THE HENRY J. KAISER FAMILY FOUNDATION 401(k) Plan
What public Form 5500 filings show about the THE HENRY J. KAISER FAMILY FOUNDATION 401(k) plan — and how to find and check your own account.
The THE HENRY J. KAISER FAMILY FOUNDATION 401(k) on its latest Form 5500
THE HENRY J. KAISER FAMILY FOUNDATION (EIN 94-6064808) reports THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN on its most recent Form 5500, with $115.6M in plan assets across 211 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 THE HENRY J. KAISER FAMILY FOUNDATION filing — schedules, fees, and providers.
Who runs the THE HENRY J. KAISER FAMILY FOUNDATION 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE HENRY J. KAISER FAMILY FOUNDATION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CIGNA HEALTH AND LIFE INSURANCE CO, STRATEGIC ADVISORS, CIGNA HEALTH & LIFE CO.
How to check your THE HENRY J. KAISER FAMILY FOUNDATION 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask THE HENRY J. KAISER FAMILY FOUNDATION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
