12-31	$55,099,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$453,384,317
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 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$296
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$767,855
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,413,729
Total income from all sources (including contributions)	2014-12-31	$1,203,486,741
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$458,525,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$448,982,070
Expenses. Certain deemed distributions of participant loans	2014-12-31	$461,369
Value of total corrective distributions	2014-12-31	$26,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$730,231,234
Value of total assets at end of year	2014-12-31	$7,918,866,315
Value of total assets at beginning of year	2014-12-31	$7,174,550,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,055,042
Total interest from all sources	2014-12-31	$9,934,754
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$221,058,043
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	$221,058,043
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
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$596,873,444
Participant contributions at end of year	2014-12-31	$259,322,723
Participant contributions at beginning of year	2014-12-31	$231,016,710
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$366,249
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$16,788,394
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$19,453,991
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$1,114,421
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$46,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$767,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$1,413,729
Other income not declared elsewhere	2014-12-31	$2,928,037
Administrative expenses (other) incurred	2014-12-31	$9,055,042
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	$744,961,613
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,918,098,460
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,173,137,143
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	$5,962,755,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,297,754,441
Interest on participant loans	2014-12-31	$9,934,754
Value of interest in common/collective trusts at end of year	2014-12-31	$1,624,900,605
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,614,710,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$169,447,258
Net investment gain or loss from common/collective trusts	2014-12-31	$69,887,415
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	$113,903,799
Employer contributions (assets) at end of year	2014-12-31	$55,099,215
Employer contributions (assets) at beginning of year	2014-12-31	$30,657,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$447,867,649
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN	2014-12-31	942214860

Form 5500 Responses for KAISER PERMANENTE 401(K) RETIREMENT PLAN

2022: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KAISER PERMANENTE 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2002-12-27
Company Identification Number:	0800157095
Legal Registered Office Address:	1 KAISER PLZ STE 445 OAKLAND United States of America (USA) 94612