# Kaiser Permanente Medical Care Program 401(k) Plan
Source: https://planprovider.pro/companies/kaiser-permanente-medical-care-program-946365467-101

> Kaiser Permanente Medical Care Program's 401(k) 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 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/seyfarth-shaw-llp) — ERISA Attorney

- [RUSSELL INVESTMENTS IMPLEMENTATION](https://planprovider.pro/provider/russell-investments) — Investment Advisor

- [GOLDMAN SACHS ASSET MANAGEMENT, LP](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

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

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [J.P. MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [ROPES & GRAY LLP](https://planprovider.pro/provider/ropes-and-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|—|—|

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