401k Plan data: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN plan

KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan Name	KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
Plan identification number	033

KAISER PERMANENTE TAX SHELTERED ANNUITY 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: KAISER FOUNDATION HEALTH PLAN, INC.

Employer identification number (EIN): 941340523

NAIC Classification: 621491
NAIC Description: HMO Medical Centers

Additional information about KAISER FOUNDATION HEALTH PLAN, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2002-12-27

Company Identification Number: 0800157095

Legal Registered Office Address: 1 KAISER PLZ STE 445

OAKLAND
United States of America (USA)
94612

More information about KAISER FOUNDATION HEALTH PLAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2022-01-01
033 2021-01-01
033 2020-01-01
033 2019-01-01
033 2018-01-01
033 2017-01-01 BILL G. REID
033 2016-01-01 BILL G. REID
033 2015-01-01 CYNTHIA GARA
033 2014-01-01 DONNA SMITH
033 2013-01-01 HARRIET GUBERMAN
033 2012-01-01 HARRIET GUBERMAN
033 2011-01-01 HARRIET GUBERMAN
033 2009-01-01 HARRIET E. GUBERMAN

Plan Statistics for KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 28,681
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 20,995
Number of retired or separated participants receiving benefits 2022-01-01 1,048
Number of other retired or separated participants entitled to future benefits 2022-01-01 4,904
Total of all active and inactive participants 2022-01-01 26,947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 131
Total participants 2022-01-01 27,078
Number of participants with account balances 2022-01-01 9,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 30,726
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 22,431
Number of retired or separated participants receiving benefits 2021-01-01 950
Number of other retired or separated participants entitled to future benefits 2021-01-01 5,178
Total of all active and inactive participants 2021-01-01 28,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 122
Total participants 2021-01-01 28,681
Number of participants with account balances 2021-01-01 10,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 41
2020: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 32,176
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 24,290
Number of retired or separated participants receiving benefits 2020-01-01 914
Number of other retired or separated participants entitled to future benefits 2020-01-01 5,413
Total of all active and inactive participants 2020-01-01 30,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 109
Total participants 2020-01-01 30,726
Number of participants with account balances 2020-01-01 10,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 36,005
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 25,464
Number of retired or separated participants receiving benefits 2019-01-01 937
Number of other retired or separated participants entitled to future benefits 2019-01-01 5,675
Total of all active and inactive participants 2019-01-01 32,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 100
Total participants 2019-01-01 32,176
Number of participants with account balances 2019-01-01 10,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 38,137
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 27,157
Number of retired or separated participants receiving benefits 2018-01-01 853
Number of other retired or separated participants entitled to future benefits 2018-01-01 7,894
Total of all active and inactive participants 2018-01-01 35,904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 101
Total participants 2018-01-01 36,005
Number of participants with account balances 2018-01-01 13,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 18
2017: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 68,374
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 28,527
Number of retired or separated participants receiving benefits 2017-01-01 741
Number of other retired or separated participants entitled to future benefits 2017-01-01 8,782
Total of all active and inactive participants 2017-01-01 38,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 87
Total participants 2017-01-01 38,137
Number of participants with account balances 2017-01-01 13,905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5,078
2016: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 39,781
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 58,306
Number of retired or separated participants receiving benefits 2016-01-01 637
Number of other retired or separated participants entitled to future benefits 2016-01-01 9,339
Total of all active and inactive participants 2016-01-01 68,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 92
Total participants 2016-01-01 68,374
Number of participants with account balances 2016-01-01 41,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 438
2015: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 70,579
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 59,611
Number of retired or separated participants receiving benefits 2015-01-01 536
Number of other retired or separated participants entitled to future benefits 2015-01-01 9,365
Total of all active and inactive participants 2015-01-01 69,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 76
Total participants 2015-01-01 69,588
Number of participants with account balances 2015-01-01 39,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 327
2014: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 70,358
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 60,422
Number of retired or separated participants receiving benefits 2014-01-01 454
Number of other retired or separated participants entitled to future benefits 2014-01-01 9,649
Total of all active and inactive participants 2014-01-01 70,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 54
Total participants 2014-01-01 70,579
Number of participants with account balances 2014-01-01 37,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 289
2013: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 55,940
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 59,543
Number of retired or separated participants receiving benefits 2013-01-01 397
Number of other retired or separated participants entitled to future benefits 2013-01-01 10,377
Total of all active and inactive participants 2013-01-01 70,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 41
Total participants 2013-01-01 70,358
Number of participants with account balances 2013-01-01 69,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 322
2012: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 53,013
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 47,396
Number of retired or separated participants receiving benefits 2012-01-01 285
Number of other retired or separated participants entitled to future benefits 2012-01-01 8,217
Total of all active and inactive participants 2012-01-01 55,898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 42
Total participants 2012-01-01 55,940
Number of participants with account balances 2012-01-01 54,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 164
2011: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 50,322
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 45,131
Number of retired or separated participants receiving benefits 2011-01-01 255
Number of other retired or separated participants entitled to future benefits 2011-01-01 7,579
Total of all active and inactive participants 2011-01-01 52,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 48
Total participants 2011-01-01 53,013
Number of participants with account balances 2011-01-01 52,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 909
2009: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47,119
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 41,155
Number of retired or separated participants receiving benefits 2009-01-01 157
Number of other retired or separated participants entitled to future benefits 2009-01-01 7,077
Total of all active and inactive participants 2009-01-01 48,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 18
Total participants 2009-01-01 48,407
Number of participants with account balances 2009-01-01 47,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 885

Measure	Date	Value
2022: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	28,681
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	20,995
Number of retired or separated participants receiving benefits	2022-01-01	1,048
Number of other retired or separated participants entitled to future benefits	2022-01-01	4,904
Total of all active and inactive participants	2022-01-01	26,947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	131
Total participants	2022-01-01	27,078
Number of participants with account balances	2022-01-01	9,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	30,726
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	22,431
Number of retired or separated participants receiving benefits	2021-01-01	950
Number of other retired or separated participants entitled to future benefits	2021-01-01	5,178
Total of all active and inactive participants	2021-01-01	28,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	122
Total participants	2021-01-01	28,681
Number of participants with account balances	2021-01-01	10,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	41
2020: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	32,176
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	24,290
Number of retired or separated participants receiving benefits	2020-01-01	914
Number of other retired or separated participants entitled to future benefits	2020-01-01	5,413
Total of all active and inactive participants	2020-01-01	30,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	109
Total participants	2020-01-01	30,726
Number of participants with account balances	2020-01-01	10,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	36,005
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	25,464
Number of retired or separated participants receiving benefits	2019-01-01	937
Number of other retired or separated participants entitled to future benefits	2019-01-01	5,675
Total of all active and inactive participants	2019-01-01	32,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	100
Total participants	2019-01-01	32,176
Number of participants with account balances	2019-01-01	10,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	38,137
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	27,157
Number of retired or separated participants receiving benefits	2018-01-01	853
Number of other retired or separated participants entitled to future benefits	2018-01-01	7,894
Total of all active and inactive participants	2018-01-01	35,904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	101
Total participants	2018-01-01	36,005
Number of participants with account balances	2018-01-01	13,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	18
2017: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	68,374
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	28,527
Number of retired or separated participants receiving benefits	2017-01-01	741
Number of other retired or separated participants entitled to future benefits	2017-01-01	8,782
Total of all active and inactive participants	2017-01-01	38,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	87
Total participants	2017-01-01	38,137
Number of participants with account balances	2017-01-01	13,905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5,078
2016: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	39,781
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	58,306
Number of retired or separated participants receiving benefits	2016-01-01	637
Number of other retired or separated participants entitled to future benefits	2016-01-01	9,339
Total of all active and inactive participants	2016-01-01	68,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	92
Total participants	2016-01-01	68,374
Number of participants with account balances	2016-01-01	41,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	438
2015: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	70,579
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	59,611
Number of retired or separated participants receiving benefits	2015-01-01	536
Number of other retired or separated participants entitled to future benefits	2015-01-01	9,365
Total of all active and inactive participants	2015-01-01	69,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	76
Total participants	2015-01-01	69,588
Number of participants with account balances	2015-01-01	39,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	327
2014: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	70,358
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	60,422
Number of retired or separated participants receiving benefits	2014-01-01	454
Number of other retired or separated participants entitled to future benefits	2014-01-01	9,649
Total of all active and inactive participants	2014-01-01	70,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	54
Total participants	2014-01-01	70,579
Number of participants with account balances	2014-01-01	37,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	289
2013: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	55,940
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	59,543
Number of retired or separated participants receiving benefits	2013-01-01	397
Number of other retired or separated participants entitled to future benefits	2013-01-01	10,377
Total of all active and inactive participants	2013-01-01	70,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	41
Total participants	2013-01-01	70,358
Number of participants with account balances	2013-01-01	69,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	322
2012: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	53,013
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	47,396
Number of retired or separated participants receiving benefits	2012-01-01	285
Number of other retired or separated participants entitled to future benefits	2012-01-01	8,217
Total of all active and inactive participants	2012-01-01	55,898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	42
Total participants	2012-01-01	55,940
Number of participants with account balances	2012-01-01	54,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	164
2011: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	50,322
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	45,131
Number of retired or separated participants receiving benefits	2011-01-01	255
Number of other retired or separated participants entitled to future benefits	2011-01-01	7,579
Total of all active and inactive participants	2011-01-01	52,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	48
Total participants	2011-01-01	53,013
Number of participants with account balances	2011-01-01	52,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	909
2009: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47,119
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	41,155
Number of retired or separated participants receiving benefits	2009-01-01	157
Number of other retired or separated participants entitled to future benefits	2009-01-01	7,077
Total of all active and inactive participants	2009-01-01	48,389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	18
Total participants	2009-01-01	48,407
Number of participants with account balances	2009-01-01	47,959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	885

Financial Data on KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN

Measure	Date	Value
2022 : KAISER PERMANENTE TAX SHELTERED ANNUITY 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	$-178,778,684
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$81,671,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$81,394,919
Expenses. Certain deemed distributions of participant loans	2022-12-31	$19,005
Value of total corrective distributions	2022-12-31	$918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$13,803,901
Value of total assets at end of year	2022-12-31	$978,492,595
Value of total assets at beginning of year	2022-12-31	$1,238,942,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$256,285
Total interest from all sources	2022-12-31	$1,829,925
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$45,069,272
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	$45,069,272
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	$11,349,231
Participant contributions at end of year	2022-12-31	$3,579,103
Participant contributions at beginning of year	2022-12-31	$3,596,149
Participant contributions at end of year	2022-12-31	$340,475
Participant contributions at beginning of year	2022-12-31	$387,402
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$4,050,716
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$4,582,736
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$916,377
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$251,438
Other income not declared elsewhere	2022-12-31	$-460,144
Administrative expenses (other) incurred	2022-12-31	$256,285
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	$-260,449,811
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$978,492,595
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,238,942,406
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	$846,402,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,097,966,181
Interest on participant loans	2022-12-31	$163,379
Interest earned on other investments	2022-12-31	$1,666,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$124,043,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$132,341,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-239,021,638
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	$1,538,293
Employer contributions (assets) at end of year	2022-12-31	$76,030
Employer contributions (assets) at beginning of year	2022-12-31	$68,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$81,143,481
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 TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$2
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	$163,644,891
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$74,792,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$74,368,527
Expenses. Certain deemed distributions of participant loans	2021-12-31	$7,844
Value of total corrective distributions	2021-12-31	$15,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$13,173,897
Value of total assets at end of year	2021-12-31	$1,238,942,406
Value of total assets at beginning of year	2021-12-31	$1,150,090,171
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$400,387
Total interest from all sources	2021-12-31	$2,217,557
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$70,369,985
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	$70,369,985
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	$11,045,603
Participant contributions at end of year	2021-12-31	$3,596,149
Participant contributions at beginning of year	2021-12-31	$3,318,010
Participant contributions at end of year	2021-12-31	$387,402
Participant contributions at beginning of year	2021-12-31	$360,183
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$4,582,736
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$3,964,587
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$602,388
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$79,213
Other income not declared elsewhere	2021-12-31	$612,576
Administrative expenses (other) incurred	2021-12-31	$400,387
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	$88,852,233
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,238,942,406
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,150,090,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,097,966,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$996,474,424
Interest on participant loans	2021-12-31	$152,364
Interest earned on other investments	2021-12-31	$2,065,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$132,341,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$145,918,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$77,270,876
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	$1,525,906
Employer contributions (assets) at end of year	2021-12-31	$68,650
Employer contributions (assets) at beginning of year	2021-12-31	$54,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$74,289,314
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2021-12-31	910189318
2020 : KAISER PERMANENTE TAX SHELTERED ANNUITY 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	$172,205,240
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$67,217,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$66,768,660
Expenses. Certain deemed distributions of participant loans	2020-12-31	$14,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$13,676,939
Value of total assets at end of year	2020-12-31	$1,150,090,171
Value of total assets at beginning of year	2020-12-31	$1,045,102,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$434,705
Total interest from all sources	2020-12-31	$3,523,909
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$149,159,202
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	$149,159,202
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	$11,111,638
Participant contributions at end of year	2020-12-31	$3,318,010
Participant contributions at beginning of year	2020-12-31	$3,556,169
Participant contributions at end of year	2020-12-31	$360,183
Participant contributions at beginning of year	2020-12-31	$5,128
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$3,964,587
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$3,663,262
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,263,747
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$65,623
Other income not declared elsewhere	2020-12-31	$396,503
Administrative expenses (other) incurred	2020-12-31	$434,705
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	$104,987,610
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,150,090,171
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,045,102,561
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	$996,474,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$900,062,515
Interest on participant loans	2020-12-31	$180,495
Interest earned on other investments	2020-12-31	$3,343,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$145,918,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$137,794,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,448,687
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	$1,301,554
Employer contributions (assets) at end of year	2020-12-31	$54,812
Employer contributions (assets) at beginning of year	2020-12-31	$20,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$66,703,037
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 TAX SHELTERED ANNUITY 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	$195,371,078
Total income from all sources (including contributions)	2019-12-31	$195,371,078
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	$85,175,263
Total of all expenses incurred	2019-12-31	$85,175,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$84,758,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$84,758,723
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-1,082
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-1,082
Value of total corrective distributions	2019-12-31	$8,497
Value of total corrective distributions	2019-12-31	$8,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$11,897,102
Value of total assets at end of year	2019-12-31	$1,045,102,561
Value of total assets at beginning of year	2019-12-31	$934,906,746
Value of total assets at beginning of year	2019-12-31	$934,906,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$409,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$409,125
Total interest from all sources	2019-12-31	$3,614,982
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$36,878,201
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	$36,878,201
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$72,500,000
Value of fidelity bond cover	2019-12-31	$72,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
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	$9,822,061
Contributions received from participants	2019-12-31	$9,822,061
Participant contributions at end of year	2019-12-31	$3,556,169
Participant contributions at end of year	2019-12-31	$3,556,169
Participant contributions at beginning of year	2019-12-31	$3,385,555
Participant contributions at beginning of year	2019-12-31	$3,385,555
Participant contributions at end of year	2019-12-31	$5,128
Participant contributions at end of year	2019-12-31	$5,128
Participant contributions at beginning of year	2019-12-31	$1,103
Participant contributions at beginning of year	2019-12-31	$1,103
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$3,663,262
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$3,663,262
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$3,586,310
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$3,586,310
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$993,126
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$433,372
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$433,372
Other income not declared elsewhere	2019-12-31	$653,393
Other income not declared elsewhere	2019-12-31	$653,393
Administrative expenses (other) incurred	2019-12-31	$409,125
Administrative expenses (other) incurred	2019-12-31	$409,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$110,195,815
Value of net income/loss	2019-12-31	$110,195,815
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,045,102,561
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$934,906,746
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$934,906,746
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	$900,062,515
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$900,062,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$779,254,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$779,254,140
Interest on participant loans	2019-12-31	$176,459
Interest earned on other investments	2019-12-31	$3,438,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$137,794,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$137,794,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$148,671,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$142,327,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$142,327,400
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	$1,081,915
Contributions received in cash from employer	2019-12-31	$1,081,915
Employer contributions (assets) at end of year	2019-12-31	$20,717
Employer contributions (assets) at end of year	2019-12-31	$20,717
Employer contributions (assets) at beginning of year	2019-12-31	$7,705
Employer contributions (assets) at beginning of year	2019-12-31	$7,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$84,325,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$84,325,351
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm name	2019-12-31	MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm EIN	2019-12-31	942214860
Accountancy firm EIN	2019-12-31	942214860
2018 : KAISER PERMANENTE TAX SHELTERED ANNUITY 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	$-28,421,115
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$76,486,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$76,030,052
Expenses. Certain deemed distributions of participant loans	2018-12-31	$46,552
Value of total corrective distributions	2018-12-31	$24,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$9,502,704
Value of total assets at end of year	2018-12-31	$934,906,746
Value of total assets at beginning of year	2018-12-31	$1,039,814,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$386,218
Total interest from all sources	2018-12-31	$3,090,944
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$47,910,193
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	$47,910,193
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	$8,104,007
Participant contributions at end of year	2018-12-31	$3,385,555
Participant contributions at beginning of year	2018-12-31	$3,756,521
Participant contributions at end of year	2018-12-31	$1,103
Participant contributions at beginning of year	2018-12-31	$5,389
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$3,586,310
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$3,184,760
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,124,474
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$279,675
Other income not declared elsewhere	2018-12-31	$-106,583
Administrative expenses (other) incurred	2018-12-31	$386,218
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	$-104,908,095
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$934,906,746
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,039,814,841
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	$779,254,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$880,679,688
Interest on participant loans	2018-12-31	$166,052
Interest earned on other investments	2018-12-31	$2,924,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$148,671,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$152,183,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-88,818,373
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	$274,223
Employer contributions (assets) at end of year	2018-12-31	$7,705
Employer contributions (assets) at beginning of year	2018-12-31	$5,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$75,750,377
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 TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$1,436,987,974
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	$184,788,596
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$90,764,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$90,233,525
Expenses. Certain deemed distributions of participant loans	2017-12-31	$12,995
Value of total corrective distributions	2017-12-31	$732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$12,388,360
Value of total assets at end of year	2017-12-31	$1,039,814,841
Value of total assets at beginning of year	2017-12-31	$2,382,778,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$517,513
Total interest from all sources	2017-12-31	$3,101,904
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$32,873,878
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	$32,873,878
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	$9,739,516
Participant contributions at end of year	2017-12-31	$3,756,521
Participant contributions at beginning of year	2017-12-31	$39,987,239
Participant contributions at end of year	2017-12-31	$5,389
Participant contributions at beginning of year	2017-12-31	$972,079
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,184,760
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,789,653
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$113,285
Other income not declared elsewhere	2017-12-31	$964,525
Administrative expenses (other) incurred	2017-12-31	$517,513
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	$94,023,831
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,039,814,841
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,382,778,984
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	$880,679,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,034,415,417
Interest on participant loans	2017-12-31	$211,886
Interest earned on other investments	2017-12-31	$2,890,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$152,183,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$304,570,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$135,459,929
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	$859,191
Employer contributions (assets) at end of year	2017-12-31	$5,121
Employer contributions (assets) at beginning of year	2017-12-31	$2,834,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$90,120,240
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 TAX SHELTERED ANNUITY 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	$111
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	$343,274,869
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$140,492,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$139,702,512
Expenses. Certain deemed distributions of participant loans	2016-12-31	$-412,641
Value of total corrective distributions	2016-12-31	$8,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$175,653,542
Value of total assets at end of year	2016-12-31	$2,382,778,984
Value of total assets at beginning of year	2016-12-31	$2,179,996,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,193,782
Total interest from all sources	2016-12-31	$7,150,657
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$60,360,416
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	$60,360,416
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	$143,110,223
Participant contributions at end of year	2016-12-31	$39,987,239
Participant contributions at beginning of year	2016-12-31	$35,230,954
Participant contributions at end of year	2016-12-31	$972,079
Participant contributions at beginning of year	2016-12-31	$794,891
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$12,301,035
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$376,662
Other income not declared elsewhere	2016-12-31	$681,960
Administrative expenses (other) incurred	2016-12-31	$1,193,782
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	$202,782,606
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,382,778,984
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,179,996,489
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	$2,034,415,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,850,738,095
Interest on participant loans	2016-12-31	$1,506,104
Interest earned on other investments	2016-12-31	$5,644,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$304,570,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$291,597,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$99,428,294
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	$20,242,284
Employer contributions (assets) at end of year	2016-12-31	$2,834,057
Employer contributions (assets) at beginning of year	2016-12-31	$1,635,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$139,325,850
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 TAX SHELTERED ANNUITY 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	$348,779
Total transfer of assets from this plan	2015-12-31	$34,485
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	$177,221,414
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$149,088,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$147,801,154
Expenses. Certain deemed distributions of participant loans	2015-12-31	$78,795
Value of total corrective distributions	2015-12-31	$38,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$162,092,969
Value of total assets at end of year	2015-12-31	$2,179,996,489
Value of total assets at beginning of year	2015-12-31	$2,151,549,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,169,961
Total interest from all sources	2015-12-31	$1,323,727
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$68,668,650
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	$68,668,650
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	$132,478,033
Participant contributions at end of year	2015-12-31	$35,230,954
Participant contributions at beginning of year	2015-12-31	$30,295,875
Participant contributions at end of year	2015-12-31	$794,891
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$11,832,312
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$437,331
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$271,810
Administrative expenses (other) incurred	2015-12-31	$1,169,961
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	$28,133,056
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,179,996,489
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,151,549,139
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	$1,850,738,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,828,308,302
Interest on participant loans	2015-12-31	$1,323,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$291,597,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$291,369,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-55,135,742
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	$17,782,624
Employer contributions (assets) at end of year	2015-12-31	$1,635,330
Employer contributions (assets) at beginning of year	2015-12-31	$1,575,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$147,363,823
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 TAX SHELTERED ANNUITY 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	$2,389,885,950
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	$31,001
Total income from all sources (including contributions)	2014-12-31	$575,599,534
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$229,205,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$226,882,274
Expenses. Certain deemed distributions of participant loans	2014-12-31	$-468,830
Value of total corrective distributions	2014-12-31	$50,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$323,452,764
Value of total assets at end of year	2014-12-31	$2,151,549,139
Value of total assets at beginning of year	2014-12-31	$4,195,072,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,742,156
Total interest from all sources	2014-12-31	$10,517,701
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$79,387,419
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	$79,387,419
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	$280,027,085
Participant contributions at end of year	2014-12-31	$30,295,875
Participant contributions at beginning of year	2014-12-31	$67,789,710
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$18,802,487
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$242,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$31,001
Other income not declared elsewhere	2014-12-31	$1,619,487
Administrative expenses (other) incurred	2014-12-31	$2,742,156
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	$346,393,912
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,151,549,139
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,195,041,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,828,308,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,595,171,537
Interest on participant loans	2014-12-31	$2,037,900
Interest earned on other investments	2014-12-31	$8,479,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$291,369,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$531,126,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$160,622,163
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	$24,623,192
Employer contributions (assets) at end of year	2014-12-31	$1,575,703
Employer contributions (assets) at beginning of year	2014-12-31	$984,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$226,639,466
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 TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$14,057
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$31,001
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	$1,019,887,764
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$261,278,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$259,171,524
Expenses. Certain deemed distributions of participant loans	2013-12-31	$71,114
Value of total corrective distributions	2013-12-31	$219,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$408,712,394
Value of total assets at end of year	2013-12-31	$4,195,072,178
Value of total assets at beginning of year	2013-12-31	$3,436,417,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,816,378
Total interest from all sources	2013-12-31	$13,937,647
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$115,013,418
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	$115,013,418
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$355,777,957
Participant contributions at end of year	2013-12-31	$67,789,710
Participant contributions at beginning of year	2013-12-31	$60,218,531
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$33,950
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$21,074,069
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$5,252
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$26,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$31,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$832,683
Administrative expenses (other) incurred	2013-12-31	$1,816,378
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$-20
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	$758,609,377
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,195,041,177
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,436,417,743
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	$3,595,171,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,846,109,634
Interest on participant loans	2013-12-31	$2,571,949
Interest earned on other investments	2013-12-31	$11,365,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$531,126,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$526,807,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$481,391,622
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	$31,860,368
Employer contributions (assets) at end of year	2013-12-31	$984,821
Employer contributions (assets) at beginning of year	2013-12-31	$3,221,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$259,166,272
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 TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$1,230
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	$7,636
Total income from all sources (including contributions)	2012-12-31	$667,795,168
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$161,456,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$159,954,237
Expenses. Certain deemed distributions of participant loans	2012-12-31	$77,494
Value of total corrective distributions	2012-12-31	$34,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$359,868,140
Value of total assets at end of year	2012-12-31	$3,436,417,743
Value of total assets at beginning of year	2012-12-31	$2,930,085,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,390,105
Total interest from all sources	2012-12-31	$15,607,647
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$87,670,127
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	$87,670,127
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
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$311,880,950
Participant contributions at end of year	2012-12-31	$60,218,531
Participant contributions at beginning of year	2012-12-31	$50,710,529
Participant contributions at end of year	2012-12-31	$33,950
Participant contributions at beginning of year	2012-12-31	$5,345,677
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$14,900,716
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$26,565
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$26,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$43,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$7,636
Other income not declared elsewhere	2012-12-31	$-31,911,366
Administrative expenses (other) incurred	2012-12-31	$1,390,105
Total non interest bearing cash at end of year	2012-12-31	$-20
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$506,338,675
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,436,417,743
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,930,077,838
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	$2,846,109,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,350,282,577
Interest on participant loans	2012-12-31	$2,298,156
Interest earned on other investments	2012-12-31	$13,309,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$526,807,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$522,674,936
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$576,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$236,560,620
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	$33,086,474
Employer contributions (assets) at end of year	2012-12-31	$3,221,594
Employer contributions (assets) at beginning of year	2012-12-31	$1,027,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$159,350,989
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 TAX SHELTERED ANNUITY 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	$7,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$10,035
Total income from all sources (including contributions)	2011-12-31	$341,656,293
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$143,801,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$142,537,986
Expenses. Certain deemed distributions of participant loans	2011-12-31	$-91,106
Value of total corrective distributions	2011-12-31	$54,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$326,426,760
Value of total assets at end of year	2011-12-31	$2,930,085,474
Value of total assets at beginning of year	2011-12-31	$2,732,233,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,300,234
Total interest from all sources	2011-12-31	$25,449,457
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$57,766,235
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	$57,766,235
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
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$285,872,196
Participant contributions at end of year	2011-12-31	$50,710,529
Participant contributions at beginning of year	2011-12-31	$43,318,877
Participant contributions at end of year	2011-12-31	$5,345,677
Participant contributions at beginning of year	2011-12-31	$5,126,868
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$11,398,280
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$1,180,045
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$43,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$7,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$10,035
Other income not declared elsewhere	2011-12-31	$132,770
Administrative expenses (other) incurred	2011-12-31	$1,300,234
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	$197,854,788
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,930,077,838
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,732,223,050
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	$2,350,282,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,227,741,133
Interest on participant loans	2011-12-31	$2,116,642
Interest earned on other investments	2011-12-31	$23,332,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$522,674,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$453,623,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-68,118,929
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	$29,156,284
Employer contributions (assets) at end of year	2011-12-31	$1,027,972
Employer contributions (assets) at beginning of year	2011-12-31	$2,422,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$141,357,941
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 TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$855
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$10,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$52,348
Total income from all sources (including contributions)	2010-12-31	$568,339,590
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$134,592,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$133,598,165
Expenses. Certain deemed distributions of participant loans	2010-12-31	$-245,751
Value of total corrective distributions	2010-12-31	$54,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$301,654,967
Value of total assets at end of year	2010-12-31	$2,732,233,085
Value of total assets at beginning of year	2010-12-31	$2,298,526,995
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,185,062
Total interest from all sources	2010-12-31	$1,953,446
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$46,236,041
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	$46,236,041
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$261,449,139
Participant contributions at end of year	2010-12-31	$43,318,877
Participant contributions at beginning of year	2010-12-31	$33,121,004
Participant contributions at end of year	2010-12-31	$5,126,868
Participant contributions at beginning of year	2010-12-31	$4,339,552
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$9,684,797
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$22,747
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$9,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$10,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$52,348
Other income not declared elsewhere	2010-12-31	$21,201,295
Administrative expenses (other) incurred	2010-12-31	$1,185,062
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$-44
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	$433,747,548
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,732,223,050
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,298,474,647
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	$2,227,741,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,832,963,732
Interest on participant loans	2010-12-31	$1,953,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$453,623,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$427,683,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$197,293,841
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	$30,521,031
Employer contributions (assets) at end of year	2010-12-31	$2,422,286
Employer contributions (assets) at beginning of year	2010-12-31	$409,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$133,575,418
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

Form 5500 Responses for KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN

2022: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	2102
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	2197
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	2439
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	2678
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	3006
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	3200
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	6774
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	7171
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	12638
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	12677
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	12235
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	12195
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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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