# The Henry J. Kaiser Family Foundation Health & Welfare Plan
Source: https://planprovider.pro/companies/the-henry-j-kaiser-family-foundation-946064808-503

> The Henry J. Kaiser Family Foundation'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:** The Henry J. Kaiser Family Foundation

- **Sponsor EIN:** 946064808

- **Sponsor Address:** 185 BERRY STREET, SAN FRANCISCO, CA, 94107

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 0

- **Total Assets:** $10.8M

## 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|$10.8M|$650,000|$0|

| 2023|0|$9.6M|$650,000|$0|

| 2022|0|$8.2M|$625,000|$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|

| CIGNA HEALTH & LIFE CO|Other Service Provider|$34,965|—|$34,965|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,965

- **Estimated Expense Ratio:** 0.322% 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|$605,880|—|—|—|—|

| 2023|$543,970|—|—|—|—|

| 2022|$473,370|—|—|—|—|

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