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LOKAHI ASSURANCE LTD

EIN 91-2171891 OAKLAND, CA

Revenue 2024
$967,547,788
Expenses 2024
$752,496,563

Program services were 95.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
Y200
Classification
1000
Street
C/O KP TAX ONE KAISER PLZ FL 26

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

11 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

A SUPPORTING ORGANIZATION TO KAISER FOUNDATION HEALTH PLAN INC AND SUBSIDIARIES CREATED TO PROVIDE A MEANS OF FINANCING PROFESSIONAL AND GENERAL LIABILITY, MANAGED CARE LIABILITY AND PANDEMIC, TERRORISM, CYBER SECURITY, AND EARTHQUAKE EXPOSURES.

Activities or mission (Part I)

SEE SCHEDULE O

  • A supporting organization to Kaiser Foundation Health Plan Inc and subsidiaries created to provide a means of financing professional and general liability, workers' compensation liability, managed care liability and pandemic, terrorism, cyber security, and earthquake exposures.

    Expenses $714,880,390 · Revenue $596,477,823

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

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Vanessa Benavides

    EVP,Chief Legal Officer & Secy

    Total calculated
    $2,623,191
    From this org
    $0
    From related orgs
    $2,137,057
    Other
    $486,134
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $741,798 related
    Bonus
    $0 + $1,068,967 related
    Other
    $0 + $326,292 related
    Deferred
    $0 + $463,381 related
    Nontaxable benefits
    $0 + $22,753 related
    Filer's total
    $0 + $2,623,191 related

  • Thomas Meier

    SVP, Corporate Treasurer

    Total calculated
    $1,640,974
    From this org
    $0
    From related orgs
    $1,502,528
    Other
    $138,446
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $607,868 related
    Bonus
    $0 + $766,177 related
    Other
    $0 + $128,483 related
    Deferred
    $0 + $112,281 related
    Nontaxable benefits
    $0 + $26,165 related
    Filer's total
    $0 + $1,640,974 related

  • Mark Zemelman

    SVP, General Counsel & Secy

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

    Schedule J breakdown matched by us

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

  • Martin King

    VP, Corporate Risk Management

    Total calculated
    $707,037
    From this org
    $0
    From related orgs
    $503,036
    Other
    $204,001
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $294,708 related
    Bonus
    $0 + $162,352 related
    Other
    $0 + $45,976 related
    Deferred
    $0 + $174,488 related
    Nontaxable benefits
    $0 + $29,513 related
    Filer's total
    $0 + $707,037 related

  • Christina Lockwood

    Assistant Secretary

    Total calculated
    $697,966
    From this org
    $0
    From related orgs
    $562,627
    Other
    $135,339
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,992 related
    Bonus
    $0 + $174,554 related
    Other
    $0 + $41,081 related
    Deferred
    $0 + $107,957 related
    Nontaxable benefits
    $0 + $27,382 related
    Filer's total
    $0 + $697,966 related

  • Sylvia Bhatia

    Sr Dir, Treasury

    Total calculated
    $393,824
    From this org
    $0
    From related orgs
    $316,836
    Other
    $76,988
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,694 related
    Bonus
    $0 + $55,786 related
    Other
    $0 + $4,356 related
    Deferred
    $0 + $41,728 related
    Nontaxable benefits
    $0 + $35,260 related
    Filer's total
    $0 + $393,824 related

  • Hong-Sze Yu

    VP, Brd & Corp Gov & Asst Secy

    Total calculated
    $315,232
    From this org
    $0
    From related orgs
    $307,089
    Other
    $8,143
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $46,282 related
    Bonus
    $0 + $198,720 related
    Other
    $0 + $62,087 related
    Deferred
    $0 + $2,338 related
    Nontaxable benefits
    $0 + $5,805 related
    Filer's total
    $0 + $315,232 related

  • Michael B Evans

    Director

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

  • Gerald C Yoshida

    Assistant Secretary

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $967,547,788
    Expenses
    $752,496,563
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $758,217,964
    Expenses
    $628,387,318
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $523,344,731
    Expenses
    $664,390,364
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $460,349,929
    Expenses
    $466,969,515
    Assets (EOY)
    $3,084,383,646

  • 2020 · 990

    Revenue
    $438,260,488
    Expenses
    $471,309,878
    Assets (EOY)
    $3,307,973,862

  • 2019 · 990

    Revenue
    $528,026,536
    Expenses
    $500,564,162
    Assets (EOY)
    $2,781,867,842

  • 2018 · 990

    Revenue
    $1,019,319,122
    Expenses
    $941,121,014
    Assets (EOY)
    $2,577,790,522

  • 2017 · 990

    Revenue
    $388,322,535
    Expenses
    $346,321,989
    Assets (EOY)
    $1,989,308,233

  • 2016 · 990

    Revenue
    $293,536,879
    Expenses
    $284,220,261
    Assets (EOY)
    $1,801,033,190

  • 2015 · 990

    Revenue
    $268,293,416
    Expenses
    $253,197,490
    Assets (EOY)
    $1,763,323,218

  • 2014 · 990

    Revenue
    $311,422,665
    Expenses
    $238,388,751
    Assets (EOY)
    $1,725,122,881

  • 2014 · 990

    Revenue
    $311,422,665
    Expenses
    $238,388,751
    Assets (EOY)
    $1,725,122,881

  • 2013 · 990

    Revenue
    $318,119,337
    Expenses
    $288,722,026
    Assets (EOY)
    $1,648,050,481

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

The first 25 as filed. The return lists every one.

Declared as related by

The most recent declarers. The API serves every row.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related partnerships on its 2024 return

  • NXT Cap Sr Loan Fund I LLC

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

  • Maui Nui ASC Holdco LLC

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

  • Keystone Accountable Care Organization

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

  • NSC Greensboro West

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

  • Geisinger HM Joint Venture LLC

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

  • Evangelical-Geisinger Health LLC

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

  • Geisinger Encompass Health LLC

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

  • Keystone Healthcare Partnership LLC

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

  • HTA Holdings LLC

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

  • Cone Health Ventures LLC

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

Related corporations and trusts on its 2024 return

  • Oak Tree Assurance Ltd

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

  • Kaiser Permanente Insurance Company

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

  • Kaiser Permanente International

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

  • KFHP of Washington Options Inc

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

  • Group Health of Washington

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

  • Garfield Health Solutions East Pvt Ltd

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

  • Garfield Health Solutions West SRL

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

  • Geisinger Assurance Company Ltd

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

  • Geisinger Indemnity Insurance Company

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

  • Geisinger Quality Options Inc

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

  • ISS Solutions Inc

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

  • Care N' Care Insurance Co North Carolina

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

  • Wesley Long Community Health Svcs Inc

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

  • Insurance Casualty and Risk Enterprise

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

  • Piedmont Practice Associates Inc

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

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.