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KAISER FOUNDATION HEALTH PLAN, INC.

KAISER PERMANENTE 401(K) RETIREMENT PLAN

401(k)2025EIN 941340523PN 025form_5500
Filed Sep 19, 2026
Original filing
End-of-year assets

$26,627,382,265

Net assets $26,627,382,265

Active participants

158,857

180,669 participant accounts

Service providers

7

8 service categories

Fidelity bond

$85,000,000

Bond reported

Plan & sponsor record
Plan name
KAISER PERMANENTE 401(K) RETIREMENT PLAN
Effective date
Jan 1, 1987
Sponsor
KAISER FOUNDATION HEALTH PLAN, INC.
Business code
621491
Administrator
KAISER FOUNDATION HEALTH PLAN, INC.
Administrator EIN
941340523
Address
ONE KAISER PLAZA · 20B · OAKLAND, CA, 94612
Annual plan activity
Beginning assets$22,541,089,460
Ending assets$26,627,382,265
Employer contributions$232,720,259
Participant contributions$1,404,874,262
Total income$5,554,266,197
Benefits paid$1,450,257,967
Administrative expenses$11,730,263
Net income$4,086,292,805
Schedule D · end of year
Investments by manager
  • JPMORGAN CHASE BANK, N.A.$11.6B
  • VANGUARD FIDUCIARY TRUST COMPANY$11.1B
Schedule C · direct and indirect
Compensation by provider
  • VANGUARD ADVISERS INC.$10M
  • THE VANGUARD GROUP, INC.$2M
  • QDRO CONSULTANTS CO LLC$39K
  • CHARLES SCHWAB & CO., INC.$12K
Schedule C
Service providers
7
ProviderServicesLocationDirect compensation
VANGUARD ADVISERS INC.EIN 232811930
  • 26Investment advisory (participants)
—$10,089,701
THE VANGUARD GROUP, INC.EIN 231945930
  • 15Recordkeeping and information management
  • 25Trustee (directed)
  • 37Participant loan processing
  • 38Participant communication
  • 52Investment management fees paid indirectly by plan
  • 99Other fees
—$2,407,762
QDRO CONSULTANTS CO LLCEIN 341820650
  • 16Consulting (general)
—$39,200
CHARLES SCHWAB & CO., INC.EIN 941737782
  • 99Other fees
—$11,691
THE VANGUARD GROUP, INC.EIN 231945930
———
CHARLES SCHWAB & CO., INC.EIN 941737782
———
CHARLES SCHWAB INVESTMENT MGMTEIN 943106735
———
Schedule D
DFE & pooled interests
15
EntityTypeEIN / planEOY interest
VFTC INST TOTAL STOCK MKT INDEX TRVANGUARD FIDUCIARY TRUST COMPANY
CCommon or collective trust816316167 / 001$6,712,832,171
JPMORGAN SMRTRET PASSIVE BLEND 2035JPMORGAN CHASE BANK, N.A.
CCommon or collective trust261165348 / 001$1,968,228,100
JPMORGAN SMRTRET PASSIVE BLEND 2040JPMORGAN CHASE BANK, N.A.
CCommon or collective trust261165392 / 001$1,950,580,344
JPMORGAN SMRTRET PASSIVE BLEND 2045JPMORGAN CHASE BANK, N.A.
CCommon or collective trust261165449 / 001$1,838,863,184
VFTC INST TOT INTL STK MKT INDEX TRVANGUARD FIDUCIARY TRUST COMPANY
CCommon or collective trust816317280 / 001$1,652,289,213
JPMORGAN SMRTRET PASSIVE BLEND 2050JPMORGAN CHASE BANK, N.A.
CCommon or collective trust261165477 / 001$1,541,646,209
VFTC INTEREST INCOME FUNDVANGUARD FIDUCIARY TRUST COMPANY
CCommon or collective trust276715115 / 001$1,474,843,721
JPMORGAN SMRTRET PASSIVE BLEND 2030JPMORGAN CHASE BANK, N.A.
CCommon or collective trust261165198 / 001$1,447,494,455
VFTC INST TOTAL BOND MKT INDEX TRVANGUARD FIDUCIARY TRUST COMPANY
CCommon or collective trust816321044 / 001$1,241,433,819
JPMORGAN SMRTRET PASSIVE BLEND 2055JPMORGAN CHASE BANK, N.A.
CCommon or collective trust455590883 / 001$911,321,435
JPMORGAN SMRTRET PASSIVE BLEND 2025JPMORGAN CHASE BANK, N.A.
CCommon or collective trust261165154 / 001$895,540,647
JPMORGAN SMRTRET PASSIVE BLEND INCJPMORGAN CHASE BANK, N.A.
CCommon or collective trust261164871 / 001$727,857,890
JPMORGAN SMRTRET PASSIVE BLEND 2060JPMORGAN CHASE BANK, N.A.
CCommon or collective trust813239155 / 001$315,623,916
JPMORGAN SMRTRET PASSIVE BLEND 2065JPMORGAN CHASE BANK, N.A.
CCommon or collective trust920285683 / 001$33,287,491
JPMORGAN SMRTRET PASSIVE BLEND 2020JPMORGAN CHASE BANK, N.A.
CCommon or collective trust261165037 / 001$0