Plan Snapshot
- Plan Sponsor: Kaiser Foundation Health Plan, INC.
- Sponsor EIN: 941340523
- Sponsor Address: ONE KAISER PLAZA, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Plan Number: 037
- Total Participants: 40,192
- Total Assets: $5.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2022 | 40,192 | $5.7B | $20.8M | $415.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | Recordkeeper | $1,650,721 | — | $1,650,721 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $363,071 | — | $363,071 |
| QDRO CONSULTANTS CO LLC | Other Service Provider | $7,900 | — | $7,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,021,692
- Estimated Expense Ratio: 0.035% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2022 | $1,909,392 | — | — | — | — |