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Nonprofiteer
← KAISER FOUNDATION HEALTH PLAN INC

Form 990 for tax year 2023

Filed by KAISER FOUNDATION HEALTH PLAN INC.

Totals

Total revenue
$75,101,306,911
Total expenses
$74,356,004,001
Contributions and grants received
$11,542,682
Grants paid
$11,454,183
Program service revenue
$75,068,903,991
Investment income
$17,818,918
Other revenue
$3,041,320
Total assets, end of year
$31,400,724,759
Total liabilities, end of year
$22,078,604,890
Net assets or fund balances, end of year
$9,322,119,869
Program services expenses (Part IX)
$71,256,037,114
Management and general expenses
$3,099,966,887
Fundraising expenses
$0
Program service expenses (Part III)
$71,256,037,114

Program services were 95.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $11,527,682

  • 1f · All other contributions, gifts and grants

    $15,000

  • 1g · Noncash contributions included above

    $15,000

  • 2a · Program service revenue: MEMBERS' DUES

    total $49,805,608,832 · related or exempt $49,805,608,832

  • 2b · Program service revenue: MEDICARE REVENUE

    total $19,786,134,273 · related or exempt $19,786,134,273

  • 2c · Program service revenue: SUPPLEMENTAL REVENUE

    total $2,395,741,728 · related or exempt $2,395,741,728

  • 2d · Program service revenue: NON-PLAN & INDUSTRY

    total $68,454,806 · related or exempt $60,726,140 · unrelated business $7,728,666

  • 2e · Program service revenue: OTHER PROGRAM SVCS

    total $3,012,964,352 · related or exempt $3,009,194,135 · unrelated business $3,770,217

  • 3 · Investment income

    total $298,237,561 · excluded $298,237,561

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $1,970,907

  • 6c · Rental income or loss

    real property $1,970,907 · personal property $0

  • 6d · Net rental income or loss

    total $1,970,907 · excluded $1,970,907

  • 7a · Gross sales of assets other than inventory

    securities $6,641,545,490 · other assets $17,643,778

  • 7b · Less cost or other basis and sales expenses

    securities $6,921,300,058 · other assets $18,307,853

  • 7c · Gain or loss

    securities -$279,754,568 · other assets -$664,075

  • 7d · Net gain or loss

    total -$280,418,643 · excluded -$280,418,643

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $1,070,413 · unrelated business $633 · excluded $1,069,780

  • 11e · Other revenue, total

    $1,070,413

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,454,183 · program services $11,454,183

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $90,793,859 · program services $81,986,182 · management and general $8,807,677

  • 6 · Compensation of disqualified persons

    total $89,494 · program services $89,494

  • 7 · Other salaries and wages

    total $2,680,303,412 · program services $2,420,584,344 · management and general $259,719,068 · fundraising $0

  • 8 · Pension plan contributions

    total $468,657,721 · program services $468,657,721

  • 9 · Other employee benefits

    total $340,440,438 · program services $235,979,967 · management and general $104,460,471

  • 10 · Payroll taxes

    total $233,744,277 · program services $233,744,277

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $88,485,472 · management and general $88,485,472

  • 11c · Fees: accounting

    total $3,196,765 · management and general $3,196,765

  • 11d · Fees: lobbying

    total $1,106,316 · management and general $1,106,316

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $6,432,500 · management and general $6,432,500

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $198,186,012 · program services $83,359,471 · management and general $114,826,541

  • 13 · Office expenses

    total $69,126,318 · program services $56,638,948 · management and general $12,487,370

  • 14 · Information technology

    total $3,230,712,394 · program services $2,576,622,234 · management and general $654,090,160

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $392,842,137 · program services $392,842,137

  • 17 · Travel

    total $26,917,953 · program services $24,755,800 · management and general $2,162,153

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $11,805,674 · management and general $11,805,674

  • 20 · Interest

    total $33,695,817 · program services $33,695,817

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $423,208,139 · program services $423,208,139

  • 23 · Insurance

    total $317,955,269 · program services $317,955,269

  • 24a · Other expenses: BASIC CONTRACTUAL PAYMENTS

    total $46,798,232,829 · program services $46,798,232,829

  • 24b · Other expenses: SUPPLIES

    total $9,327,470,838 · program services $8,673,406,096 · management and general $654,064,742

  • 24c · Other expenses: PURCHASED MEDICAL SERVICES

    total $8,079,743,024 · program services $8,079,743,024

  • 24d · Other expenses: NON-MEDICAL PURCHASED SVC

    total $1,668,596,963 · program services $989,747,746 · management and general $678,849,217

  • 24e · All other expenses

    total -$147,193,803 · program services -$646,666,564 · management and general $499,472,761

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $70,859,430 · end of year $121,883,124

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $1,932,210,954 · end of year $2,496,358,160

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $1,250,000 · end of year $900,000

  • 8 · Inventories for sale or use

    beginning of year $484,901,401 · end of year $528,776,290

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,704,232,959 · end of year $1,303,552,879

  • 10a · Land, buildings and equipment: cost or other basis

    $12,126,984,893

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,289,015,222

  • 10c · Land, buildings and equipment, net

    beginning of year $5,728,693,094 · end of year $5,837,969,671

  • 11 · Investments: publicly traded securities

    beginning of year $8,408,086,604 · end of year $8,584,531,402

  • 12 · Investments: other securities

    beginning of year $1,334,030 · end of year $16,246,846

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $274,700 · end of year $262,400

  • 15 · Other assets

    beginning of year $11,330,262,977 · end of year $12,510,243,987

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,913,532,457 · end of year $6,642,658,510

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $767,261,768 · end of year $828,838,062

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $13,318,973,570 · end of year $14,607,108,318

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year -$273,440,478 · end of year -$269,933,531

  • 31 · Retained earnings, endowment or other funds

    beginning of year $9,935,778,832 · end of year $9,592,053,400

Mission and programs · 2023

Mission

TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.

  • MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN, INC. (KFHP, INC.) PROVIDES MEDICAL AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP, INC. EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE FOR OUR MEMBERS AND OUR COMMUNITY. KFHP, INC. DIRECTLY INVESTS IN IMPROVEMENTS IN COMMUNITY HEALTH BY WORKING TO INCREASE ACCESS TO HEALTH CARE, IMPROVING THE CONDITIONS FOR HEALTH AND EQUITY AND PROVIDING HEALTH EDUCATION.

    Expenses $65,895,177,290 · Revenue $70,971,576,144

  • MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN (KFHP, INC.) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP, INC. MEMBERS, BUT ALSO WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2023, OVER 1 MILLION INDIVIDUALS WERE RECEIVING THE BENEFITS OF FULL MEMBERSHIP THROUGH KFHP, INC.'S MEDICAID MANAGED CARE PROGRAMS IN THE STATES OF CALIFORNIA AND HAWAII AND CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP). IN ADDITION, KFHP, INC. PROVIDED HEALTH CARE ON A FEE-FOR-SERVICE BASIS FOR MEDICAID BENEFICIARIES WHO WERE NOT ENROLLED AS KFHP, INC. MEMBERS.

    Expenses $5,199,321,791 · Revenue $4,096,031,593

  • CHARITY CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE) KAISER FOUNDATION HEALTH PLAN (KFHP, INC.) PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. KFHP, INC. OFFERS FINANCIAL ASSISTANCE THROUGH THE MFA PROGRAM TO HELP FAMILIES AND INDIVIDUALS WITH A DEMONSTRATED FINANCIAL NEED PAY FOR ALL OR PART OF THE COST OF EMERGENCY OR MEDICALLY NECESSARY CARE PROVIDED IN KAISER PERMANENTE FACILITIES AND/OR BY KAISER PERMANENTE PROVIDERS. IN 2023, THIS PROGRAM ASSISTED OVER 97,000 PATIENTS THROUGH FINANCIAL ASSISTANCE. THE CHC PROGRAMS OFFER REGULAR KAISER FOUNDATION HEALTH PLAN MEMBERSHIP AT MINIMAL COST TO LOW INCOME FAMILIES WHO ARE NOT ELIGIBLE FOR OTHER PUBLIC OR PRIVATELY SPONSORED COVERAGE.

    Expenses $94,855,371 · Revenue $1,296,254

  • See Exempt Purpose Achievements in Sch O

    Expenses $66,682,662 · Grants $11,454,183

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gregory Adams

    Chairman & CEO

    Total calculated
    $12,721,446
    From this org
    $12,567,386
    From related orgs
    $0
    Other
    $154,060
    Hours/week
    14.8 + 35.2 related

    Schedule J breakdown matched by us

    Base
    $2,123,581
    Bonus
    $9,103,058
    Other
    $1,340,747
    Deferred
    $122,468
    Nontaxable benefits
    $31,592
    Filer's total
    $12,721,446

  • Kathryn Lancaster

    EVP & Chief Financial Officer

    Total calculated
    $5,061,302
    From this org
    $4,923,403
    From related orgs
    $0
    Other
    $137,899
    Hours/week
    15.8 + 34.2 related

    Schedule J breakdown matched by us

    Base
    $1,269,207
    Bonus
    $3,069,715
    Other
    $584,481
    Deferred
    $118,595
    Nontaxable benefits
    $19,304
    Filer's total
    $5,061,302

  • Kimberly Horn

    EVP, Group President, MOC

    Total calculated
    $4,751,551
    From this org
    $4,617,356
    From related orgs
    $0
    Other
    $134,195
    Hours/week
    14.4 + 35.6 related

    Schedule J breakdown matched by us

    Base
    $1,118,899
    Bonus
    $1,571,247
    Other
    $1,927,210
    Deferred
    $100,993
    Nontaxable benefits
    $33,202
    Filer's total
    $4,751,551

  • Janet Liang

    EVP, Group President & COO

    Total calculated
    $4,507,213
    From this org
    $4,417,378
    From related orgs
    $0
    Other
    $89,835
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $1,262,682
    Bonus
    $2,460,748
    Other
    $693,948
    Deferred
    $51,770
    Nontaxable benefits
    $38,065
    Filer's total
    $4,507,213

  • Arthur Southam

    EVP, Health Plan Ops & CGO

    Total calculated
    $3,794,812
    From this org
    $3,776,237
    From related orgs
    $0
    Other
    $18,575
    Hours/week
    24 + 26 related

    Schedule J breakdown matched by us

    Base
    $194,706
    Bonus
    $3,022,498
    Other
    $559,033
    Deferred
    $10,910
    Nontaxable benefits
    $7,665
    Filer's total
    $3,794,812

  • Yazdi Bagli

    EVP, Enterprise Business Svcs

    Total calculated
    $3,430,996
    From this org
    $2,692,460
    From related orgs
    $0
    Other
    $738,536
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $849,071
    Bonus
    $1,793,479
    Other
    $49,910
    Deferred
    $701,368
    Nontaxable benefits
    $37,168
    Filer's total
    $3,430,996

  • Chuck Bevilacqua

    SVP, Health Plan Product, Svc

    Total calculated
    $2,895,673
    From this org
    $2,757,804
    From related orgs
    $0
    Other
    $137,869
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $947,444
    Bonus
    $1,502,722
    Other
    $307,638
    Deferred
    $103,694
    Nontaxable benefits
    $34,175
    Filer's total
    $2,895,673

  • Julie Miller-Phipps

    Regional President - SCAL & HI

    Total calculated
    $2,807,666
    From this org
    $2,776,319
    From related orgs
    $0
    Other
    $31,347
    Hours/week
    24.5 + 25.5 related

    Schedule J breakdown matched by us

    Base
    $550,420
    Bonus
    $1,843,179
    Other
    $382,720
    Deferred
    $16,500
    Nontaxable benefits
    $14,847
    Filer's total
    $2,807,666

  • Laurel Junk

    SVP, Market Operations Svcs

    Total calculated
    $2,774,668
    From this org
    $2,694,572
    From related orgs
    $0
    Other
    $80,096
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $388,229
    Bonus
    $711,469
    Other
    $1,594,874
    Deferred
    $68,651
    Nontaxable benefits
    $11,445
    Filer's total
    $2,774,668

  • Carrie Plietz

    Regional President - NCAL

    Total calculated
    $2,669,214
    From this org
    $2,057,115
    From related orgs
    $0
    Other
    $612,099
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $1,085,641
    Bonus
    $945,885
    Other
    $25,589
    Deferred
    $582,705
    Nontaxable benefits
    $29,394
    Filer's total
    $2,669,214

  • Mark Zemelman

    SVP, General Counsel & Secy

    Total calculated
    $2,494,194
    From this org
    $1,833,838
    From related orgs
    $0
    Other
    $660,356
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $1,833,838
    Deferred
    $660,356
    Nontaxable benefits
    $0
    Filer's total
    $2,494,194

  • Thomas Hanenburg

    Interim Region President- NCAL

    Total calculated
    $2,491,398
    From this org
    $2,363,044
    From related orgs
    $0
    Other
    $128,354
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $848,155
    Bonus
    $801,762
    Other
    $713,127
    Deferred
    $97,558
    Nontaxable benefits
    $30,796
    Filer's total
    $2,491,398

  • Paul Swenson

    EVP, Chief Admin Officer

    Total calculated
    $2,487,950
    From this org
    $2,410,782
    From related orgs
    $0
    Other
    $77,168
    Hours/week
    44.9 + 5.1 related

    Schedule J breakdown matched by us

    Base
    $793,698
    Bonus
    $1,292,121
    Other
    $324,963
    Deferred
    $48,208
    Nontaxable benefits
    $28,960
    Filer's total
    $2,487,950

  • Christian Meisner

    SVP, Chief HR Officer

    Total calculated
    $2,425,548
    From this org
    $2,354,488
    From related orgs
    $0
    Other
    $71,060
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $564,610
    Bonus
    $1,748,884
    Other
    $40,994
    Deferred
    $16,500
    Nontaxable benefits
    $54,560
    Filer's total
    $2,425,548

  • Vanessa Benavides

    SVP,Chief Legal Officer & Secy

    Total calculated
    $2,100,570
    From this org
    $1,792,455
    From related orgs
    $0
    Other
    $308,115
    Hours/week
    18 + 32 related

    Schedule J breakdown matched by us

    Base
    $708,622
    Bonus
    $1,028,988
    Other
    $54,845
    Deferred
    $288,586
    Nontaxable benefits
    $19,529
    Filer's total
    $2,100,570

  • Chandrika Bhalla

    SVP, CFO -CA Mkts/Fin Planning

    Total calculated
    $1,848,119
    From this org
    $1,559,972
    From related orgs
    $0
    Other
    $288,147
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $740,461
    Bonus
    $795,514
    Other
    $23,997
    Deferred
    $256,467
    Nontaxable benefits
    $31,680
    Filer's total
    $1,848,119

  • Thomas Meier

    SVP, Corporate Treasurer

    Total calculated
    $1,842,456
    From this org
    $1,721,108
    From related orgs
    $0
    Other
    $121,348
    Hours/week
    19.2 + 30.8 related

    Schedule J breakdown matched by us

    Base
    $593,270
    Bonus
    $977,784
    Other
    $150,054
    Deferred
    $94,964
    Nontaxable benefits
    $26,384
    Filer's total
    $1,842,456

  • Diane Comer

    EVP, Chief Info & Tech Officer

    Total calculated
    $1,750,147
    From this org
    $1,620,499
    From related orgs
    $0
    Other
    $129,648
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $639,492
    Bonus
    $679,427
    Other
    $301,580
    Deferred
    $98,211
    Nontaxable benefits
    $31,437
    Filer's total
    $1,750,147

  • Agnes Strandberg

    SVP, Medicare

    Total calculated
    $1,749,827
    From this org
    $1,633,848
    From related orgs
    $0
    Other
    $115,979
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $238,701
    Bonus
    $457,250
    Other
    $937,897
    Deferred
    $96,623
    Nontaxable benefits
    $19,356
    Filer's total
    $1,749,827

  • Wade Overgaard

    SVP, Health Plan Ops - CA

    Total calculated
    $1,725,338
    From this org
    $1,719,912
    From related orgs
    $0
    Other
    $5,426
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $48,040
    Bonus
    $1,456,358
    Other
    $215,514
    Deferred
    $2,423
    Nontaxable benefits
    $3,003
    Filer's total
    $1,725,338

  • Anthony Barrueta

    SVP, Government Relations

    Total calculated
    $1,710,204
    From this org
    $1,547,457
    From related orgs
    $0
    Other
    $162,747
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $518,219
    Bonus
    $811,756
    Other
    $217,482
    Deferred
    $137,148
    Nontaxable benefits
    $25,599
    Filer's total
    $1,710,204

  • James Simpson

    SVP, Enterprise Projects

    Total calculated
    $1,628,039
    From this org
    $1,459,334
    From related orgs
    $0
    Other
    $168,705
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $586,212
    Bonus
    $655,514
    Other
    $217,608
    Deferred
    $125,971
    Nontaxable benefits
    $42,734
    Filer's total
    $1,628,039

  • Donald Orndoff

    SVP, NFS

    Total calculated
    $1,621,847
    From this org
    $1,301,160
    From related orgs
    $0
    Other
    $320,687
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $185,407
    Bonus
    $452,361
    Other
    $663,392
    Deferred
    $307,153
    Nontaxable benefits
    $13,534
    Filer's total
    $1,621,847

  • Michelle Gaskill

    Regional President - SCAL & HI

    Total calculated
    $1,612,028
    From this org
    $1,284,944
    From related orgs
    $0
    Other
    $327,084
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $734,378
    Bonus
    $439,206
    Other
    $111,360
    Deferred
    $297,674
    Nontaxable benefits
    $29,410
    Filer's total
    $1,612,028

  • Andrew Bindman

    EVP, Chief Medical Officer

    Total calculated
    $1,609,622
    From this org
    $1,267,982
    From related orgs
    $0
    Other
    $341,640
    Hours/week
    24.2 + 25.8 related

    Schedule J breakdown matched by us

    Base
    $757,028
    Bonus
    $474,330
    Other
    $36,624
    Deferred
    $312,785
    Nontaxable benefits
    $28,855
    Filer's total
    $1,609,622

  • Debora Catsavas

    SVP, Human Resources - NCAL

    Total calculated
    $1,603,732
    From this org
    $1,553,158
    From related orgs
    $0
    Other
    $50,574
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $111,860
    Bonus
    $381,284
    Other
    $1,060,014
    Deferred
    $45,761
    Nontaxable benefits
    $4,813
    Filer's total
    $1,603,732

  • Catherine Hernandez Tirey

    SVP, Chief Comms Officer

    Total calculated
    $1,574,364
    From this org
    $1,433,298
    From related orgs
    $0
    Other
    $141,066
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $440,073
    Bonus
    $508,041
    Other
    $485,184
    Deferred
    $115,133
    Nontaxable benefits
    $25,933
    Filer's total
    $1,574,364

  • Wendy Sack

    SVP, Pricing & Underwriting

    Total calculated
    $1,522,260
    From this org
    $1,392,047
    From related orgs
    $0
    Other
    $130,213
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $471,393
    Bonus
    $442,750
    Other
    $477,904
    Deferred
    $99,045
    Nontaxable benefits
    $31,168
    Filer's total
    $1,522,260

  • Bechara Choucair

    SVP, Chief Health Officer

    Total calculated
    $1,503,857
    From this org
    $1,286,382
    From related orgs
    $0
    Other
    $217,475
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $574,383
    Bonus
    $255,866
    Other
    $456,133
    Deferred
    $190,719
    Nontaxable benefits
    $26,756
    Filer's total
    $1,503,857

  • Gregory Holmes

    SVP, Chief HR Officer

    Total calculated
    $1,502,063
    From this org
    $1,040,387
    From related orgs
    $0
    Other
    $461,676
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $575,392
    Bonus
    $439,895
    Other
    $25,100
    Deferred
    $445,619
    Nontaxable benefits
    $16,057
    Filer's total
    $1,502,063

  • Alfonse Upshaw

    SVP, CFO - NCAL

    Total calculated
    $1,480,424
    From this org
    $1,272,055
    From related orgs
    $0
    Other
    $208,369
    Hours/week
    24.5 + 25.5 related

    Schedule J breakdown matched by us

    Base
    $535,015
    Bonus
    $558,993
    Other
    $178,047
    Deferred
    $176,289
    Nontaxable benefits
    $32,080
    Filer's total
    $1,480,424

  • Thomas Curtin

    SVP, Commercial LOB

    Total calculated
    $1,418,620
    From this org
    $1,263,673
    From related orgs
    $0
    Other
    $154,947
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $545,369
    Bonus
    $507,251
    Other
    $211,053
    Deferred
    $105,913
    Nontaxable benefits
    $49,034
    Filer's total
    $1,418,620

  • Arlene Peasnall

    SVP,Human Resources Consulting

    Total calculated
    $1,353,230
    From this org
    $1,164,814
    From related orgs
    $0
    Other
    $188,416
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $570,468
    Bonus
    $468,407
    Other
    $125,939
    Deferred
    $169,453
    Nontaxable benefits
    $18,963
    Filer's total
    $1,353,230

  • Greg Christian

    Assistant Secretary

    Total calculated
    $1,284,952
    From this org
    $1,145,419
    From related orgs
    $0
    Other
    $139,533
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $565,101
    Bonus
    $447,260
    Other
    $133,058
    Deferred
    $112,338
    Nontaxable benefits
    $27,195
    Filer's total
    $1,284,952

  • Mary Beth Lang

    SVP, Chief Pharmacy Officer

    Total calculated
    $1,111,628
    From this org
    $960,909
    From related orgs
    $0
    Other
    $150,719
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $506,536
    Bonus
    $410,040
    Other
    $44,333
    Deferred
    $114,393
    Nontaxable benefits
    $36,326
    Filer's total
    $1,111,628

  • Linton White

    SVP, CFO - SCAL & Hawaii

    Total calculated
    $1,073,515
    From this org
    $845,340
    From related orgs
    $0
    Other
    $228,175
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $385,607
    Bonus
    $210,535
    Other
    $249,198
    Deferred
    $202,129
    Nontaxable benefits
    $26,046
    Filer's total
    $1,073,515

  • Paul Minardi

    EVP and CEO of KPMF

    Total calculated
    $1,060,332
    From this org
    $849,029
    From related orgs
    $0
    Other
    $211,303
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $795,184
    Bonus
    $0
    Other
    $53,845
    Deferred
    $184,171
    Nontaxable benefits
    $27,132
    Filer's total
    $1,060,332

  • David Thomason

    SVP,Corporate Controller & CAO

    Total calculated
    $950,781
    From this org
    $897,898
    From related orgs
    $0
    Other
    $52,883
    Hours/week
    14 + 36 related

    Schedule J breakdown matched by us

    Base
    $412,855
    Bonus
    $0
    Other
    $485,043
    Deferred
    $42,288
    Nontaxable benefits
    $10,595
    Filer's total
    $950,781

  • Mick Diede

    SVP, Chief Actuary

    Total calculated
    $938,753
    From this org
    $695,935
    From related orgs
    $0
    Other
    $242,818
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $118,560
    Bonus
    $442,505
    Other
    $134,870
    Deferred
    $233,266
    Nontaxable benefits
    $9,552
    Filer's total
    $938,753

  • John Yamamoto

    Assistant Secretary

    Total calculated
    $897,160
    From this org
    $723,920
    From related orgs
    $0
    Other
    $173,240
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $387,657
    Bonus
    $258,956
    Other
    $77,307
    Deferred
    $140,773
    Nontaxable benefits
    $32,467
    Filer's total
    $897,160

  • Philip Young

    Assistant Secretary

    Total calculated
    $890,846
    From this org
    $699,482
    From related orgs
    $0
    Other
    $191,364
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $405,854
    Bonus
    $273,356
    Other
    $20,272
    Deferred
    $159,883
    Nontaxable benefits
    $31,481
    Filer's total
    $890,846

  • Marcus Hoffman

    SVP, CFO - SCAL & Hawaii

    Total calculated
    $873,083
    From this org
    $742,737
    From related orgs
    $0
    Other
    $130,346
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $405,425
    Bonus
    $320,443
    Other
    $16,869
    Deferred
    $103,202
    Nontaxable benefits
    $27,144
    Filer's total
    $873,083

  • Ryan Jenson

    Interim Corp Controller & CAO

    Total calculated
    $872,977
    From this org
    $743,221
    From related orgs
    $0
    Other
    $129,756
    Hours/week
    16 + 34 related

    Schedule J breakdown matched by us

    Base
    $346,441
    Bonus
    $349,170
    Other
    $47,610
    Deferred
    $100,508
    Nontaxable benefits
    $29,248
    Filer's total
    $872,977

  • Brandon Cuevas

    EVP, Health Plan

    Total calculated
    $804,923
    From this org
    $511,652
    From related orgs
    $0
    Other
    $293,271
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $282,154
    Bonus
    $0
    Other
    $229,498
    Deferred
    $286,674
    Nontaxable benefits
    $6,597
    Filer's total
    $804,923

  • Tina Weiss

    SVP, Medicare/Consumer LOB

    Total calculated
    $803,897
    From this org
    $663,756
    From related orgs
    $0
    Other
    $140,141
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $311,157
    Bonus
    $174,976
    Other
    $177,623
    Deferred
    $125,143
    Nontaxable benefits
    $14,998
    Filer's total
    $803,897

  • Jennifer Goldberg

    Assistant Secretary

    Total calculated
    $775,925
    From this org
    $633,698
    From related orgs
    $0
    Other
    $142,227
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $355,251
    Bonus
    $249,740
    Other
    $28,707
    Deferred
    $106,688
    Nontaxable benefits
    $35,539
    Filer's total
    $775,925

  • Hong-Sze Yu

    VP, Brd & Corp Gov & Asst Secy

    Total calculated
    $676,148
    From this org
    $508,592
    From related orgs
    $0
    Other
    $167,556
    Hours/week
    15.9 + 34.1 related

    Schedule J breakdown matched by us

    Base
    $300,090
    Bonus
    $188,569
    Other
    $19,933
    Deferred
    $137,523
    Nontaxable benefits
    $30,033
    Filer's total
    $676,148

  • Kristin Bear

    Assistant Secretary

    Total calculated
    $645,426
    From this org
    $474,637
    From related orgs
    $0
    Other
    $170,789
    Hours/week
    17 + 33 related

    Schedule J breakdown matched by us

    Base
    $313,172
    Bonus
    $131,402
    Other
    $30,063
    Deferred
    $149,166
    Nontaxable benefits
    $21,623
    Filer's total
    $645,426

  • Katherine Ritchey

    Assistant Secretary

    Total calculated
    $644,961
    From this org
    $492,643
    From related orgs
    $0
    Other
    $152,318
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $355,985
    Bonus
    $119,410
    Other
    $17,248
    Deferred
    $121,082
    Nontaxable benefits
    $31,236
    Filer's total
    $644,961

  • George Disalvo

    SVP, CFO - SCAL

    Total calculated
    $568,032
    From this org
    $532,206
    From related orgs
    $0
    Other
    $35,826
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $526,771
    Other
    $5,435
    Deferred
    $35,826
    Nontaxable benefits
    $0
    Filer's total
    $568,032

  • Ronald Vance

    Interim Regional President-HI

    Total calculated
    $360,025
    From this org
    $360,025
    From related orgs
    $0
    Other
    $0
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $360,025
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $360,025

  • Margaret E Porfido JD

    Director

    Total calculated
    $335,800
    From this org
    $291,083
    From related orgs
    $28,000
    Other
    $16,717
    Hours/week
    0 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $269,000 + $28,000 related
    Bonus
    $0
    Other
    $22,083
    Deferred
    $16,717
    Nontaxable benefits
    $0
    Filer's total
    $307,800 + $28,000 related

  • David F Hoffmeister

    Director

    Total calculated
    $298,858
    From this org
    $280,951
    From related orgs
    $0
    Other
    $17,907
    Hours/week
    4.1 + 5.3 related

    Schedule J breakdown matched by us

    Base
    $266,500
    Bonus
    $0
    Other
    $14,451
    Deferred
    $17,907
    Nontaxable benefits
    $0
    Filer's total
    $298,858

  • Judith A Johansen JD

    Director

    Total calculated
    $297,334
    From this org
    $266,500
    From related orgs
    $24,300
    Other
    $6,534
    Hours/week
    4 + 5.6 related

    Schedule J breakdown matched by us

    Base
    $266,500 + $24,300 related
    Bonus
    $0
    Other
    $0
    Deferred
    $6,534
    Nontaxable benefits
    $0
    Filer's total
    $273,034 + $24,300 related

  • Leslie S Heisz

    Director

    Total calculated
    $293,230
    From this org
    $268,956
    From related orgs
    $0
    Other
    $24,274
    Hours/week
    2.4 + 3.6 related

    Schedule J breakdown matched by us

    Base
    $249,000
    Bonus
    $0
    Other
    $19,956
    Deferred
    $24,274
    Nontaxable benefits
    $0
    Filer's total
    $293,230

  • Ramon F Baez

    Director

    Total calculated
    $288,072
    From this org
    $252,951
    From related orgs
    $14,000
    Other
    $21,121
    Hours/week
    1.2 + 3.45 related

    Schedule J breakdown matched by us

    Base
    $238,500 + $14,000 related
    Bonus
    $0
    Other
    $14,451
    Deferred
    $21,121
    Nontaxable benefits
    $0
    Filer's total
    $274,072 + $14,000 related

  • Jeffrey E Epstein

    Director

    Total calculated
    $279,102
    From this org
    $265,915
    From related orgs
    $0
    Other
    $13,187
    Hours/week
    3 + 5 related

    Schedule J breakdown matched by us

    Base
    $256,500
    Bonus
    $0
    Other
    $9,415
    Deferred
    $13,187
    Nontaxable benefits
    $0
    Filer's total
    $279,102

  • Richard P Shannon MD

    Director

    Total calculated
    $263,921
    From this org
    $236,500
    From related orgs
    $0
    Other
    $27,421
    Hours/week
    2.5 + 3.5 related

    Schedule J breakdown matched by us

    Base
    $236,500
    Bonus
    $0
    Other
    $0
    Deferred
    $27,421
    Nontaxable benefits
    $0
    Filer's total
    $263,921

  • Vivek Sharma

    Director

    Total calculated
    $261,456
    From this org
    $261,456
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 0.7 related

    Schedule J breakdown matched by us

    Base
    $241,500
    Bonus
    $0
    Other
    $19,956
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $261,456

  • Jenny J Ming

    Director

    Total calculated
    $260,776
    From this org
    $248,772
    From related orgs
    $0
    Other
    $12,004
    Hours/week
    1.85 + 3.05 related

    Schedule J breakdown matched by us

    Base
    $229,000
    Bonus
    $0
    Other
    $19,772
    Deferred
    $12,004
    Nontaxable benefits
    $0
    Filer's total
    $260,776

  • Maryann Bodayle

    Assistant Secretary

    Total calculated
    $251,943
    From this org
    $196,754
    From related orgs
    $0
    Other
    $55,189
    Hours/week
    22.1 + 27.9 related

    Schedule J breakdown matched by us

    Base
    $180,482
    Bonus
    $13,962
    Other
    $2,310
    Deferred
    $44,374
    Nontaxable benefits
    $10,815
    Filer's total
    $251,943

  • Matthew T Ryan

    Director

    Total calculated
    $250,951
    From this org
    $250,951
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.5 + 4.5 related

    Schedule J breakdown matched by us

    Base
    $236,500
    Bonus
    $0
    Other
    $14,451
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $250,951

  • A Eugene Washington MD

    Director

    Total calculated
    $248,278
    From this org
    $244,000
    From related orgs
    $0
    Other
    $4,278
    Hours/week
    3.15 + 4 related

    Schedule J breakdown matched by us

    Base
    $244,000
    Bonus
    $0
    Other
    $0
    Deferred
    $4,278
    Nontaxable benefits
    $0
    Filer's total
    $248,278

  • David J Barger

    Director

    Total calculated
    $247,569
    From this org
    $234,000
    From related orgs
    $0
    Other
    $13,569
    Hours/week
    4.5 + 6.5 related

    Schedule J breakdown matched by us

    Base
    $234,000
    Bonus
    $0
    Other
    $0
    Deferred
    $13,569
    Nontaxable benefits
    $0
    Filer's total
    $247,569

  • Regina M Benjamin MD MBA

    Director

    Total calculated
    $247,024
    From this org
    $219,620
    From related orgs
    $0
    Other
    $27,404
    Hours/week
    3 + 5 related

    Schedule J breakdown matched by us

    Base
    $210,000
    Bonus
    $0
    Other
    $9,620
    Deferred
    $27,404
    Nontaxable benefits
    $0
    Filer's total
    $247,024

  • William Caswell

    Interim Regional President -HI

    Total calculated
    $152,070
    From this org
    $152,070
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $152,070
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $152,070

  • Edward Y W Pei

    Director

    Total calculated
    $53,623
    From this org
    $53,623
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $53,623
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $53,623

  • Kim J Kaiser

    Director

    Total calculated
    $39,004
    From this org
    $0
    From related orgs
    $39,004
    Other
    $0
    Hours/week
    0 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $24,300 related
    Bonus
    $0
    Other
    $0 + $14,704 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $39,004 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

The filer's explanations (Part III)

Schedule J, Part I, Line 1
FIRST CLASS TRAVEL: FIRST CLASS TRAVEL IS PERMISSIBLE AS AN ORDINARY BUSINESS EXPENSE FOR ALL BOARD OF DIRECTORS, CHIEF EXECUTIVE OFFICER AND 17 OTHER OFFICERS AS APPROVED BY THE COMPENSATION COMMITTEE, CHIEF EXECUTIVE OFFICER, OR CHIEF HUMAN RESOURCES OFFICER. THE VALUE OF THESE CHARGES ARE NOT INCLUDED IN THE RECIPIENT'S COMPENSATION. TRAVEL FOR COMPANIONS: AS APPROVED BY SENIOR MANAGEMENT INFREQUENTLY WHERE BUSINESS REQUIREMENT DICTATES. THE VALUE OF THESE CHARGES ARE NOT INCLUDED IN THE RECIPIENT'S COMPENSATION. PERSONAL SERVICES: CAR AND SECURITY SERVICE IS APPROVED FOR SENIOR MANAGEMENT IN CONNECTION WITH BUSINESS RELATED TRAVEL. CEO'S NONBUSINESS TRANSPORTATION IS BOARD-APPROVED AND INCLUDED IN COMPENSATION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: LIMITED TO PARTIAL TAX GROSS-UP UNDER RELOCATION POLICY, CEO TRANSPORTATION AND SECURITY, AND AS APPROVED ON A LIMITED BASIS BY SENIOR MANAGEMENT. THESE PAYMENTS ARE INCLUDED IN COMPENSATION. HOUSING ALLOWANCE: PROVIDED ON A LIMITED BASIS TO 3 OFFICERS OR RELOCATION IN CONFORMITY WITH THE LAW. PROVIDED ON A LIMITED BASIS AS COMPENSATION.
Schedule J, Part I, Line 3
KAISER FOUNDATION HEALTH PLAN, INC. USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4A
Laurel Junk $ 514,312 Mark Zemelman $1,823,105 Agnes Strandberg $ 327,923 Donald Orndoff $ 501,026 Debora Catsavas $1,026,547 LISTED PERSONS PARTICIPATED IN SEPARATION ARRANGEMENTS. DEPENDING ON POSITION LEVEL, TENURE, AND SEPARATION REASON, BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS.
Schedule J, Part I, Line 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Gregory Adams $1,177,969 Kathryn Lancaster 521,405 Kimberly Horn 1,872,534 Janet Liang 640,943 Arthur Southam 521,405 Chuck Bevilacqua 279,683 Julie Miller-Phipps 358,888 Laurel Junk 1,062,323 Thomas Hanenburg 663,487 Paul Swenson 265,422 Thomas Meier 95,030 Diane Comer 243,190 Agnes Strandberg 572,981 Wade Overgaard 209,373 Anthony Barrueta 170,053 James Simpson 166,951 Donald Orndoff 147,967 Catherine Hernandez Tirey 461,071 Wendy Sack 456,798 Alfonse Upshaw 135,880 Thomas Curtin 76,836 Arlene Peasnall 84,269 Greg Christian 108,200 Linton White 132,764 Mick Diede 102,155 John Yamamoto 55,042 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE.
Schedule J, Part I, Line 7
NON-FIXED PAYMENTS THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO SOME OF THE PERSONS LISTED. PAYMENTS WERE MADE UNDER DISCRETIONARY BONUS PROGRAMS AND INCENTIVE PLANS, BASED ON ATTAINMENT OF ORGANIZATIONAL PERFORMANCE GOALS AND INDIVIDUAL PERFORMANCE, DESIGNED TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE HIGH-QUALITY, AFFORDABLE CARE AND IMPROVE THE HEALTH OF ITS MEMBERS AND THE COMMUNITIES IT SERVES. THE PLANS' ORGANIZATIONAL PERFORMANCE GOALS INCLUDED: QUALITY OF CARE AND SERVICE, MEMBERSHIP GROWTH, OPERATING INCOME, PER MEMBER EXPENSE TREND, AND COMMUNITY BENEFIT. PLAN DESIGNS, PERFORMANCE, AND PAYOUT LEVELS, AS WELL AS INDIVIDUAL PAYMENTS TO CERTAIN PERSONS, WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT DIRECTORS.
SCHEDULE J, PART I, LINE 8
CERTAIN AMOUNTS REPORTED IN FORM 990, PART VII, WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-4(A)(3). FIXED PAYMENTS WERE PAID TO OR ACCRUED FOR 4 OFFICERS IN 2023.
Schedule J, Part II, Section A, Column F
AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.
FORM 990, PART VII, SECTION A, LINE 5
RONALD VANCE RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION, ALVAREZ & MARSAL HOLDINGS, LLC.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • KP CAL LLC

    HEALTH CARE · CA · income $0 · assets $0

    Directly controlled by KFHP Inc

  • ORDWAY INDEMNITY LTD

    INSURANCE · BD · income $9,278,858 · assets $42,509,892

    Directly controlled by ORDWAY INT'L

  • ORDWAY INTERNATIONAL LTD

    Holding Co. · BD · income $24,900 · assets $9,634,210

    Directly controlled by KFHP Inc

  • PERMANENTE ADVANTAGE LLC

    Health Care · DE · income $3,770,054 · assets $2,201,682

    Directly controlled by KFHP Inc

  • RAINBOW DIALYSIS LLC

    Health Care · DE · income $8,818,767 · assets $9,680,613

    Directly controlled by KFHP Inc

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • NXT CAP SR FD I LLC

    N/A · Investment · DE · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Maui Nui ASC Holdco LLC

    N/A · Holding Co · HI · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Oak Tree Assurance Ltd

    C Corp · Insurance · VT · 100% owned · share of income $7,379,655 · share of assets $110,596,002 · controlled entity

    Directly controlled by KFHP INC

  • Kaiser Permanente Insurance Company

    C Corp · Insurance · CA · 100% owned · share of income $173,928,546 · share of assets $241,052,862 · controlled entity

    Directly controlled by KFHP INC

  • Kaiser Permanente International

    C Corp · Consulting · CA · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

  • KFHP of Washington Options Inc

    C Corp · Insurance · WA · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

  • Group Health of Washington

    C Corp · Inactive · WA · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

  • Garfield Health Solutions East Pte Ltd

    C Corp · Admin · IN · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

  • Garfield Health Solutions West SRL

    C CORP · Admin · CS · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
24 October 2024
IRS schema version
2023v5.1
Source object
202433209349303463

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