# Kaiser Foundation Health Plan, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/kaiser-foundation-health-plan-inc-941340523-580

> Kaiser Foundation Health Plan, INC.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/seyfarth-shaw-llp) — ERISA Attorney

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kaiser-foundation-health-plan-inc-941340523-580)

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