KAISER FOUNDATION HEALTH PLAN INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: KAISER FOUNDATION HEALTH PLAN INC (EIN 94-1340523)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202433209349303463
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T07:41:11-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PwC US Tax LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1800	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	941340523	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KAISER FOUNDATION HEALTH PLAN INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% CHIEF TAX OFFICER	InCareOfNm
Business Name Control	KAIS	BusinessNameControlTxt
Phone	5102716611	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O KP Tax One Kaiser Plz FL 26	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL P WALTON	PersonNm
Person Title	CHIEF TAX OFFICER	PersonTitleTxt
Phone	5102716611	PhoneNum
Signature	2024-10-24	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Robert W Friz	PreparerPersonNm
PTIN	P00438748	PTIN
Phone	2673303000	PhoneNum
Preparation	2024-10-22	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	GREGORY A ADAMS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O KP Tax One Kaiser Plz FL 26	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$82,040,914,822	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.kp.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1955	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	30295	TotalEmployeeCnt
Total Volunteers	281	TotalVolunteersCnt
Total Gross UBI	$11,499,516	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$11,542,682	CYContributionsGrantsAmt
PY Program Service Revenue	$70,943,975,794	PYProgramServiceRevenueAmt
CY Program Service Revenue	$75,068,903,991	CYProgramServiceRevenueAmt
PY Investment Income	-$143,009,862	PYInvestmentIncomeAmt
CY Investment Income	$17,818,918	CYInvestmentIncomeAmt
PY Other Revenue	$3,136,525	PYOtherRevenueAmt
CY Other Revenue	$3,041,320	CYOtherRevenueAmt
PY Total Revenue	$70,804,102,457	PYTotalRevenueAmt
CY Total Revenue	$75,101,306,911	CYTotalRevenueAmt
PY Grants And Similar Paid	$10,929,869	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$11,454,183	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,717,949,402	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,814,029,201	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$67,720,911,903	PYOtherExpensesAmt
CY Other Expenses	$70,530,520,617	CYOtherExpensesAmt
PY Total Expenses	$71,449,791,174	PYTotalExpensesAmt
CY Total Expenses	$74,356,004,001	CYTotalExpensesAmt
PY Revenues Less Expenses	-$645,688,717	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$745,302,910	CYRevenuesLessExpensesAmt
Total Assets BOY	$29,662,106,149	TotalAssetsBOYAmt
Total Assets EOY	$31,400,724,759	TotalAssetsEOYAmt
Total Liabilities BOY	$19,999,767,795	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$22,078,604,890	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$9,662,338,354	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$9,322,119,869	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$65,895,177,290	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$70,971,576,144	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$5,199,321,791	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$4,096,031,593	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$94,855,371	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$1,296,254	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$66,682,662	ExpenseAmt
Grant	$11,454,183	GrantAmt
Revenue	$0	RevenueAmt
Desc	See Exempt Purpose Achievements in Sch O	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$66,682,662	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$11,454,183	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$71,256,037,114	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	23749	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	30295	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	AR	ForeignCountryCd
Foreign Country	BR	ForeignCountryCd
Foreign Country	CI	ForeignCountryCd
Foreign Country	HU	ForeignCountryCd
Foreign Country	IS	ForeignCountryCd
Foreign Country	JA	ForeignCountryCd
Foreign Country	NG	ForeignCountryCd
Foreign Country	PE	ForeignCountryCd
Foreign Country	PL	ForeignCountryCd
Foreign Country	KS	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	Yes (true)	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	CHIEF TAX OFFICER	PersonNm
Phone	5102716611	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O KP TAX ONE KAISER PLZ FL 26	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd
Gregory Adams
Chairman & CEO	14.8	35.2	Yes (X)	Yes (X)	$12,567,386	$0	$154,060
Kathryn Lancaster
EVP & Chief Financial Officer	15.8	34.2		Yes (X)	$4,923,403	$0	$137,899
Kimberly Horn
EVP, Group President, MOC	14.4	35.6		Yes (X)	$4,617,356	$0	$134,195
Janet Liang
EVP, Group President & COO	15.0	35.0		Yes (X)	$4,417,378	$0	$89,835
Arthur Southam
EVP, Health Plan Ops & CGO	24.0	26.0		Yes (X)	$3,776,237	$0	$18,575
Yazdi Bagli
EVP, Enterprise Business Svcs	25.0	25.0		Yes (X)	$2,692,460	$0	$738,536
Chuck Bevilacqua
SVP, Health Plan Product, Svc	35.0	15.0		Yes (X)	$2,757,804	$0	$137,869
Julie Miller-Phipps
Regional President - SCAL & HI	24.5	25.5		Yes (X)	$2,776,319	$0	$31,347
Laurel Junk
SVP, Market Operations Svcs	40.0	10.0		Yes (X)	$2,694,572	$0	$80,096
Carrie Plietz
Regional President - NCAL	25.0	25.0		Yes (X)	$2,057,115	$0	$612,099
Mark Zemelman
SVP, General Counsel & Secy	0.0	0.0			$1,833,838	$0	$660,356	Yes (X)
Thomas Hanenburg
Interim Region President- NCAL	50.0	0.0			$2,363,044	$0	$128,354		Yes (X)
Paul Swenson
EVP, Chief Admin Officer	44.9	5.1		Yes (X)	$2,410,782	$0	$77,168
Christian Meisner
SVP, Chief HR Officer	25.0	25.0		Yes (X)	$2,354,488	$0	$71,060
Vanessa Benavides
SVP,Chief Legal Officer & Secy	18.0	32.0		Yes (X)	$1,792,455	$0	$308,115
Chandrika Bhalla
SVP, CFO -CA Mkts/Fin Planning	25.0	25.0		Yes (X)	$1,559,972	$0	$288,147
Thomas Meier
SVP, Corporate Treasurer	19.2	30.8		Yes (X)	$1,721,108	$0	$121,348
Diane Comer
EVP, Chief Info & Tech Officer	25.0	25.0		Yes (X)	$1,620,499	$0	$129,648
Agnes Strandberg
SVP, Medicare	50.0	0.0			$1,633,848	$0	$115,979		Yes (X)
Wade Overgaard
SVP, Health Plan Ops - CA	40.0	10.0		Yes (X)	$1,719,912	$0	$5,426
Anthony Barrueta
SVP, Government Relations	25.0	25.0		Yes (X)	$1,547,457	$0	$162,747
James Simpson
SVP, Enterprise Projects	25.0	25.0			$1,459,334	$0	$168,705		Yes (X)
Donald Orndoff
SVP, NFS	15.0	35.0		Yes (X)	$1,301,160	$0	$320,687
Michelle Gaskill
Regional President - SCAL & HI	25.0	25.0		Yes (X)	$1,284,944	$0	$327,084
Andrew Bindman
EVP, Chief Medical Officer	24.2	25.8		Yes (X)	$1,267,982	$0	$341,640
Debora Catsavas
SVP, Human Resources - NCAL	50.0	0.0			$1,553,158	$0	$50,574		Yes (X)
Catherine Hernandez Tirey
SVP, Chief Comms Officer	25.0	25.0		Yes (X)	$1,433,298	$0	$141,066
Wendy Sack
SVP, Pricing & Underwriting	50.0	0.0			$1,392,047	$0	$130,213		Yes (X)
Bechara Choucair
SVP, Chief Health Officer	25.0	25.0		Yes (X)	$1,286,382	$0	$217,475
Gregory Holmes
SVP, Chief HR Officer	25.0	25.0		Yes (X)	$1,040,387	$0	$461,676
Alfonse Upshaw
SVP, CFO - NCAL	24.5	25.5			$1,272,055	$0	$208,369			Yes (X)
Thomas Curtin
SVP, Commercial LOB	35.0	15.0			$1,263,673	$0	$154,947			Yes (X)
Arlene Peasnall
SVP,Human Resources Consulting	50.0	0.0			$1,164,814	$0	$188,416	Yes (X)
Greg Christian
Assistant Secretary	25.0	25.0		Yes (X)	$1,145,419	$0	$139,533
Mary Beth Lang
SVP, Chief Pharmacy Officer	50.0	0.0			$960,909	$0	$150,719			Yes (X)
Linton White
SVP, CFO - SCAL & Hawaii	25.0	25.0			$845,340	$0	$228,175			Yes (X)
Paul Minardi
EVP and CEO of KPMF	0.1	49.9		Yes (X)	$849,029	$0	$211,303
David Thomason
SVP,Corporate Controller & CAO	14.0	36.0		Yes (X)	$897,898	$0	$52,883
Mick Diede
SVP, Chief Actuary	50.0	0.0			$695,935	$0	$242,818			Yes (X)
John Yamamoto
Assistant Secretary	50.0	0.0			$723,920	$0	$173,240	Yes (X)
Philip Young
Assistant Secretary	25.0	25.0		Yes (X)	$699,482	$0	$191,364
Marcus Hoffman
SVP, CFO - SCAL & Hawaii	25.0	25.0			$742,737	$0	$130,346			Yes (X)
Ryan Jenson
Interim Corp Controller & CAO	16.0	34.0		Yes (X)	$743,221	$0	$129,756
Brandon Cuevas
EVP, Health Plan	25.0	25.0		Yes (X)	$511,652	$0	$293,271
Tina Weiss
SVP, Medicare/Consumer LOB	50.0	0.0			$663,756	$0	$140,141			Yes (X)
Jennifer Goldberg
Assistant Secretary	25.0	25.0		Yes (X)	$633,698	$0	$142,227
Hong-Sze Yu
VP, Brd & Corp Gov & Asst Secy	15.9	34.1		Yes (X)	$508,592	$0	$167,556
Kristin Bear
Assistant Secretary	17.0	33.0		Yes (X)	$474,637	$0	$170,789
Katherine Ritchey
Assistant Secretary	25.0	25.0		Yes (X)	$492,643	$0	$152,318
George Disalvo
SVP, CFO - SCAL	0.0	0.0			$532,206	$0	$35,826	Yes (X)
Ronald Vance
Interim Regional President-HI	0.0	50.0			$360,025	$0	$0	Yes (X)
Margaret E Porfido JD
Director	0.0	0.5	Yes (X)		$291,083	$28,000	$16,717
David F Hoffmeister
Director	4.1	5.3	Yes (X)		$280,951	$0	$17,907
Judith A Johansen JD
Director	4.0	5.6	Yes (X)		$266,500	$24,300	$6,534
Leslie S Heisz
Director	2.4	3.6	Yes (X)		$268,956	$0	$24,274
Ramon F Baez
Director	1.2	3.45	Yes (X)		$252,951	$14,000	$21,121
Jeffrey E Epstein
Director	3.0	5.0	Yes (X)		$265,915	$0	$13,187
Richard P Shannon MD
Director	2.5	3.5	Yes (X)		$236,500	$0	$27,421
Vivek Sharma
Director	0.3	0.7	Yes (X)		$261,456	$0	$0
Jenny J Ming
Director	1.85	3.05	Yes (X)		$248,772	$0	$12,004
Maryann Bodayle
Assistant Secretary	22.1	27.9		Yes (X)	$196,754	$0	$55,189
Matthew T Ryan
Director	3.5	4.5	Yes (X)		$250,951	$0	$0
A Eugene Washington MD
Director	3.15	4.0	Yes (X)		$244,000	$0	$4,278
David J Barger
Director	4.5	6.5	Yes (X)		$234,000	$0	$13,569
Regina M Benjamin MD MBA
Director	3.0	5.0	Yes (X)		$219,620	$0	$27,404
William Caswell
Interim Regional President -HI	0.0	0.0			$152,070	$0	$0	Yes (X)
Edward Y W Pei
Director	0.0	0.0			$53,623	$0	$0	Yes (X)
Kim J Kaiser
Director	0.0	1.0			$0	$39,004	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$69,150,853	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$5,360,975	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	13616	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (true)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
KAISER FOUNDATION HOSPITALS
ONE KAISER PLAZA	OAKLAND	CA	94612	MEDICAL SERVICES	$23,955,495,645
THE PERMANENTE MEDICAL GROUP
1800 HARRISON ST 7TH FLOOR	OAKLAND	CA	94612	MEDICAL SERVICES	$16,229,735,947
SOUTHERN CA PERMANENTE MEDICAL GROU
393 E WALNUT ST 7TH FLOOR	PASADENA	CA	91188	MEDICAL SERVICES	$12,087,060,374
HAWAII PERMANENTE MEDICAL GROUP
711 KAPIOLANI BLVD	HONOLULU	HI	96813	MEDICAL SERVICES	$358,398,799
EASTER SEALS SOUTHERN CALIFORNA INC
PO BOX 4206	ORANGE	CA	92863	MEDICAL SERVICES	$358,098,226

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3029	CntrctRcvdGreaterThan100KCnt
Government Grants	$11,527,682	GovernmentGrantsAmt
All Other Contributions	$15,000	AllOtherContributionsAmt
Noncash Contributions	$15,000	NoncashContributionsAmt
Total Contributions	$11,542,682	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERS' DUES	621491	$49,805,608,832	$49,805,608,832
MEDICARE REVENUE	621491	$19,786,134,273	$19,786,134,273
SUPPLEMENTAL REVENUE	621491	$2,395,741,728	$2,395,741,728
NON-PLAN & INDUSTRY	621491	$68,454,806	$60,726,140	$7,728,666
OTHER PROGRAM SVCS	621491	$3,012,964,352	$3,009,194,135	$3,770,217

Field	Value	IRS element (for citing)
Total Program Service Revenue	$75,068,903,991	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$298,237,561	TotalRevenueColumnAmt
Exclusion	$298,237,561	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,970,907	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$1,970,907	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,970,907	TotalRevenueColumnAmt
Exclusion	$1,970,907	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$6,641,545,490	SecuritiesAmt
Other	$17,643,778	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$6,921,300,058	SecuritiesAmt
Other	$18,307,853	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$279,754,568	SecuritiesAmt
Other	-$664,075	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$280,418,643	TotalRevenueColumnAmt
Exclusion	-$280,418,643	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$1,070,413	TotalRevenueColumnAmt
Unrelated Business Revenue	$633	UnrelatedBusinessRevenueAmt
Exclusion	$1,069,780	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,070,413	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$75,101,306,911	TotalRevenueColumnAmt
Related Or Exempt Func Income	$75,057,405,108	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$11,499,516	UnrelatedBusinessRevenueAmt
Exclusion	$20,859,605	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$11,454,183	TotalAmt
Program Services	$11,454,183	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$90,793,859	TotalAmt
Program Services	$81,986,182	ProgramServicesAmt
Management And General	$8,807,677	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$89,494	TotalAmt
Program Services	$89,494	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,680,303,412	TotalAmt
Program Services	$2,420,584,344	ProgramServicesAmt
Management And General	$259,719,068	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$468,657,721	TotalAmt
Program Services	$468,657,721	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$340,440,438	TotalAmt
Program Services	$235,979,967	ProgramServicesAmt
Management And General	$104,460,471	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$233,744,277	TotalAmt
Program Services	$233,744,277	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$88,485,472	TotalAmt
Management And General	$88,485,472	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$3,196,765	TotalAmt
Management And General	$3,196,765	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$1,106,316	TotalAmt
Management And General	$1,106,316	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$6,432,500	TotalAmt
Management And General	$6,432,500	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$198,186,012	TotalAmt
Program Services	$83,359,471	ProgramServicesAmt
Management And General	$114,826,541	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$69,126,318	TotalAmt
Program Services	$56,638,948	ProgramServicesAmt
Management And General	$12,487,370	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,230,712,394	TotalAmt
Program Services	$2,576,622,234	ProgramServicesAmt
Management And General	$654,090,160	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$392,842,137	TotalAmt
Program Services	$392,842,137	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$26,917,953	TotalAmt
Program Services	$24,755,800	ProgramServicesAmt
Management And General	$2,162,153	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$11,805,674	TotalAmt
Management And General	$11,805,674	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$33,695,817	TotalAmt
Program Services	$33,695,817	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$423,208,139	TotalAmt
Program Services	$423,208,139	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$317,955,269	TotalAmt
Program Services	$317,955,269	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
BASIC CONTRACTUAL PAYMENTS	$46,798,232,829	$46,798,232,829
SUPPLIES	$9,327,470,838	$8,673,406,096	$654,064,742
PURCHASED MEDICAL SERVICES	$8,079,743,024	$8,079,743,024
NON-MEDICAL PURCHASED SVC	$1,668,596,963	$989,747,746	$678,849,217

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	-$147,193,803	TotalAmt
Program Services	-$646,666,564	ProgramServicesAmt
Management And General	$499,472,761	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$74,356,004,001	TotalAmt
Program Services	$71,256,037,114	ProgramServicesAmt
Management And General	$3,099,966,887	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$70,859,430	BOYAmt
EOY	$121,883,124	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,932,210,954	BOYAmt
EOY	$2,496,358,160	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,250,000	BOYAmt
EOY	$900,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$484,901,401	BOYAmt
EOY	$528,776,290	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,704,232,959	BOYAmt
EOY	$1,303,552,879	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$12,126,984,893	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$6,289,015,222	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$5,728,693,094	BOYAmt
EOY	$5,837,969,671	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$8,408,086,604	BOYAmt
EOY	$8,584,531,402	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,334,030	BOYAmt
EOY	$16,246,846	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$274,700	BOYAmt
EOY	$262,400	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$11,330,262,977	BOYAmt
EOY	$12,510,243,987	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$29,662,106,149	BOYAmt
EOY	$31,400,724,759	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,913,532,457	BOYAmt
EOY	$6,642,658,510	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$767,261,768	BOYAmt
EOY	$828,838,062	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$13,318,973,570	BOYAmt
EOY	$14,607,108,318	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$19,999,767,795	BOYAmt
EOY	$22,078,604,890	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	-$273,440,478	BOYAmt
EOY	-$269,933,531	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$9,935,778,832	BOYAmt
EOY	$9,592,053,400	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,662,338,354	BOYAmt
EOY	$9,322,119,869	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$29,662,106,149	BOYAmt
EOY	$31,400,724,759	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$745,302,910	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$253,133,882	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$1,338,655,277	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$35,805	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$83,831	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,542,682	CurrentTaxYearAmt
Total	$11,662,318	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$62,238,845,180	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$65,942,508,215	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$68,331,131,793	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$70,935,135,405	CurrentTaxYearMinus1YearAmt
Current Tax Year	$75,057,405,108	CurrentTaxYearAmt
Total	$342,505,025,701	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$62,238,845,180	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$65,942,544,020	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$68,331,215,624	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$70,935,135,405	CurrentTaxYearMinus1YearAmt
Current Tax Year	$75,068,947,790	CurrentTaxYearAmt
Total	$342,516,688,019	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$342,516,688,019	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$18,956,288	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$784,283	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,763,693	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,098,561	CurrentTaxYearMinus1YearAmt
Current Tax Year	$300,208,468	CurrentTaxYearAmt
Total	$323,811,293	TotalAmt

Post1975 UBTI Post1975UBTIGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$18,956,288	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$784,283	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,763,693	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,098,561	CurrentTaxYearMinus1YearAmt
Current Tax Year	$300,208,468	CurrentTaxYearAmt
Total	$323,811,293	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$6,512	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$792	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$7,304	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,752,628	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,315,394	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,766,299	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,037,328	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,069,780	CurrentTaxYearAmt
Total	$8,941,429	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$62,260,560,608	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$65,945,643,697	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$68,334,745,616	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$70,938,272,086	CurrentTaxYearMinus1YearAmt
Current Tax Year	$75,370,226,038	CurrentTaxYearAmt
Total	$342,849,448,045	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99903	PublicSupportCY509Pct
Public Support PY509	0.99988	PublicSupportPY509Pct
Investment Income CY	0.00094	InvestmentIncomeCYPct
Investment Income PY	0.00008	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Media Advertisements	$0	MediaAdvertisementsAmt
Mailings Members	false	MailingsMembersInd
Mailings Members	$0	MailingsMembersAmt
Publications Or Broadcast	Yes (true)	PublicationsOrBroadcastInd
Publications Or Broadcast	$25,990	PublicationsOrBroadcastAmt
Grants Other Organizations	Yes (true)	GrantsOtherOrganizationsInd
Grants Other Organizations	$5,347,981	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$2,496,705	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Rallies Demonstrations	$0	RalliesDemonstrationsAmt
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$484,500	OtherActivitiesAmt
Total Lobbying Expenditures	$8,355,176	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINE 1A THROUGH 1I	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION, KAISER FOUNDATION HEALTH PLAN, INC. (KFHP), IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM (KP) AND PARTICIPATED IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITY AND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), KFHP HAS A POLICY PROHIBITING ANY OF KFHP'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR KFHP MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. KFHP ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF MONEY INVOLVED IN THE ACTIVITIES IS DETAILED ON LINES A THROUGH I. KFHP EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT KFHP'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT FEDERAL AND STATE LEGISLATION HAVING AN IMPACT ON KFHP'S CHARITABLE ACTIVITIES AS AN EXEMPT HEALTH MAINTENANCE ORGANIZATION. THESE INDIVIDUALS ATTEMPT TO ENSURE THAT PROPOSED LEGISLATION AND ENACTED LAWS ARE COMPATIBLE WITH THE INTERESTS OF KP, ITS MEMBERS AND ITS PATIENTS BY PERFORMING THE FOLLOWING ACTIVITIES: - COLLECTING, ANALYZING AND DISTRIBUTING WITHIN THE ORGANIZATION, PUBLIC AND PRIVATE POLICY RECOMMENDATIONS REGARDING PROPOSED LEGISLATION THAT AFFECT THE OPERATION OF KFHP AND ITS ABILITY TO PROVIDE QUALITY HEALTH AND MEDICAL CARE SERVICES TO ITS MEMBERS AND THE BROADER COMMUNITY IN A COST EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF KFHP. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF KFHP OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF KFHP. OTHER EMPLOYEES AND OFFICERS PERFORM SERVICES BY DELIVERING SPEECHES AT VARIOUS PUBLIC AND PRIVATE FUNCTIONS AND IN SERVING AS FACULTY IN HEALTHCARE RELATED EDUCATIONAL PROGRAMS THROUGHOUT THE COMMUNITY.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,027,046,552	OtherCostOrOtherBasisAmt
Book Value	$1,027,046,552	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,794,721,562	OtherCostOrOtherBasisAmt
Depreciation	$4,003,966,103	DepreciationAmt
Book Value	$3,790,755,459	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,469,544,141	OtherCostOrOtherBasisAmt
Depreciation	$1,149,133,166	DepreciationAmt
Book Value	$320,410,975	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$761,469,237	OtherCostOrOtherBasisAmt
Depreciation	$670,539,794	DepreciationAmt
Book Value	$90,929,443	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,074,203,401	OtherCostOrOtherBasisAmt
Depreciation	$465,376,159	DepreciationAmt
Book Value	$608,827,242	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$5,837,969,671	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM AFFILIATES	$11,708,726,579
OPERATING LEASE ROU ASSETS	$508,310,404
BROKER RECEIVABLE	$175,552,683
EQUITY IN SUBS	$30,198,969
OTHER CURRENT ASSETS	$49,386,023
OTHER LONG-TERM ASSETS	$38,069,329

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$12,510,243,987	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDesc	AmtAmt
DUE TO AFFILIATES	$940,982,756
PROFESSIONAL & OTHER INSURED LIAB.	$1,412,428,192
PENSION & OTHER RETIREMENT LIAB.	$9,726,930,790
OPERATING LEASE LIABILITIES	$429,256,913
SECURITIES LENDING PAYABLE	$566,812,973
BROKER PAYABLES	$315,829,827
OTHER CURRENT LIABILITIES	$726,506,172
OTHER LONG-TERM LIABILITIES	$488,360,695

Field	Value	IRS element (for citing)
Total Liability	$14,607,108,318	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PART X, LINE 2	FormAndLineReferenceDesc
Explanation	ASC 740 FOOTNOTE THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER ASC 740.	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	1	Program Services	PP&L INSURANCE	$8,928,000
Europe (Including Iceland and Greenland)	0	Program Services	CONFERENCE / SEMINARS	$114,290
South Asia	0	Program Services	BUSINESS MEETINGS	$318,501
East Asia and the Pacific	0	Program Services	CONFERENCE / SEMINARS	$95,611
Central America and the Caribbean	0	Program Services	BUSINESS MEETINGS	$94,056
Middle East and North Africa	0	Program Services	CONFERENCE / SEMINARS	$54,601
East Asia and the Pacific	0	Investments		$794,000

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	1	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$10,399,059	SubtotalSpentAmt
Total Spent	$10,399,059	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3, COLUMN F	FormAndLineReferenceDesc
Explanation	ACCOUNTING METHOD: ACCRUAL	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (119 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
A Philip Randolph Institute
815 Blacklivesmatter 3	Washington	DC	20006	132548181	501(c)(3)	$15,000	KP Support Health Care Initiative During The 2023
Advance Dekalb Inc
1 W Court Sq 460	Decatur	GA	30030	832190285	501(c)(3)	$10,000	Advance Dekalb Community Support -2023
Alliance For A Healthier Generation Inc
1028 Se Water Ave 215	Portland	OR	97214	272028308	501(c)(3)	$20,000	Achieving A Healthier Generation Through Thriving
American Heart Association Inc
7272 Greenville Ave	Dallas	TX	75231	135613797	501(c)(3)	$91,000	Screening And Referral For Nutrition Security With
American National Red Cross
431 18th Street NW	Washington	DC	20006	530196605	501(c)(3)	$100,000	Maui Hawaii Wildfire Relief Donation
American Online Giving Foundation
2454n Mcmullenbooth431	Clearwater	FL	33759	810739440	501(c)(3)	$212,566	Director's Matching Gift Program
Anaheim Community Foundation
200 S Anaheim Blvd 433	Anaheim	CA	92805	330033023	501(c)(3)	$6,500	Anaheim Community Foundation Event Sponsorship
Arthur Page Society
230 Park Ave 322	New York	NY	10169	232290568	501(c)(3)	$18,000	2023-2024 Future Leader Experience
Atlanta Business League
931 Mlk Jr Dr Nw	Atlanta	GA	30314	581095934	501(c)(6)	$10,000	2023 Abl Partnership
Boys And Girls Club Of Hawaii
1000 Bishop St 505	Honolulu	HI	96813	996005407	501(c)(3)	$50,000	What'S Next Initiative
Boys And Girls Clubs Of Maui Inc
100 Kanaloa Ave	Kahului	HI	96732	990272347	501(c)(3)	$150,000	Healthy Lifestyles - West Maui Youth Programs
Building & Construction Trades Dept AFL-CIO
North Americas Building Trades Unio	Washington	DC	20006	530025755	501(c)(5)	$7,300	2023 Nabtu Conference Registration
Bull Session Charity Golf Tournament
9600 Sw Barnes Rd 175	Portland	OR	97225	931078155	501(c)(3)	$6,500	Premier Sponsorship
California Hawaii State Conference
1026 Florin Rd 331	Sacramento	CA	95831	854382980	501(c)(4)	$10,000	California Hawaii State Conference Of Community Ev
Camden Coalition Of Healthcare Providers
800 Cooper St Fl 7	Camden	NJ	08102	320332843	501(c)(3)	$10,000	Advocate Sponsorship-putting Care At The Center 20
Center For Black Health & Equity
2726 Croasdaile Dr 212	Durham	NC	27705	562211875	501(c)(3)	$45,000	Operating Support
City Of Moreno Valley
14177 Frederick St	Moreno Valley	CA	92552	330076484	Government	$7,500	Moreno Valley State Of The City
Clayton County Chamber Of Commerce
2270 Mount Zion Rd	Jonesboro	GA	30326	580801495	501(c)(6)	$15,000	Operating Support
Clubcorp Coto Property Holdings Inc
3030 Lbj Freeway 500	Dallas	TX	75234	752572520	For-profit	$15,000	Clubcorp Coto Property Holdings Charitable Event S
Conyers-rockdale Chamber Of Commerce
Po Box 483	Conyers	GA	30012	581092699	501(c)(6)	$7,100	Pacesetter sponsorship
Coro Southern California
1000 N Alameda St 240	Los Angeles	CA	90012	954274561	501(c)(3)	$10,000	Coro Southern California Annual Gala
Council For Quality Growth
5901 Peachtree Dunwoody C	Atlanta	GA	30328	581664710	501(c)(6)	$12,250	County Bronze & Silver Sponsorship
County Of Los Angeles
500 W Temple St B 50 B	Los Angele	CA	90012	956000927	Government	$10,500	County Of Los Angeles Community Event Sponsorship
Csu Fullerton Philanthropic Foundation
2600 E Nutwood Ave 850	Fullerton	CA	92831	330567945	501(c)(3)	$10,000	California State University Fullerton Event Sponso
David A Winston Health Policy Fellowship
1341 G St Nw 11th Fl	Washington	DC	20005	521492039	501(c)(3)	$6,000	Winston Health Policy Ball - Table For Ten Silver
Diabetes Research Institute Foundation
815 16th St Nw 600	Washington	DC	20006	591361955	501(c)(3)	$10,000	Sponsorship: Labor Of Love Golf Tournament
Elepaio Social Services
86-260 Farrington Hwy	Waianae	HI	96792	871098803	501(c)(3)	$50,000	Ho oma ema e: Caring For Our Kupuna As They Have C
Equal Rights Advocates Inc
611 Mission Fl 4	San Francisco	CA	94105	237217027	501(c)(3)	$10,000	2023 Era Gala Gold Sponsorship
Family Life Center Inc
95 S Kane St	Kahului	HI	96732	990225042	501(c)(3)	$95,000	Ohana Hope Village
Filipino Community Center Inc
94-428 Mokuola St	Waipahu	HI	96797	990305884	501(c)(3)	$20,000	Navigating Access To Health Resources For Filipino
Georgia Strong Committee
786 Colston Rd Sw	Marietta	GA	30064	920772007	501(c)(3)	$100,000	Constitutional Officers? Inauguration Event
Girl Scout Council Of Orange County
9500 Toledo Way 100	Irvine	CA	92618	952023244	501(c)(3)	$25,000	Girl Scout Council Of Orange County Event Sponsors
Goodwill Industries Of Hawaii Inc
2610 Kilihau St	Honolulu	HI	96819	996001264	501(c)(3)	$95,000	Financially Informed & Thriving (Fit)
Grants Central Station
1215 S Kihei Rd -o 840	Kihei	HI	96753	470959779	501(c)(3)	$95,000	Immigrant Resilience After The Fires
Hawaii Appleseed Center For Law And
733 Bishop St 1180	Honolulu	HI	96813	760748976	501(c)(3)	$75,000	Taking A Comprehensive Approach To Addressing Hawa
Hawaii Community Foundation
827 Fort Street Mall	Honolulu	HI	96813	990261283	501(c)(3)	$2,675,600	2023 Hawaii Community Foundation Daf Contribution
Hawaii Food Bank
2611 Kilihau Street	Honolulu	HI	96819	990220699	501(c)(3)	$80,000	Nurses Week
Hawaii Health & Harm Reduction Center
677 Ala Moana Blvd 226	Honolulu	HI	96813	990284222	501(c)(3)	$50,000	Homelessness Prevention For Oahu's Transgender Com
Hawaii Health Information Exchange
900 Fort St Mall St1050	Honolulu	HI	96813	412201519	501(c)(3)	$30,000	Building Data Exchange Connections Between Molokai
Hawaii Public Health Institute
707 Richards St 300	Honolulu	HI	96813	680637054	501(c)(3)	$50,000	Advancing Public Health Policy And Advocacy In Haw
Hawaii Workers Center
2252 Puna St	Honolulu	HI	96817	611947131	501(c)(3)	$20,000	Tagnawa For Maui - ""Community Coming Together To
Healthcare Anchor Network Inc
2202 18th Nw 317	Washington	DC	20009	862147253	501(c)(3)	$40,000	Healthcare Anchor Network Annual Convening
Healthy Mothers Healthy Babies
245 N Kukui St 102a	Honolulu	HI	96817	990299264	501(c)(3)	$75,000	Mana Ai Food Distribution
Henry County Chamber Of Commerce
1709 Hwy 20 W	Mcdonough	GA	30253	581025691	501(c)(6)	$15,000	Chairman's Club
Hlth Llc
155 E 44th St 701	New York	NY	10017	814517003	501(c)(3)	$55,000	2023 Hlth Social Media Lounge Sponsorship
Hoiwai Fund
5274 Halapepe St	Honolulu	HI	96821	850701521	501(c)(3)	$30,000	Maui Recovery Framework
Hope Services Hawaii Inc
357 Waianuenue Ave	Hilo	HI	96720	273412984	501(c)(3)	$75,000	Expanding Behavioral Healthcare For People Experie
Human Options
5540 Trabuco Road 100	Irvine	CA	92620	953667817	501(c)(3)	$7,500	Human Options Annual Event Sponsorship
Ihs The Institute For Human Services Inc
546 Kaaahi St	Honolulu	HI	96817	990199107	501(c)(3)	$78,400	Promoting Successful Re-entry For Formerly Incarce
Illumination Foundation
1091 N Batavia St	Orange	CA	92867	711047686	501(c)(3)	$25,000	Illumination Foundation Annual Gala Sponsorship
Imua Family Services
161 S Wakea Ave	Kahului	HI	96732	990194402	501(c)(3)	$96,000	Happy Baby Project
Institute For Native Pacific Education
91-1010 Shangrila 306	Kapolei	HI	96707	990315193	501(c)(3)	$50,000	Ho oulu Waiwai
Int'l Brotherhood Of Electrical Worker
900 7th St Nw	Washington	DC	20001	530088380	501(c)(5)	$6,500	Ibew 2023 District Progress Meeting Event
International Medical Corps
12400 Wilshire 1500	Los Angeles	CA	90025	953949646	501(c)(3)	$8,812	Disaster Response And Humanitarian Aid
Jessie Rees Foundation
9 Studebaker	Irvine	CA	92618	451836440	501(c)(3)	$26,000	Jessie Rees Foundation Sponsored Event
Kern Cty Hispanic Chamber Of Commerce
1401 19th St 125	Bakersfield	CA	93301	680182048	501(c)(6)	$7,500	Kern County Hispanic Chamber Sponsored Event
Kern Economic Development Corp
2700 M St 200	Bakersfield	CA	93301	770151886	501(c)(6)	$10,000	Kern Economic Development Corp Sponsored Event
Kula No Na Poe Hawaii
2150 Tantalus Dr	Honolulu	HI	96813	990305781	501(c)(3)	$30,000	Na Makawai
Latino Legislative Caucus Foundation
777 S Figueroa St 4050	Los Angel	CA	90017	201993440	501(c)(3)	$30,000	Latino Legislative Caucus Foundation Community Eve
Lax Coastal Chamber Of Commerce
9100 S Sepulveda Blvd	Los Angeles	CA	90045	951806513	501(c)(6)	$7,250	Lax Coastal Chamber Of Commerce Sponsored Event
Los Angeles Sentinel Inc
3800 Crenshaw Blvd	Los Angeles	CA	90008	952673465	For-profit	$17,500	Los Angeles Sentinel Inc Sponsored Event
Lunalilo Home
501 Kekauluohi St	Honolulu	HI	96825	990075244	501(c)(3)	$75,000	Kupuna Meals For Food Insecure Elders
Marriott Fdn For People With Disabilities
10400 Fernwood Rd	Bethesda	MD	20817	521655740	501(c)(3)	$30,000	Gala 2023 Donation
Massachusetts Medical Society
860 Winter St	Waltham	MA	02451	042050773	501(c)(3)	$80,000	Nejm Catalyst Theme Issue Sponsorship
Maui Arts & Cultural Center
1 Cameron Way	Kahului	HI	96732	990222998	501(c)(3)	$75,000	Ho okahua: Strengthening Resilience Through The Ar
Maui Economic Development Board Inc
1305 N Holopono St 1	Kihei	HI	96753	990226377	501(c)(3)	$95,000	Promoting Diverse Business Growth In Maui County
Maui Food Bank Inc
760 Kolu St	Wailuku	HI	96793	990315110	501(c)(3)	$102,500	Maui Fires - Disaster Relief
Maui Hub
250 Alamaha St S10	Kahului	HI	96732	851716918	501(c)(3)	$95,000	Maui Hub Fire Relief Nutrition Program
Maui Huliau Foundation
Po Box 977	Haiku	HI	96708	272591742	501(c)(3)	$20,000	Kukulu Pilina
Maui United Way
Po Box 275	Kahului	HI	96733	990086524	501(c)(3)	$95,000	Muw Disaster Response Operations
Medecins Sans Frontieres Usa Inc
40 Rector St Fl 16	New York	NY	10006	133433452	501(c)(3)	$90,517	Disaster Response And Humanitarian Aid
Mexican American Opportunity Fdn
401 N Garfield Ave	Montebello	CA	90640	952594166	501(c)(3)	$10,000	Mexican American Opportunity Foundation Community
Murrieta Chamber Of Commerce
26442 Beckman Ct	Murrieta	CA	92562	956111677	501(c)(6)	$6,000	Wildomar State Of The City
Na Hoaloha-maui Interfaith Volunteer
Po Box 3208	Wailuku	HI	96793	990326282	501(c)(3)	$50,000	Supporting Food Security And Escorted Transportati
National Association Of Black Accountant
1282 Smallwood Dr W 118	Waldorf	MD	20603	237097490	501(c)(3)	$100,000	2023 Naba National Investment
National Association Of Health Services
1050 Connecticut Nw 5	Washington	DC	20036	621312239	501(c)(3)	$10,000	Elevate 2023 Sponsorship
National Business Group On Health
20 F St Nw 200	Washington	DC	20001	521147591	501(c)(3)	$133,000	2022 Wwsi Sponsorship (Sep 22 To Aug 23)
National Coordinating Committee
1325 Massachusetts 702	Washington	DC	20005	521041104	501(c)(3)	$6,000	Wi-fi Sponsor And Booth At The Nccmp Conference
National Latina Business Women
1107 Fair Oaks Ave	South Pasadena	CA	91030	412109797	501(c)(3)	$10,000	National Latina Business Women Community Event Spo
National Quality Forum
1030 15th St Nw 800	Washington	DC	20005	522175544	501(c)(3)	$50,000	Innovator Coalition Phase 3-5 Sponsorship
Obb Chamber Of Commerce
1100 Circle 75 Pkwy 1000	Atlanta	GA	30339	580198114	501(c)(6)	$35,000	Sponsorship To 2023 Area Council,Legislator Apprec
Olive Crest
2130 E 4th St 200	Santa Ana	CA	92705	952877102	501(c)(3)	$9,500	Olive Crest Charitable Sponsorship
Omega Institute For Holistic Studies Inc
150 Lake Dr	Rhinebeck	NY	12572	237233306	501(c)(3)	$25,000	Event Sponsorship: Mindfulness
Orange County Business Council
2 Park Plaza 100	Irvine	CA	92614	237084107	501(c)(6)	$7,500	Orange County Business Council Sponsored Event
Orange County Technology Action Network
4041 Macarthur Blvd 260	Newport	CA	92660	043723991	501(c)(6)	$6,000	Orange County Technology Action Network Sponsored
Pacific City Hotel
21080 Pacific Coast Hwy	Huntington	CA	92648	463781357	For-profit	$35,000	Pacific City Hotel Sponsored Event
Pacific Gateway Center
723 C Umi St	Honolulu	HI	96819	990236204	501(c)(3)	$20,000	Communicating Health And Safety Accessible For The
Panorama Global
2101 4th Ave 2100	Seattle	WA	98121	814204119	501(c)(3)	$50,000	Ensuring Access To Coverage For All In Washington
Papa Ola Lokahi
894 Queen St	Honolulu	HI	96813	990273765	501(c)(3)	$20,000	Native Hawaiian And Pacific Islander Response Reco
Partners In Care Oahu Continuum Of Care
200 N Vineyard Blvd 210	Honolulu	HI	96817	841705573	501(c)(3)	$50,000	Operating Support
Play Equity Fund
2141 W Adams Blvd	Los Angeles	CA	90018	471295322	501(c)(3)	$10,000	Play Equity Fund Community Event Sponsorship
Politico Llc
Po Box 419342	Boston	MA	02241	274022975	For-profit	$120,000	Politico Editorial Carve Out And Event -Reported A
Purple Maia Foundation
98-820 Moanalua 15 547	Aiea	HI	96701	464326249	501(c)(3)	$50,000	Malama Design Studio
Rally Foundation Inc
5775 Glenridge Blg B 370	Atlanta	GA	30328	201950849	501(c)(3)	$50,000	2023 Rally Benefit Bash Diamond Sponsorship
Rancho Mission Viejo Rodeo Llc
28811 Ortega Hwy	San Juan Capistrano	CA	92675	330954148	For-profit	$25,000	Rancho Mission Viejo Rodeo Sponsored Event
Rhizome Action Network Inc
1403 Ne 82nd St	Seattle	WA	98115	871985174	501(c)(3)	$24,000	Youth Mental Health Initiative
Riverside University Health System
26520 Cactus Ave	Moreno Valley	CA	92552	330374018	501(c)(3)	$6,000	Annual Gala
Safety For All Yes On 63 Newsom Ballot
1414 K St 250	Sacramento	CA	95814	475328007	501(c)(3)	$1,000,000	Contribution To Yes On Prop 1- Governor Newsom?S B
Salvation Army
2950 Manoa Rd	Honolulu	HI	96822	941156347	501(c)(3)	$100,000	Maui Fire - Disaster Relief - Operating Budget
San Diego Lesbian And Gay Pride
3620 30th Street	San Diego	CA	92104	330619449	501(c)(3)	$10,000	San Diego Lesbian And Gay Pride (Pride Parade Spon
San Francisco Special Events Committee
601 Van Ness Ave	San Francisco	CA	94102	943001337	501(c)(3)	$1,000,000	Kaiser Sponsor 2023 Asia Pac Econ Leadership Meeti
Sigma Beta Xi Inc
12125 Day St E303	Moreno Valley	CA	92557	300779014	501(c)(3)	$7,000	Annual Turkey Drive
Southern CA & Southern NV Joint Council
981 Corporate Center 200	Pomona	CA	91768	954531147	501(c)(3)	$6,000	Operating Support
Speaker 2023 Inaugural Fund
1017 L St Pmb292	Sacramento	GA	95814	924020370	501(c)(3)	$50,000	Speaker 2023 Inaugural Fund
Surfing Moms
Po Box 265	Kailua	HI	96734	861492072	501(c)(3)	$30,000	Maui He E Nalu: Diversifying Systems Of Support Fo
Susan G Komen Breast Cancer Foundation
13770 Noel Road 801899	Dallas	TX	75380	751835298	501(c)(3)	$10,000	Susan G Komen Breast Cancer Foundation Sponsored E
The Food Basket Inc
40 Holomua St	Hilo	HI	96720	260349475	501(c)(3)	$47,500	Nurses Week
Thinkwatts Foundation
1225 E 100th St	Los Angeles	CA	90002	832224841	501(c)(3)	$10,000	Thinkwatts Foundation Annual Juneteenth Celebratio
Tides Center
1012 Torney Ave	San Francisco	CA	94129	943213100	501(c)(3)	$1,765,000	Population Health Management Learning Center: Exte
Trinet Hr Corporation
1 Park Pl 600	Dublin	CA	94568	481304650	For-profit	$65,000	Sponsorship For Trinet's Championship Kick-off: 07
United States Veterans Initiative
91-1010 Shangrila 103	Kapolei	HI	96707	954382752	501(c)(3)	$50,000	Outreach Services And Permanent Supportive Housing
United Territories Of Pacific Islanders
841 Central Ave N C106	Kent	WA	98032	611668192	501(c)(3)	$50,000	Ensuring Access To Coverage For All In Washington
University Of Ca Los Angeles Fdn
10889 Wilshire Bld 1100	Los Angeles	CA	90024	952250801	501(c)(3)	$10,000	University Of Ca Los Angeles Community Event Spons
Urban League Of Metropolitan Seattle
105 14th Ave 200	Seattle	WA	98122	910575954	501(c)(3)	$50,000	Ensuring Access To Coverage For All In Washington
Watts Century Latino Organization
10360 Wilmington Ave	Los Angeles	CA	90002	954429533	501(c)(3)	$7,500	Watts Century Latino Organization Annual Cinco De
Western Justice Center Foundation
55 S Grand Ave	Pasadena	CA	91105	954176583	501(c)(3)	$10,000	Gold Sponsorship Benefits Wjc Empower Gala Sept 28
Women In California Leadership Inc
1700 Tribute Rd 201	Sacramento	CA	95815	452806199	501(c)(3)	$25,000	Operating Support
YMCA Of Metropolitan Los Angeles
4301 W 3rd St	Los Angeles	CA	90020	951644052	501(c)(3)	$9,500	Young Mens Christian Association Sponsored Events
Young Womens Christian Association
1040 Richards St	Honolulu	HI	96813	990073534	501(c)(3)	$50,000	Operating Support

Field	Value	IRS element (for citing)
Total501c3 Org	98	Total501c3OrgCnt
Total Other Org	21	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2	FormAndLineReferenceDesc
Explanation	PROCEDURES FOR MONITORING GRANTS Grantees are required to submit a final report that describes progress toward goals, impact to date, as well as financial accounting for how funds were used.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (true)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (true)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (68 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Gregory Adams
Chairman & CEO	$2,123,581	$0	$9,103,058	$0	$1,340,747	$0	$122,468	$0	$31,592	$0	$12,721,446	$0	$0	$0
Kathryn Lancaster
EVP & Chief Financial Officer	$1,269,207	$0	$3,069,715	$0	$584,481	$0	$118,595	$0	$19,304	$0	$5,061,302	$0	$0	$0
Kimberly Horn
EVP, Group President, MOC	$1,118,899	$0	$1,571,247	$0	$1,927,210	$0	$100,993	$0	$33,202	$0	$4,751,551	$0	$1,391,673	$0
Janet Liang
EVP, Group President & COO	$1,262,682	$0	$2,460,748	$0	$693,948	$0	$51,770	$0	$38,065	$0	$4,507,213	$0	$0	$0
Arthur Southam
EVP, Health Plan Ops & CGO	$194,706	$0	$3,022,498	$0	$559,033	$0	$10,910	$0	$7,665	$0	$3,794,812	$0	$0	$0
Yazdi Bagli
EVP, Enterprise Business Svcs	$849,071	$0	$1,793,479	$0	$49,910	$0	$701,368	$0	$37,168	$0	$3,430,996	$0	$0	$0
Chuck Bevilacqua
SVP, Health Plan Product, Svc	$947,444	$0	$1,502,722	$0	$307,638	$0	$103,694	$0	$34,175	$0	$2,895,673	$0	$0	$0
Julie Miller-Phipps
Regional President - SCAL & HI	$550,420	$0	$1,843,179	$0	$382,720	$0	$16,500	$0	$14,847	$0	$2,807,666	$0	$467,324	$0
Laurel Junk
SVP, Market Operations Svcs	$388,229	$0	$711,469	$0	$1,594,874	$0	$68,651	$0	$11,445	$0	$2,774,668	$0	$935,374	$0
Carrie Plietz
Regional President - NCAL	$1,085,641	$0	$945,885	$0	$25,589	$0	$582,705	$0	$29,394	$0	$2,669,214	$0	$0	$0
Mark Zemelman
SVP, General Counsel & Secy	$0	$0	$0	$0	$1,833,838	$0	$660,356	$0	$0	$0	$2,494,194	$0	$0	$0
Thomas Hanenburg
Interim Region President- NCAL	$848,155	$0	$801,762	$0	$713,127	$0	$97,558	$0	$30,796	$0	$2,491,398	$0	$663,487	$0
Paul Swenson
EVP, Chief Admin Officer	$793,698	$0	$1,292,121	$0	$324,963	$0	$48,208	$0	$28,960	$0	$2,487,950	$0	$0	$0
Christian Meisner
SVP, Chief HR Officer	$564,610	$0	$1,748,884	$0	$40,994	$0	$16,500	$0	$54,560	$0	$2,425,548	$0	$0	$0
Vanessa Benavides
SVP,Chief Legal Officer & Secy	$708,622	$0	$1,028,988	$0	$54,845	$0	$288,586	$0	$19,529	$0	$2,100,570	$0	$0	$0
Chandrika Bhalla
SVP, CFO -CA Mkts/Fin Planning	$740,461	$0	$795,514	$0	$23,997	$0	$256,467	$0	$31,680	$0	$1,848,119	$0	$0	$0
Thomas Meier
SVP, Corporate Treasurer	$593,270	$0	$977,784	$0	$150,054	$0	$94,964	$0	$26,384	$0	$1,842,456	$0	$227,652	$0
Diane Comer
EVP, Chief Info & Tech Officer	$639,492	$0	$679,427	$0	$301,580	$0	$98,211	$0	$31,437	$0	$1,750,147	$0	$0	$0
Agnes Strandberg
SVP, Medicare	$238,701	$0	$457,250	$0	$937,897	$0	$96,623	$0	$19,356	$0	$1,749,827	$0	$444,439	$0
Wade Overgaard
SVP, Health Plan Ops - CA	$48,040	$0	$1,456,358	$0	$215,514	$0	$2,423	$0	$3,003	$0	$1,725,338	$0	$0	$0
Anthony Barrueta
SVP, Government Relations	$518,219	$0	$811,756	$0	$217,482	$0	$137,148	$0	$25,599	$0	$1,710,204	$0	$0	$0
James Simpson
SVP, Enterprise Projects	$586,212	$0	$655,514	$0	$217,608	$0	$125,971	$0	$42,734	$0	$1,628,039	$0	$0	$0
Donald Orndoff
SVP, NFS	$185,407	$0	$452,361	$0	$663,392	$0	$307,153	$0	$13,534	$0	$1,621,847	$0	$36,947	$0
Michelle Gaskill
Regional President - SCAL & HI	$734,378	$0	$439,206	$0	$111,360	$0	$297,674	$0	$29,410	$0	$1,612,028	$0	$0	$0
Andrew Bindman
EVP, Chief Medical Officer	$757,028	$0	$474,330	$0	$36,624	$0	$312,785	$0	$28,855	$0	$1,609,622	$0	$0	$0
Debora Catsavas
SVP, Human Resources - NCAL	$111,860	$0	$381,284	$0	$1,060,014	$0	$45,761	$0	$4,813	$0	$1,603,732	$0	$0	$0
Catherine Hernandez Tirey
SVP, Chief Comms Officer	$440,073	$0	$508,041	$0	$485,184	$0	$115,133	$0	$25,933	$0	$1,574,364	$0	$343,531	$0
Wendy Sack
SVP, Pricing & Underwriting	$471,393	$0	$442,750	$0	$477,904	$0	$99,045	$0	$31,168	$0	$1,522,260	$0	$0	$0
Bechara Choucair
SVP, Chief Health Officer	$574,383	$0	$255,866	$0	$456,133	$0	$190,719	$0	$26,756	$0	$1,503,857	$0	$4,651	$0
Gregory Holmes
SVP, Chief HR Officer	$575,392	$0	$439,895	$0	$25,100	$0	$445,619	$0	$16,057	$0	$1,502,063	$0	$0	$0
Alfonse Upshaw
SVP, CFO - NCAL	$535,015	$0	$558,993	$0	$178,047	$0	$176,289	$0	$32,080	$0	$1,480,424	$0	$109,173	$0
Thomas Curtin
SVP, Commercial LOB	$545,369	$0	$507,251	$0	$211,053	$0	$105,913	$0	$49,034	$0	$1,418,620	$0	$0	$0
Arlene Peasnall
SVP,Human Resources Consulting	$570,468	$0	$468,407	$0	$125,939	$0	$169,453	$0	$18,963	$0	$1,353,230	$0	$0	$0
Greg Christian
Assistant Secretary	$565,101	$0	$447,260	$0	$133,058	$0	$112,338	$0	$27,195	$0	$1,284,952	$0	$0	$0
Mary Beth Lang
SVP, Chief Pharmacy Officer	$506,536	$0	$410,040	$0	$44,333	$0	$114,393	$0	$36,326	$0	$1,111,628	$0	$0	$0
Linton White
SVP, CFO - SCAL & Hawaii	$385,607	$0	$210,535	$0	$249,198	$0	$202,129	$0	$26,046	$0	$1,073,515	$0	$0	$0
Paul Minardi
EVP and CEO of KPMF	$795,184	$0	$0	$0	$53,845	$0	$184,171	$0	$27,132	$0	$1,060,332	$0	$0	$0
David Thomason
SVP,Corporate Controller & CAO	$412,855	$0	$0	$0	$485,043	$0	$42,288	$0	$10,595	$0	$950,781	$0	$0	$0
Mick Diede
SVP, Chief Actuary	$118,560	$0	$442,505	$0	$134,870	$0	$233,266	$0	$9,552	$0	$938,753	$0	$0	$0
John Yamamoto
Assistant Secretary	$387,657	$0	$258,956	$0	$77,307	$0	$140,773	$0	$32,467	$0	$897,160	$0	$0	$0
Philip Young
Assistant Secretary	$405,854	$0	$273,356	$0	$20,272	$0	$159,883	$0	$31,481	$0	$890,846	$0	$0	$0
Marcus Hoffman
SVP, CFO - SCAL & Hawaii	$405,425	$0	$320,443	$0	$16,869	$0	$103,202	$0	$27,144	$0	$873,083	$0	$0	$0
Ryan Jenson
Interim Corp Controller & CAO	$346,441	$0	$349,170	$0	$47,610	$0	$100,508	$0	$29,248	$0	$872,977	$0	$0	$0
Brandon Cuevas
EVP, Health Plan	$282,154	$0	$0	$0	$229,498	$0	$286,674	$0	$6,597	$0	$804,923	$0	$0	$0
Tina Weiss
SVP, Medicare/Consumer LOB	$311,157	$0	$174,976	$0	$177,623	$0	$125,143	$0	$14,998	$0	$803,897	$0	$0	$0
Jennifer Goldberg
Assistant Secretary	$355,251	$0	$249,740	$0	$28,707	$0	$106,688	$0	$35,539	$0	$775,925	$0	$0	$0
Hong-Sze Yu
VP, Brd & Corp Gov & Asst Secy	$300,090	$0	$188,569	$0	$19,933	$0	$137,523	$0	$30,033	$0	$676,148	$0	$0	$0
Kristin Bear
Assistant Secretary	$313,172	$0	$131,402	$0	$30,063	$0	$149,166	$0	$21,623	$0	$645,426	$0	$0	$0
Katherine Ritchey
Assistant Secretary	$355,985	$0	$119,410	$0	$17,248	$0	$121,082	$0	$31,236	$0	$644,961	$0	$0	$0
George Disalvo
SVP, CFO - SCAL	$0	$0	$526,771	$0	$5,435	$0	$35,826	$0	$0	$0	$568,032	$0	$0	$0
Ronald Vance
Interim Regional President-HI	$360,025	$0	$0	$0	$0	$0	$0	$0	$0	$0	$360,025	$0	$0	$0
Margaret E Porfido JD
Director	$269,000	$28,000	$0	$0	$22,083	$0	$16,717	$0	$0	$0	$307,800	$28,000	$0	$0
David F Hoffmeister
Director	$266,500	$0	$0	$0	$14,451	$0	$17,907	$0	$0	$0	$298,858	$0	$0	$0
Judith A Johansen JD
Director	$266,500	$24,300	$0	$0	$0	$0	$6,534	$0	$0	$0	$273,034	$24,300	$0	$0
Leslie S Heisz
Director	$249,000	$0	$0	$0	$19,956	$0	$24,274	$0	$0	$0	$293,230	$0	$0	$0
Ramon F Baez
Director	$238,500	$14,000	$0	$0	$14,451	$0	$21,121	$0	$0	$0	$274,072	$14,000	$0	$0
Jeffrey E Epstein
Director	$256,500	$0	$0	$0	$9,415	$0	$13,187	$0	$0	$0	$279,102	$0	$0	$0
Richard P Shannon MD
Director	$236,500	$0	$0	$0	$0	$0	$27,421	$0	$0	$0	$263,921	$0	$0	$0
Vivek Sharma
Director	$241,500	$0	$0	$0	$19,956	$0	$0	$0	$0	$0	$261,456	$0	$0	$0
Jenny J Ming
Director	$229,000	$0	$0	$0	$19,772	$0	$12,004	$0	$0	$0	$260,776	$0	$0	$0
Maryann Bodayle
Assistant Secretary	$180,482	$0	$13,962	$0	$2,310	$0	$44,374	$0	$10,815	$0	$251,943	$0	$0	$0
Matthew T Ryan
Director	$236,500	$0	$0	$0	$14,451	$0	$0	$0	$0	$0	$250,951	$0	$0	$0
A Eugene Washington MD
Director	$244,000	$0	$0	$0	$0	$0	$4,278	$0	$0	$0	$248,278	$0	$0	$0
David J Barger
Director	$234,000	$0	$0	$0	$0	$0	$13,569	$0	$0	$0	$247,569	$0	$0	$0
Regina M Benjamin MD MBA
Director	$210,000	$0	$0	$0	$9,620	$0	$27,404	$0	$0	$0	$247,024	$0	$0	$0
William Caswell
Interim Regional President -HI	$0	$0	$0	$0	$152,070	$0	$0	$0	$0	$0	$152,070	$0	$142,526	$0
Edward Y W Pei
Director	$0	$0	$0	$0	$53,623	$0	$0	$0	$0	$0	$53,623	$0	$43,217	$0
Kim J Kaiser
Director	$0	$24,300	$0	$0	$0	$14,704	$0	$0	$0	$0	$0	$39,004	$0	$0

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.

Schedule L IRS990ScheduleL

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Relationship Description	FAMILY MEMBER OF OFFICER	RelationshipDescriptionTxt
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Schedule O IRS990ScheduleO

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Form 990, Part III, Line 4A-4D	EXEMPT PURPOSE ACHIEVEMENTS I. Introduction A. About Kaiser Permanente Founded in 1945, Kaiser Permanente is recognized as one of America's leading health care providers and nonprofit health plans. We currently serve 12.6 million members in 8 states and the District of Columbia. We were created to meet the challenge of providing American workers with medical care during the Great Depression and World War II, when most people could not afford to go to a doctor. Since our beginnings, we have been committed to helping shape the future of healthcare. Kaiser Permanente exists to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. Kaiser Permanente's integrated health care model means we seamlessly provide care and coverage together with a wide range of services under one roof, whether in a Kaiser Permanente medical office or hospital, or at a contracted facility. Care for members and patients is focused on their total health and guided by their personal Permanente Medical Group physicians, specialists, and team of caregivers. Our expert and caring medical teams are empowered and supported by industry-leading technology advances and tools for health promotion, disease prevention, state-of-the-art care delivery, and world-class chronic disease management. Kaiser Permanente is dedicated to care innovations, clinical research, health education, and the support of community health. B. Kaiser Permanente's Approach to Community Health At Kaiser Permanente, we recognize that where we live, work, learn, and play has a big impact on our health and well-being. We are driven by our mission to improve the health of our members and the communities we serve. To be our healthiest we need more than high-quality medical care, we need to improve the conditions for health and equity in the communities we serve. This means addressing all the factors that affect health, such as having a safe place to live, enough money to pay the bills, and access to healthy meals. Kaiser Permanente community investments and partnerships address the factors that impact health and well-being. C. Kaiser Permanente's Total Contribution Kaiser Permanente provided $3.1 billion in 2023 to improve the health of our communities. The amounts attributable to Kaiser Foundation Health Plan, Inc. is $1.26 billion as follows: - Financial Assistance at cost - $93.6M - Medicaid - $1.08B - Costs of other means-tested government programs - $26.5M - Community health improvement services and community benefit operations - $27.6M - Health Professions Education - $304,000 - Research - $20.6M - Cash and in-kind contributions from community benefit - $18M In addition to our direct spend, we also leverage assets from across Kaiser Permanente to help us achieve our mission to improve the health of communities. This includes our widely recognized activities around supplier diversity, socially responsible investing and environmental stewardship.
II. Health Access	Ensuring health access means serving those most in need of health care through Medicaid, medical financial assistance, charitable health coverage, and other forms of subsidized care and coverage. It also means connecting people with wrap-around social services, healthy meals, affordable homes, safe playgrounds, and supportive schools. For many low-income people without access to health care coverage, or for those who lose their jobs and can't maintain health care coverage, an emergency room is often the only place they receive care. At Kaiser Permanente, we're working to change that with programs that lower financial barriers by providing deeply subsidized health coverage and medical financial assistance for care. We also provide information about how to access and qualify for public programs such as Medicaid and financial assistance through the marketplace to individuals who may be eligible. Kaiser Foundation Health Plan, Inc. supports the health access needs of our communities through a combination of coverage and care programs. We provide coverage to low-income populations through our participation in government programs like Medicaid and the Children's Health Insurance Programs (CHIP) and via our own Charitable Health Coverage (CHC) program, which provides a premium subsidy for Kaiser Permanente coverage for qualified low-income families and children who do not have access to public or private health coverage. Similarly, we provide care to low-income populations through our treatment of Medicaid and CHIP enrollees, and second, via the Medical Financial Assistance (MFA) program, which is Kaiser Permanente's traditional charity care or financial assistance program (FAP). For Kaiser Foundation Health Plan, Inc. and all of its subsidiary health plans, the main way to address health access challenges is by absorbing the cost of the coverage and care programs described above. A. Coverage Having health coverage means consistent access to comprehensive and continuous medical and preventative services for people to get and stay healthy, a much better alternative to episodic care at emergency departments. KP is committed to advancing equity and removing disparities in access to coverage and health outcomes. i. Coverage provided through Medicaid, CHIP and other government programs The Affordable Care Act has had a far-reaching impact on the landscape of government-sponsored programs, as these options have become a key source of health coverage for a significant portion of the US population. Kaiser Permanente has organizational strategies to enable individuals with low incomes to obtain and/or retain health coverage through Medicaid, CHIP or other government programs. At the end of 2023, Kaiser Foundation Health Plan, Inc. was providing coverage to over 1M people through these government programs. ii. Coverage provided through Charitable Health Coverage (CHC) Kaiser Permanente's CHC programs provide health care coverage to low-income individuals and families who don't have access to other public or private health coverage. CHC programs work by enrolling qualifying individuals in a Kaiser Permanente Individual and Family Health Plan. Through CHC, members' monthly premiums are subsidized, and members do not have to pay copays or out-of-pocket costs for most care at Kaiser Permanente facilities. Through CHC, members have a medical home that includes comprehensive coverage, preventive services and consistent access through the "front door" of the health delivery system. B. Care To get and/or stay healthy, people need access to high quality care by providers they trust. This care must include preventative services and required medications so that people can avoid ending up in the emergency room or requiring more extensive services down the line. Kaiser Permanente helps low-income populations gain access to this type of care by leveraging the full scope of its integrated delivery system, including not only critical hospital-based services but also outpatient primary, specialty and pharmacy services. i. Care provided through Medicaid, CHIP and other government programs Kaiser Permanente provides a wide range of health care services to individuals enrolled in Medicaid, CHIP and other government programs, regardless of whether they are assigned to Kaiser Permanente or not. In addition to the individuals who received health coverage in 2023 due to Kaiser Permanente's participation in these government programs, Kaiser Foundation Health Plan, Inc. also subsidized care to over 216,000 people who are enrolled in these programs but not formally assigned to Kaiser Foundation Health Plan. ii. Care subsidized by Medical Financial Assistance (MFA) KP's Medical Financial Assistance program (MFA) improves health care access for people with limited incomes and resources and is fundamental to Kaiser Permanente's mission. Our MFA program helps low-income, uninsured, and underinsured patients receive access to care. The program provides temporary financial assistance or free care to patients who receive health care services from our providers, regardless of whether they have health coverage or are uninsured. Eligibility for financial assistance is based on financial need. In general, patients whose household income is at or below 300%, and in some regions up to 400%, of the federal poverty limit are eligible for the MFA program. Patients who are experiencing high medical expenses as compared to their income may be eligible under high medical expenses criteria, regardless of household income. The MFA program covers emergency and medically necessary health care services, pharmacy services and products, and medical supplies provided at Kaiser Permanente facilities (such as hospitals, medical centers, and medical office buildings), at Kaiser Permanente outpatient pharmacies, or by Kaiser Permanente providers. Over the course of 2023, Kaiser Foundation Health Plan, Inc. subsidized care for over 97,000 people through the MFA program.
C.Safety-Net Partnerships	Kaiser Permanente also increases access to health care in the community by establishing safety net partnerships. Safety net providers are a mix of public hospitals, community-based organizations such as federally qualified health centers, and other health care organizations. Safety-net health care providers provide care for patients who have low incomes and/or are uninsured regardless of their ability to pay. In Kaiser Permanente service areas, federally qualified health centers serve the uninsured, Medicaid, and other vulnerable populations. Strengthening the safety net advances our mission to improve the conditions for health and equity in the community. Our communities' most vulnerable populations, including a disproportionate number of low-income people of color, rely on the safety net for their health care needs. Our support ensures that communities have access to a strong safety net that can equitably meet patients' needs and improve health outcomes for low-income patients including people experiencing homelessness. In 2023, Kaiser Permanente continued its partnership with the California Department of Health Care Services (DHCS) and the California Primary Care Association (CPCA) to support 32 Community Health Centers (CHCs) in California, representing 8 counties to implement the Population Health Management (PHM) model at each health center. Throughout 2023, Kaiser Foundation Health Plan, Inc. supported efforts to provide practice coaching and subject matter expertise to the 32 CHCs on Building the Foundation competencies which included data quality and reporting, empanelment, business case, evidence-based care teams, and launched an official external website to share resources. Kaiser Foundation Health Plan, Inc. awarded $7.8M to The University of Chicago of which $2.1M was paid in 2023 to support the evaluation design for the California Safety-Net Population Health Management Initiative. Over the next 3.5 years, research will evaluate the effectiveness of the PHMI intervention, outcome measures, and barriers encountered. Additionally, Kaiser Foundation Health Plan, Inc. invested $1.8M in the Population Health Management Learning Center, which will provide foundational resources and technical assistance approaches to support primary care practices that serve individuals enrolled in Medi-Cal across the state of California. The goal of the Learning Center is to be a catalyst for aligned statewide population health transformation for Medi-Cal and adjacent safety net programs. Kaiser Foundation Health Plan, Inc. also supported the Safety Net Partnership Initiative Clinic Consortia Cohort which addresses health care disparities and health equity by supporting health care workforce, value-based care, and technology efforts leading to safety net care delivery improvements. Kaiser Foundation Health Plan, Inc. partnered with 12 community clinic consortia across California to support community-based health centers including clinic training programs, transition to value-based care and alternative payment methodologies, and improvements in their technology infrastructure. This partnership will allow community health centers to strengthen clinical, financial, and operating capacity to meet the evolving needs of their members and member patients. Kaiser Foundation Health Plan, Inc. partnered with the Morehouse School of Medicine, Inc. to support the Maternal Near Miss study, a collection of stories from birthing persons of color in the United States who experienced a maternal near death, and to explore impacts among support persons and health care providers. This study aims to gain a deeper understanding of how severe obstetric complications are perceived by partners, support persons, and maternal health providers, and their impact on the livelihoods of the family and community. It will use the gained understanding to inform clinical practice, policy, and advocacy, and advance healthcare strategies.
III.Community Health	At Kaiser Permanente, we are working to improve the conditions for health and equity in communities by addressing the root causes of health, such as economic opportunity, affordable housing, safe and supportive schools, and a healthy environment. These improvements grow from our collaboration with each community to co-design and co-create solutions that truly make a positive impact. A. Economic Opportunity Inclusive economic growth is critical to both individual and community health. When there is a lack of economic opportunity in communities, the prospects for upward social mobility are diminished, often resulting in poorer health and higher mortality rates for people living in those communities. By contrast, economic growth and opportunity provides individuals with jobs, income, a sense of purpose, and opportunities to improve their circumstances overtime. Kaiser Permanente recognizes that the way we do business can support economic opportunity in local communities through how we hire, purchase, build our facilities and partner with communities. Some ways that we're helping revitalize and grow our communities by strengthening economic opportunity include: - Providing good jobs to individuals facing barriers to employment through high-impact hiring and workforce pipeline efforts. - Pursuing a social impact investment strategy to support impact investments aimed at addressing key social issues that have a significant impact on health. - Purchasing goods and services from local, diverse, small businesses and seeking out vendor partners with missions and business practices that align with our own. - Building new facilities with an emphasis on positive local community impact, including neighborhood revitalization, and deep community engagement. - Partnering with community organizations to grow local business capacity, increase access to good jobs, and support stable, quality, affordable housing. Kaiser Permanente is also deepening our efforts to get at the heart of inequities, addressing systemic racism, breaking cycles of trauma, and creating economic opportunities for communities that have endured decades of underinvestment. We are working with these communities to overcome systemic and structural economic disadvantage and supporting the resiliency of businesses owned by Black and other historically underrepresented individuals, recognizing that it will require sustained efforts to increase access to business capital and build capacity for growth. Success for these communities requires intentional, long-term investment, and ongoing work to dismantle racist systems that create barriers to success. In addition, Kaiser Permanente is working to expand access to education and career pathways in health care. We support programs and initiatives that provide clear education and career pathways, in health care and mental health, especially for people of color, who have historically faced gaps in income and earning potential. This includes helping professionals graduate into allied health careers, public health fellowship opportunities, and providing local grants to support people with access to opportunities for higher education and job training programs. Kaiser Foundation Health Plan, Inc. worked with the National Council for Behavioral Health to design and implement a National Mental Health Workforce Acceleration Collaborative (NMHWAC) Program to help expand the pool of post-masters unlicensed clinicians and increase the availability and provision of mental health services among low-income people of color. This partnership will help address mental health and substance use treatment workforce shortages in these communities by increasing access to advanced degree mental health professionals who are skilled in providing culturally competent mental health and substance use care. Kaiser Foundation Health Plan, Inc. also partnered with the Maui Economic Development Board, Inc. as part of the Diverse Business Growth strategy to support diverse-led organizations that understand the structural barriers experienced by diverse entrepreneurs. These organizations are working to address these challenges through direct individual interventions and/or systems-level interventions. Since 2020, this initiative has supported diverse entrepreneurs to overcome systemic barriers to launching, sustaining, and growing small businesses. This partnership aims to build business capacity in Maui County (Maui, Molokai and Lanai) for small, minority-owned and diverse business community. B. Housing for Health Without a safe place to call home, it's nearly impossible to focus on basic health and medical needs. For years, Kaiser Permanente has led efforts to end homelessness and preserve affordable housing. We do this by investing in solutions, helping shape public policy, and forming innovative partnerships. Inadequate housing contributes to several health problems, including chronic diseases, injuries, and poor mental health. Housing security is a crucial health issue for disadvantaged populations, such as low-income communities and communities of color. Working to solve housing insecurity is part of Kaiser Permanente's focus on improving equitable conditions for people of color in America. We are addressing historical disinvestment in our communities, which is directly tied to racism and racial inequities. This kind of disinvestment and lack of economic opportunity can impact affordable housing. Through innovative partnerships and strategic investments, Kaiser Permanente is working to bridge the unique strengths of the health and housing sectors, to strengthen neighborhoods, drive equitable health outcomes and help communities thrive. In 2023, Kaiser Foundation Health Plan, Inc. partnered with over a dozen organizations across California and Hawaii as part of the Medical Respite initiative which aims to strengthen the ecosystem of medical respite providers to better align with the Standards for Medical Respite Programs, advance best practices, and enhance state-of-the-field knowledge in medical respite. Medical respite programs provide post-acute care for people experiencing homelessness who are too ill or frail to recover from an illness or injury on the street or in shelter, but who do not require hospital level care. Medical respite programs offer short-term residential care for people experiencing homelessness to recover and heal in a safe environment while also accessing clinical care and support services, including transition into a stable living environment. While there is growing demand for medical respite care and safe discharge facilities across the country, medical respite continues to be an emerging field with programs varying widely by facility types, staffing, services, and standards of care. Kaiser Foundation Health Plan, Inc. also partnered with multiple legal aid organizations including the National Center for Medical Legal Partnership located at George Washington University as part of the Health, Housing, and Justice Medical-Legal Partnership Initiative to support legal interventions that help prevent eviction and ensure adequate, affordable, and stable housing for individuals and families via variety of housing resolution options. This partnership focuses on building organizational capacity to provide housing related legal services both in and out of health care settings and to provide training and technical assistance to inform, catalyze, and sustain partnerships with health care organizations focused on eviction prevention. Meeting the legal needs of vulnerable populations can help advance health equity by addressing social determinants of health and overall wellbeing. Medical-legal partnerships are proven interventions that embed access to legal services within the health care delivery system.
C.Thriving Schools	At Kaiser Permanente, we're committed to not only delivering great health care but also creating communities where people can be healthy in all the places they live, learn, work, and play. Thriving Schools brings together Kaiser Permanente's extensive health care expertise and our partnerships with nationally recognized and trusted organizations working to support K-12 school systems to be a beacon of health in their community. Thriving Schools takes an integrated approach to school health, curating the best thinking and guidance on how to keep students, staff, teachers, and families healthy across four dimensions of health: physical health, mental health, social health, and equity and access. Taking an integrated approach to health means supporting schools and districts in advancing their wellness and educational goals by incorporating health-related strategies into school and district improvement efforts. Like the communities in which they sit, schools often reflect a diversity of cultures, beliefs, and experiences. As such, the services and opportunities they provide must ensure that all students and staff are given the opportunity to reach their full potential. Thriving Schools' integrated approach explicitly addresses equity and inclusion, both in the assessment tools we use, and in the resources, we offer for school staff and district leaders. Kaiser Permanente's Educational Theatre has inspired and empowered millions of students and adults in communities across the United States to make healthy choices. Educational Theatre offers a wide range of award-winning, no-cost theatrical programs that engage and inspire students, teachers, and staff to make healthy choices. These award-winning virtual performances and workshops address important health topics that enhance our comprehensive approach to social health, mental health, and resilience. In 2023, Foundation Health Plan, Inc. worked in partnership with Maui Huliau Foundation to provide professional development training for teachers and strengthen health outcomes for teachers and students at Maui's public schools by building connections to community partners. This partnership focuses on serving teachers and administrators at Lahainaluna High School since all teachers and students at this school were in some way impacted by the August 2023 fires and many are experiencing difficulties with long-term housing and other trauma related to the fires. Kaiser Foundation Health Plan, Inc. also partnered with the Los Angeles County Office of Education and Orange County Department of Education to support completing the Thriving Schools Integrated Assessment (TSIA) to assess practices, strengths, and areas of improvement related to Cultivating Staff Well-being. This collaboration supports schools and districts with implementing best practices and/or policies that promote whole child health by providing direct support, technical assistance, training, and peer learning opportunities for administrators and staff. Additionally, Kaiser Foundation Health Plan, Inc. continued its partnership with Alliance for a Healthier Generation, Inc. to support school districts in under-resourced communities with implementing policy, systems, and environmental changes that will improve the health and well-being of students, staff, teachers, and families. Alliance for Healthier Generation uses an integrated approach to support the social health, mental health, physical health, and equity and access needs of school stakeholders. Their programs are delivered in-person and virtually in partnership to various school districts including Tacoma Public Schools, Renton and North Thurston School Districts. D. Community Support Hub Social determinants of health - the conditions in which people live, learn, work, and play - affect a wide range of health risks and outcomes. Access to quality health care is critical, but social factors, such as lack of safe housing and transportation, inadequate education or job opportunities, and poor access to good nutrition and physical activity, inevitably create barriers to health and wellbeing. While many social resources may exist in a community or through government programs, they are often unknown to those most in need and disconnected from one another even when serving the same person, creating confusion and exacerbating stress for communities. We launched the Kaiser Permanente Community Support Hub in 2023 as a support center dedicated to helping people meet their basic needs so they can achieve good health. The Kaiser Permanente Community Support Hub's resource directory is a searchable database of tens of thousands of community-based programs and services that anyone can explore online at kp.org/communityresources at their own convenience. It is accessible anytime for anyone seeking help with basic needs - members and nonmembers alike - to explore and connect with social services and assistance programs in their communities. The hub operates with a proactive service model, using text, email, and phone outreach to facilitate social health screenings and offer support connecting to local community-based resources and public benefits. The hub also operates a toll-free call center. In 2023, Kaiser Foundation Health Plan, Inc. partnered with several organizations across California to build and expand networks of community-based organizations in our communities that work with us and other health care organizations to address social health needs of our patients and to coordinate care. These networks include 211 organizations, which offer additional information and referral services that connect people to vital social, health, and disaster services provided by a range of nonprofit and government agencies. While 211 is available to all populations, these agencies serve a higher rate of lower socio-economic status individuals, including seniors and those experiencing housing insecurity. In addition to building these community networks, KFH also supported local community-based organizations' ability to meet the growing number of referrals coming to them through the new community networks by providing grants to some organizations, such as those providing medical transportation services for veteran spouses. E. Food and Nutrition Security Kaiser Permanente's comprehensive approach to food and nutrition security includes transforming the economic, social, and policy environments connected to food so that people across the nation can access and afford healthy food. To help address the food needs of its communities, Kaiser Permanente has invested in the improvement of food and nutrition security and helped with applications for federal nutrition programs like Supplemental Nutrition Assistance Program (SNAP) and Women, Infants, and Children (WIC). Kaiser Permanente continues to work with community partners to provide free, nutritious meals in low-income communities. We also joined health and nutrition experts from around the country to share results and best practices about Food is Medicine programs to advance the evidence base for food and nutrition programs in health care and establish food-based interventions as standard health care practices. In 2023, Kaiser Foundation Health Plan, Inc. partnered with the American Health Association to support the Food Is Medicine Initiative, a national science initiative that over the next 10 years will provide the largescale clinical evidence required to help implement the most viable Food Is Medicine strategies tackling disease management, food and nutrition security, and healthy diet. The initiative intends to accelerate the efforts supporting Food Is Medicine programs, including healthcare professionals and practitioners knowing how to target and use the programs to help prevent and manage disease, and patients receive the benefit of a more holistic approach to diet and health. Kaiser Foundation Health Plan, Inc. also collaborated with several community-based organizations across Hawaii, including The Food Basket to increase the purchase and consumption of Hawaii grown fruits and vegetables by low-income SNAP households. Benefits of these partnerships include the ability of low-income residents to purchase and consume more fruits and vegetables in place of highly processed, nutrient-poor foods, opportunity to lower risk for developing chronic diet-related diseases such as diabetes and obesity, help local farmers increase sales to retailers and thus helping the local economy, and address early childhood development issues related to food insecurity for vulnerable populations across the state.
IV.Policy and Systems	A. Advancing Systems Change Through Kaiser Foundation Health Plan, Inc.'s ongoing partnerships with community organizations, municipal leaders, and public health champions, we are working to incorporate health, equity and sustainability considerations into public policy and the built environment in ways that influence how neighborhoods take shape and grow. Since 2018, we have partnered with the de Beaumont Foundation, a leader in public health philanthropy, to help U.S. cities thrive through the CityHealth initiative. CityHealth tracks and reports on proven policy solutions and works with cities to advance policies that achieve community health priorities. Through this relationship, Kaiser Foundation Health Plan, Inc. leverages its deep expertise in health policy, government relations, and community-based prevention to accelerate cities' efforts to improve people's health and quality of life. The policy menu includes affordable housing trusts, complete streets, earned sick leave, eco-friendly purchasing, flavored tobacco restrictions, greenspace, healthy food purchasing, healthy rental housing, high-quality and accessible pre-K, legal support for renters, safer alcohol sales, and smoke free indoor air. For Kaiser Foundation Health Plan, Inc., this partnership complements the organization's established approach to community health - bringing together health leaders, clinicians and community partners to help solve the social, economic and environmental health challenges facing the residents who live in the communities it serves. As an organization, Kaiser Permanente regularly looks at the issues that impact the health and well-being of our members and communities. Gun violence is an urgent public health issue in the United States. In 2022, we launched the Kaiser Permanente Center for Gun Violence Research and Education. The center is focused on funding equity-centered researchers to support their work focusing on impacted and historically underserved communities. This includes studies on innovative community-based solutions and clinical interventions to address the long-term physical, mental, and emotional consequences of gun violence. The education component of the center is focused on collaborating with community-based organizations to bring a deeper understanding of the root causes of gun violence, its, impacts, and solutions to advocates in health care, business, policy-making, the community, and beyond. In January 2023, Kaiser Permanente made a commitment to the center to support scientific research, provide health-focused public education, as well as scale innovative evidence-based, community-centered interventions that address and prevent gun violence. Kaiser Permanente is also committed to strengthening our public health system and ensuring the U.S. health system is well-equipped to respond to future public health emergencies. In collaboration with key partners, Kaiser Permanente is striving to build a more resilient public health system by improving the connections between public health, health care, and community-based organizations, and by establishing a public health research agenda. Creating a strong healthcare ecosystem that works effectively with the nation's public health system is a key mechanism for promoting health equity and improving community health. Everyone has a role to play in supporting and enhancing public health in the U.S. Kaiser Permanente is proud to rally for public health with partners across industries through investments, engagement, and coalition building. B. Environmental Stewardship At Kaiser Permanente, we believe it is our responsibility to continue to contribute to solutions that help slow climate change and raise awareness of its health impacts. One way to improve the health of the people who live in the communities we serve is to protect the environment and minimize our environmental impact. We create partnerships with others to develop policies and systems that strengthen community health and protect the environment. This includes how we operate our facilities and invest in our communities. We have, and will continue to, set ambitious goals to drive both internal and private sector climate action. We prioritize reducing greenhouse gas emissions to lower our carbon footprint and lower the climate impact on the health of the communities Kaiser Permanente serves. In 2023, we dedicated 35.3% of overall spending on products to items that met our Environmentally Preferable Purchasing standards and ensured 100% of our overall operations were powered by onsite and offsite renewable electricity. Through innovations in energy use, construction and building strategies, supply chain, food systems, finance, and clinical practice that promote community health, we are leading the health care sector in reducing environmental contributors to disease and illness. As part of our effort to promote health and health equity as central objectives in private sector climate action, we partnered throughout the year with key stakeholders in many industries, including finance, business, energy, conservation, education, and public policy, to help shape their approaches to sustainable business practices. In 2023, Kaiser Foundation Health Plan, Inc. partnered with several organizations supporting efforts centered on health equity and climate action. These partnerships included organizations such as Business for Social Responsibility, Sustainable Purchasing Council, Inc., and the National Academy of Sciences who provide thought leadership, policy development, and inform the building of a climate, health, and equity research agenda. Organizations across multiple sectors collaborated to discern and amplify their joint business climate agenda, engage in public policy advocacy, and deploy a broad-based communication strategy to educate and promote embedding health equity principles into climate action. C. Health Professionals Education Our health professions education programs include both physician training programs like Graduate Medical Education (GME) and non-physician training programs (i.e., residency programs). Our GME program provides training and education for medical residents and interns in the interest of educating the next generation of physicians. Residents are offered the opportunity to serve a large, culturally diverse member and patient base in a setting with sophisticated technology and information systems, established clinical guidelines and an emphasis on preventive and primary care. The majority of medical residents are studying within the primary care medicine areas of family practice, internal medicine, ob/gyn, pediatrics, preventive medicine, and psychiatry. In addition to GME, we provide a range of training and education programs for nurse practitioners, nurses, radiology and sonography technicians, physical therapists, post-graduate psychology and social work students, pharmacists, and other non-physician health professionals. D. Research Kaiser Permanente's research efforts are core to the organization's mission to improve population health, and its commitment to continued learning. Kaiser Permanente researchers study critical health issues such as cancer, cardiovascular conditions, diabetes, behavioral and mental health, and health care delivery improvement. Kaiser Permanente's research is broadly focused on three themes: understanding health risks; addressing patients' needs and improving health outcomes; and informing policy and practice to facilitate the use of evidence-based care. Kaiser Permanente is uniquely positioned to conduct research due to its rich, longitudinal, electronic clinical databases that capture virtually complete health care delivery, payment, decision-making and behavioral data across inpatient, outpatient, and emergency department settings.
Form 990, Part V, Line 4B - Foreign Countries Continued	THAILAND, TURKEY, UNITED ARAB EMIRATES, UNITED KINGDOM, BERMUDA AND IRELAND.
Form 990, Part VI, Line 1A	VOTING MEMBERS AND GOVERNING BODY THE EXECUTIVE COMMITTEE, COMPOSED OF THE DIRECTORS THAT ARE THE CHAIRS OF THE BOARD'S OTHER STANDING COMMITTEES, HAS AUTHORITY TO ACT FOR THE BOARD BETWEEN MEETINGS EXCEPT IT HAS NO AUTHORITY TO: A. FILL VACANCIES ON THE BOARD OR THE COMMITTEE; B. FIX THE COMPENSATION OF DIRECTORS FOR SERVING ON THE BOARD OR ANY COMMITTEE; C. ADOPT, AMEND OR REPEAL BYLAWS; D. AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS CANNOT BE AMENDED OR REPEALED BY THE EXECUTIVE COMMITTEE; E. APPOINT COMMITTEES OF THE BOARD OR APPOINT THE MEMBERS THEREOF; OR F. APPROVE ANY ASPECT OF A TRANSACTION INVOLVING THE COMPANY WHEN A DIRECTOR HAS A MATERIAL FINANCIAL INTEREST IN THAT TRANSACTION, EXCEPT AS EXPRESSLY PROVIDED BY THE LAW.
Form 990, Part VI, Line 2	Family or Business Relationships Board members Eugene Washington, MD and Richard Shannon, MD have a business relationship. Board members Jeff Epstein and Jenny Ming have a business relationship.
Form 990, Part VI, Line 5	Diversion of Assets Fraudulent claims in the amount of $560,000 occurred. The case has been referred to law enforcement. Procedures have been implemented to mitigate risk of potential occurrences.
FORM 990, PART VI, LINE 11B	FORM 990 REVIEW PROCESS 1. KEY INFORMATION NECESSARY FOR THE PREPARATION OF THE TAX RETURN IS OBTAINED AND/OR CONFIRMED WITH INTERNAL SOURCES INCLUDING REGIONAL FINANCE, EXECUTIVE COMPENSATION, COMMUNITY HEALTH DEPARTMENT, TREASURY, GOVERNMENT RELATIONS, AND LEGAL. 2. PRIOR TO FINALIZATION, THE RETURN IS REVIEWED BY AN EXTERNAL TAX ADVISOR. 3. ONCE SIGNED BY AN EXTERNAL TAX ADVISOR, THE RETURN AND UNDERLYING DATA ARE REVIEWED BY AN OFFICER OR A MEMBER OF MANAGEMENT DESIGNATED BY AN OFFICER FOR SIGNATURE AND FILING. 4. COPIES ARE THEN PROVIDED TO BOARD MEMBERS PRIOR TO FILING.
Form 990, Part VI, Line 12C	Ethics and Compliance Ongoing Monitoring and Enforcement Activities Kaiser Permanente regularly and consistently monitors and enforces compliance with the Conflicts of Interest policy in the following ways: Reporting Conflicts of Interest Concerns - The Kaiser Permanente Ethics and Compliance Hotline or Webline is available to all employees, vendors, contractors, and agents to anonymously report actual or perceived conflicts of interest. The Hotline is managed by a third party; however, reported conflicts of interest allegations are provided to Ethics and Compliance for investigation, and if required, corrective actions are taken to address the conflict of interest. Employees are prohibited from retaliating against or intimidating anyone who reports concerns in good faith or refuse to participate in wrongdoing. Annual Disclosure Process - Annually, Directors, Officers, Key Employees, Executives, and other employees in roles with elevated risk (e.g., research investigator, managers and supervisors with funds disbursement authority, or sales consultants) are required to complete a Conflicts of Interest Disclosure form. Responses are reviewed by Ethics and Compliance, Board Services, and / or the Governance, Accountability and Nominating Committee of the Kaiser Foundation Health Plan/Hospital Board of Directors. When actions are required, they are addressed in accordance with policies and written standards. Conflicts of interest responses and actions are maintained in our system of record for tracking and reporting purposes. Ongoing Disclosure Process - In addition to the annual disclosure process and in accordance with the Conflicts of Interest policy, on an ongoing basis Ethics and Compliance receives, consults, and reports on conflicts of interest matters. External Audit Review of Disclosures - Annually, as a part of the Kaiser Permanente external audit, an outside certified public accounting firm reviews the conflicts of interest disclosure process and actions taken for Directors, Officers, Key Employees, and Executives. The results, inclusive of any findings, are presented to the Kaiser Foundation Health Plan/ Hospital Audit and Compliance Committee of the Board of Directors. Awareness and Enforcement - Kaiser Permanente adheres to the following general awareness and enforcement guidelines: - Interactive conflicts of interest scenarios, and the Conflicts of Interest and Corrective or Disciplinary Action policies are provided and reviewed as part of the general annual ethics and compliance training, and compliance training for new employees. - Employees who complete the training are provided learning boosters which occur 2 days, 2 weeks, and 2 months after the course to help retain and apply learning. - The Conflicts of Interest Policy is reviewed and attested to by those selected to complete the annual disclosure form. - Conflict of interest topics (e.g., how to disclose conflict of interest situations, examples of conflicts of interest, etc.) are included in annual Ethics and Compliance week's activities. - Road shows are conducted throughout the year to educate employees in elevated risk departments, such as Community Health, on conflicts of interest situations. - Represented employees are subject to corrective or disciplinary action provisions outlined in the regional or national collective bargaining agreements and applicable policies. In the event disciplinary action is required due to failure to comply with applicable legal and regulatory requirements, Kaiser Permanente policies and procedures, the Code of Conduct (Principles of Responsibility), unsatisfactory performance, or misconduct disciplinary action includes, but is not limited to: * verbal discussion, coaching, and/or warning by the employee's immediate; supervisor or higher-level manager to correct the problem; * written notice, with or without final warning; * suspension, with or without final warning; or * termination of employment
Form 990, Part VI, Line 15A/B	COMPENSATION DETERMINATION THE EXECUTIVE COMPENSATION PROGRAM AS ADMINISTERED BY KAISER FOUNDATION HEALTH PLAN, INC. IS DESIGNED TO RECRUIT, RETAIN AND MOTIVATE QUALIFIED SENIOR MANAGEMENT PERSONNEL. SENIOR MANAGEMENT PERSONNEL HAVE A SIGNIFICANT IMPACT ON THE STRATEGIC AND POLICY DIRECTION AND RESULTS OF THE ORGANIZATION. THEREFORE, THE EXECUTIVE COMPENSATION PROGRAM IS, TO A SIGNIFICANT DEGREE, PERFORMANCE-BASED. THE COMPENSATION PROGRAM IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. PRIOR TO PAYMENT, ALL PROGRAMS AND PAYMENTS TO THE CEO, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT OFFICIALS (EXECUTIVES) ARE REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. BASE PAY FOR EXECUTIVE POSITIONS IS ESTABLISHED AT A LEVEL COMPARABLE TO THE RELEVANT MARKET. IN ADDITION, OTHER COMPONENTS OF THE COMPENSATION PROGRAM BEAR 'AT-RISK' FEATURES DESIGNED TO FOCUS ON STRATEGICALLY IMPORTANT PERFORMANCE GOALS AND TO ASSIST IN ATTRACTING AND RETAINING TOP PERFORMERS. THE EXECUTIVE COMPENSATION PROGRAM IS TARGETED TO BE COMPETITIVE TO THE COMPARABLE EXTERNAL MARKET IN WHICH THE ORGANIZATION COMPETES FOR EXECUTIVE LEADERSHIP. EVALUATION OF COMPARABLE PAY DATA IS PERFORMED BY AN INDEPENDENT COMPENSATION, BENEFITS & HUMAN RESOURCES CONSULTING FIRM. THE COMPENSATION PROGRAM FOCUSES ON OBJECTIVES IN THE AREAS OF QUALITY OF MEMBER CARE AND SERVICE, MEMBERSHIP GROWTH, FINANCIAL SOUNDNESS, AND THE COMMUNITY AND SOCIAL MISSION OF THE ORGANIZATION.
Form 990, Part VI, Line 18	TO REQUEST COPIES CONTACT: NATIONAL COMMUNICATIONS - RM OPERATIONS KAISER FOUNDATION HEALTH PLAN AND HOSPITALS ONE KAISER PLAZA, 22ND FLOOR OAKLAND, CA 94612
Form 990, Part VI, Line 19	These documents are made available when regulatorily required.
Form 990, Part VII, Section A, Column B	HOURS FOR RELATED ORGANIZATIONS INDIVIDUALS WHO ARE BOTH OFFICERS AND MEMBERS OF BOARDS OF DIRECTORS WORK FULL TIME AS EMPLOYEES AS WELL AS FULFILL THEIR BOARD ASSIGNMENT. ALL OFFICERS WORK FULL TIME IN THEIR EMPLOYEE CAPACITY. FULL TIME WORK MAY REQUIRE IN EXCESS OF THE TRADITIONAL 40 HOUR WEEK. GIVEN THE INTEGRATED NATURE OF OUR ORGANIZATION, EMPLOYEES MAY PROVIDE SUPPORT FOR VARIOUS KAISER PERMANENTE COMPANIES. THE AVERAGE HOURS PER WEEK REPORTED FOR THE FILING ORGANIZATION AND RELATED ORGANIZATIONS WAS ESTIMATED.
Form 990, Part XI, Line 9	Other changes in net assets or fund balances Capital Transfers 3,506,947 Change in Pension & Retirement Liabilities (1,384,674,870) Other Than Temporary Impairment (256,925,446) Gain/Loss on Sale of Investments - Book 19,683,524 Gain/Loss on Sale of Investments - Tax 279,754,568 Total (1,338,655,277)

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
KP CAL LLC
One Kaiser Plaza 26th Floor	OAKLAND	CA	94612	202712661	HEALTH CARE	CA	$0	$0	KFHP Inc
ORDWAY INDEMNITY LTD
One Kaiser Plaza 26th Floor	OAKLAND	CA	94612	900031974	INSURANCE		$9,278,858	$42,509,892	ORDWAY INT'L	BD
ORDWAY INTERNATIONAL LTD
One Kaiser Plaza 26th Floor	OAKLAND	CA	94612		Holding Co.		$24,900	$9,634,210	KFHP Inc	BD
PERMANENTE ADVANTAGE LLC
One Kaiser Plaza 26th Floor	OAKLAND	CA	94612	320240554	Health Care	DE	$3,770,054	$2,201,682	KFHP Inc
RAINBOW DIALYSIS LLC
One Kaiser Plaza 26th Floor	OAKLAND	CA	94612	270473737	Health Care	DE	$8,818,767	$9,680,613	KFHP Inc

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
Kaiser Foundation Hospitals
One Kaiser Plaza 26th Floor	Oakland	CA	94612	941105628	Health Care	CA	501(c)(3)	3	NA	false
Kaiser Foundation Health Plan of CO
One Kaiser Plaza 26th Floor	Oakland	CA	94612	840591617	Health Care	CO	501(c)(3)	10	KFHP Inc	Yes (true)
Kaiser Foundation Health Plan of GA Inc
One Kaiser Plaza 26th Floor	Oakland	CA	94612	581592076	Health Care	GA	501(c)(3)	10	KFHP Inc	Yes (true)
Kaiser Foundation Health Plan of the MAS
One Kaiser Plaza 26th Floor	Oakland	CA	94612	520954463	Health Care	MD	501(c)(3)	10	KFHP Inc	Yes (true)
Kaiser Foundation Health Plan of the NW
One Kaiser Plaza 26th Floor	Oakland	CA	94612	930798039	Health Care	OR	501(c)(3)	10	KFHP Inc	Yes (true)
Kaiser Fdn Health Plan of Washington
One Kaiser Plaza 26th Floor	Oakland	CA	94612	910511770	Health Care	WA	501(c)(3)	3	KFHPW Hldng	Yes (true)
Kaiser Hospital Asset Management Inc
One Kaiser Plaza 26th Floor	Oakland	CA	94612	943299125	Asset Mgmt	CA	501(c)(3)	12-I	KFH	Yes (true)
Kaiser Health Plan Asset Management Inc
One Kaiser Plaza 26th Floor	Oakland	CA	94612	943299124	Asset Mgmt	CA	501(c)(3)	12-I	KFHP Inc	Yes (true)
Camp Bowie Service Center
One Kaiser Plaza 26th Floor	Oakland	CA	94612	943299123	Admin	CA	501(c)(3)	12-I	KFHP Inc	Yes (true)
Lokahi Assurance LTD
One Kaiser Plaza 26th Floor	Oakland	CA	94612	912171891	WC Placement	HI	501(c)(3)	12-I	KFHP Inc	Yes (true)
1800 Harrison Foundation
One Kaiser Plaza 26th Floor	Oakland	CA	94612	943317484	Financing	CA	501(c)(3)	12-I	KFHP Inc	Yes (true)
Kaiser Hospital Assistance Corporation
One Kaiser Plaza 26th Floor	Oakland	CA	94612	311779500	Financing	CA	501(c)(3)	12-I	KFH	Yes (true)
Kaiser Health Alternatives
One Kaiser Plaza 26th Floor	Oakland	CA	94612	930954562	Health Care	OR	501(c)(3)	10	KFHP Inc	Yes (true)
KP Bernard J Tyson School of Medicine
One Kaiser Plaza 26th Floor	Oakland	CA	94612	814053028	Medical Edu.	CA	501(c)(3)	2	KFH	Yes (true)
KFHPW Holdings
One Kaiser Plaza 26th Floor	Oakland	CA	94612	930480268	Health Care	WA	501(c)(3)	12-I	KFHP Inc	Yes (true)
Group Health Northwest
One Kaiser Plaza 26th Floor	Oakland	CA	94612	911216856	Inactive	WA	501(c)(3)	12-I	KFHP of WA	Yes (true)
Kaiser Fdn For The Adv of Integrated HC
One Kaiser Plaza 26th Floor	Oakland	CA	94612	823819611	Advocacy	CA	501(c)(4)	N/A	KFHP Inc	Yes (true)
Kaiser Foundation Health Plan of NV Inc
One Kaiser Plaza 26th Floor	Oakland	CA	94612	372097870	Health Care	DE	501(c)(4)	N/A	KFHP Inc	Yes (true)
KP Medical Foundation
One Kaiser Plaza 26th Floor	Oakland	CA	94612	920685740	Health Care	DE	501(c)(3)	12-I	KFHP Inc	Yes (true)
KFH Holdings Inc
One Kaiser Plaza 26th Floor	Oakland	CA	94612	884172095	Holding Co	DE	501(c)(3)	12-I	KFH	Yes (true)
Risant Health Inc
One Kaiser Plaza 26th Floor	Oakland	CA	94612	923467590	Health Care	DE	501(c)(3)	12-I	NA	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	UBI Code VUBICodeVAmt	OwnershipOwnershipPct
NXT CAP SR FD I LLC
191 N Wacker Dr 1200	Chicago	IL	60606	371651297	Investment	DE	NA	N/A	$0	$0	$0	0.00000
Maui Nui ASC Holdco LLC
1 Kaiser Pl 26th Fl	Oakland	CA	94612		Holding Co	HI	NA	N/A	$0	$0	$0	0.00000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Province Or StateForeignAddress/ProvinceOrStateNm
Oak Tree Assurance Ltd
One Kaiser Plaza 26th Floor	Oakland	CA	94612	030329760	Insurance	VT	KFHP INC	C Corp	$7,379,655	$110,596,002	1.00000	Yes (true)
Kaiser Permanente Insurance Company
One Kaiser Plaza 26th Floor	Oakland	CA	94612	943203402	Insurance	CA	KFHP INC	C Corp	$173,928,546	$241,052,862	1.00000	Yes (true)
Kaiser Permanente International
One Kaiser Plaza 26th Floor	Oakland	CA	94612	943245176	Consulting	CA	NA	C Corp	$0	$0		Yes (true)
KFHP of Washington Options Inc
One Kaiser Plaza 26th Floor	Oakland	CA	94612	911467158	Insurance	WA	NA	C Corp	$0	$0		Yes (true)
Group Health of Washington
One Kaiser Plaza 26th Floor	Oakland	CA	94612	911314907	Inactive	WA	NA	C Corp	$0	$0		Yes (true)
Garfield Health Solutions East Pte Ltd
					Admin		NA	C Corp	$0	$0		Yes (true)	Level 10 Tower C Panchshil Busine	Balewadi Pune	IN	411045	IN
Garfield Health Solutions West SRL
					Admin		NA	C CORP	$0	$0		Yes (true)	Ultrapark II Free trade Zone Bld4	Lagunilla	CS		CS	Heredia

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	Yes (true)	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	Yes (true)	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (75 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
KAISER FOUNDATION HOSPITALS
L	$7,853,442,521	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
M	$28,916,239,927	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
P	$4,046,627,567	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
Q	$8,707,173,511	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
R	$3,445,461,785	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
S	$274,123,155	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
B	$424,101	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
L	$190,364,744	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
M	$37,555,721	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
P	$74,470,725	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
Q	$109,160,992	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
R	$113,832,464	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
S	$27,690,044	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
C	$262,074	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
L	$96,015,371	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
M	$27,185,007	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
P	$29,165,810	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
Q	$219,733,080	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
R	$505,859,744	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
S	$20,937,904	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
L	$298,403,024	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
M	$98,487,552	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
P	$45,396,181	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
Q	$185,801,203	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
R	$179,649,041	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
S	$100,414,698	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
L	$239,492,261	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
M	$60,965,818	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
P	$39,187,182	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
Q	$32,343,429	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
R	$660,226,709	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
S	$52,731,775	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
B	$242,194	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
L	$82,162,671	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
M	$15,568,952	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
P	$11,705,507	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
Q	$28,877,204	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
R	$11,533,923	PER AGREEMENT
KAISER FDN HEALTH PLAN OF WASHINGTON
S	$1,377,914	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
L	$2,444,298	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
M	$44,452,131	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
P	$26,202,508	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
Q	$7,020,557	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
R	$265,578,027	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
S	$2,580,192	PER AGREEMENT
1800 HARRISON FOUNDATION
A	$3,526,947	PER AGREEMENT
KAISER FDN FOR THE ADV OF INTEGRATED HC
P	$969,489	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
L	$180,619,672	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
M	$113,528,990	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
P	$53,700,380	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
Q	$60,238,334	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
R	$9,544,501	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
S	$170,389	PER AGREEMENT
LOKAHI ASSURANCE LTD
L	$94,988,024	PER AGREEMENT
LOKAHI ASSURANCE LTD
M	$233,692,083	PER AGREEMENT
LOKAHI ASSURANCE LTD
P	$95,594	PER AGREEMENT
LOKAHI ASSURANCE LTD
Q	$300,030,649	PER AGREEMENT
LOKAHI ASSURANCE LTD
R	$25,190,503	PER AGREEMENT
LOKAHI ASSURANCE LTD
S	$3,113,882	PER AGREEMENT
KAISER PERMANENTE INTERNATIONAL
Q	$384,264	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
G	$1,443,324	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
H	$747,595	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
J	$35,764,428	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
K	$31,878,129	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
P	$1,569,583	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
Q	$1,056,891	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
R	$149,543	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
S	$4,806,283	PER AGREEMENT
OAK TREE ASSURANCE LTD
L	$1,379,397	PER AGREEMENT
OAK TREE ASSURANCE LTD
M	$477,921	PER AGREEMENT
KP BERNARD J TYSON SCHOOL OF MEDICINE INC
K	$1,203,063	PER AGREEMENT
KP MEDICAL FOUNDATION
P	$615,415	PER AGREEMENT
KP MEDICAL FOUNDATION
Q	$15,180,968	PER AGREEMENT
KP MEDICAL FOUNDATION
R	$2,179,640	PER AGREEMENT
KP MEDICAL FOUNDATION
S	$93,460	PER AGREEMENT