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Original filing (PDF)20250901135418NAL0007868627001
KAISER FOUNDATION HEALTH PLAN, INC.
Form 5500
FILING_RECEIVED
KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN FOR UNION GROUPS
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
13,315
Accounts w/ balance
15,455
Plan assets (EOY)
$833.4M
Net assets (EOY)
$833.4M
How this plan invests
This plan
15 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAISER FOUNDATION HEALTH PLAN, INC..
Plan sponsor
Name
KAISER FOUNDATION HEALTH PLAN, INC.
EIN
94-1340523
Address
ONE KAISER PLAZA · 20B · OAKLAND, CA · 94612
Phone
(510) 271-5940
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
KAISER FOUNDATION HEALTH PLAN, INC.
EIN
94-1340523
City
OAKLAND, CA
Phone
(510) 271-5940
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-01
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $269K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $68K | — |
Investments
11 direct securities · 15 pooled funds· $874.8M(100% of reported assets)
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.
Common Collective Trust
$574.5M
15 holdings
Uncategorized
$300.3M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market IndexInstitutional Select Shares Mutual Fund | — | — | — | $128.1M | 15.4% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $81.5M | 9.8% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $80.0M | 9.6% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $77.9M | 9.3% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $74.1M | 8.9% | |
| Vanguard PRIMECAP Fund Admiral Shares Mutual Fund | — | — | — | $48.4M | 5.8% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $46.9M | 5.6% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $46.5M | 5.6% | |
| Vanguard Institutional Total International Stock Market Index Collective Investment Fund | — | — | — | $41.4M | 5.0% | |
| VFTC INST TOT INTL STK MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $41.4M | 5.0% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $33.0M | 4.0% | |
| VFTC INST TOTAL BOND MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $32.0M | 3.8% | |
| Vanguard FTSE Social Index Fund Institutional Shares Mutual Fund | — | — | — | $27.5M | 3.3% | |
| VFTC INTEREST INCOME FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715115 / PN 001 | Common Collective Trust | — | — | $23.2M | 2.8% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2020 JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $17.7M | 2.1% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | — | — | — | $17.5M | 2.1% | |
| Vanguard Core Bond Fund Admiral Shares Mutual Fund | — | — | — | $15.6M | 1.9% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2060 JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $10.2M | 1.2% | |
| with maturities through January 2040 0 | — | — | — | $9.6M | 1.2% | |
| JPMORGAN SMRTRET PASSIVE BLEND INCO JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $9.5M | 1.1% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | — | — | — | $5.6M | 0.7% | |
| Vanguard Brokerage Option Fund Participant-directed brokerage accounts | — | — | — | $4.8M | 0.6% | |
| Vanguard Global ESG Select Stock Fund Admiral Shares Mutual Fund | — | — | — | $1.6M | 0.2% | |
| JPMORGAN SMRTRET PASSIVE BLEND 2065 JPMORGAN CHASE BANK, N.A. · EIN 92-0285683 / PN 001 | Common Collective Trust | — | — | $425K | <0.1% | |
| Vanguard Cash Reserves Federal MM Fund Adm Mutual Fund | — | — | — | $10K | <0.1% | |
| VFTC INST TOTAL STOCK MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |