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 health coverage, life insurance, dental coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREATPOINT INVESTMENT MANAGEMENT | 36-4790748 | — | NONE | $625K | — |
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $48K | — |
| CARDINAL INVESTMENT ADVISORS, LLC | 36-4464580 | — | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TELUS HEALTH | 98-0361292 | — | NONE | $4.7M | — |
| STANDARD CRYPTO MANAGEMENT LP | — | SAN FRANCISCO, CA | NONE | $1.2M | — |
| STATE STREET BANK AND TRUST CO. | 04-1867445 | — | NONE | $150K | — |
| AON HEWITT INVEST. CONSULTING, INC. | 36-3109431 | — | NONE | $77K | — |
| SEYFARTH SHAW LLP | — | CHICAGO, IL | NONE | $62K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RISK PARITY IVZ BALANCED RISK ALLOC. 10 FD MUTUAL FUND MUTUAL FUNDS | Other securities | — | $993.9M | $1.1B | 20.2% | |
| KPV MAN TARGETRISK MUTUAL FUNDS | Other securities | — | $931.5M | $1.1B | 20.1% | |
| LONG DURATION CORP BD PORTFOLI MUTUAL FUNDS MUTUAL FUNDS | Common Stocks | — | $955.2M | $999.6M | 18.5% | |
| COMMON AND PREFERRED STOCKS BLACKROCK LONG TERM GOVT BD IN MUTUAL FUNDS | Other securities | — | $439.0M | $413.7M | 7.7% | |
| SWPC0MWQ7 CDS USD R F 1.00000 1 CCPCDX CREDIT DEFAULT SWAP | Other securities | — | $343.0M | $342.7M | 6.4% | |
| US TREASURY N/B 08/44 4.125 GOVERNMENT ISSUES | U.S. Treasuries | — | $66.3M | $63.5M | 1.2% | |
| US TREASURY N/B 11/44 4.625 GOVERNMENT ISSUES | U.S. Treasuries | — | $48.3M | $46.3M | 0.9% | |
| US TREASURY N/B 08/33 3.875 GOVERNMENT ISSUES | U.S. Treasuries | — | $43.3M | $43.2M | 0.8% | |
| US TREASURY N/B 08/54 4.25 GOVERNMENT ISSUES | U.S. Treasuries | — | $38.5M | $37.0M | 0.7% | |
| US TREASURY N/B 11/54 4.5 GOVERNMENT ISSUES | U.S. Treasuries | — | $30.0M | $29.1M | 0.5% | |
| BWU025TX1 IRS USD R V 12MSOFR SWUV25TX3 CCPOIS INTEREST RATE SWAP | Other securities | — | $23.5M | $24.5M | 0.5% | |
| ANHEUSER BUSCH CO/INBEV COMPANY GUAR 02/46 4.9 CORPORATE BONDS | Common Stocks | — | $15.7M | $16.0M | 0.3% | |
| US TREASURY N/B 11/34 4.25 GOVERNMENT ISSUES | U.S. Treasuries | — | $16.3M | $16.0M | 0.3% | |
| US TREASURY N/B 02/49 3 GOVERNMENT ISSUES | U.S. Treasuries | — | $16.2M | $15.6M | 0.3% | |
| AT+T INC SR UNSECURED 09/55 3.55 CORPORATE BONDS | Common Stocks | — | $14.0M | $15.1M | 0.3% | |
| CVS HEALTH CORP SR UNSECURED 03/48 5.05 CORPORATE BONDS | Common Stocks | — | $14.2M | $13.8M | 0.3% | |
| US TREASURY N/B 08/54 4.25 GOVERNMENT ISSUES | U.S. Treasuries | — | $13.9M | $13.8M | 0.3% | |
| US TREASURY N/B 02/44 4.5 GOVERNMENT ISSUES | U.S. Treasuries | — | $13.8M | $13.3M | 0.2% | |
| WELLS FARGO BANK NA SUBORDINATED 01/38 6.6 CORPORATE BONDS | Other securities | — | $12.0M | $12.0M | 0.2% | |
| STATE OF ISRAEL SR UNSECURED 03/54 5.75 GOVERNMENT ISSUES | Other securities | — | $11.7M | $11.4M | 0.2% | |
| VERIZON COMMUNICATIONS SR UNSECURED 11/34 4.4 CORPORATE BONDS | Other securities | — | $10.5M | $11.2M | 0.2% | |
| BARRICK NA FINANCE LLC COMPANY GUAR 05/43 5.75 CORPORATE BONDS | Common Stocks | — | $10.9M | $10.8M | 0.2% | |
| BANK OF AMERICA CORP SR UNSECURED 01/35 VAR CORPORATE BONDS | Common Stocks | — | $10.8M | $10.8M | 0.2% | |
| UNITED MEXICAN STATES SR UNSECURED 05/53 6.338 GOVERNMENT ISSUES | Other securities | — | $11.1M | $10.7M | 0.2% | |
| AT+T INC SR UNSECURED 06/60 3.85 CORPORATE BONDS | Common Stocks | — | $10.1M | $10.7M | 0.2% | |
| CVS HEALTH CORP SR UNSECURED 03/38 4.78 CORPORATE BONDS | Common Stocks | — | $10.4M | $10.4M | 0.2% | |
| GOLDMAN SACHS CAPITAL I LIMITD GUARA 02/34 6.345 CORPORATE BONDS | Other securities | — | $10.4M | $10.3M | 0.2% | |
| SWU027521 IRS BRL R F 11.49576 SWU027521 CCPNDFPREDISWAP INTEREST RATE SWAP | Other securities | — | $12.4M | $10.1M | 0.2% | |
| SWPC28AP2 CDS EUR R F 5.00000 FIX ITRAXXTRANCHE CREDIT DEFAULT SWAP | Other securities | — | $10.2M | $10.0M | 0.2% | |
| US TREASURY N/B 08/43 4.375 GOVERNMENT ISSUES | U.S. Treasuries | — | $10.0M | $9.9M | 0.2% | |
| CITIGROUP INC SR UNSECURED 07/39 8.125 CORPORATE BONDS | Common Stocks | — | $9.5M | $9.8M | 0.2% | |
| BWU02D668 IRS USD R V 12MSOFR SWUV2D660 CCPOIS INTEREST RATE SWAP | Other securities | — | $9.4M | $9.4M | 0.2% | |
| RTX CORP SR UNSECURED 06/42 4.5 CORPORATE BONDS | Common Stocks | — | $8.9M | $9.2M | 0.2% | |
| HSBC BANK USA NA SUBORDINATED 01/39 7 CORPORATE BONDS | Other securities | — | $9.1M | $9.2M | 0.2% | |
| SAUDI INTERNATIONAL BOND SR UNSECURED 144A 01/54 5.75 GOVERNMENT ISSUES | Other securities | — | $9.3M | $8.9M | 0.2% | |
| CISCO SYSTEMS INC SR UNSECURED 02/54 5.3 CORPORATE BONDS | Common Stocks | — | $8.8M | $8.6M | 0.2% | |
| ENERGY TRANSFER LP SR UNSECURED 03/45 5.15 CORPORATE BONDS | Other securities | — | $7.6M | $8.3M | 0.2% | |
| NORTHROP GRUMMAN CORP SR UNSECURED 06/34 4.9 CORPORATE BONDS | Common Stocks | — | $8.1M | $8.0M | 0.1% | |
| TIME WARNER CABLE LLC SR SECURED 07/38 7.3 CORPORATE BONDS | Other securities | — | $7.4M | $7.8M | 0.1% | |
| AGENCY BONDS FNMA TBA 30 YR 4 SINGLE FAMILY MORTGAGE FNMA | Agency / Mortgage-Backed | — | $7.7M | $7.8M | 0.1% | |
| PARAMOUNT GLOBAL JR SUBORDINA 03/62 VAR CORPORATE BONDS | Other securities | — | $7.2M | $7.7M | 0.1% | |
| CASH EQUIVALENT SSC GOVERNMENT MM GVMXX STIF-TYPE INSTRUMENT | Cash / Money Market | — | $7.7M | $7.7M | 0.1% | |
| OCCIDENTAL PETROLEUM COR SR UNSECURED 09/36 6.45 CORPORATE BONDS | Other securities | — | $7.3M | $7.5M | 0.1% | |
| HESS CORP SR UNSECURED 02/41 5.6 CORPORATE BONDS | Common Stocks | — | $6.4M | $7.1M | 0.1% | |
| UNITED KINGDOM GILT BONDS REGS 07/54 4.375 GOVERNMENT ISSUES | U.S. Treasuries | — | $7.9M | $7.0M | 0.1% | |
| MICROSOFT CORP SR UNSECURED 06/50 2.525 CORPORATE BONDS | Common Stocks | — | $7.0M | $6.9M | 0.1% | |
| ORACLE CORP SR UNSECURED 07/46 4 CORPORATE BONDS | Common Stocks | — | $6.5M | $6.8M | 0.1% | |
| ORACLE CORP SR UNSECURED 04/40 3.6 CORPORATE BONDS | Common Stocks | — | $6.3M | $6.8M | 0.1% | |
| TAKEDA PHARMACEUTICAL SR UNSECURED 07/40 3.025 CORPORATE BONDS | Other securities | — | $6.5M | $6.7M | 0.1% | |
| ANHEUSER BUSCH INBEV WOR COMPANY GUAR 10/48 4.439 CORPORATE BONDS | Common Stocks | — | $6.5M | $6.5M | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
