Plan Snapshot
- Plan Sponsor: Kaiser Permanente Medical Care Program
- Sponsor EIN: 946365467
- Sponsor Address: ONE KAISER PLAZA, 20TH FLOOR, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Plan Number: 101
- Total Participants: 0
- Total Assets: $66.6B
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 | $66.6B | $0 | $0 |
| 2023 | 0 | $62.0B | $0 | $0 |
| 2022 | 0 | $58.3B | $0 | $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 |
|---|---|---|---|---|
| MARSHALL WACE LLP | Other Service Provider | — | $16,262,813 | $16,262,813 |
| TELUS HEALTH | Other Service Provider | $15,166,321 | — | $15,166,321 |
| MARSHALL WACE NORTH AMERICA L.P. | Other Service Provider | — | $13,646,068 | $13,646,068 |
| FARALLON CAPITAL OFFSHORE INVESTORS | Other Service Provider | — | $13,196,805 | $13,196,805 |
| SIXTH STREET GROWTH | Other Service Provider | — | $8,180,242 | $8,180,242 |
| SR ONE CAPITAL MANAGEMENT LP | Other Service Provider | — | $6,616,754 | $6,616,754 |
| ROARK CAPITAL MANAGEMENT LLC | Other Service Provider | — | $6,593,281 | $6,593,281 |
| SANDERS CAPITAL, LLC | Other Service Provider | $5,379,940 | — | $5,379,940 |
| WARBURG PINCUS LLC | Other Service Provider | — | $4,323,977 | $4,323,977 |
| AETOS ALTERNATIVES MANAGEMENT, LP | Other Service Provider | $4,156,109 | $35,375 | $4,191,484 |
| APOLLO CAPITAL MANAGEMENT VIII, LLC | Other Service Provider | $4,162,741 | $23,600 | $4,186,341 |
| CERTARES HOLDINGS (BLOCKABLE) LLC | Other Service Provider | $4,005,685 | — | $4,005,685 |
| STATE STREET BANK AND TRUST CO. | Other Service Provider | $3,998,861 | — | $3,998,861 |
| FARALLON HEALTHCARE PARTNERS INTERN | Other Service Provider | $3,975,190 | — | $3,975,190 |
| LBA REALTY, LLC | Other Service Provider | — | $3,881,034 | $3,881,034 |
| LOOMIS SAYLES & CO., LP | Other Service Provider | $3,180,888 | — | $3,180,888 |
| PATIENT SQUARE CAPITAL LP | Other Service Provider | — | $2,606,986 | $2,606,986 |
| TPG GENPAR VIII, L.P. | Other Service Provider | — | $2,376,118 | $2,376,118 |
| CHRYSCAPITAL | Other Service Provider | — | $2,247,498 | $2,247,498 |
| AON CONSULTING INC | Recordkeeper | $2,223,234 | — | $2,223,234 |
| ROCKPOINT REAL ESTATE PARALLEL FUND | Other Service Provider | $2,062,623 | — | $2,062,623 |
| WELLINGTON MANAGEMENT | Other Service Provider | $2,060,933 | — | $2,060,933 |
| NEXUS CAPITAL MANAGEMENT , LP | Other Service Provider | — | $2,052,189 | $2,052,189 |
| BLACKSTONE ALTERNATIVE CREDIT ADVIS | Other Service Provider | $926,247 | $1,029,351 | $1,955,598 |
| THE RISE FUND II MANAGEMENT, LLC | Other Service Provider | — | $1,676,262 | $1,676,262 |
| SEYFARTH SHAW LLP | ERISA Attorney | $1,625,080 | — | $1,625,080 |
| TPG GROWTH V MANAGEMENT, LLC | Other Service Provider | — | $1,584,598 | $1,584,598 |
| KAISER FOUNDATION HEALTH PLAN INC | Other Service Provider | $1,526,375 | — | $1,526,375 |
| PAYDEN & RYGEL | Other Service Provider | $1,478,772 | — | $1,478,772 |
| TRUCKER HUSS | Other Service Provider | $1,477,378 | — | $1,477,378 |
| HUDSON ADVISORS L.P. | Other Service Provider | — | $1,455,135 | $1,455,135 |
| STANDARD CRYPTO MANAGEMENT LP | Other Service Provider | $1,183,330 | $235,672 | $1,419,002 |
| TPG REAL ESTATE CORE-PLUS MGMT LLC | Other Service Provider | — | $1,365,115 | $1,365,115 |
| FPCI SEVEN2 MIDMARKET X-A | Other Service Provider | — | $1,364,518 | $1,364,518 |
| THE RISE CLIMATE MANAGEMENT, LLC | Other Service Provider | — | $1,242,914 | $1,242,914 |
| TPG REAL ESTATE IV MANAGEMENT, LLC | Other Service Provider | — | $1,236,666 | $1,236,666 |
| THE RISE CLIMATE GENPAR, L.P. | Other Service Provider | $1,205,187 | — | $1,205,187 |
| THRIVE CAPITAL PARTNERS VII GROWTH, | Other Service Provider | — | $1,198,423 | $1,198,423 |
| THRIVE CAPITAL PARTNERS VIII GROWTH | Other Service Provider | — | $1,137,457 | $1,137,457 |
| PRICEWATERHOUSECOOPERS ZHONG TIAN L | Other Service Provider | $1,056,542 | — | $1,056,542 |
| TPG VIII MANAGEMENT, LLC | Other Service Provider | — | $1,037,189 | $1,037,189 |
| ROCKPOINT REAL ESTATE PARALLEL FUND | Other Service Provider | $1,002,136 | — | $1,002,136 |
| VERITAS CAPITAL FUND MANAGEMENT, LL | Other Service Provider | — | $938,385 | $938,385 |
| PRYSM CAPITAL, L.P. | Other Service Provider | $933,498 | — | $933,498 |
| RUSSELL INVESTMENTS IMPLEMENTATION | Investment Advisor | $868,839 | — | $868,839 |
| AON HEWITT INVESTMENT CONSULTING | Other Service Provider | $858,750 | — | $858,750 |
| GREATPOINT INVESTMENT MANAGEMENT | Other Service Provider | $812,500 | — | $812,500 |
| LP ANALYST LP | Other Service Provider | $744,887 | — | $744,887 |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | Investment Advisor | $734,646 | — | $734,646 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Other Service Provider | $732,844 | — | $732,844 |
| THRIVE CAPITAL PARTNERS VIII, L.P. | Other Service Provider | — | $662,335 | $662,335 |
| FARALLON REAL ESTATE INSTITUTIONAL | Other Service Provider | $637,500 | — | $637,500 |
| 5AM VENTURES VII, L.P. | Other Service Provider | — | $561,006 | $561,006 |
| PINE BROOK ROAD ASSOCIATES II LP | Other Service Provider | $547,666 | — | $547,666 |
| GRAFINE CAPITAL I LP | Other Service Provider | $500,000 | — | $500,000 |
| BLACKROCK FINANCIAL MANAGEMENT INC | Other Service Provider | $481,277 | — | $481,277 |
| ALTERITY GROUP LLC | Other Service Provider | $469,965 | — | $469,965 |
| MILLIMAN | Recordkeeper | $469,332 | — | $469,332 |
| THRIVE CAPITAL PARTNERS VII, L.P. | Other Service Provider | — | $467,775 | $467,775 |
| BAKER TILLY US, LLP | Auditor | $414,790 | — | $414,790 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $350,000 | $12,450 | $362,450 |
| TPG REAL ESTATE III MANAGEMENT, LLC | Other Service Provider | — | $332,373 | $332,373 |
| 5AM OPPORTUNITIES II, L.P. | Other Service Provider | — | $323,438 | $323,438 |
| J.P. MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $278,981 | — | $278,981 |
| TPG REAL ESTATE GENPAR III, L.P. | Other Service Provider | — | $277,765 | $277,765 |
| JFL EQUITY INVESTORS V, L.P. | Other Service Provider | $271,845 | — | $271,845 |
| CARDINAL INVESTMENT ADVISORS LLC | Other Service Provider | $246,242 | — | $246,242 |
| ALBOURNE AMERICA LLC | Other Service Provider | $224,750 | — | $224,750 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $155,181 | — | $155,181 |
| TRANSPOSE PLATFORM MANAGEMENT | Other Service Provider | $150,000 | — | $150,000 |
| NAVIS ASIA GREEN LOOP FUND, LP | Other Service Provider | — | $99,289 | $99,289 |
| ROPES & GRAY LLP | ERISA Attorney | $81,403 | — | $81,403 |
| KPMG LLP | Other Service Provider | $80,201 | — | $80,201 |
| ARNOLD & PORTER KAYE SCHOLER LLP | Other Service Provider | $72,000 | — | $72,000 |
| QDRO CONSULTANTS COMPANY | Other Service Provider | $54,525 | — | $54,525 |
| K AND L GATES LLP | Other Service Provider | $36,250 | — | $36,250 |
| NEW LEAF VENTURE PARTNERS | Other Service Provider | $35,000 | — | $35,000 |
| PORTFOLIO ADVISORS, LLC | Other Service Provider | $30,618 | — | $30,618 |
| GENII FUND SERVICES, LLC | Other Service Provider | — | $20,382 | $20,382 |
| GRANT THORNTON LLP | Other Service Provider | — | $19,207 | $19,207 |
| QUADIENT | Other Service Provider | $18,764 | — | $18,764 |
| LEGENDS HOSPITALITY, LLC_CO-INVEST | Other Service Provider | — | $16,092 | $16,092 |
| EVESTMENT | Other Service Provider | $15,815 | — | $15,815 |
| FPCI APIA OPUS | Other Service Provider | — | $14,916 | $14,916 |
| TPG ASIA VI MANAGEMENT, LLC | Other Service Provider | — | $14,375 | $14,375 |
| HOLOCENE ADVISORS, LP | Other Service Provider | $11,718 | — | $11,718 |
| SUTTON INVESTMENTS, LLC | Other Service Provider | — | $5,269 | $5,269 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING INC — Recordkeeper
- SEYFARTH SHAW LLP — ERISA Attorney
- RUSSELL INVESTMENTS IMPLEMENTATION — Investment Advisor
- GOLDMAN SACHS ASSET MANAGEMENT, LP — Investment Advisor
- MILLIMAN — Recordkeeper
- BAKER TILLY US, LLP — Auditor
- PRICEWATERHOUSECOOPERS LLP — Auditor
- J.P. MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- ROPES & GRAY LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $173,544,456
- Estimated Expense Ratio: 0.261% 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 | $222,126,726 | $83,794,516 | $37,637,221 | $414,790 | — |
| 2023 | $140,271,732 | $34,357,514 | $13,577,113 | $426,400 | — |
| 2022 | $400,472,897 | $291,498,410 | $99,542,325 | — | — |