Kaiser Foundation Health Plan, Inc.'s EIN is 94-1340523.
Download the official 2024 Form 5500 (PDF) for Kaiser Foundation Health Plan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kaiser Foundation Health Plan, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| KAISER PERMANENTE GROUP TRUST KAISER PERMANENTE MED CARE PROGRAM · EIN 94-6365467 / PN 101 | 103-12 Investment Entity | — | — | $33.7B | 97.7% | |
| Vanguard Total Stock Market Index Fund Institutional Select Mutual Fund | Common Collective Trusts | — | — | $21.0M | <0.1% | |
| JPMorgan SmartRetirement Passive Blend 2040 Fund Collective Investment Fund | Common Collective Trusts | — | — | $9.3M | <0.1% | |
| JPMCB SMARTRETIRE 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $9.3M | <0.1% | |
| JPMorgan SmartRetirement Passive Blend 2045 Fund Collective Investment Fund | Common Collective Trusts | — | — | $8.4M | <0.1% | |
| JPMCB SMARTRETIRE 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $8.4M | <0.1% | |
| VANGUARD INSTITUTIONAL TOTAL STOCK VFTC INSTITUTIONAL TOTAL STOCK MARKET INDEX TRUST · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $7.3M | <0.1% | |
| Vanguard PRIMECAP Fund Admiral Mutual Fund | Mutual Funds | — | — | $7.2M | <0.1% | |
| JPMorgan SmartRetirement Passive Blend 2050 Fund Collective Investment Fund | Common Collective Trusts | — | — | $7.0M | <0.1% | |
| JPMCB SMARTRETIRE 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $7.0M | <0.1% | |
| JPMorgan SmartRetirement Passive Blend 2035 Fund Collective Investment Fund | Common Collective Trusts | — | — | $6.8M | <0.1% | |
| JPMCB SMARTRETIRE 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $6.8M | <0.1% | |
| Vanguard FTSE Social Index Fund Institutional Mutual Fund | Common Collective Trusts | — | — | $5.1M | <0.1% | |
| JPMorgan SmartRetirement Passive Blend 2030 Fund Collective Investment Fund | Common Collective Trusts | — | — | $5.0M | <0.1% | |
| JPMCB SMARTRETIRE 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $5.0M | <0.1% | |
| JPMorgan SmartRetirement Passive Blend 2025 Fund Collective Investment Fund | Common Collective Trusts | — | — | $3.9M | <0.1% | |
| JPMCB SMARTRETIRE 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $3.9M | <0.1% | |
| VANGUARD INSTITUTIONAL TOTAL BOND M VFTC INSTITUTIONAL TOTAL BOND MARKET INDEX TRUST · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $3.9M | <0.1% | |
| VFTC INTEREST INCOME FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715115 / PN 001 | Common Collective Trust | — | — | $3.8M | <0.1% | |
| JPMorgan SmartRetirement Passive Blend 2055 Fund Collective Investment Fund | Common Collective Trusts | — | — | $3.6M | <0.1% | |
| JPMCB SMARTRETIRE 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $3.6M | <0.1% | |
| Collective investments funds JPMorgan SmartRetirement Passive Blend 2020 Fund Collective Investment Fund | Common Collective Trusts | — | — | $3.5M | <0.1% | |
| JPMCB SMARTRETIRE 2020 JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $3.5M | <0.1% | |
| Vanguard International Growth Fund Admiral Mutual Fund | Mutual Funds | — | — | $3.3M | <0.1% | |
| Vanguard Core Bond Fund Admiral Mutual Fund | Mutual Funds | — | — | $2.6M | <0.1% | |
| Vanguard Explorer Fund Admiral Mutual Fund | Mutual Funds | — | — | $1.2M | <0.1% | |
| JPMorgan SmartRetirement Passive Blend 2060 Fund Collective Investment Fund | Common Collective Trusts | — | — | $833K | <0.1% | |
| JPMCB SMARTRETIRE 2060 JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $833K | <0.1% | |
| JPMorgan SmartRetirement Passive Blend Income Fund Collective Investment Fund | Common Collective Trusts | — | — | $597K | <0.1% | |
| JPMCB SMARTRETIRE INC JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $597K | <0.1% | |
| Self-Directed Brokerage Fund Participant-Directed Brokerage Account | Self-Directed Brokerage | — | — | $363K | <0.1% | |
| Vanguard Global ESG Select Stock Fund Admiral Mutual Fund | Mutual Funds | — | — | $302K | <0.1% | |
| JPMorgan SmartRetirement Passive Blend 2065 Fund Collective Investment Fund | Common Collective Trusts | — | — | $66K | <0.1% | |
| JPMCB SMARTRETIRE 2065 JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $66K | <0.1% | |
| s * Vanguard Cash Res Fed MM Adm Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| VANGUARD INSTITUTIONAL TOTAL STOCK VFTC INSTITUTIONAL TOTAL STOCK MARKET INDEX TRUST · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
