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Nonprofiteer
← KAISER FOUNDATION HEALTH PLAN INC

Form 990 for tax year 2024

Filed by KAISER FOUNDATION HEALTH PLAN INC.

Totals

Total revenue
$82,490,440,881
Total expenses
$82,234,695,814
Contributions and grants received
$659,510
Grants paid
$18,357,973
Program service revenue
$82,349,296,109
Investment income
$130,860,614
Other revenue
$9,624,648
Total assets, end of year
$33,547,368,863
Total liabilities, end of year
$22,695,635,780
Net assets or fund balances, end of year
$10,851,733,083
Program services expenses (Part IX)
$78,391,316,888
Management and general expenses
$3,843,378,926
Fundraising expenses
$0
Program service expenses (Part III)
$78,391,316,888

Program services were 95.3% 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)

    $659,510

  • 2a · Program service revenue: MEMBERS' DUES

    total $57,451,717,925 · related or exempt $57,451,717,925

  • 2b · Program service revenue: MEDICARE REVENUE

    total $21,202,391,384 · related or exempt $21,202,391,384

  • 2c · Program service revenue: SUPPLEMENTAL REVENUE

    total $2,698,118,438 · related or exempt $2,698,118,438

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

    total $75,025,615 · related or exempt $67,089,948 · unrelated business $7,935,667

  • 2e · Program service revenue: OTHER PROGRAM SVCS

    total $922,042,747 · related or exempt $917,928,163 · unrelated business $4,114,584

  • 3 · Investment income

    total $339,895,432 · excluded $339,895,432

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

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $8,318,266

  • 6c · Rental income or loss

    real property $8,318,266 · personal property $0

  • 6d · Net rental income or loss

    total $8,318,266 · excluded $8,318,266

  • 7a · Gross sales of assets other than inventory

    securities $10,292,344,790 · other assets $14,587,532

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

    securities $10,500,770,494 · other assets $15,196,646

  • 7c · Gain or loss

    securities -$208,425,704 · other assets -$609,114

  • 7d · Net gain or loss

    total -$209,034,818 · excluded -$209,034,818

  • 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 $1,306,382 · unrelated business $328 · excluded $1,306,054

  • 11e · Other revenue, total

    $1,306,382

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $18,357,973 · program services $18,357,973

  • 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 $92,741,620 · program services $84,804,457 · management and general $7,937,163 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $128,848 · program services $128,848

  • 7 · Other salaries and wages

    total $3,116,230,051 · program services $2,849,524,887 · management and general $266,705,164

  • 8 · Pension plan contributions

    total $538,705,283 · program services $538,705,283

  • 9 · Other employee benefits

    total $489,675,574 · program services $383,573,145 · management and general $106,102,429

  • 10 · Payroll taxes

    total $257,017,916 · program services $257,017,916

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $129,989,565 · management and general $129,989,565

  • 11c · Fees: accounting

    total $2,904,464 · management and general $2,904,464

  • 11d · Fees: lobbying

    total $1,557,610 · management and general $1,557,610

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $6,825,355 · management and general $6,825,355

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $244,547,673 · program services $154,520,137 · management and general $90,027,536

  • 13 · Office expenses

    total $60,291,217 · program services $57,541,955 · management and general $2,749,262

  • 14 · Information technology

    total $3,206,640,101 · program services $2,490,433,527 · management and general $716,206,574

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $410,399,137 · program services $410,247,272 · management and general $151,865

  • 17 · Travel

    total $32,722,279 · program services $30,165,390 · management and general $2,556,889

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $11,362,895 · management and general $11,362,895

  • 20 · Interest

    total $24,679,308 · program services $24,679,308

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $460,499,001 · program services $460,499,001

  • 23 · Insurance

    total $325,550,070 · program services $325,550,070

  • 24a · Other expenses: BASIC CONTRACTUAL PAYMENTS

    total $51,928,726,942 · program services $51,928,726,942

  • 24b · Other expenses: MEDICAL & OTHER SUPPLIES

    total $10,552,974,295 · program services $9,836,941,100 · management and general $716,033,195

  • 24c · Other expenses: PURCHASED MEDICAL SERVICES

    total $8,508,011,549 · program services $8,508,011,549

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

    total $1,805,415,070 · program services $1,114,873,502 · management and general $690,541,568

  • 24e · All other expenses

    total $8,742,018 · program services -$1,082,985,374 · management and general $1,091,727,392

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 $121,883,124 · end of year $151,982,120

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $2,496,358,160 · end of year $2,660,809,693

  • 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 $900,000 · end of year $775,000

  • 8 · Inventories for sale or use

    beginning of year $528,776,290 · end of year $457,076,657

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,303,552,879 · end of year $1,661,575,788

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

    $12,198,971,504

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

    $6,439,312,952

  • 10c · Land, buildings and equipment, net

    beginning of year $5,837,969,671 · end of year $5,759,658,552

  • 11 · Investments: publicly traded securities

    beginning of year $8,584,531,402 · end of year $10,299,723,044

  • 12 · Investments: other securities

    beginning of year $16,246,846 · end of year $35,971,137

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $262,400 · end of year $250,100

  • 15 · Other assets

    beginning of year $12,510,243,987 · end of year $12,519,546,772

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,642,658,510 · end of year $7,093,600,455

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $828,838,062 · end of year $992,702,609

  • 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 $14,607,108,318 · end of year $14,609,332,716

  • 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 -$269,933,531 · end of year -$269,933,531

  • 31 · Retained earnings, endowment or other funds

    beginning of year $9,592,053,400 · end of year $11,121,666,614

Mission and programs · 2024

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 $71,310,061,144 · Grants $2,210,114 · Revenue $76,439,239,983

  • 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 2024, OVER 1.2 MILLION PEOPLE 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 OVER 227,000 MEDICAID BENEFICIARIES WHO WERE NOT ENROLLED AS KFHP, INC. MEMBERS.

    Expenses $6,874,478,202 · Revenue $5,909,970,955

  • 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 2024, THIS PROGRAM ASSISTED OVER 370,000 PEOPLE 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 $142,268,460 · Revenue $85,171

  • See Exempt Purpose Achievements in Sch O

    Expenses $64,509,082 · Grants $16,147,859

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gregory Adams

    Chairman & CEO

    Total calculated
    $12,976,050
    From this org
    $12,789,811
    From related orgs
    $0
    Other
    $186,239
    Hours/week
    12.9 + 37.1 related

    Schedule J breakdown matched by us

    Base
    $2,195,616
    Bonus
    $9,348,865
    Other
    $1,245,330
    Deferred
    $152,508
    Nontaxable benefits
    $33,731
    Filer's total
    $12,976,050

  • Kimberly Horn

    EVP, Group President, MOC

    Total calculated
    $6,474,308
    From this org
    $5,678,798
    From related orgs
    $0
    Other
    $795,510
    Hours/week
    16.5 + 33.5 related

    Schedule J breakdown matched by us

    Base
    $26,092
    Bonus
    $2,984,810
    Other
    $2,667,896
    Deferred
    $793,971
    Nontaxable benefits
    $1,539
    Filer's total
    $6,474,308

  • Janet Liang

    EVP, Group President & COO

    Total calculated
    $5,011,705
    From this org
    $4,322,020
    From related orgs
    $0
    Other
    $689,685
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $1,312,190
    Bonus
    $2,487,529
    Other
    $522,301
    Deferred
    $643,461
    Nontaxable benefits
    $46,224
    Filer's total
    $5,011,705

  • Kathryn Lancaster

    EVP & CFO

    Total calculated
    $5,004,087
    From this org
    $4,850,102
    From related orgs
    $0
    Other
    $153,985
    Hours/week
    15.8 + 34.2 related

    Schedule J breakdown matched by us

    Base
    $1,322,140
    Bonus
    $2,987,353
    Other
    $540,609
    Deferred
    $132,955
    Nontaxable benefits
    $21,030
    Filer's total
    $5,004,087

  • Brandon Cuevas

    EVP, Health Plan

    Total calculated
    $4,354,878
    From this org
    $3,512,002
    From related orgs
    $0
    Other
    $842,876
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $1,314,589
    Bonus
    $345,958
    Other
    $1,851,455
    Deferred
    $807,302
    Nontaxable benefits
    $35,574
    Filer's total
    $4,354,878

  • Yazdi Bagli

    EVP, Enterprise Business Svcs

    Total calculated
    $3,822,029
    From this org
    $2,666,097
    From related orgs
    $0
    Other
    $1,155,932
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $920,859
    Bonus
    $1,694,284
    Other
    $50,954
    Deferred
    $1,112,359
    Nontaxable benefits
    $43,573
    Filer's total
    $3,822,029

  • Carrie Plietz

    Regional President - NCAL

    Total calculated
    $3,326,860
    From this org
    $2,535,009
    From related orgs
    $0
    Other
    $791,851
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $1,212,105
    Bonus
    $1,296,371
    Other
    $26,533
    Deferred
    $756,412
    Nontaxable benefits
    $35,439
    Filer's total
    $3,326,860

  • Chuck Bevilacqua

    SVP, Health Plan Product, Svc

    Total calculated
    $3,007,814
    From this org
    $2,888,508
    From related orgs
    $0
    Other
    $119,306
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $993,716
    Bonus
    $1,653,309
    Other
    $241,483
    Deferred
    $85,006
    Nontaxable benefits
    $34,300
    Filer's total
    $3,007,814

  • Gregory Holmes

    EVP, Chief HR Officer

    Total calculated
    $2,671,910
    From this org
    $1,404,681
    From related orgs
    $0
    Other
    $1,267,229
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $749,091
    Bonus
    $626,398
    Other
    $29,192
    Deferred
    $1,249,446
    Nontaxable benefits
    $17,783
    Filer's total
    $2,671,910

  • Paul Swenson

    EVP, Chief Admin Officer

    Total calculated
    $2,648,633
    From this org
    $2,487,310
    From related orgs
    $0
    Other
    $161,323
    Hours/week
    44.9 + 5.1 related

    Schedule J breakdown matched by us

    Base
    $827,579
    Bonus
    $1,327,773
    Other
    $331,958
    Deferred
    $128,262
    Nontaxable benefits
    $33,061
    Filer's total
    $2,648,633

  • Vanessa Benavides

    EVP,Chief Legal Officer & Secy

    Total calculated
    $2,623,191
    From this org
    $2,137,057
    From related orgs
    $0
    Other
    $486,134
    Hours/week
    17.5 + 32.5 related

    Schedule J breakdown matched by us

    Base
    $741,798
    Bonus
    $1,068,967
    Other
    $326,292
    Deferred
    $463,381
    Nontaxable benefits
    $22,753
    Filer's total
    $2,623,191

  • Andrew Bindman

    EVP, Chief Medical Officer

    Total calculated
    $2,594,208
    From this org
    $1,545,417
    From related orgs
    $0
    Other
    $1,048,791
    Hours/week
    24.2 + 25.8 related

    Schedule J breakdown matched by us

    Base
    $780,529
    Bonus
    $728,079
    Other
    $36,809
    Deferred
    $1,019,704
    Nontaxable benefits
    $29,087
    Filer's total
    $2,594,208

  • Samuel Glick

    EVP, Enterprise Strat, Bus Dev

    Total calculated
    $2,593,047
    From this org
    $1,306,107
    From related orgs
    $0
    Other
    $1,286,940
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $519,554
    Bonus
    $0
    Other
    $786,553
    Deferred
    $1,273,291
    Nontaxable benefits
    $13,649
    Filer's total
    $2,593,047

  • Chandrika Bhalla

    SVP, CFO - Hospital Mkts & FP

    Total calculated
    $2,397,170
    From this org
    $2,040,819
    From related orgs
    $0
    Other
    $356,351
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $804,077
    Bonus
    $948,050
    Other
    $288,692
    Deferred
    $319,623
    Nontaxable benefits
    $36,728
    Filer's total
    $2,397,170

  • Michelle Gaskill

    Regional President - SCAL & HI

    Total calculated
    $2,318,703
    From this org
    $1,858,904
    From related orgs
    $0
    Other
    $459,799
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $971,147
    Bonus
    $733,259
    Other
    $154,498
    Deferred
    $424,988
    Nontaxable benefits
    $34,811
    Filer's total
    $2,318,703

  • Pamela Shipley

    SVP, Health Plan Innovation

    Total calculated
    $2,128,599
    From this org
    $1,662,298
    From related orgs
    $0
    Other
    $466,301
    Hours/week
    19 + 31 related

    Schedule J breakdown matched by us

    Base
    $777,753
    Bonus
    $611,553
    Other
    $272,992
    Deferred
    $416,558
    Nontaxable benefits
    $49,743
    Filer's total
    $2,128,599

  • Thomas Hanenburg

    SVP, Ambulatory Operations

    Total calculated
    $2,128,422
    From this org
    $2,008,688
    From related orgs
    $0
    Other
    $119,734
    Hours/week
    8.5 + 41.5 related

    Schedule J breakdown matched by us

    Base
    $890,812
    Bonus
    $886,430
    Other
    $231,446
    Deferred
    $85,099
    Nontaxable benefits
    $34,635
    Filer's total
    $2,128,422

  • Paul Minardi

    EVP and CEO of KPMF

    Total calculated
    $2,094,728
    From this org
    $1,724,560
    From related orgs
    $0
    Other
    $370,168
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $1,009,466
    Bonus
    $504,229
    Other
    $210,865
    Deferred
    $333,611
    Nontaxable benefits
    $36,557
    Filer's total
    $2,094,728

  • Bechara Choucair

    EVP, Chief Health Officer

    Total calculated
    $2,039,368
    From this org
    $1,385,710
    From related orgs
    $0
    Other
    $653,658
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $596,724
    Bonus
    $730,267
    Other
    $58,719
    Deferred
    $621,904
    Nontaxable benefits
    $31,754
    Filer's total
    $2,039,368

  • Michael Rowe

    SVP, Chf Bus Dev & Strat Exec

    Total calculated
    $1,972,929
    From this org
    $1,581,182
    From related orgs
    $0
    Other
    $391,747
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $364,252
    Bonus
    $592,093
    Other
    $624,837
    Deferred
    $371,608
    Nontaxable benefits
    $20,139
    Filer's total
    $1,972,929

  • David Thomason

    SVP,Corporate Controller & CAO

    Total calculated
    $1,811,075
    From this org
    $1,720,465
    From related orgs
    $0
    Other
    $90,610
    Hours/week
    16.1 + 33.9 related

    Schedule J breakdown matched by us

    Base
    $477,195
    Bonus
    $232,034
    Other
    $1,011,236
    Deferred
    $75,665
    Nontaxable benefits
    $14,945
    Filer's total
    $1,811,075

  • Debra Cunningham

    SVP, Enterprise Transformation

    Total calculated
    $1,794,315
    From this org
    $1,662,839
    From related orgs
    $0
    Other
    $131,476
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $528,592
    Bonus
    $511,654
    Other
    $622,593
    Deferred
    $93,441
    Nontaxable benefits
    $38,035
    Filer's total
    $1,794,315

  • Edmund Chan

    SVP, Hawaii Market Leader

    Total calculated
    $1,666,527
    From this org
    $1,514,235
    From related orgs
    $0
    Other
    $152,292
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $553,526
    Bonus
    $338,851
    Other
    $621,858
    Deferred
    $125,499
    Nontaxable benefits
    $26,793
    Filer's total
    $1,666,527

  • Thomas Meier

    SVP, Corporate Treasurer

    Total calculated
    $1,640,974
    From this org
    $1,502,528
    From related orgs
    $0
    Other
    $138,446
    Hours/week
    18.5 + 31.5 related

    Schedule J breakdown matched by us

    Base
    $607,868
    Bonus
    $766,177
    Other
    $128,483
    Deferred
    $112,281
    Nontaxable benefits
    $26,165
    Filer's total
    $1,640,974

  • Thomas Curtin

    SVP, Commercial LOB

    Total calculated
    $1,638,349
    From this org
    $1,486,469
    From related orgs
    $0
    Other
    $151,880
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $690,154
    Bonus
    $670,121
    Other
    $126,194
    Deferred
    $99,927
    Nontaxable benefits
    $51,953
    Filer's total
    $1,638,349

  • Anthony Barrueta

    SVP, Government Relations

    Total calculated
    $1,631,718
    From this org
    $1,490,131
    From related orgs
    $0
    Other
    $141,587
    Hours/week
    24.5 + 25.5 related

    Schedule J breakdown matched by us

    Base
    $534,579
    Bonus
    $748,916
    Other
    $206,636
    Deferred
    $112,413
    Nontaxable benefits
    $29,174
    Filer's total
    $1,631,718

  • James Simpson

    SVP, Enterprise Projects

    Total calculated
    $1,625,180
    From this org
    $1,463,034
    From related orgs
    $0
    Other
    $162,146
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $601,159
    Bonus
    $636,645
    Other
    $225,230
    Deferred
    $111,330
    Nontaxable benefits
    $50,816
    Filer's total
    $1,625,180

  • Alfonse Upshaw

    SVP, CFO - NCAL

    Total calculated
    $1,461,303
    From this org
    $1,240,525
    From related orgs
    $0
    Other
    $220,778
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $550,885
    Bonus
    $644,452
    Other
    $45,188
    Deferred
    $183,201
    Nontaxable benefits
    $37,577
    Filer's total
    $1,461,303

  • Arlene Peasnall

    SVP, HR & Labor Relations

    Total calculated
    $1,452,997
    From this org
    $1,286,627
    From related orgs
    $0
    Other
    $166,370
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $588,585
    Bonus
    $579,368
    Other
    $118,674
    Deferred
    $143,731
    Nontaxable benefits
    $22,639
    Filer's total
    $1,452,997

  • Mary Beth Lang

    SVP, Chief Pharmacy Officer

    Total calculated
    $1,443,642
    From this org
    $1,249,936
    From related orgs
    $0
    Other
    $193,706
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $528,696
    Bonus
    $512,336
    Other
    $208,904
    Deferred
    $154,776
    Nontaxable benefits
    $38,930
    Filer's total
    $1,443,642

  • Linton White

    SVP, CFO - SCAL & Hawaii

    Total calculated
    $1,384,859
    From this org
    $1,196,264
    From related orgs
    $0
    Other
    $188,595
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $481,435
    Bonus
    $534,793
    Other
    $180,036
    Deferred
    $159,377
    Nontaxable benefits
    $29,218
    Filer's total
    $1,384,859

  • Laurel Junk

    SVP, Market Operations Svcs

    Total calculated
    $1,251,472
    From this org
    $1,210,038
    From related orgs
    $0
    Other
    $41,434
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $508,157
    Other
    $701,881
    Deferred
    $41,434
    Nontaxable benefits
    $0
    Filer's total
    $1,251,472

  • Catherine Hernandez Tirey

    SVP, Chief Comms Officer

    Total calculated
    $1,231,806
    From this org
    $1,105,175
    From related orgs
    $0
    Other
    $126,631
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $459,775
    Bonus
    $524,867
    Other
    $120,533
    Deferred
    $96,879
    Nontaxable benefits
    $29,752
    Filer's total
    $1,231,806

  • Arthur Southam

    EVP, Health Plan Ops & CGO

    Total calculated
    $1,120,683
    From this org
    $1,120,683
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $1,110,796
    Other
    $9,887
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $1,120,683

  • Philip Young

    Assistant Secretary

    Total calculated
    $1,105,868
    From this org
    $906,016
    From related orgs
    $0
    Other
    $199,852
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $479,268
    Bonus
    $326,431
    Other
    $100,317
    Deferred
    $161,659
    Nontaxable benefits
    $38,193
    Filer's total
    $1,105,868

  • Jalena Bingham

    Assistant Secretary

    Total calculated
    $1,094,758
    From this org
    $911,755
    From related orgs
    $0
    Other
    $183,003
    Hours/week
    17 + 33 related

    Schedule J breakdown matched by us

    Base
    $466,055
    Bonus
    $327,394
    Other
    $118,306
    Deferred
    $157,374
    Nontaxable benefits
    $25,629
    Filer's total
    $1,094,758

  • Tina Weiss

    SVP, Small Bus/ Individual LOB

    Total calculated
    $1,094,329
    From this org
    $969,121
    From related orgs
    $0
    Other
    $125,208
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $524,374
    Bonus
    $418,527
    Other
    $26,220
    Deferred
    $109,827
    Nontaxable benefits
    $15,381
    Filer's total
    $1,094,329

  • Diane Comer

    EVP, Chief Info & Tech Officer

    Total calculated
    $1,092,558
    From this org
    $1,090,069
    From related orgs
    $0
    Other
    $2,489
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $20,449
    Bonus
    $857,541
    Other
    $212,079
    Deferred
    $1,032
    Nontaxable benefits
    $1,457
    Filer's total
    $1,092,558

  • Mark Zemelman

    SVP, General Counsel & Secy

    Total calculated
    $1,057,476
    From this org
    $257,774
    From related orgs
    $0
    Other
    $799,702
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $257,774
    Deferred
    $799,702
    Nontaxable benefits
    $0
    Filer's total
    $1,057,476

  • Christina Cooper

    SVP, Government Programs

    Total calculated
    $1,037,029
    From this org
    $754,772
    From related orgs
    $0
    Other
    $282,257
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $635,279
    Bonus
    $0
    Other
    $119,493
    Deferred
    $255,522
    Nontaxable benefits
    $26,735
    Filer's total
    $1,037,029

  • Jennifer Goldberg

    Assistant Secretary

    Total calculated
    $1,006,905
    From this org
    $846,439
    From related orgs
    $0
    Other
    $160,466
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $352,662
    Bonus
    $323,550
    Other
    $170,227
    Deferred
    $115,911
    Nontaxable benefits
    $44,555
    Filer's total
    $1,006,905

  • Julie Miller-Phipps

    Regional President - SCAL & HI

    Total calculated
    $948,874
    From this org
    $948,874
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $938,416
    Other
    $10,458
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $948,874

  • Marcus Hoffman

    CFO - SCAL & Hawaii

    Total calculated
    $928,411
    From this org
    $794,261
    From related orgs
    $0
    Other
    $134,150
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $394,540
    Bonus
    $314,616
    Other
    $85,105
    Deferred
    $101,660
    Nontaxable benefits
    $32,490
    Filer's total
    $928,411

  • Ryan Jenson

    Interim Corp Controller & CAO

    Total calculated
    $897,048
    From this org
    $763,515
    From related orgs
    $0
    Other
    $133,533
    Hours/week
    16 + 34 related

    Schedule J breakdown matched by us

    Base
    $366,261
    Bonus
    $317,919
    Other
    $79,335
    Deferred
    $99,350
    Nontaxable benefits
    $34,183
    Filer's total
    $897,048

  • Greg Christian

    Assistant Secretary

    Total calculated
    $799,053
    From this org
    $780,075
    From related orgs
    $0
    Other
    $18,978
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $206,279
    Bonus
    $483,018
    Other
    $90,778
    Deferred
    $10,054
    Nontaxable benefits
    $8,924
    Filer's total
    $799,053

  • Katherine Ritchey

    Assistant Secretary

    Total calculated
    $798,297
    From this org
    $638,065
    From related orgs
    $0
    Other
    $160,232
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $374,635
    Bonus
    $245,947
    Other
    $17,483
    Deferred
    $123,914
    Nontaxable benefits
    $36,318
    Filer's total
    $798,297

  • Kristin Bear

    Assistant Secretary

    Total calculated
    $762,657
    From this org
    $574,157
    From related orgs
    $0
    Other
    $188,500
    Hours/week
    17 + 33 related

    Schedule J breakdown matched by us

    Base
    $367,306
    Bonus
    $164,176
    Other
    $42,675
    Deferred
    $162,023
    Nontaxable benefits
    $26,477
    Filer's total
    $762,657

  • Christina Lockwood

    Assistant Secretary

    Total calculated
    $697,966
    From this org
    $562,627
    From related orgs
    $0
    Other
    $135,339
    Hours/week
    19 + 31 related

    Schedule J breakdown matched by us

    Base
    $346,992
    Bonus
    $174,554
    Other
    $41,081
    Deferred
    $107,957
    Nontaxable benefits
    $27,382
    Filer's total
    $697,966

  • Wade Overgaard

    SVP, Health Plan Ops - CA

    Total calculated
    $561,698
    From this org
    $561,698
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $556,619
    Other
    $5,079
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $561,698

  • Donald Orndoff

    SVP, NFS

    Total calculated
    $549,210
    From this org
    $549,210
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $235,980
    Other
    $313,230
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $549,210

  • Judith A Johansen JD

    Director

    Total calculated
    $355,485
    From this org
    $255,000
    From related orgs
    $60,000
    Other
    $40,485
    Hours/week
    4 + 5.6 related

    Schedule J breakdown matched by us

    Base
    $255,000 + $60,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $40,485
    Nontaxable benefits
    $0
    Filer's total
    $295,485 + $60,000 related

  • Jeffrey E Epstein

    Director

    Total calculated
    $343,632
    From this org
    $264,160
    From related orgs
    $40,000
    Other
    $39,472
    Hours/week
    3 + 5 related

    Schedule J breakdown matched by us

    Base
    $252,500 + $40,000 related
    Bonus
    $0
    Other
    $11,660
    Deferred
    $39,472
    Nontaxable benefits
    $0
    Filer's total
    $303,632 + $40,000 related

  • A Eugene Washington MD

    Director

    Total calculated
    $330,986
    From this org
    $257,500
    From related orgs
    $42,000
    Other
    $31,486
    Hours/week
    3.15 + 4 related

    Schedule J breakdown matched by us

    Base
    $257,500 + $42,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $31,486
    Nontaxable benefits
    $0
    Filer's total
    $288,986 + $42,000 related

  • Hong-Sze Yu

    VP, Brd & Corp Gov & Asst Secy

    Total calculated
    $315,232
    From this org
    $307,089
    From related orgs
    $0
    Other
    $8,143
    Hours/week
    15.9 + 34.1 related

    Schedule J breakdown matched by us

    Base
    $46,282
    Bonus
    $198,720
    Other
    $62,087
    Deferred
    $2,338
    Nontaxable benefits
    $5,805
    Filer's total
    $315,232

  • Ramon F Baez

    Director

    Total calculated
    $309,788
    From this org
    $262,143
    From related orgs
    $17,000
    Other
    $30,645
    Hours/week
    0.77 + 2.37 related

    Schedule J breakdown matched by us

    Base
    $245,000 + $17,000 related
    Bonus
    $0
    Other
    $17,143
    Deferred
    $30,645
    Nontaxable benefits
    $0
    Filer's total
    $292,788 + $17,000 related

  • David F Hoffmeister

    Director

    Total calculated
    $308,558
    From this org
    $279,643
    From related orgs
    $0
    Other
    $28,915
    Hours/week
    4.1 + 5.3 related

    Schedule J breakdown matched by us

    Base
    $262,500
    Bonus
    $0
    Other
    $17,143
    Deferred
    $28,915
    Nontaxable benefits
    $0
    Filer's total
    $308,558

  • Leslie S Heisz

    Director

    Total calculated
    $303,257
    From this org
    $266,174
    From related orgs
    $0
    Other
    $37,083
    Hours/week
    2.4 + 3.6 related

    Schedule J breakdown matched by us

    Base
    $242,500
    Bonus
    $0
    Other
    $23,674
    Deferred
    $37,083
    Nontaxable benefits
    $0
    Filer's total
    $303,257

  • Regina M Benjamin MD MBA

    Director

    Total calculated
    $302,115
    From this org
    $220,810
    From related orgs
    $8,000
    Other
    $73,305
    Hours/week
    3 + 5 related

    Schedule J breakdown matched by us

    Base
    $209,500 + $8,000 related
    Bonus
    $0
    Other
    $11,310
    Deferred
    $73,305
    Nontaxable benefits
    $0
    Filer's total
    $294,115 + $8,000 related

  • Jenny J Ming

    Director

    Total calculated
    $283,701
    From this org
    $249,324
    From related orgs
    $0
    Other
    $34,377
    Hours/week
    1.85 + 3.05 related

    Schedule J breakdown matched by us

    Base
    $225,000
    Bonus
    $0
    Other
    $24,324
    Deferred
    $34,377
    Nontaxable benefits
    $0
    Filer's total
    $283,701

  • Richard P Shannon MD

    Director

    Total calculated
    $283,650
    From this org
    $226,367
    From related orgs
    $0
    Other
    $57,283
    Hours/week
    2.5 + 3.5 related

    Schedule J breakdown matched by us

    Base
    $225,500
    Bonus
    $0
    Other
    $867
    Deferred
    $57,283
    Nontaxable benefits
    $0
    Filer's total
    $283,650

  • David J Barger

    Director

    Total calculated
    $275,992
    From this org
    $238,367
    From related orgs
    $0
    Other
    $37,625
    Hours/week
    4.5 + 6.5 related

    Schedule J breakdown matched by us

    Base
    $237,500
    Bonus
    $0
    Other
    $867
    Deferred
    $37,625
    Nontaxable benefits
    $0
    Filer's total
    $275,992

  • Vivek Sharma

    Director

    Total calculated
    $261,643
    From this org
    $261,643
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 0.7 related

    Schedule J breakdown matched by us

    Base
    $237,500
    Bonus
    $0
    Other
    $24,143
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $261,643

  • Maryann Bodayle

    Assistant Secretary

    Total calculated
    $256,990
    From this org
    $205,630
    From related orgs
    $0
    Other
    $51,360
    Hours/week
    22.1 + 27.9 related

    Schedule J breakdown matched by us

    Base
    $185,512
    Bonus
    $17,770
    Other
    $2,348
    Deferred
    $38,740
    Nontaxable benefits
    $12,620
    Filer's total
    $256,990

  • Matthew T Ryan

    Director

    Total calculated
    $249,715
    From this org
    $249,715
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.5 + 4.5 related

    Schedule J breakdown matched by us

    Base
    $232,500
    Bonus
    $0
    Other
    $17,215
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $249,715

  • George Disalvo

    SVP, CFO-Markets Outside of CA

    Total calculated
    $245,266
    From this org
    $187,820
    From related orgs
    $0
    Other
    $57,446
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $183,098
    Other
    $4,722
    Deferred
    $57,446
    Nontaxable benefits
    $0
    Filer's total
    $245,266

  • Mick Diede

    SVP, Chief Actuary

    Total calculated
    $207,985
    From this org
    $291,293
    From related orgs
    $0
    Other
    -$83,308
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $221,240
    Other
    $70,053
    Deferred
    -$83,308
    Nontaxable benefits
    $0
    Filer's total
    $207,985

  • Edward Y W Pei

    Director

    Total calculated
    $62,658
    From this org
    $62,658
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $62,658
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $62,658

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 · 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 13 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.
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
Kimberly Horn $1,757,734 Michael Rowe $ 483,069 Laurel Junk $ 701,334 Mark Zemelman $ 244,000 Donald Orndoff $ 313,141 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 $1,053,099 Kimberly Horn $ 402,922 Janet Liang $ 468,410 Kathryn Lancaster $ 476,638 Chuck Bevilacqua $ 213,206 Paul Swenson $ 262,180 Vanessa Benavides $ 269,030 Chandrika Bhalla $ 264,226 Michelle Gaskill $ 127,701 Thomas Hanenburg $ 163,379 Michael Rowe $ 121,181 Debra Cunningham $ 601,002 Thomas Meier $ 87,285 Thomas Curtin $ 77,230 Anthony Barrueta $ 158,582 James Simpson $ 173,957 Arlene Peasnall $ 78,105 Mary Beth Lang $ 163,902 Catherine Hernandez Tirey $ 96,259 Philip Young $ 79,145 Jalena Bingham $ 76,315 Diane Comer $ 209,710 Jennifer Goldberg $ 129,093 Marcus Hoffman $ 68,363 Ryan Jenson $ 62,699 Greg Christian $ 82,514 Hong-Sze Yu $ 56,362 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 1 OFFICER AND 1 KEY EMPLOYEE IN 2024.
Schedule J, Part II, 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.
SCHEDULE J, PART II, COLUMN B(iii)
A PORTION OF THE SEVERANCE PAYMENTS INCLUDED AS REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B(iii) WAS NOT PREVIOUSLY DISCLOSED IN SCHEDULE J, PART II, COLUMN C IN THE YEAR OF SEPARATION. ALL RELATED SEVERANCE AMOUNTS PREVIOUSLY PAID WERE PROPERLY REPORTED IN PRIOR YEAR'S SCHEDULE J AND FORM 990, PART VII.

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 $9,273,161 · assets $49,606,626

    Directly controlled by Ordway Int'l

  • Ordway International Ltd

    Holding Co · BD · income $27,000 · assets $9,634,679

    Directly controlled by KFHP Inc

  • Permanente Advantage LLC

    Health Care · DE · income $4,114,471 · assets $2,290,318

    Directly controlled by KFHP Inc

  • Rainbow Dialysis LLC

    Health Care · DE · income $9,205,333 · assets $11,555,494

    Directly controlled by KFHP Inc

Related partnerships

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

  • NXT Cap Sr Loan Fund 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

  • Keystone Accountable Care Organization

    N/A · Accountable care · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • NSC Greensboro West

    N/A · Health Care · AL · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Geisinger HM Joint Venture LLC

    N/A · Health Care · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Evangelical-Geisinger Health LLC

    N/A · Health Care · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Geisinger Encompass Health LLC

    N/A · Health Care · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Keystone Healthcare Partnership LLC

    N/A · Health Care · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • HTA Holdings LLC

    N/A · Holding Company · NC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Cone Health Ventures LLC

    N/A · Innovation · NC · 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 $7,636,187 · share of assets $139,420,253 · controlled entity

    Directly controlled by KFHP Inc

  • Kaiser Permanente Insurance Company

    C Corp · Insurance · CA · 100% owned · share of income $167,589,064 · share of assets $266,268,908 · controlled entity

    Directly controlled by KFHP Inc

  • Kaiser Permanente International

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

    Directly controlled by NA

  • KFHP of Washington Options Inc

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

    Directly controlled by NA

  • Group Health of Washington

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

    Directly controlled by NA

  • Garfield Health Solutions East Pvt Ltd

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

    Directly controlled by NA

  • Garfield Health Solutions West SRL

    C Corp · Admin · CS · 0% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

  • Geisinger Assurance Company Ltd

    C Corp · Financial · CJ · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Geisinger Indemnity Insurance Company

    C Corp · Insurance · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Geisinger Quality Options Inc

    C Corp · Insurance · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • ISS Solutions Inc

    C Corp · Clin Engineering · PA · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Care N' Care Insurance Co North Carolina

    C Corp · Insurance · NC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Wesley Long Community Health Svcs Inc

    C Corp · Health Care · NC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Insurance Casualty and Risk Enterprise

    C Corp · Insurance · CJ · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Piedmont Practice Associates Inc

    C Corp · Health Care · NC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
22 October 2025
IRS schema version
2024v5.2
Source object
202503219349309715

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