401k Plan data: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II plan

KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 401k Plan overview

Plan Name	KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II
Plan identification number	037

KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KAISER FOUNDATION HEALTH PLAN, INC. has sponsored the creation of one or more 401k plans.

Company Name: KAISER FOUNDATION HEALTH PLAN, INC.

Employer identification number (EIN): 941340523

NAIC Classification: 621491
NAIC Description: HMO Medical Centers

Additional information about KAISER FOUNDATION HEALTH PLAN, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2002-12-27

Company Identification Number: 0800157095

Legal Registered Office Address: 1 KAISER PLZ STE 445

OAKLAND
United States of America (USA)
94612

More information about KAISER FOUNDATION HEALTH PLAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
037 2023-01-01
037 2022-01-01
037 2021-01-01
037 2020-01-01
037 2019-01-01
037 2018-01-01
037 2017-01-01 BILL G. REID
037 2016-01-01 BILL G. REID
037 2015-01-01 CYNTHIA GARA
037 2014-07-08 DONNA SMITH

Plan Statistics for KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II

401k plan membership statisitcs for KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II

Measure Date Value
2023: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2023 401k membership
Total participants, beginning-of-year 2023-01-01 52,255
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2022 401k membership
Total participants, beginning-of-year 2022-01-01 49,458
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 40,192
Number of retired or separated participants receiving benefits 2022-01-01 495
Number of other retired or separated participants entitled to future benefits 2022-01-01 11,395
Total of all active and inactive participants 2022-01-01 52,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 173
Total participants 2022-01-01 52,255
Number of participants with account balances 2022-01-01 51,656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 40
2021: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2021 401k membership
Total participants, beginning-of-year 2021-01-01 48,385
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 39,137
Number of retired or separated participants receiving benefits 2021-01-01 369
Number of other retired or separated participants entitled to future benefits 2021-01-01 9,800
Total of all active and inactive participants 2021-01-01 49,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 152
Total participants 2021-01-01 49,458
Number of participants with account balances 2021-01-01 48,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 72
2020: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2020 401k membership
Total participants, beginning-of-year 2020-01-01 47,800
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 40,019
Number of retired or separated participants receiving benefits 2020-01-01 279
Number of other retired or separated participants entitled to future benefits 2020-01-01 7,965
Total of all active and inactive participants 2020-01-01 48,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 122
Total participants 2020-01-01 48,385
Number of participants with account balances 2020-01-01 47,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 31
2019: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2019 401k membership
Total participants, beginning-of-year 2019-01-01 48,076
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 40,229
Number of retired or separated participants receiving benefits 2019-01-01 264
Number of other retired or separated participants entitled to future benefits 2019-01-01 7,248
Total of all active and inactive participants 2019-01-01 47,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 59
Total participants 2019-01-01 47,800
Number of participants with account balances 2019-01-01 47,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 68
2018: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2018 401k membership
Total participants, beginning-of-year 2018-01-01 45,478
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 40,503
Number of retired or separated participants receiving benefits 2018-01-01 192
Number of other retired or separated participants entitled to future benefits 2018-01-01 7,325
Total of all active and inactive participants 2018-01-01 48,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 56
Total participants 2018-01-01 48,076
Number of participants with account balances 2018-01-01 47,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 28
2017: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2017 401k membership
Total participants, beginning-of-year 2017-01-01 42,465
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 38,929
Number of retired or separated participants receiving benefits 2017-01-01 139
Number of other retired or separated participants entitled to future benefits 2017-01-01 6,368
Total of all active and inactive participants 2017-01-01 45,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 42
Total participants 2017-01-01 45,478
Number of participants with account balances 2017-01-01 44,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 17
2016: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2016 401k membership
Total participants, beginning-of-year 2016-01-01 39,113
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 37,106
Number of retired or separated participants receiving benefits 2016-01-01 68
Number of other retired or separated participants entitled to future benefits 2016-01-01 5,262
Total of all active and inactive participants 2016-01-01 42,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 29
Total participants 2016-01-01 42,465
Number of participants with account balances 2016-01-01 41,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 24
2015: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2015 401k membership
Total participants, beginning-of-year 2015-01-01 35,757
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 35,492
Number of retired or separated participants receiving benefits 2015-01-01 34
Number of other retired or separated participants entitled to future benefits 2015-01-01 3,572
Total of all active and inactive participants 2015-01-01 39,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 15
Total participants 2015-01-01 39,113
Number of participants with account balances 2015-01-01 38,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 57
2014: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2014 401k membership
Total participants, beginning-of-year 2014-07-08 0
Total number of active participants reported on line 7a of the Form 5500 2014-07-08 34,038
Number of retired or separated participants receiving benefits 2014-07-08 9
Number of other retired or separated participants entitled to future benefits 2014-07-08 1,709
Total of all active and inactive participants 2014-07-08 35,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-08 1
Total participants 2014-07-08 35,757
Number of participants with account balances 2014-07-08 35,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-08 27

Measure	Date	Value
2023: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2023 401k membership
Total participants, beginning-of-year	2023-01-01	52,255
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2022 401k membership
Total participants, beginning-of-year	2022-01-01	49,458
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	40,192
Number of retired or separated participants receiving benefits	2022-01-01	495
Number of other retired or separated participants entitled to future benefits	2022-01-01	11,395
Total of all active and inactive participants	2022-01-01	52,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	173
Total participants	2022-01-01	52,255
Number of participants with account balances	2022-01-01	51,656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	40
2021: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2021 401k membership
Total participants, beginning-of-year	2021-01-01	48,385
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	39,137
Number of retired or separated participants receiving benefits	2021-01-01	369
Number of other retired or separated participants entitled to future benefits	2021-01-01	9,800
Total of all active and inactive participants	2021-01-01	49,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	152
Total participants	2021-01-01	49,458
Number of participants with account balances	2021-01-01	48,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	72
2020: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2020 401k membership
Total participants, beginning-of-year	2020-01-01	47,800
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	40,019
Number of retired or separated participants receiving benefits	2020-01-01	279
Number of other retired or separated participants entitled to future benefits	2020-01-01	7,965
Total of all active and inactive participants	2020-01-01	48,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	122
Total participants	2020-01-01	48,385
Number of participants with account balances	2020-01-01	47,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	31
2019: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2019 401k membership
Total participants, beginning-of-year	2019-01-01	48,076
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	40,229
Number of retired or separated participants receiving benefits	2019-01-01	264
Number of other retired or separated participants entitled to future benefits	2019-01-01	7,248
Total of all active and inactive participants	2019-01-01	47,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	59
Total participants	2019-01-01	47,800
Number of participants with account balances	2019-01-01	47,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	68
2018: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2018 401k membership
Total participants, beginning-of-year	2018-01-01	45,478
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	40,503
Number of retired or separated participants receiving benefits	2018-01-01	192
Number of other retired or separated participants entitled to future benefits	2018-01-01	7,325
Total of all active and inactive participants	2018-01-01	48,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	56
Total participants	2018-01-01	48,076
Number of participants with account balances	2018-01-01	47,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	28
2017: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2017 401k membership
Total participants, beginning-of-year	2017-01-01	42,465
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	38,929
Number of retired or separated participants receiving benefits	2017-01-01	139
Number of other retired or separated participants entitled to future benefits	2017-01-01	6,368
Total of all active and inactive participants	2017-01-01	45,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	42
Total participants	2017-01-01	45,478
Number of participants with account balances	2017-01-01	44,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	17
2016: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2016 401k membership
Total participants, beginning-of-year	2016-01-01	39,113
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	37,106
Number of retired or separated participants receiving benefits	2016-01-01	68
Number of other retired or separated participants entitled to future benefits	2016-01-01	5,262
Total of all active and inactive participants	2016-01-01	42,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	29
Total participants	2016-01-01	42,465
Number of participants with account balances	2016-01-01	41,700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	24
2015: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2015 401k membership
Total participants, beginning-of-year	2015-01-01	35,757
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	35,492
Number of retired or separated participants receiving benefits	2015-01-01	34
Number of other retired or separated participants entitled to future benefits	2015-01-01	3,572
Total of all active and inactive participants	2015-01-01	39,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	15
Total participants	2015-01-01	39,113
Number of participants with account balances	2015-01-01	38,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	57
2014: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2014 401k membership
Total participants, beginning-of-year	2014-07-08	0
Total number of active participants reported on line 7a of the Form 5500	2014-07-08	34,038
Number of retired or separated participants receiving benefits	2014-07-08	9
Number of other retired or separated participants entitled to future benefits	2014-07-08	1,709
Total of all active and inactive participants	2014-07-08	35,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-08	1
Total participants	2014-07-08	35,757
Number of participants with account balances	2014-07-08	35,168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-08	27

Financial Data on KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II

Measure	Date	Value
2023 : KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-29	$0
Total transfer of assets from this plan	2023-12-29	$6,843,664,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-29	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-29	$0
Total income from all sources (including contributions)	2023-12-29	$1,493,064,718
Total loss/gain on sale of assets	2023-12-29	$0
Total of all expenses incurred	2023-12-29	$349,468,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-29	$347,203,395
Value of total corrective distributions	2023-12-29	$79,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-29	$488,114,785
Value of total assets at end of year	2023-12-29	$0
Value of total assets at beginning of year	2023-12-29	$5,700,067,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-29	$2,184,854
Total interest from all sources	2023-12-29	$12,247,886
Total dividends received (eg from common stock, registered investment company shares)	2023-12-29	$192,130,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-29	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-12-29	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-29	$192,130,858
Was this plan covered by a fidelity bond	2023-12-29	Yes
Value of fidelity bond cover	2023-12-29	$85,000,000
If this is an individual account plan, was there a blackout period	2023-12-29	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-29	No
Contributions received from participants	2023-12-29	$434,058,357
Participant contributions at end of year	2023-12-29	$0
Participant contributions at beginning of year	2023-12-29	$66,863,649
Participant contributions at end of year	2023-12-29	$0
Participant contributions at beginning of year	2023-12-29	$6,729,632
Assets. Other investments not covered elsewhere at end of year	2023-12-29	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-29	$36,475,874
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-29	$32,166,332
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-29	$877,300
Other income not declared elsewhere	2023-12-29	$6,962,310
Administrative expenses (other) incurred	2023-12-29	$2,184,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-29	No
Value of net income/loss	2023-12-29	$1,143,596,506
Value of net assets at end of year (total assets less liabilities)	2023-12-29	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-12-29	$5,700,067,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-29	No
Were any leases to which the plan was party in default or uncollectible	2023-12-29	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-29	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-29	$5,195,969,226
Interest on participant loans	2023-12-29	$3,932,665
Interest earned on other investments	2023-12-29	$8,315,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-29	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-29	$393,948,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-29	$793,608,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-29	No
Was there a failure to transmit to the plan any participant contributions	2023-12-29	No
Has the plan failed to provide any benefit when due under the plan	2023-12-29	No
Contributions received in cash from employer	2023-12-29	$21,890,096
Employer contributions (assets) at end of year	2023-12-29	$0
Employer contributions (assets) at beginning of year	2023-12-29	$80,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-29	$346,326,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-29	Yes
Did the plan have assets held for investment	2023-12-29	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-29	Yes
Opinion of an independent qualified public accountant for this plan	2023-12-29	Unqualified
Accountancy firm name	2023-12-29	MOSS ADAMS LLP
Accountancy firm EIN	2023-12-29	910189318
2022 : KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-671,609,809
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$343,684,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$342,123,722
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-487,910
Value of total corrective distributions	2022-12-31	$139,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$465,424,066
Value of total assets at end of year	2022-12-31	$5,700,067,940
Value of total assets at beginning of year	2022-12-31	$6,715,362,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,909,392
Total interest from all sources	2022-12-31	$7,921,661
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$227,205,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$227,205,078
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$85,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$414,992,057
Participant contributions at end of year	2022-12-31	$66,863,649
Participant contributions at beginning of year	2022-12-31	$61,596,633
Participant contributions at end of year	2022-12-31	$6,729,632
Participant contributions at beginning of year	2022-12-31	$6,372,760
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$36,475,874
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$40,659,165
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$29,604,734
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$124,960
Other income not declared elsewhere	2022-12-31	$-6,135,329
Administrative expenses (other) incurred	2022-12-31	$1,909,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,015,294,531
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,700,067,940
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,715,362,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,195,969,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,238,643,198
Interest on participant loans	2022-12-31	$2,921,221
Interest earned on other investments	2022-12-31	$5,000,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$393,948,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$368,046,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,366,025,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$20,827,275
Employer contributions (assets) at end of year	2022-12-31	$80,799
Employer contributions (assets) at beginning of year	2022-12-31	$43,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$341,998,762
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2022-12-31	910189318
2021 : KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,238,334,088
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$365,072,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$362,253,518
Expenses. Certain deemed distributions of participant loans	2021-12-31	$124,321
Value of total corrective distributions	2021-12-31	$57,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$468,356,790
Value of total assets at end of year	2021-12-31	$6,715,362,471
Value of total assets at beginning of year	2021-12-31	$5,842,100,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,636,540
Total interest from all sources	2021-12-31	$8,545,580
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$378,258,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$378,258,764
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$85,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$405,194,152
Participant contributions at end of year	2021-12-31	$61,596,633
Participant contributions at beginning of year	2021-12-31	$58,860,693
Participant contributions at end of year	2021-12-31	$6,372,760
Participant contributions at beginning of year	2021-12-31	$6,148,733
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$40,659,165
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$33,011,913
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$41,865,968
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$36,513
Other income not declared elsewhere	2021-12-31	$4,026,957
Administrative expenses (other) incurred	2021-12-31	$2,636,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$873,261,735
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,715,362,471
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,842,100,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,238,643,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,335,464,653
Interest on participant loans	2021-12-31	$2,827,676
Interest earned on other investments	2021-12-31	$5,717,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$368,046,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$408,560,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$379,145,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$21,296,670
Employer contributions (assets) at end of year	2021-12-31	$43,806
Employer contributions (assets) at beginning of year	2021-12-31	$53,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$362,217,005
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2021-12-31	910189318
2020 : KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,338,975,027
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$246,218,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$243,828,439
Expenses. Certain deemed distributions of participant loans	2020-12-31	$234,757
Value of total corrective distributions	2020-12-31	$110,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$465,140,558
Value of total assets at end of year	2020-12-31	$5,842,100,736
Value of total assets at beginning of year	2020-12-31	$4,749,343,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,044,777
Total interest from all sources	2020-12-31	$12,280,396
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,013,456,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,013,456,889
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$85,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$384,949,343
Participant contributions at end of year	2020-12-31	$58,860,693
Participant contributions at beginning of year	2020-12-31	$58,261,985
Participant contributions at end of year	2020-12-31	$6,148,733
Participant contributions at beginning of year	2020-12-31	$92,103
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$33,011,913
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$20,928,826
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$26,876,590
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$60,798
Other income not declared elsewhere	2020-12-31	$3,873,579
Administrative expenses (other) incurred	2020-12-31	$2,044,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,092,756,933
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,842,100,736
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,749,343,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,335,464,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,355,921,283
Interest on participant loans	2020-12-31	$3,125,943
Interest earned on other investments	2020-12-31	$9,154,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$408,560,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$314,125,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$-155,776,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$53,314,625
Employer contributions (assets) at end of year	2020-12-31	$53,999
Employer contributions (assets) at beginning of year	2020-12-31	$14,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$243,767,641
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$27,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,222,185,581
Total income from all sources (including contributions)	2019-12-31	$1,222,185,581
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$221,154,475
Total of all expenses incurred	2019-12-31	$221,154,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$219,015,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$219,015,801
Expenses. Certain deemed distributions of participant loans	2019-12-31	$187,155
Expenses. Certain deemed distributions of participant loans	2019-12-31	$187,155
Value of total corrective distributions	2019-12-31	$91,999
Value of total corrective distributions	2019-12-31	$91,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$400,028,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$400,028,575
Value of total assets at end of year	2019-12-31	$4,749,343,803
Value of total assets at end of year	2019-12-31	$4,749,343,803
Value of total assets at beginning of year	2019-12-31	$3,748,284,846
Value of total assets at beginning of year	2019-12-31	$3,748,284,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,859,520
Total interest from all sources	2019-12-31	$10,429,292
Total interest from all sources	2019-12-31	$10,429,292
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$184,641,548
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$184,641,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$184,641,548
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$184,641,548
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$72,500,000
Value of fidelity bond cover	2019-12-31	$72,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$354,574,144
Contributions received from participants	2019-12-31	$354,574,144
Participant contributions at end of year	2019-12-31	$58,261,985
Participant contributions at end of year	2019-12-31	$58,261,985
Participant contributions at beginning of year	2019-12-31	$56,894,343
Participant contributions at beginning of year	2019-12-31	$56,894,343
Participant contributions at end of year	2019-12-31	$92,103
Participant contributions at end of year	2019-12-31	$92,103
Participant contributions at beginning of year	2019-12-31	$53,959
Participant contributions at beginning of year	2019-12-31	$53,959
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$20,928,826
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$20,928,826
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$16,885,897
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$16,885,897
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$25,463,532
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$25,463,532
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$247,197
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$247,197
Other income not declared elsewhere	2019-12-31	$3,366,452
Other income not declared elsewhere	2019-12-31	$3,366,452
Administrative expenses (other) incurred	2019-12-31	$1,859,520
Administrative expenses (other) incurred	2019-12-31	$1,859,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,001,031,106
Value of net income/loss	2019-12-31	$1,001,031,106
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,749,343,803
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,749,343,803
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,748,284,846
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,748,284,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,355,921,283
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,355,921,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,372,030,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,372,030,818
Interest on participant loans	2019-12-31	$3,029,448
Interest on participant loans	2019-12-31	$3,029,448
Interest earned on other investments	2019-12-31	$7,399,844
Interest earned on other investments	2019-12-31	$7,399,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$314,125,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$314,125,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$302,414,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$302,414,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$623,719,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$623,719,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$19,990,899
Contributions received in cash from employer	2019-12-31	$19,990,899
Employer contributions (assets) at end of year	2019-12-31	$14,124
Employer contributions (assets) at end of year	2019-12-31	$14,124
Employer contributions (assets) at beginning of year	2019-12-31	$5,160
Employer contributions (assets) at beginning of year	2019-12-31	$5,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$218,768,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$218,768,604
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm name	2019-12-31	MORRIS, DAVIS, CHAN & TAN LLP
Accountancy firm EIN	2019-12-31	942214860
Accountancy firm EIN	2019-12-31	942214860
2018 : KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$185,405,203
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$168,281,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$166,970,697
Value of total corrective distributions	2018-12-31	$42,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$378,433,823
Value of total assets at end of year	2018-12-31	$3,748,284,846
Value of total assets at beginning of year	2018-12-31	$3,731,160,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,268,001
Total interest from all sources	2018-12-31	$8,094,741
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$202,775,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$202,775,746
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$72,500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$332,558,116
Participant contributions at end of year	2018-12-31	$56,894,343
Participant contributions at beginning of year	2018-12-31	$49,836,449
Participant contributions at end of year	2018-12-31	$53,959
Participant contributions at beginning of year	2018-12-31	$1,884,663
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$16,885,897
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$15,224,646
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$26,828,511
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$16,801
Other income not declared elsewhere	2018-12-31	$-999,505
Administrative expenses (other) incurred	2018-12-31	$1,268,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$17,124,114
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,748,284,846
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,731,160,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,372,030,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,392,518,240
Interest on participant loans	2018-12-31	$2,524,728
Interest earned on other investments	2018-12-31	$5,570,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$302,414,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$270,658,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-402,899,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$19,047,196
Employer contributions (assets) at end of year	2018-12-31	$5,160
Employer contributions (assets) at beginning of year	2018-12-31	$1,038,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$166,953,896
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN	2018-12-31	942214860
2017 : KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$25
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$911,946,487
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$230,528,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$229,371,978
Expenses. Certain deemed distributions of participant loans	2017-12-31	$92,831
Value of total corrective distributions	2017-12-31	$42,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$351,446,729
Value of total assets at end of year	2017-12-31	$3,731,160,732
Value of total assets at beginning of year	2017-12-31	$3,049,743,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,022,135
Total interest from all sources	2017-12-31	$6,891,432
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$118,742,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$118,742,334
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$72,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$300,411,228
Participant contributions at end of year	2017-12-31	$49,836,449
Participant contributions at beginning of year	2017-12-31	$45,390,581
Participant contributions at end of year	2017-12-31	$1,884,663
Participant contributions at beginning of year	2017-12-31	$2,067,367
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$15,224,646
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$13,026,225
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$32,577,382
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$99,933
Other income not declared elsewhere	2017-12-31	$1,609,079
Administrative expenses (other) incurred	2017-12-31	$1,022,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$681,417,499
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,731,160,732
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,049,743,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,392,518,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,710,252,493
Interest on participant loans	2017-12-31	$2,046,840
Interest earned on other investments	2017-12-31	$4,844,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$270,658,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$277,925,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$433,256,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$18,458,119
Employer contributions (assets) at end of year	2017-12-31	$1,038,734
Employer contributions (assets) at beginning of year	2017-12-31	$1,081,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$229,272,045
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN	2017-12-31	942214860
2016 : KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$114
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$542,046,567
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$177,194,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$176,019,448
Expenses. Certain deemed distributions of participant loans	2016-12-31	$142,166
Value of total corrective distributions	2016-12-31	$51,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$325,034,843
Value of total assets at end of year	2016-12-31	$3,049,743,258
Value of total assets at beginning of year	2016-12-31	$2,684,891,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$981,567
Total interest from all sources	2016-12-31	$6,693,375
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$78,736,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$78,736,705
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$72,500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$286,996,907
Participant contributions at end of year	2016-12-31	$45,390,581
Participant contributions at beginning of year	2016-12-31	$42,931,249
Participant contributions at end of year	2016-12-31	$2,067,367
Participant contributions at beginning of year	2016-12-31	$1,472,290
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$13,026,225
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$11,112,219
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$20,247,926
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$43,311
Other income not declared elsewhere	2016-12-31	$535,974
Administrative expenses (other) incurred	2016-12-31	$981,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$364,851,675
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,049,743,258
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,684,891,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,710,252,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,383,158,132
Interest on participant loans	2016-12-31	$1,812,044
Interest earned on other investments	2016-12-31	$4,881,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$277,925,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$245,275,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$131,045,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$17,790,010
Employer contributions (assets) at end of year	2016-12-31	$1,081,176
Employer contributions (assets) at beginning of year	2016-12-31	$942,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$175,976,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN	2016-12-31	942214860
2015 : KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$185
Total transfer of assets from this plan	2015-12-31	$325,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$327,566,658
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$141,558,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$140,164,432
Expenses. Certain deemed distributions of participant loans	2015-12-31	$78,043
Value of total corrective distributions	2015-12-31	$30,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$313,747,168
Value of total assets at end of year	2015-12-31	$2,684,891,469
Value of total assets at beginning of year	2015-12-31	$2,499,209,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,285,433
Total interest from all sources	2015-12-31	$1,661,158
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$82,359,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$82,359,058
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$72,500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$277,921,144
Participant contributions at end of year	2015-12-31	$42,931,249
Participant contributions at beginning of year	2015-12-31	$40,590,091
Participant contributions at end of year	2015-12-31	$1,472,290
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$11,112,219
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$7,660,944
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$18,013,390
Other income not declared elsewhere	2015-12-31	$157,776
Administrative expenses (other) incurred	2015-12-31	$1,285,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$186,007,842
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,684,891,469
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,499,209,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,383,158,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,224,246,556
Interest on participant loans	2015-12-31	$1,661,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$245,275,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$226,711,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-70,358,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$17,812,634
Employer contributions (assets) at end of year	2015-12-31	$942,130
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$140,164,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN	2015-12-31	942214860
2014 : KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$2,389,885,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$154,803,698
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$45,480,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$44,658,034
Expenses. Certain deemed distributions of participant loans	2014-12-31	$540,160
Value of total corrective distributions	2014-12-31	$3,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$114,270,589
Value of total assets at end of year	2014-12-31	$2,499,209,142
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$279,266
Total interest from all sources	2014-12-31	$2,930,559
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$72,685,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$72,685,417
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$72,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$100,338,505
Participant contributions at end of year	2014-12-31	$40,590,091
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$7,660,944
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,754,953
Other income not declared elsewhere	2014-12-31	$22,035
Administrative expenses (other) incurred	2014-12-31	$279,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$109,323,192
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,499,209,142
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,224,246,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$773,054
Interest earned on other investments	2014-12-31	$2,157,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$226,711,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-35,104,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$9,177,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$44,658,034
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MORRIS DAVIS CHAN & TAN LLP
Accountancy firm EIN	2014-12-31	942214860

Form 5500 Responses for KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II

2023: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN II 2014 form 5500 responses
2014-07-08	Type of plan entity	Single employer plan
2014-07-08	First time form 5500 has been submitted	Yes
2014-07-08	Submission has been amended	Yes
2014-07-08	This submission is the final filing	No
2014-07-08	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-08	Plan is a collectively bargained plan	No
2014-07-08	Plan funding arrangement – Insurance	Yes
2014-07-08	Plan funding arrangement – Trust	Yes
2014-07-08	Plan benefit arrangement – Insurance	Yes
2014-07-08	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC32782A

Policy instance

Insurance contract or identification number	GAC32782A
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-29
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC32782A

Policy instance

Insurance contract or identification number	GAC32782A
Number of Individuals Covered	3602
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC32782A

Policy instance

Insurance contract or identification number	GAC32782A
Number of Individuals Covered	3532
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC32782A

Policy instance

Insurance contract or identification number	GAC32782A
Number of Individuals Covered	3967
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC32782A

Policy instance

Insurance contract or identification number	GAC32782A
Number of Individuals Covered	4035
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC32782A

Policy instance

Insurance contract or identification number	GAC32782A
Number of Individuals Covered	4122
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC32782A

Policy instance

Insurance contract or identification number	GAC32782A
Number of Individuals Covered	4074
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC32782A

Policy instance

Insurance contract or identification number	GAC32782A
Number of Individuals Covered	4488
Insurance policy start date	2015-12-18
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-18
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

GAC 24742

Policy instance

Insurance contract or identification number	GAC 24742
Number of Individuals Covered	4646
Insurance policy start date	2014-07-08
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	KAISER FOUNDATION HEALTH PLAN, INC.
Employer identification number (EIN):	941340523
NAIC Classification:	621491
NAIC Description:	HMO Medical Centers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2002-12-27
Company Identification Number:	0800157095
Legal Registered Office Address:	1 KAISER PLZ STE 445 OAKLAND United States of America (USA) 94612