Plan Snapshot
- Plan Sponsor: Kaiser Foundation Health Plan, INC.
- Sponsor EIN: 941340523
- Sponsor Address: ONE KAISER PLAZA, OAKLAND, CA, 94612
- Plan Type: DC
- Total Participants: 155,687
- Total Assets: $22.5B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 155,687 | $22.5B | $214.9M | $1.3B |
| 2023 | 149,110 | $19.7B | $175.2M | $1.2B |
| 2022 | 136,422 | $16.1B | $150.0M | $1.1B |
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. | NONE | $8,392,216 | — | $8,392,216 |
| THE VANGUARD GROUP, INC. | NONE | $2,418,261 | — | $2,418,261 |
| QDRO CONSULTANTS CO LLC | NONE | $29,050 | — | $29,050 |
| CHARLES SCHWAB & CO., INC. | NONE | $18,655 | — | $18,655 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
- CHARLES SCHWAB & CO., INC. — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,858,182
- Estimated Expense Ratio: 0.048% 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 | $10,024,226 | — | — | — | — |
| 2023 | $7,687,930 | — | — | — | — |
| 2022 | $6,850,300 | — | — | — | — |