Plan Snapshot
- Plan Sponsor: Kaiser Foundation Health Plan, INC.
- Sponsor EIN: 941340523
- Sponsor Address: ONE KAISER PLAZA, 20TH FLOOR, OAKLAND, CA, 94612
- Plan Type: Health & Welfare
- Plan Number: 580
- Total Participants: 0
- Total Assets: $5.4B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $5.4B | $73.7M | $0 |
| 2023 | 33,064 | $5.4B | $84.7M | $0 |
| 2022 | 28,893 | $4.9B | $107.2M | $0 |
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 |
|---|---|---|---|---|
| TELUS HEALTH | Other Service Provider | $4,654,743 | — | $4,654,743 |
| STANDARD CRYPTO MANAGEMENT LP | Other Service Provider | $1,183,330 | $235,672 | $1,419,002 |
| GREATPOINT INVESTMENT MANAGEMENT | Other Service Provider | $625,000 | — | $625,000 |
| STATE STREET BANK AND TRUST CO. | Other Service Provider | $150,300 | — | $150,300 |
| AON HEWITT INVEST. CONSULTING, INC. | Other Service Provider | $76,529 | — | $76,529 |
| SEYFARTH SHAW LLP | ERISA Attorney | $61,915 | — | $61,915 |
| BAKER TILLY US, LLP | Auditor | $58,100 | — | $58,100 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $47,847 | — | $47,847 |
| CARDINAL INVESTMENT ADVISORS, LLC | Other Service Provider | $21,680 | — | $21,680 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEYFARTH SHAW LLP — ERISA Attorney
- BAKER TILLY US, LLP — Auditor
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,125,116
- Estimated Expense Ratio: 0.132% 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 |
|---|---|---|---|---|---|
| 2024 | $11,549,497 | $6,495,543 | — | $58,100 | — |
| 2023 | $17,854,765 | $7,563,106 | — | $27,800 | — |
| 2022 | $21,776,345 | $14,660,089 | $6,829,789 | — | $255,402 |