What public Form 5500 filings show about the Kaiser Foundation Health Plan, Inc. 401(k) plan — and how to find and check your own account.
Kaiser Foundation Health Plan, Inc. (EIN 94-1340523) reports KAISER PERMANENTE 401(K) RETIREMENT PLAN on its most recent Form 5500, with $37.6B in plan assets across 240,985 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Kaiser Foundation Health Plan, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Kaiser Foundation Health Plan, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VANGUARD GROUP, QDRO CONSULTANTS CO, CHARLES SCHWAB & CO, SEYFARTH SHAW LLP, BAKER TILLY US LLP, AON HEWITT INVEST CONSULTING.
