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THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameTHE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN
Plan identification number 003

THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

THE HENRY J. KAISER FAMILY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE HENRY J. KAISER FAMILY FOUNDATION
Employer identification number (EIN):946064808
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ELIZABETH CAIN
0032016-01-01KOONAL GANDHI
0032015-01-01KOONAL GANDHI
0032014-01-01KOONAL GANDHI KOONAL GANDHI2015-09-22
0032013-01-01KOONAL GANDHI KOONAL GANDHI2014-07-22
0032012-01-01KOONAL GANDHI KOONAL GANDHI2013-09-03
0032011-01-01DAVID ORCUTT DAVID ORCUTT2012-07-13
0032010-01-01DAVID ORCUTT DAVID ORCUTT2011-08-30
0032009-01-01DAVID ORCUTT DAVID ORCUTT2010-10-12

Plan Statistics for THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN

401k plan membership statisitcs for THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN

Measure Date Value
2022: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01307
Total number of active participants reported on line 7a of the Form 55002022-01-01197
Number of retired or separated participants receiving benefits2022-01-01148
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01345
Total participants2022-01-01345
Number of participants with account balances2022-01-01345
2021: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01296
Total number of active participants reported on line 7a of the Form 55002021-01-01170
Number of retired or separated participants receiving benefits2021-01-01137
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01307
Total participants2021-01-01307
Number of participants with account balances2021-01-01307
2020: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01285
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of other retired or separated participants entitled to future benefits2020-01-01134
Total of all active and inactive participants2020-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01296
Number of participants with account balances2020-01-01296
2019: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01265
Total number of active participants reported on line 7a of the Form 55002019-01-01156
Number of other retired or separated participants entitled to future benefits2019-01-01128
Total of all active and inactive participants2019-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01285
Number of participants with account balances2019-01-01285
2018: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01268
Total number of active participants reported on line 7a of the Form 55002018-01-01146
Number of other retired or separated participants entitled to future benefits2018-01-01119
Total of all active and inactive participants2018-01-01265
Total participants2018-01-01265
Number of participants with account balances2018-01-01265
2017: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01261
Total number of active participants reported on line 7a of the Form 55002017-01-01149
Number of other retired or separated participants entitled to future benefits2017-01-01119
Total of all active and inactive participants2017-01-01268
Total participants2017-01-01268
Number of participants with account balances2017-01-01268
2016: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01234
Total number of active participants reported on line 7a of the Form 55002016-01-01147
Number of other retired or separated participants entitled to future benefits2016-01-01114
Total of all active and inactive participants2016-01-01261
Total participants2016-01-01261
Number of participants with account balances2016-01-01261
2015: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01231
Total number of active participants reported on line 7a of the Form 55002015-01-01125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01108
Total of all active and inactive participants2015-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01234
Number of participants with account balances2015-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01220
Total number of active participants reported on line 7a of the Form 55002014-01-01122
Number of retired or separated participants receiving benefits2014-01-01108
Total of all active and inactive participants2014-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01231
Number of participants with account balances2014-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01215
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01102
Total of all active and inactive participants2013-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01220
Number of participants with account balances2013-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01210
Total number of active participants reported on line 7a of the Form 55002012-01-01134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01215
Number of participants with account balances2012-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01197
Total number of active participants reported on line 7a of the Form 55002011-01-01139
Number of other retired or separated participants entitled to future benefits2011-01-0171
Total of all active and inactive participants2011-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01210
Number of participants with account balances2011-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01183
Total number of active participants reported on line 7a of the Form 55002010-01-01129
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0168
Total of all active and inactive participants2010-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01197
Number of participants with account balances2010-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01175
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01183
Number of participants with account balances2009-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN

Measure Date Value
2022 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-300,683
Total unrealized appreciation/depreciation of assets2022-12-31$-300,683
Total income from all sources (including contributions)2022-12-31$-10,632,562
Total loss/gain on sale of assets2022-12-31$-123,938
Total of all expenses incurred2022-12-31$8,054,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,044,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,500,875
Value of total assets at end of year2022-12-31$78,691,090
Value of total assets at beginning of year2022-12-31$97,378,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,224
Total interest from all sources2022-12-31$77,230
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,698,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,694,206
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,434,932
Participant contributions at end of year2022-12-31$477,166
Participant contributions at beginning of year2022-12-31$380,289
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,041,857
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,195,625
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$526,647
Other income not declared elsewhere2022-12-31$77,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,687,187
Value of net assets at end of year (total assets less liabilities)2022-12-31$78,691,090
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$97,378,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$72,483,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$90,190,902
Interest on participant loans2022-12-31$20,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,689,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,611,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,611,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$56,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,562,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,539,296
Income. Dividends from common stock2022-12-31$4,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,044,401
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$402,860
Aggregate carrying amount (costs) on sale of assets2022-12-31$526,798
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$83,832
Total unrealized appreciation/depreciation of assets2021-12-31$83,832
Total income from all sources (including contributions)2021-12-31$19,567,560
Total loss/gain on sale of assets2021-12-31$110,709
Total of all expenses incurred2021-12-31$3,249,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,239,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,902,563
Value of total assets at end of year2021-12-31$97,378,277
Value of total assets at beginning of year2021-12-31$81,060,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,702
Total interest from all sources2021-12-31$19,025
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,302,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,296,301
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,291,957
Participant contributions at end of year2021-12-31$380,289
Participant contributions at beginning of year2021-12-31$333,654
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,195,625
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,517,234
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$732,707
Other income not declared elsewhere2021-12-31$45,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,317,617
Value of net assets at end of year (total assets less liabilities)2021-12-31$97,378,277
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$81,060,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$10,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$90,190,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,841,794
Interest on participant loans2021-12-31$18,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,611,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,367,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,367,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,103,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,877,899
Income. Dividends from common stock2021-12-31$6,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,239,241
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$810,835
Aggregate carrying amount (costs) on sale of assets2021-12-31$700,126
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$177,062
Total unrealized appreciation/depreciation of assets2020-12-31$177,062
Total income from all sources (including contributions)2020-12-31$16,035,005
Total loss/gain on sale of assets2020-12-31$180,910
Total of all expenses incurred2020-12-31$3,512,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,501,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,892,598
Value of total assets at end of year2020-12-31$81,060,660
Value of total assets at beginning of year2020-12-31$68,537,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,861
Total interest from all sources2020-12-31$29,318
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,778,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,772,131
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,135,291
Participant contributions at end of year2020-12-31$333,654
Participant contributions at beginning of year2020-12-31$309,594
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,517,234
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,176,218
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$160,427
Other income not declared elsewhere2020-12-31$44,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,522,924
Value of net assets at end of year (total assets less liabilities)2020-12-31$81,060,660
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$68,537,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,841,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$63,432,512
Interest on participant loans2020-12-31$18,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,367,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,619,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,619,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$10,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,932,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,596,880
Income. Dividends from common stock2020-12-31$6,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,501,220
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,019,572
Aggregate carrying amount (costs) on sale of assets2020-12-31$838,662
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$101,825
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$101,825
Total unrealized appreciation/depreciation of assets2019-12-31$101,825
Total unrealized appreciation/depreciation of assets2019-12-31$101,825
Total income from all sources (including contributions)2019-12-31$17,512,413
Total income from all sources (including contributions)2019-12-31$17,512,413
Total loss/gain on sale of assets2019-12-31$53,858
Total loss/gain on sale of assets2019-12-31$53,858
Total of all expenses incurred2019-12-31$5,055,756
Total of all expenses incurred2019-12-31$5,055,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,045,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,045,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,581,324
Value of total assets at end of year2019-12-31$68,537,736
Value of total assets at end of year2019-12-31$68,537,736
Value of total assets at beginning of year2019-12-31$56,081,079
Value of total assets at beginning of year2019-12-31$56,081,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,547
Total interest from all sources2019-12-31$67,954
Total interest from all sources2019-12-31$67,954
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,944,640
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,944,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,939,005
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,939,005
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$938,042
Participant contributions at end of year2019-12-31$309,594
Participant contributions at beginning of year2019-12-31$238,012
Participant contributions at beginning of year2019-12-31$238,012
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,176,218
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,176,218
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$853,849
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$853,849
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$211,450
Other income not declared elsewhere2019-12-31$42,105
Other income not declared elsewhere2019-12-31$42,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,456,657
Value of net income/loss2019-12-31$12,456,657
Value of net assets at end of year (total assets less liabilities)2019-12-31$68,537,736
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,081,079
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,081,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,547
Investment advisory and management fees2019-12-31$10,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$63,432,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$63,432,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,724,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,724,125
Interest on participant loans2019-12-31$13,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,619,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,619,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,265,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,265,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,265,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,265,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$54,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$54,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,720,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,720,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,431,832
Contributions received in cash from employer2019-12-31$3,431,832
Income. Dividends from common stock2019-12-31$5,635
Income. Dividends from common stock2019-12-31$5,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,045,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,045,209
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$721,865
Aggregate proceeds on sale of assets2019-12-31$721,865
Aggregate carrying amount (costs) on sale of assets2019-12-31$668,007
Aggregate carrying amount (costs) on sale of assets2019-12-31$668,007
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-75,493
Total unrealized appreciation/depreciation of assets2018-12-31$-75,493
Total income from all sources (including contributions)2018-12-31$383,032
Total loss/gain on sale of assets2018-12-31$260
Total of all expenses incurred2018-12-31$2,218,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,211,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,564,643
Value of total assets at end of year2018-12-31$56,081,079
Value of total assets at beginning of year2018-12-31$57,916,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,950
Total interest from all sources2018-12-31$52,052
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,750,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,746,916
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$886,251
Participant contributions at end of year2018-12-31$238,012
Participant contributions at beginning of year2018-12-31$239,344
Assets. Other investments not covered elsewhere at end of year2018-12-31$853,849
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$691,417
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$445,416
Other income not declared elsewhere2018-12-31$41,057
Total non interest bearing cash at beginning of year2018-12-31$146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,835,029
Value of net assets at end of year (total assets less liabilities)2018-12-31$56,081,079
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$57,916,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$52,724,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$54,467,109
Interest on participant loans2018-12-31$12,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,265,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,518,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,518,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$39,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,950,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,232,976
Income. Dividends from common stock2018-12-31$4,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,211,111
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$34,606
Aggregate carrying amount (costs) on sale of assets2018-12-31$34,346
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$70,392
Total unrealized appreciation/depreciation of assets2017-12-31$70,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$410,340
Total income from all sources (including contributions)2017-12-31$13,090,837
Total loss/gain on sale of assets2017-12-31$8,267
Total of all expenses incurred2017-12-31$1,256,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,248,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,088,694
Value of total assets at end of year2017-12-31$57,916,108
Value of total assets at beginning of year2017-12-31$46,491,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,341
Total interest from all sources2017-12-31$19,066
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,752,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,749,837
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$833,194
Participant contributions at end of year2017-12-31$239,344
Assets. Other investments not covered elsewhere at end of year2017-12-31$691,417
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$432,478
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$42,890
Assets. Loans (other than to participants) at beginning of year2017-12-31$130,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$410,340
Other income not declared elsewhere2017-12-31$33,658
Total non interest bearing cash at end of year2017-12-31$146
Total non interest bearing cash at beginning of year2017-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,834,688
Value of net assets at end of year (total assets less liabilities)2017-12-31$57,916,108
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,081,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$7,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$54,467,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$43,575,376
Interest on participant loans2017-12-31$6,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,518,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,353,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,353,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$12,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,118,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,212,610
Income. Dividends from common stock2017-12-31$2,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,248,808
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$71,962
Aggregate carrying amount (costs) on sale of assets2017-12-31$63,695
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$19,572
Total unrealized appreciation/depreciation of assets2016-12-31$19,572
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$410,340
Total income from all sources (including contributions)2016-12-31$7,026,912
Total loss/gain on sale of assets2016-12-31$-3,102
Total of all expenses incurred2016-12-31$3,005,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,000,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,802,188
Value of total assets at end of year2016-12-31$46,491,760
Value of total assets at beginning of year2016-12-31$42,059,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,542
Total interest from all sources2016-12-31$7,267
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,476,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,472,436
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$740,342
Assets. Other investments not covered elsewhere at end of year2016-12-31$432,478
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$434,831
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$192,344
Assets. Loans (other than to participants) at end of year2016-12-31$130,414
Assets. Loans (other than to participants) at beginning of year2016-12-31$194,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$410,340
Total non interest bearing cash at end of year2016-12-31$165
Total non interest bearing cash at beginning of year2016-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,021,808
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,081,420
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,059,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$4,542
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$43,575,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,601,663
Interest on participant loans2016-12-31$5,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,353,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$828,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$828,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,724,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,869,502
Income. Dividends from common stock2016-12-31$4,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,000,562
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$150,093
Aggregate carrying amount (costs) on sale of assets2016-12-31$153,195
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-16,407
Total unrealized appreciation/depreciation of assets2015-12-31$-16,407
Total income from all sources (including contributions)2015-12-31$5,646,406
Total of all expenses incurred2015-12-31$2,091,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,092,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,740,363
Value of total assets at end of year2015-12-31$42,059,612
Value of total assets at beginning of year2015-12-31$38,504,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-834
Total interest from all sources2015-12-31$7,298
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,020,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,015,536
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$630,832
Assets. Other investments not covered elsewhere at end of year2015-12-31$434,831
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$269,540
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,565,602
Assets. Loans (other than to participants) at end of year2015-12-31$194,526
Assets. Loans (other than to participants) at beginning of year2015-12-31$156,272
Total non interest bearing cash at end of year2015-12-31$165
Total non interest bearing cash at beginning of year2015-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,555,224
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,059,612
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,504,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$-834
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,601,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,027,482
Interest on participant loans2015-12-31$7,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$828,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,050,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,050,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,105,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,543,929
Income. Dividends from common stock2015-12-31$5,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,092,016
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-4,119
Total unrealized appreciation/depreciation of assets2014-12-31$-4,119
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,332,018
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,081,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,075,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,071,904
Value of total assets at end of year2014-12-31$38,504,388
Value of total assets at beginning of year2014-12-31$35,254,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,191
Total interest from all sources2014-12-31$7,390
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,532,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,529,622
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$481,284
Participant contributions at end of year2014-12-31$156,272
Participant contributions at beginning of year2014-12-31$168,307
Assets. Other investments not covered elsewhere at end of year2014-12-31$269,540
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$136,316
Administrative expenses (other) incurred2014-12-31$562
Total non interest bearing cash at end of year2014-12-31$165
Total non interest bearing cash at beginning of year2014-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,250,335
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,504,388
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,254,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$5,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$36,027,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,049,477
Interest on participant loans2014-12-31$7,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,050,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,036,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,036,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-275,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,454,304
Income. Dividends from common stock2014-12-31$2,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,075,492
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,965,730
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,776,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,771,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,210,370
Value of total assets at end of year2013-12-31$35,254,053
Value of total assets at beginning of year2013-12-31$28,064,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,007
Total interest from all sources2013-12-31$7,694
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,190,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,190,297
Administrative expenses professional fees incurred2013-12-31$5,007
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$408,601
Participant contributions at end of year2013-12-31$168,307
Participant contributions at beginning of year2013-12-31$210,615
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$425,499
Total non interest bearing cash at end of year2013-12-31$165
Total non interest bearing cash at beginning of year2013-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,189,504
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,254,053
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,064,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$33,049,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,189,311
Interest on participant loans2013-12-31$7,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,036,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,637,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,637,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$27,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,557,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,376,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,771,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOSS-ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,313,616
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,679,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,677,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,203,864
Value of total assets at end of year2012-12-31$28,064,549
Value of total assets at beginning of year2012-12-31$23,430,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,453
Total interest from all sources2012-12-31$6,898
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$757,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$757,600
Administrative expenses professional fees incurred2012-12-31$2,453
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$483,705
Participant contributions at end of year2012-12-31$210,615
Participant contributions at beginning of year2012-12-31$151,635
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$69,556
Total non interest bearing cash at end of year2012-12-31$165
Total non interest bearing cash at beginning of year2012-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,633,771
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,064,549
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,430,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$26,189,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,656,263
Interest on participant loans2012-12-31$6,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,637,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,552,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,552,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$27,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$70,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,345,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,650,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,677,392
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOSS-ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,476,846
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,413,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,404,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,085,700
Value of total assets at end of year2011-12-31$23,430,778
Value of total assets at beginning of year2011-12-31$22,367,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,660
Total interest from all sources2011-12-31$8,535
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$640,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$640,201
Administrative expenses professional fees incurred2011-12-31$8,660
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$485,319
Participant contributions at end of year2011-12-31$151,635
Participant contributions at beginning of year2011-12-31$138,502
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$64,626
Total non interest bearing cash at end of year2011-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,063,649
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,430,778
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,367,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,656,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,874,155
Interest on participant loans2011-12-31$8,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,552,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,286,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,286,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$70,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$68,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,257,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,535,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,404,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,711,724
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,112,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,107,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,100,359
Value of total assets at end of year2010-12-31$22,367,129
Value of total assets at beginning of year2010-12-31$17,768,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,106
Total interest from all sources2010-12-31$410,573
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$535,831
Participant contributions at end of year2010-12-31$138,502
Participant contributions at beginning of year2010-12-31$163,163
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$130,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,599,047
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,367,129
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,768,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,874,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,612,833
Interest on participant loans2010-12-31$6,831
Interest earned on other investments2010-12-31$403,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,286,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$927,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$927,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$68,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$64,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,200,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,434,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,107,571
Contract administrator fees2010-12-31$5,106
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MOHLER, NIXON & WILLIAMS
Accountancy firm EIN2010-12-31770106234

Form 5500 Responses for THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN

2022: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHJ743
Policy instance 1
Insurance contract or identification numberPHJ743
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,901
Total amount of fees paid to insurance companyUSD $33
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $1,901
Amount paid for insurance broker fees33
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameFREDERICK GAWLICK
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHJ743
Policy instance 1
Insurance contract or identification numberPHJ743
Number of Individuals Covered17
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,140
Total amount of fees paid to insurance companyUSD $61
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $4,140
Amount paid for insurance broker fees61
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameFREDERICK GAWLICK
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHJ743
Policy instance 1
Insurance contract or identification numberPHJ743
Number of Individuals Covered17
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,212
Total amount of fees paid to insurance companyUSD $64
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHJ743
Policy instance 1
Insurance contract or identification numberPHJ743
Number of Individuals Covered19
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,904
Total amount of fees paid to insurance companyUSD $46
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,904
Amount paid for insurance broker fees46
Additional information about fees paid to insurance brokerN/A N/A
Insurance broker organization code?3
Insurance broker nameFREDERICK GAWLICK

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