KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC (EIN 52-0954463)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-08
IRS object ID: 201913129349303701
Schema version: 2018v3.1
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 C
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-08T16:50:27-06:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PricewaterhouseCoopers 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	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	520954463	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KAISER FOUNDATION HEALTH PLAN OF THE	BusinessNameLine1Txt
Business Name Line2	MID-ATLANTIC STATES INC	BusinessNameLine2Txt

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA SUITE 15L	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ALFONSE UPSHAW	PersonNm
Person Title	SVP, CC & CAO	PersonTitleTxt
Phone	5102716611	PhoneNum
Signature	2019-10-15	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT W FRIZ	PreparerPersonNm
PTIN	P00438748	PTIN
Phone	2673303000	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.68.125.77	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	23522320193125000043	FederalOriginalSubmissionId
Federal Original Submission Id	2019-11-08	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	12A26B7EFE538D1D50EF6B5E3553BD9A3312B904	AtSubmissionCreationDeviceId
At Submission Filing Device Id	F456C520C4F0493F307ED3F1DC1F0DE42227702A	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-03-31 21:24:44Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	KIMBERLY HORN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA SUITE 15L	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,638,487,224	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	1972	FormationYr
Legal Domicile State	MD	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	9873	TotalEmployeeCnt
Total Volunteers	1138	TotalVolunteersCnt
Total Gross UBI	$692,390	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$1,627,441	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$3,700,773,153	PYProgramServiceRevenueAmt
CY Program Service Revenue	$4,340,220,756	CYProgramServiceRevenueAmt
PY Investment Income	$4,826,852	PYInvestmentIncomeAmt
CY Investment Income	$9,776,345	CYInvestmentIncomeAmt
PY Other Revenue	$428,441	PYOtherRevenueAmt
CY Other Revenue	$616,147	CYOtherRevenueAmt
PY Total Revenue	$3,706,028,446	PYTotalRevenueAmt
CY Total Revenue	$4,350,613,248	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,242,634	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,792,900	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$794,118,433	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$893,977,152	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,005,133,602	PYOtherExpensesAmt
CY Other Expenses	$3,414,400,698	CYOtherExpensesAmt
PY Total Expenses	$3,800,494,669	PYTotalExpensesAmt
CY Total Expenses	$4,310,170,750	CYTotalExpensesAmt
PY Revenues Less Expenses	-$94,466,223	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$40,442,498	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,560,429,135	TotalAssetsBOYAmt
Total Assets EOY	$1,876,306,551	TotalAssetsEOYAmt
Total Liabilities BOY	$1,929,920,367	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,114,845,884	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$369,491,232	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$238,539,333	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	$3,462,670,212	ExpenseAmt
Grant	$301,033	GrantAmt
Revenue	$4,013,258,391	RevenueAmt
Desc	MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. (KFHP-MAS) 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 OF MAS EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$410,284,991	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$326,775,392	RevenueAmt
Desc	MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES (KFHP-MAS) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-MAS MEMBERS, BUT ALSO WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2018, OVER 77,000 INDIVIDUALS WERE RECEIVING THE BENEFITS OF FULL MEMBERSHIP THROUGH KFHP-MAS'S MEDICAID MANAGED CARE PROGRAMS IN MARYLAND AND VIRGINIA. IN ADDITION, KFHP-MAS PROVIDED HEALTH CARE ON A FEE-FOR-SERVICE BASIS FOR MEDICAID BENEFICIARIES WHO WERE NOT ENROLLED AS KFHP-MAS MEMBERS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$83,080,984	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$186,973	RevenueAmt
Desc	CHARITY CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE) KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES (KFHP-MAS) PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. KFHP-MAS 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 2018, THIS PROGRAM ASSISTED OVER 99,000 PATIENTS THROUGH FINANCAIL ASSISTANCE. THE CHC PROGRAM OFFERS REGULAR KAISER FOUNDATION HEALTH PLAN MEMBERSHIP AT MINIMAL COST TO LOW INCOME FAMILIES WHO ARE NOT ELIGIBLE FOR OTHER PUBLIC OR PRIVATELY SPONSORED COVERAGE. OVER 10,000 INDIVIDUALS WERE RECEIVING COMPREHENSIVE HEALTH CARE THROUGH THIS PROGRAM AT THE END OF 2018.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$13,725,861	ExpenseAmt
Grant	$1,491,867	GrantAmt
Revenue	$0	RevenueAmt
Desc	SEE COMMUNITY BENEFIT REPORT IN SCH O	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$13,725,861	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$1,491,867	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$3,969,762,048	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	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
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
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	false	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	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
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
IRP Document	3248	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	9873	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	false	ForeignFinancialAccountInd
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	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	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
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA STE 15L	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 (42 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Ramon F Baez
Director	0.2	5.4	Yes (X)	$0	$222,181	$13,477
David Barger
Director	0.5	9.5	Yes (X)	$0	$198,500	$16,825
Regina M Benjamin MD MBA
Director	0.5	8.0	Yes (X)	$0	$216,734	$15,542
Jeffrey E Epstein
Director	0.5	8.0	Yes (X)	$0	$226,895	$11,038
Leslie S Heisz
Director	0.25	4.75	Yes (X)	$0	$235,287	$12,475
David F Hoffmeister
Director	0.25	9.25	Yes (X)	$0	$222,880	$13,054
Judith A Johansen JD
Director	0.5	8.5	Yes (X)	$0	$260,324	-$18,131
Kim J Kaiser
Director	0.4	7.6	Yes (X)	$0	$247,260	-$11,160
Edward Y W Pei
Director	0.25	7.25	Yes (X)	$0	$233,531	-$16,551
Margaret E Porfido JD
Director	0.5	5.5	Yes (X)	$10,000	$268,762	-$9,170
Richard Shannon MD
Director	0.5	5.0	Yes (X)	$0	$210,000	$34,412
Cynthia A Telles PHD
Director	0.7	8.5	Yes (X)	$0	$251,108	$1,559
Bernard Tyson
Chairman & CEO	4.0	46.0	Yes (X)	$0	$15,709,853	$2,173,780	Yes (X)
Eugene Washington MD
Director	0.25	6.75	Yes (X)	$0	$206,000	$13,686
Gregory Adams
EVP, Group President	4.0	46.0		$0	$9,082,242	$1,144,302	Yes (X)
Kristin Bear
Assistant Secretary	4.0	46.0		$0	$319,457	$24,425	Yes (X)
Maryann Bodayle
Assistant Secretary	1.0	49.0		$0	$176,012	$17,629	Yes (X)
Bernice Gould
Assistant Secretary	1.0	49.0		$0	$238,526	$20,358	Yes (X)
Kimberly Horn
Regional President - MAS	45.0	5.0		$0	$1,712,857	$437,212	Yes (X)
Kathryn Lancaster
EVP & CFO	3.5	46.5		$0	$3,221,105	$353,313	Yes (X)
Thomas Meier
SVP, Corporate Treasurer	1.5	48.5		$0	$1,211,947	$41,466	Yes (X)
Donald Orndoff
SVP, NFS	4.0	46.0		$0	$1,147,552	$202,084	Yes (X)
Arthur Southam
EVP, Health Plan Operations	4.0	46.0		$0	$3,370,942	$573,089	Yes (X)
Susan Spurlark
Assistant Secretary	50.0	0.0		$0	$474,464	$38,628	Yes (X)
Alfonse Upshaw
SVP,Corporate Controller & CAO	3.5	46.5		$0	$813,644	$128,411	Yes (X)
William Wiechmann
Assistant Secretary	0.5	49.5		$0	$532,995	$100,087	Yes (X)
Hong-Sze Yu
VP, Brd & Corp Gov & Asst Secy	3.5	46.5		$0	$361,334	$86,046	Yes (X)
Mark Zemelman
SVP, General Counsel & Secy	2.0	48.0		$0	$2,058,532	$22,057	Yes (X)
Joseph Butz
VP & COO - MAS	50.0	0.0		$0	$603,601	$120,506		Yes (X)
Jon Kunkle
VP, CFO - Mid-Atlantic States	50.0	0.0		$0	$535,901	$99,194		Yes (X)
Mark Ruszczyk
VP, MSBD - MAS	50.0	0.0		$0	$635,313	$97,460		Yes (X)
Frank Titus
VP, HPSA - MAS	50.0	0.0		$0	$464,461	$76,618		Yes (X)
Jill Feldon Lanouette
VP, Mktg Comm & Cmty Rltn's	50.0	0.0		$0	$644,148	$130,597			Yes (X)
Pamela Galley
VP, Continuum of Care - MAS	50.0	0.0		$0	$411,559	$62,777			Yes (X)
Joan L Gelrud
SVP, HP & Hospital Quality	50.0	0.0		$0	$377,241	$155,565			Yes (X)
Delinda Hastie Washington
VP, HR - MAS	50.0	0.0		$0	$422,546	$80,210			Yes (X)
Wayne Dominic Wilson
VP, Gov't Prgms & Ext. Rltns	50.0	0.0		$0	$646,778	$74,630			Yes (X)
Daniel Garcia
SVP, Chief Compliance Officer	0.0	0.0		$0	$310,893	-$67,932				Yes (X)
George Halvorson
Chairman	0.0	0.0		$0	$27,324	-$49,993				Yes (X)
Rochelle Roth
Assistant Secretary	0.0	50.0		$0	$185,515	-$84,471				Yes (X)
Jacqueline Sellers
Assistant Secretary	0.0	50.0		$0	$300,332	$35,262				Yes (X)
Ruben Burnett
VP, Natl Consultant Relations	0.0	50.0		$0	$381,523	$26,770				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$10,000	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$49,378,059	TotReportableCompRltdOrgAmt
Total Other Compensation	$6,197,136	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2184	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
MID-ATLANTIC PERMANENTE MEDICAL GRO
2101 EAST JEFFERSON STREET	ROCKVILLE	MD	20852	MEDICAL SERVICES	$862,286,603
HOLY CROSS HEALTH
1500 FOREST GLEN RD	SILVER SPRINGS	MD	20910	MEDICAL SERVICES	$97,778,203
VIRGINIA HOSPITAL CENTER
8456 TYCO ROAD	VIENNA	VA	22182	MEDICAL SERVICES	$93,889,625
CHILDREN'S HOSPITAL
111 MICHIGAN AVE NW 4TH FL	WASHINGTON	DC	20010	MEDICAL SERVICES	$74,828,284
WASHINGTON HOSPITAL CENTER
PO BOX 418203	BOSTON	MA	02241	MEDICAL SERVICES	$64,679,553

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	282	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MBR HLTH CARE PREM	900099	$3,613,112,472	$3,613,112,472
MEDICARE/MEDICAID	900099	$501,115,351	$501,115,351
SUPPL CHARGE/PHARM	900099	$172,954,542	$172,770,800	$183,742
NON-PLAN & IND REV	900099	$4,966,942	$4,458,294	$508,648
OTHER PRGM SERVICE	900099	$48,071,449	$48,071,449

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,340,220,756	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,622,960	TotalRevenueColumnAmt
Exclusion	$12,622,960	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	$613,447	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$613,447	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$613,447	TotalRevenueColumnAmt
Exclusion	$613,447	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$284,973,866	SecuritiesAmt
Other	$53,495	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$287,784,366	SecuritiesAmt
Other	$89,610	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$2,810,500	SecuritiesAmt
Other	-$36,115	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$2,846,615	TotalRevenueColumnAmt
Exclusion	-$2,846,615	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	PARKING REVENUE	Desc
Business	812930	BusinessCd
Total Revenue Column	$2,700	TotalRevenueColumnAmt
Exclusion	$2,700	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,700	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,350,613,248	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,339,528,366	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$692,390	UnrelatedBusinessRevenueAmt
Exclusion	$10,392,492	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,792,900	TotalAmt
Program Services	$1,792,900	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	$10,000	TotalAmt
Management And General	$10,000	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$634,280,965	TotalAmt
Program Services	$592,677,110	ProgramServicesAmt
Management And General	$41,603,855	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$97,577,761	TotalAmt
Program Services	$97,577,761	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$111,550,346	TotalAmt
Program Services	$96,562,731	ProgramServicesAmt
Management And General	$14,987,615	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$50,558,080	TotalAmt
Program Services	$50,558,080	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	$146,679	TotalAmt
Management And General	$146,679	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,270,015	TotalAmt
Management And General	$1,270,015	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

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	$347,403	TotalAmt
Management And General	$347,403	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

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

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$19,306,206	TotalAmt
Program Services	$718,769	ProgramServicesAmt
Management And General	$18,587,437	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,928,865	TotalAmt
Program Services	$13,953,751	ProgramServicesAmt
Management And General	$1,975,114	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$220,725,656	TotalAmt
Program Services	$141,410,102	ProgramServicesAmt
Management And General	$79,315,554	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$55,425,215	TotalAmt
Program Services	$55,425,215	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,604,473	TotalAmt
Program Services	$1,956,282	ProgramServicesAmt
Management And General	$648,191	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	$2,474,857	TotalAmt
Management And General	$2,474,857	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$23,249,003	TotalAmt
Program Services	$23,249,003	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$76,288,096	TotalAmt
Program Services	$76,288,096	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$32,261,341	TotalAmt
Program Services	$32,261,341	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
CONTRACTUAL PAYMENTS	$1,358,131,159	$1,358,131,159
SUPPLIES	$728,963,594	$649,269,432	$79,694,162
PURCHASED MEDICAL SERVICES	$411,885,142	$410,473,076	$1,412,066
INTER-REGIONAL CHARGES	$195,355,662	$192,583,591	$2,772,071

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$270,037,332	TotalAmt
Program Services	$174,873,649	ProgramServicesAmt
Management And General	$95,163,683	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,310,170,750	TotalAmt
Program Services	$3,969,762,048	ProgramServicesAmt
Management And General	$340,408,702	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	$163,113,644	BOYAmt
EOY	$45,679,543	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	$132,206,411	BOYAmt
EOY	$154,360,027	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	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$42,050,382	BOYAmt
EOY	$40,150,900	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,515,392	BOYAmt
EOY	$6,394,907	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,685,096,352	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$768,664,842	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$811,016,666	BOYAmt
EOY	$916,431,510	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$254,834,425	BOYAmt
EOY	$573,198,776	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$151,692,215	BOYAmt
EOY	$140,090,888	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,560,429,135	BOYAmt
EOY	$1,876,306,551	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$322,692,048	BOYAmt
EOY	$527,697,718	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	$39,136,496	BOYAmt
EOY	$48,429,431	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	$1,568,091,823	BOYAmt
EOY	$1,538,718,735	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,929,920,367	BOYAmt
EOY	$2,114,845,884	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$8,301,762	BOYAmt
EOY	$8,301,762	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	-$377,792,994	BOYAmt
EOY	-$246,841,095	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$369,491,232	BOYAmt
EOY	-$238,539,333	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,560,429,135	BOYAmt
EOY	$1,876,306,551	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$40,442,498	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,114,894	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$88,394,507	OtherChangesInNetAssetsAmt
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	false	FederalGrantAuditRequiredInd

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	$14,500	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$28,275	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$42,775	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,716,227,851	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,075,698,789	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,408,656,198	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,700,220,530	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,339,528,366	CurrentTaxYearAmt
Total	$17,240,331,734	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	$2,716,242,351	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,075,727,064	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,408,656,198	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,700,220,530	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,339,528,366	CurrentTaxYearAmt
Total	$17,240,374,509	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	$17,240,374,509	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,632,832	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,930,224	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,333,472	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,320,498	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,236,407	CurrentTaxYearAmt
Total	$30,453,433	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	$3,632,832	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,930,224	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,333,472	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,320,498	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,236,407	CurrentTaxYearAmt
Total	$30,453,433	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$280,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$317,240	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$57,680	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,700	CurrentTaxYearAmt
Total	$657,620	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,719,875,183	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,079,937,288	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,413,306,910	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,705,598,708	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,352,767,473	CurrentTaxYearAmt
Total	$17,271,485,562	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99820	PublicSupportCY509Pct
Public Support PY509	0.99862	PublicSupportPY509Pct
Investment Income CY	0.00176	InvestmentIncomeCYPct
Investment Income PY	0.00134	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

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
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	Yes (true)	GrantsOtherOrganizationsInd
Grants Other Organizations	$9,523	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$817,555	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$76,690	OtherActivitiesAmt
Total Lobbying Expenditures	$903,768	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	LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES THE ORGANIZATION ("KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC." AKA "KFHP MAS") 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 MAS HAS A POLICY PROHIBITING ANY OF KFHP MAS' RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. KFHP MAS 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. KP EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT KFHP MAS' INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT FEDERAL AND STATE LEGISLATION HAVING AN IMPACT ON KP'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 MAS 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 MAS. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF KFHP MAS OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF KFHP MAS. 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	$125,689,717	OtherCostOrOtherBasisAmt
Book Value	$125,689,717	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$967,812,165	OtherCostOrOtherBasisAmt
Depreciation	$442,275,839	DepreciationAmt
Book Value	$525,536,326	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$181,271,234	OtherCostOrOtherBasisAmt
Depreciation	$112,031,334	DepreciationAmt
Book Value	$69,239,900	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$273,253,748	OtherCostOrOtherBasisAmt
Depreciation	$209,069,816	DepreciationAmt
Book Value	$64,183,932	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$137,069,488	OtherCostOrOtherBasisAmt
Depreciation	$5,287,853	DepreciationAmt
Book Value	$131,781,635	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$916,431,510	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
STATUTORY DEPOSITS	$1,973,405
LONG-TERM DUE FROM AFFILIATES	$136,047,700
OTHER LONG-TERM ASSETS	$1,012,464
BROKER RECEIVABLE	$248,825
OTHER ACQUIRED INTANGIBLE	$808,494

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$140,090,888	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
DUE TO RELATED ENTITIES	$197,231,676
SELF-INSURED RISKS	$160,189,664
PENSION & POST-RETIREMENT BENEFITS	$333,783,249
SUBORDINATED DEBT	$674,000,000
OTHER CURRENT LIABILITIES	$98,338,035
OTHER LONG-TERM LIABILITIES	$61,673,080
BROKER PAYABLE	$13,503,031

Field	Value	IRS element (for citing)
Total Liability	$1,538,718,735	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 I IRS990ScheduleI

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

Recipient Table RecipientTable (55 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
American Lebanese Syrian Associated
501 St Jude Place	Memphis	TN	38105	351044585	501(c)(3)	$10,000	Sponsorship St Jude Wine Country Soiree
Arlington Free Clinic
2921 11th St S	Arlington	VA	22204	541671883	501(c)(3)	$6,000	Event Support\Annual Fundraiser
Associated Black Charities
1114 Cathedral St	Baltimore	MD	21201	521427774	501(c)(3)	$11,984	Event Support\Annual Fundraiser
Baltimore Urban League
512 Orchard Street	Baltimore	MD	21201	520591585	501(c)(3)	$6,000	Sponsorship GBUL Equal Opportunity Day & Whitney M
Capital Area Food Bank
4900 Puerto Rico Ave	Washington	DC	20017	521167581	501(c)(3)	$14,100	Event Support\Dinner
Carson Scholars Fund Inc
305 W Chesapeake Ave	Towson	MD	21204	521851346	501(c)(3)	$10,000	Event Support\Annual Fundraiser
CASA de Maryland Inc
8151 15th Ave	Langley Park	MD	20783	521372972	501(c)(3)	$24,494	Event Support\Health Fair
Comm Fdn For Loudoun & Fauquier Counties
PO Box 342	Leesburg	VA	20178	541950727	501(c)(3)	$10,000	Conference Support
Commonhealth Action
1301 Connecticut Ave	Washington	DC	20036	830398572	501(c)(3)	$250,000	General Operating Support
Consumer Health Fdn
1400 16th St NW	Washington DC	DC	20036	530078064	501(c)(3)	$6,000	Conference Support
DC Food Policy Council
1100 4th St SW	Washington	DC	20024	536001131	Govt or Public	$25,000	General Operating Support
DC Greens Inc
2000 P St NW Ste 240	Washington	DC	20036	264527988	501(c)(3)	$25,000	Conference Support
Food Research & Action Center Inc
711 W 40th St Ste 360	Baltimore	MD	21211	237200739	501(c)(3)	$50,000	General Operating Support
Fusion Partnerships Inc
1601 Guilford Ave 2 S	Baltimore	MD	21202	522148413	501(c)(3)	$7,500	Event Support\Cultural Event
Future Harvest Inc
1114 Shawan Rd	Cockeysville	MD	21030	522132982	501(c)(3)	$15,500	Event Support\Cultural Event
Generation Hope
415 Michigan Ave NE	Washington	DC	20017	273554088	501(c)(3)	$14,400	Event Support\Dinner
George Mason University Foundation Inc
4400 University Drive	Fairfax	VA	22030	541603842	501(c)(3)	$201,667	Event Support\Cultural Event
Greater Washington Urban League Inc
2901 14th St NW	Washington	DC	20009	530208981	501(c)(3)	$10,000	Event Support\Awards Ceremony
Holy Cross Health Foundation Inc
1500 Forest Glen Rd	Silver Spring	MD	20910	208428450	501(c)(3)	$55,000	Sponsorship Holy Cross Health Women's Health Ball
Housing Virginia Campaign Inc
205 Robinson St	Richmond	VA	23220	200631947	501(c)(3)	$15,000	Conference Support
I Believe In Me Girls
2131 Woodlawn Drive	Baltimore	MD	21207	800809934	501(c)(3)	$7,500	Event Support\Annual Fundraiser
Inst for Public Health Innovation
1301 Connecticut Ave	Washington	DC	20036	463039129	501(c)(3)	$25,000	General Operating Support
Light Health And Wellness Comp Svcs Inc
2200 North Monroe St	Baltimore	MD	21217	522140604	501(c)(3)	$15,000	Event Support\Annual Fundraiser
Links Foundation Inc
1201 Massachusetts Ave	Washington	DC	20005	521170830	501(c)(3)	$10,000	Event Support\Health Fair
Living Classrooms Fdn
802 S Caroline St	Baltimore	MD	21231	521369524	501(c)(3)	$10,000	Event Support\Annual Fundraiser
Maryland African American Museum Corp
830 E Pratt St	Baltimore	MA	21202	522107879	501(c)(3)	$14,000	Event Support\Annual Fundraiser
Maryland Comm Health Resources Commission
6 N Liberty St	Baltimore	MD	21201	526002033	Govt or Public	$30,000	General Operating Support
Medical Care For Children Partnership Fdn
6699 Springfield Ctr	Springfield	VA	22150	261756738	501(c)(3)	$30,000	Event Support\Annual Fundraiser
Medical Education Cooperation with Cuba
1714 Franklin Street	Oakland	CA	94612	311603765	501(c)(3)	$10,000	Sponsorship MD Pipeline to Community Service 2018
Mid Atlantic Equity Consortium Inc
5272 River Road	Bethesda	MD	20816	521790753	501(c)(3)	$7,500	Conference Support
Montgomery Cty Coalition for the homeless
600-B East Gude Drive	Rockville	MD	20850	521735674	501(c)(3)	$10,000	Conference Support
Morgan State University Fdn Incorporated
1700 East Coldspring Ln	Baltimore	MD	21251	237089143	501(c)(3)	$90,750	Event Support\Cultural Event
National Assc of Health Svcs Execs (NAHSE)
1050 Connecticut Ave	Washington	DC	20036	621312239	501(c)(3)	$8,000	General Operating Support
National Council of YMCAs of the USA
101 N Wacker Drive	Chicago	IL	60606	363258696	501(c)(3)	$7,500	Conference Support
National Minority Quality Forum Inc
1201 15th St NW	Washington	DC	20001	311750942	501(c)(3)	$55,000	Event Support\Legislative/Political
North America's Building Trades Unions
2701 West Patapsco Ave	BALTIMORE	MD	91230	521271898	501(c)(3)	$50,000	General Operating Support
PI Upsilon Lambda Alpha Phi Alpha
1700 Fraser Fir Ct	Mitchellville	MD	20721	521841201	501(c)(3)	$13,000	Event Support\Health Fair
Playworks Edu Energized
2601 N Howard St	Baltimore	MD	21218	943251867	501(c)(3)	$7,500	Event Support\Annual Fundraiser
Prince Georges Chamber of Commerce
4640 Forbes Blvd Ste 130	Lanham	MD	20706	520678121	501(c)(6)	$20,000	Sponsorship 2018 Excellence In Business Awards Gal
Prince Georges Community College Fdn Inc
301 Largo Rd Accokeek Hall	Largo	MD	20771	521429938	501(c)(3)	$25,000	Sponsorship for Partners for Success Awards Gala
Prince Georges County Parks Foundation
7833 Walker Drive	Greenbelt	MD	20770	471658678	501(c)(3)	$20,000	Sponsorship for H.A.V.E.N Youth Summer Program
Prince William County Public School Fdn
PO Box 389	Manassas	VA	20108	541498824	501(c)(3)	$26,720	Event Support\Annual Fundraiser
The Comm Fdn for the National Capital Reg
1325 G St NW Ste 480	Washington	DC	20005	237343119	501(c)(3)	$25,000	General Operating Support
The Finn Group
1900 Park Avenue	Baltimore	MD	21217	454696710	For profit	$50,000	Sponsorship Basketball Tournament Day of Giving
The Foundation for FCPS Inc
8115 Gatehouse Rd	Falls Church	VA	22042	364674229	501(c)(3)	$30,000	Conference Support
United Way of Central Maryland Inc
1800 Washington Blvd	Baltimore	MD	21230	520591543	501(c)(3)	$16,340	Event Support\Annual Fundraiser
University of Maryland Baltimore Fdn Inc
1420 N Charles St	Baltimore	MD	21201	311678679	501(c)(3)	$7,500	Conference Support
URU the Right to Be Inc
PO Box 26925	West Haven	CT	06516	562520642	501(c)(3)	$10,000	Sponsorship Changing the Face of STEM, a transform
Virginia Association of Health Plans
1111 East Main Street	Richmond	VA	23219	541335178	501(c)(6)	$18,000	Professional Medical Advocacy
Virginia Hospital Center Fdn
1701 N George Mason Dr	Arlington	VA	22205	204129901	501(c)(3)	$10,050	Event Support\Annual Fundraiser
Washington Area Womens Foundation
1331 H Street NW	Washington	DC	20005	522028612	501(c)(3)	$20,000	Sponsorship for Washington Area Women's Foundation
Washington District of Columbia Metro
4005 Wisconsin Av	Washington	DC	20016	364734475	501(c)(3)	$15,000	Sponsorship HBCU Alumni Soiree
Washington English Center
2200 CALIFORNIA ST NW	Washington	DC	20008	522106206	501(c)(3)	$10,000	Event Support\Annual Fundraiser
Washington Regional Association
12320 Parklawn Drive	Rockville	MD	20852	521756853	501(c)(3)	$44,500	Sponsorship for Children's Finance Project
Windward Fund
1200 Connecticut Av	Washington	DC	20036	473522162	501(c)(3)	$55,000	Sponsorship Chesapeake Food Summit

Field	Value	IRS element (for citing)
Total501c3 Org	52	Total501c3OrgCnt
Total Other Org	3	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 THE USE OF GRANTS Grantees are required to sign a memorandum of understanding with Health Plan prior to grant funds dispersal. Grantees are required to submit a final report which delineates accomplishments, relates to stated objectives, and describes the evaluation method used to assess accomplishments.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	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	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (42 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
EVP, Group President	$0	$1,224,496	$0	$3,466,327	$0	$4,391,419	$0	$1,114,562	$0	$29,740	$0	$10,226,544	$0	$4,383,200
Ramon F Baez
Director	$0	$208,500	$0	$0	$0	$13,681	$0	$13,477	$0	$0	$0	$235,658	$0	$0
David Barger
Director	$0	$198,500	$0	$0	$0	$0	$0	$16,825	$0	$0	$0	$215,325	$0	$0
Kristin Bear
Assistant Secretary	$0	$224,025	$0	$83,765	$0	$11,667	$0	$5,055	$0	$19,370	$0	$343,882	$0	$0
Regina M Benjamin MD MBA
Director	$0	$207,500	$0	$0	$0	$9,234	$0	$15,542	$0	$0	$0	$232,276	$0	$0
Maryann Bodayle
Assistant Secretary	$0	$156,315	$0	$17,468	$0	$2,229	$0	$7,903	$0	$9,726	$0	$193,641	$0	$0
Ruben Burnett
VP, Natl Consultant Relations	$0	$239,031	$0	$116,264	$0	$26,228	$0	$14,859	$0	$11,911	$0	$408,293	$0	$0
Joseph Butz
VP & COO - MAS	$0	$381,128	$0	$182,850	$0	$39,623	$0	$100,421	$0	$20,085	$0	$724,107	$0	$0
Jeffrey E Epstein
Director	$0	$218,500	$0	$0	$0	$8,395	$0	$11,038	$0	$0	$0	$237,933	$0	$0
Jill Feldon Lanouette
VP, Mktg Comm & Cmty Rltn's	$0	$233,436	$0	$90,594	$0	$320,118	$0	$106,793	$0	$23,804	$0	$774,745	$0	$0
Pamela Galley
VP, Continuum of Care - MAS	$0	$239,847	$0	$64,739	$0	$106,973	$0	$36,330	$0	$26,447	$0	$474,336	$0	$0
Daniel Garcia
SVP, Chief Compliance Officer	$0	$0	$0	$249,390	$0	$61,503	$0	-$67,932	$0	$0	$0	$242,961	$0	$52,426
Joan L Gelrud
SVP, HP & Hospital Quality	$0	$265,170	$0	$84,062	$0	$28,009	$0	$87,262	$0	$68,303	$0	$532,806	$0	$0
Bernice Gould
Assistant Secretary	$0	$196,867	$0	$39,296	$0	$2,363	$0	$9,977	$0	$10,381	$0	$258,884	$0	$0
George Halvorson
Chairman	$0	$0	$0	$0	$0	$27,324	$0	-$49,993	$0	$0	$0	-$22,669	$0	$18,272
Leslie S Heisz
Director	$0	$217,500	$0	$0	$0	$17,787	$0	$12,475	$0	$0	$0	$247,762	$0	$0
David F Hoffmeister
Director	$0	$210,000	$0	$0	$0	$12,880	$0	$13,054	$0	$0	$0	$235,934	$0	$0
Kimberly Horn
Regional President - MAS	$0	$650,775	$0	$575,667	$0	$486,415	$0	$403,996	$0	$33,216	$0	$2,150,069	$0	$333,565
Judith A Johansen JD
Director	$0	$244,800	$0	$0	$0	$15,524	$0	-$18,131	$0	$0	$0	$242,193	$0	$0
Kim J Kaiser
Director	$0	$234,100	$0	$0	$0	$13,160	$0	-$11,160	$0	$0	$0	$236,100	$0	$0
Jon Kunkle
VP, CFO - Mid-Atlantic States	$0	$333,703	$0	$185,789	$0	$16,409	$0	$74,304	$0	$24,890	$0	$635,095	$0	$16,659
Kathryn Lancaster
EVP & CFO	$0	$1,042,302	$0	$1,776,268	$0	$402,535	$0	$332,280	$0	$21,033	$0	$3,574,418	$0	$0
Thomas Meier
SVP, Corporate Treasurer	$0	$462,542	$0	$633,581	$0	$115,824	$0	$8,208	$0	$33,258	$0	$1,253,413	$0	$0
Donald Orndoff
SVP, NFS	$0	$435,028	$0	$536,354	$0	$176,170	$0	$169,668	$0	$32,416	$0	$1,349,636	$0	$117,119
Edward Y W Pei
Director	$0	$219,000	$0	$0	$0	$14,531	$0	-$16,551	$0	$0	$0	$216,980	$0	$0
Margaret E Porfido JD
Director	$10,000	$248,500	$0	$0	$0	$20,262	$0	-$9,170	$0	$0	$10,000	$259,592	$0	$0
Rochelle Roth
Assistant Secretary	$0	$142,213	$0	$41,179	$0	$2,123	$0	-$99,618	$0	$15,147	$0	$101,044	$0	$0
Mark Ruszczyk
VP, MSBD - MAS	$0	$296,321	$0	$178,887	$0	$160,105	$0	$69,769	$0	$27,691	$0	$732,773	$0	$64,245
Jacqueline Sellers
Assistant Secretary	$0	$199,568	$0	$72,157	$0	$28,607	$0	$20,496	$0	$14,766	$0	$335,594	$0	$0
Richard Shannon MD
Director	$0	$210,000	$0	$0	$0	$0	$0	$34,412	$0	$0	$0	$244,412	$0	$0
Arthur Southam
EVP, Health Plan Operations	$0	$1,041,658	$0	$1,897,457	$0	$431,827	$0	$536,245	$0	$36,844	$0	$3,944,031	$0	$0
Susan Spurlark
Assistant Secretary	$0	$281,997	$0	$124,475	$0	$67,992	$0	$20,832	$0	$17,796	$0	$513,092	$0	$0
Cynthia A Telles PHD
Director	$0	$238,000	$0	$0	$0	$13,108	$0	$1,559	$0	$0	$0	$252,667	$0	$0
Frank Titus
VP, HPSA - MAS	$0	$293,642	$0	$143,195	$0	$27,624	$0	$50,528	$0	$26,090	$0	$541,079	$0	$0
Bernard Tyson
Chairman & CEO	$0	$1,652,487	$0	$12,577,609	$0	$1,479,757	$0	$2,132,546	$0	$41,234	$0	$17,883,633	$0	$2,110,403
Alfonse Upshaw
SVP,Corporate Controller & CAO	$0	$438,858	$0	$356,406	$0	$18,380	$0	$99,558	$0	$28,853	$0	$942,055	$0	$0
Delinda Hastie Washington
VP, HR - MAS	$0	$276,958	$0	$109,994	$0	$35,594	$0	$61,078	$0	$19,132	$0	$502,756	$0	$0
Eugene Washington MD
Director	$0	$206,000	$0	$0	$0	$0	$0	$13,686	$0	$0	$0	$219,686	$0	$0
William Wiechmann
Assistant Secretary	$0	$283,497	$0	$174,792	$0	$74,706	$0	$70,296	$0	$29,791	$0	$633,082	$0	$0
Wayne Dominic Wilson
VP, Gov't Prgms & Ext. Rltns	$0	$304,977	$0	$64,736	$0	$277,065	$0	$62,420	$0	$12,210	$0	$721,408	$0	$0
Hong-Sze Yu
VP, Brd & Corp Gov & Asst Secy	$0	$249,307	$0	$94,714	$0	$17,313	$0	$60,176	$0	$25,870	$0	$447,380	$0	$0
Mark Zemelman
SVP, General Counsel & Secy	$0	$677,594	$0	$1,100,476	$0	$280,462	$0	-$12,297	$0	$34,354	$0	$2,080,589	$0	$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3	METHODS USED TO ESTABLISH COMPENSATION OF CEO/EXECUTIVE DIRECTOR: THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT 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 OF A RELATED ORGANIZATION.
SCHEDULE J, PART I, LINE 4b	- SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT - Gregory Adams $ 4,338,278 Ruben Burnett 13,387 Kimberly Horn 459,771 Kathryn Lancaster 351,081 Thomas Meier 72,501 Donald Orndoff 149,555 Mark Ruszczyk 90,497 Arthur Southam 380,295 Susan Spurlark 39,502 Bernard Tyson 999,157 Mark Zemelman 232,150 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 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.
SCHEDULE J, PART II, COLUMN C	THE ACTUARIAL VALUE FOR SOME INDIVIDUALS' DEFINED BENEFIT PLAN DECLINED IN 2018, RESULTING IN NEGATIVE VALUES IN COLUMN (C) IN SOME INSTANCES. Certain board members are eligible for a retiree medical benefit following retirement from the board. While this benefit is subject to change and may be reduced or eliminated, the 2018 change in the actuarial determined value of this benefit for each board member has been included in Form 990, Part VII, Column (f) and Schedule J, Part II, Column C. Amounts for this benefit have also been deferred for prior years. The actuarial increase or decrease in value may change for various reasons, including continued service, age, and changes in assumptions.
SCHEDULE J, PART II, COLUMN F	AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS, DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 1a	- Voting Member 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 4 - Significant Changes to Governing Documents - The Bylaws of the Corporation were amended in 2018 as follows: ON MARCH 8, 2018, ARTICLE D, SECTION D-4 WAS AMENDED TO DECLASSIFY THE BOARD. BEGINNING IN 2018, UPON THE EXPIRATION OF THE TERM OF EACH CLASS, ALL INDEPENDENT DIRECTORS ARE ELECTED ANNUALLY FOR ONE-YEAR TERMS. PREVIOUSLY, INDEPENDENT DIRECTORS WERE DIVIDED INTO THREE CLASSES AND THEIR TERMS WERE STAGGERED SO THAT EACH YEAR ONE CLASS OF INDEPENDENT DIRECTORS WAS RE-ELECTED FOR A THREE-YEAR TERM.
FORM 990, PART VI, LINE 6	KAISER FOUNDATION HEALTH PLAN, INC. IS THE SOLE MEMBER. Upon dissolution, remaining assets shall be distributed to a 501(c)(3) organization.
FORM 990, PART VI, LINE 7A	- Appointment of Governing Body - KAISER FOUNDATION HEALTH PLAN, INC. APPOINTS THE DIRECTORS (AND FILLS VACANCIES AND HAS AUTHORITY TO REMOVE DIRECTORS). THE SAME INDIVIDUALS WHO COMPRISE THE BOARD OF DIRECTORS OF KFHP ALSO SERVE AS THE DIRECTORS OF KFHP COLORADO, NORTHWEST, MID-ATLANTIC STATES, AND KFHPW HOLDINGS.
FORM 990, PART VI, LINE 7B	- Approval of Certain Governance Decisions - The following actions of the corporation require approval of the sole member: a) REMOVAL OF THE CHAIRMAN OF THE BOARD OR THE PRESIDENT, THE GROUP PRESIDENT OR REGIONAL PRESIDENT; b) Amendments to Articles C (MEMBER), D (DIRECTORS) and H of the Bylaws may be amended only by the member; c) amendment of the articles of incorporation.
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 BENEFITS, 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	- Compliance Enforcement - A. REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY - KAISER PERMANENTE REGULARLY MONITORS COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY IN 3 KEY WAYS: A1. THE KAISER PERMANENTE COMPLIANCE HOTLINE IS AVAILABLE TO ALL EMPLOYEES AND VENDORS TO REPORT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ALL CALLS ARE ANSWERED BY A THIRD PARTY AND PROVIDED TO KAISER PERMANENTE'S NATIONAL COMPLIANCE OFFICE FOR REVIEW AND APPROPRIATE ACTION. EMPLOYEES CAN REPORT ANONYMOUSLY. RETALIATION IS PROHIBITED. REPORTS OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE GENERATED AND INVESTIGATIONS ARE CONDUCTED AS REQUIRED AND INFORMATION IS TRACKED AND TRENDED TO DETERMINE IF ADDITIONAL GUIDANCE IS REQUIRED TO AVOID OR MANAGE CONFLICTS OF INTEREST. COMPLIANCE HOTLINE REPORTS ARE PROVIDED FOR REVIEW AND ACTION TO THE KAISER FOUNDATION HEALTH PLAN/HOSPITALS BOARDS OF DIRECTORS ANNUALLY. A2. THE NATIONAL COMPLIANCE OFFICE AND INTERNAL AUDIT SERVICES ANNUALLY REVIEW THE DIRECTORS', OFFICERS', KEY EMPLOYEES', AND EXECUTIVES' ANNUAL CONFLICTS OF INTEREST QUESTIONNAIRE DISCLOSURES AND PROVIDE DIRECTION ON ANY INVESTIGATIONS REQUIRED. INVESTIGATIONS ARE DOCUMENTED, TRACKED AND TRENDED TO DETERMINE IF ADDITIONAL CONTROLS OR EDUCATION IS REQUIRED. IN ADDITION, CONFLICTS OF INTEREST QUESTIONNAIRE REPORTS ARE PROVIDED FOR REVIEW AND ACTION TO THE KAISER FOUNDATION HEALTH PLAN/HOSPITALS BOARDS OF DIRECTORS ANNUALLY; AND A3. ANNUALLY, AS A COMPONENT OF THE EXTERNAL AUDIT, AN OUTSIDE CERTIFIED PUBLIC ACCOUNTING FIRM REVIEWS THE ANNUAL CONFLICTS OF INTEREST QUESTIONNAIRES PROCESS COMPLETED BY DIRECTORS, OFFICERS, KEY EMPLOYEES, AND EXECUTIVES, AND ACTIONS TAKEN AS A RESULT OF THE DISCLOSURES. THE RESULTS OF THE ANNUAL AUDIT, INCLUDING ANY FINDINGS IN THIS AREA ARE PRESENTED TO THE KAISER FOUNDATION HEALTH PLAN/HOSPITALS AUDIT AND COMPLIANCE COMMITTEE. B. REGULARLY AND CONSISTENTLY ENFORCES COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY - TO ENSURE CONSISTENCY IN THE ENFORCEMENT OF THE POLICY KAISER PERMANENTE USES THE FOLLOWING STEPS AS A GENERAL GUIDELINE: B1. REPRESENTED EMPLOYEES ARE SUBJECT TO ANY CORRECTIVE/DISCIPLINARY ACTION PROVISIONS DESCRIBED IN SPECIFIC REGIONAL/NATIONAL COLLECTIVE BARGAINING AGREEMENTS AND/OR ORGANIZATIONAL POLICIES AND PRACTICES. B2. KAISER PERMANENTE NOTIFIES EMPLOYEES OF THE NATIONAL HUMAN RESOURCES POLICY NO. 14. CORRECTIVE/DISCIPLINARY ACTION POLICY DURING NEW EMPLOYEE ORIENTATION AND IN ANNUAL COMPLIANCE TRAINING. B3. IN THE EVENT THAT IT IS NECESSARY TO DISCIPLINE ANY EMPLOYEE BECAUSE OF, BUT NOT LIMITED TO, FAILURE TO COMPLY WITH APPLICABLE LEGAL/REGULATORY REQUIREMENTS, KAISER PERMANENTE POLICIES AND PROCEDURES, OR THE PRINCIPLES OF RESPONSIBILITY, OR FOR UNSATISFACTORY PERFORMANCE OR MISCONDUCT, COACHING/COUNSELING AND/OR CORRECTIVE/DISCIPLINARY ACTION MAY INCLUDE, BUT IS NOT LIMITED TO: - ORAL DISCUSSION AND/OR WARNING BY THE EMPLOYEE'S IMMEDIATE SUPERVISOR OR HIGHER LEVEL MANAGER TO CORRECT THE PROBLEM; - WRITTEN NOTICE, WITH OR WITHOUT FINAL WARNING; - PAID OR UNPAID SUSPENSION, WITH OR WITHOUT FINAL WARNING; - 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, BENEFIT & 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	Forms 990 are available on www.guidestar.org.
Form 990, Part VI, Line 19	- Public Inspection - Governing documents, conflict of interest policy are available upon request as disclosed to other regulatory bodies. Financial Statements - are on file with state insurance agency on a statutory basis (stand alone entity). Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with Independent Auditors' Report. To request copies contact: Vice President, Communications Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, 18th Floor Oakland, CA 94612
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 - CHANGE IN PENSION AND OTHER RETIREMENT LIABILITIES $ 91,293,028 OTHER THAN TEMPORARY IMPAIRMENTS (4,996,795) LOSS ON SALE OF INVESTMENTS - BOOK (712,226) LOSS ON SALE OF INVESTMENTS - TAX 2,810,500 ------------ TOTAL $ 88,394,507
FORM 990, PART III, LINE 4A-4D	I. Introduction A. About Kaiser Permanente Founded in 1942 to serve employees of Kaiser Industries and opened to the public in 1945, Kaiser Permanente is recognized as one of America's leading health care providers and nonprofit health plans. 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. Among the innovations Kaiser Permanente has brought to U.S. health care are: - Prepaid health plans, which spread the cost to make it more affordable - A focus on preventing illness and disease as much as on caring for the sick - An organized, coordinated system that puts as many services as possible under one roof-all connected by an electronic medical record Kaiser Permanente is an integrated health care delivery system comprised of Kaiser Foundation Hospitals (KFH), Kaiser Foundation Health Plan, Inc. (KFHP), and physicians in the Permanente Medical Groups. Today we serve more than 12 million members in eight states and the District of Columbia. Our mission is to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. Care for members and patients is focused on their Total Health and guided by their personal 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 For more than 70 years, Kaiser Permanente has been dedicated to providing high-quality, affordable health care services and to improving the health of our members and the communities we serve. We believe good health is a fundamental right shared by all and we recognize that good health extends beyond the doctor's office and the hospital. It begins with healthy environments: fresh fruits and vegetables in neighborhood stores, successful schools, clean air, accessible parks, and safe playgrounds. Good health for the entire community requires equity and social and economic well-being. These are the vital signs of healthy communities. Better health outcomes begin where health starts, in our communities. Like our approach to medicine, our work in the community takes a prevention-focused, evidence-based approach. We go beyond traditional corporate philanthropy or grant making to pair financial resources with medical research, physician expertise, and clinical practices. Our community health strategy focuses on three areas: - Ensuring health access by providing individuals served at Kaiser Permanente or by our safety-net partners with integrated clinical and social services; - Improving conditions for health and equity by engaging members, communities, and Kaiser Permanente's workforce and assets; and - Advancing the future of community health by innovating with technology and social solutions. C. Kaiser Permanente's Total Contribution Kaiser Permanente provided $2.8 billion in community benefits in 2018. The amounts attributable to Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. are: - Financial Assistance at cost - $82.9 million - Medicaid - $48.2 million - Costs of other means-tested government programs - $35.3 million - Community health improvement services and community benefit operations - $9.2 million - Health Professions Education - $540,000 - Research - $2.5 million - Cash and in-kind contributions from community benefit - $1.5 million In addition to our direct spend on community benefits, we also leverage assets from across Kaiser Permanente to help us achieve our mission to improve the health of communities. This "Total Health" strategy includes our widely recognized activities around supplier diversity, socially responsible investing and environmental stewardship.
II. Ensure Health Access	A. Summary of The Strategy Ensuring access to high quality health care services for low-income populations within the communities we serve is core to our mission and tax-exempt status. Access to healthcare for vulnerable low-income populations is routinely identified in our Community Health Needs Assessments as one of the top health needs in the communities Kaiser Permanente serves. There are two main access challenges: coverage and care. Without access to adequate health insurance coverage, people may not receive the comprehensive and continuous medical care needed to help achieve maximum health outcomes. And without access to convenient and high-quality care by trusted providers, they are less likely to get and/or stay healthy. Over time, access challenges can compromise health outcomes as well as create additional burden on government to provide necessary social services. Kaiser Foundation Health Plan of the Mid-Atlantic States supports the health access needs of our communities through a combination of coverage and care programs. We provide coverage to low-income populations through two key vehicles: first, via our participation in government programs like Medicaid and the Children's Health Insurance Programs (CHIP), and second, 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 two key vehicles: first, via our treatment of Medicaid and CHIP enrollees (not assigned to Kaiser Permanente), 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 programs described above. In 2018, Kaiser Foundation Health Plan of the Mid-Atlantic States spent a total of $166.4 million on our coverage and care programs (at cost, net of all related revenues). In addition, it provided over $300,000 in grants to help improve health access challenges, including but not limited to funding key safety-net partner organizations. B. Coverage Adequate health coverage means consistent access to comprehensive and continuous medical and preventative services for people to get and stay healthy, a much better and thorough alternative to episodic care at emergency departments. Coverage is good for the patient, good for Kaiser Permanente and good for the U.S. overall because it helps people get and stay healthy and avoid costly hospital services. 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 U.S. population. Kaiser Permanente has responded to this challenge by developing organizational strategies to enable low-income individuals to obtain and/or retain health coverage through Medicaid, CHIP or other government programs, even as their personal or financial circumstances may be changing. At the end of 2018, Kaiser Foundation Health Plan of the Mid-Atlantic States was providing coverage to over 77,000 people through these government programs. ii. Coverage provided through CHC CHC is a unique approach to caring for low-income uninsured persons in the community. The program provides a premium subsidy for a KFHP off exchange plan to low-income individuals and families who are not eligible for other public or privately sponsored coverage. Eligible participants receive a regular KFHP membership card and have access to the same services and providers as other KFHP individual and family plan members - a more effective alternative to a potentially costly emergency room visit or hospitalization. CHC members also receive cost sharing support that eliminates out of pocket costs for most covered services provided at Kaiser Permanente facilities. At the end of 2018, Kaiser Foundation Health Plan of the Mid-Atlantic States was providing coverage to over 10,000 people through the CHC program. C. 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 2018 due to Kaiser Permanente's participation in these government programs, Kaiser Foundation Health Plan of the Mid-Atlantic States also provided care to people who are enrolled in these programs but not formally assigned to Kaiser Permanente. ii. Care subsidized by MFA The MFA program helps low-income, uninsured, and underserved patients receive access to care. MFA provides temporary financial assistance or free care to qualified patients who receive health care services from our providers, regardless of whether they have health coverage or are uninsured. MFA is open to all eligible patients (members and nonmembers) who meet financial criteria based on household size and income and have exhausted all private or public health care coverage options. The program also includes support for programs that are designed to enable access to Kaiser Permanente services through coordination with community-based organizations that address the health needs of low-income, primarily uninsured populations. Over the course of 2018, Kaiser Foundation Health Plan of the Mid-Atlantic States subsidized care for over 99,000 people through the MFA program. D. Safety-Net Partnerships Kaiser Permanente is committed to building partnerships with the institutions that play a critical role in delivering health care for the uninsured and underserved, often referred to as the health care "safety-net." Through grants, training and technical assistance, we're working with safety-net hospitals and health centers to help these institutions reach those who are low-income, uninsured or under-resourced in our communities, and move the needle in eliminating health disparities. We do this by investing in quality improvement and other support efforts that aim to transform care and improve health access for those most in need. Specific examples of our efforts in 2018 include: - Kaiser Foundation Health Plan of the Mid-Atlantic States continued its ongoing support of the Community Ambassador Program (CAP) which places Kaiser Permanente-employed nurse practitioners, midwives, and physician assistants in safety-net clinics to provide clinical services and to share best practices in medical care. In 2018, CAP's 15 Community Ambassadors provided a total of 35,183 encounters at 9 community health centers. Of note, three Community Ambassadors currently facilitate prenatal centering programs, which have been linked to healthier babies and elimination of racial disparities in preterm birth. - Kaiser Permanente funded a $388,823 grant for the Transformation Accelerator program in 2018, the 3rd installment of a 5-year grant approved for $1,004,860. The program assists community health centers in providing vulnerable populations with access to high quality care by building clinic capacity for quality improvement and innovation, clinical informatics and analytics, care redesign and financial management. In the Mid-Atlantic States region, this program has benefited over 94,000 patients at 5 health centers since 2016. Participating clinics are building these capacities by implementing interventions focused on improving blood pressure control of patients with diabetes and hypertension, cervical cancer screening rates, pediatric dental sealant rates, and HIV services in the primary care setting.
III. Improve Conditions for Health and Equity	A. Summary of the Strategy Healthy communities are critical to the health and wellness of every person - and this has always been central to our mission. That's why our strategy includes efforts to address the root causes of health, such as economic opportunity. Where community needs are greatest, we make direct investments to create conditions for health and equity, because healthy individuals need healthy communities, and healthy communities need healthy people to thrive. In 2018, Kaiser Foundation Health Plan of the Mid-Atlantic States spent $357,000 on charitable contributions designed to improve conditions for health and equity. In addition to the charitable contributions awarded to improve conditions for health and equity, Kaiser Foundation Health Plan of the Mid-Atlantic States also provided over $796,000 in charitable contributions for other Community Health activities and programs. B. Health and Wellness in Schools Our efforts to support health in schools are part of how we are advancing our vision for total health - a holistic approach that emphasizes the social, environmental, behavioral, and clinical aspects that shape one's well-being. Schools are passionate about ensuring that all students succeed. They need strong partners to help them address health as part of their strategy. That's why Kaiser Permanente created Thriving Schools, our all-in engagement to improve health for students, staff, and teachers. Our vision is that every community can count on their school as a champion for good health that enables great learning. Kaiser Permanente Thriving Schools is intentional about coordinating our own knowledge and existing work in school health with the good work of others. Through our valued partnerships with some of the country's most innovative organizations, we are able to provide concrete resources and pathways to health in schools. To create lasting change, we use our voice to advance local, regional, and national policies and a movement to make healthy schools the norm for everyone. A distinguishing feature of Thriving Schools is our complementary focus: we support students, staff, and teachers, and we address their physical, emotional, and social wellness. This approach builds a culture of wellness across the entire school. Specific examples of our efforts in 2018 include: - Kaiser Permanente continued its ongoing support of Healthy Eating, Active Living (HEAL), a school-based intervention aimed at making changes to the policies and systems in school environments to promote improved health behaviors of students, teachers, and staff. An additional 49 schools across Kaiser Permanente's Mid-Atlantic States started this work in 2018, bringing the total to 370 new schools across Kaiser Permanente's footprint working to change student and adult behaviors related to nutrition and physical activity in 2018. - Kaiser Foundation Health Plan of the Mid-Atlantic States implemented a wellness program for Prince George's County Schools to change school policies, environments, and practices to promote teacher and staff health and wellness, which reached over 2,000 school employees. They are also providing mental health and wellbeing resources to other districts in the area, and specifically worked with a local teacher's union, Maryland Education County Association, on a full day workshop for nearly 100 union members focused on health and wellbeing. The workshop addressed topics such as adverse childhood experiences and trauma informed supports in schools, mindfulness, and physical health. C. Health and Wellness in Cities The places where we live, learn, work, and play - our cities and towns, our schools, our homes, our neighborhoods - have an enormous impact on our health. And how we shape those places, through public policy and the support for healthy environments, has the potential to make real, lasting impacts on our surroundings and our everyday quality of life. Through Kaiser Permanente'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. Specific examples of our efforts in 2018 include: - Kaiser Permanente joined the de Beaumont Foundation to support CityHealth. CityHealth advances nine policies that can make real, lasting impacts in people's health and quality of life in America's 40 largest cities. In 2018, CityHealth assessed 40 cities including Washington D.C and Baltimore on their policies and began to engage with city leaders to help them improve policies for Pre-K, inclusionary zoning, complete streets, smoke-free indoor air, and healthy food procurement. - For small and medium sized cities, Kaiser Permanente funded the Healthy Eating, Active Living (HEAL) Cities Campaign in Kaiser Permanente's Northern California, Southern California, Northwest, Colorado, and Mid-Atlantic States regions. Over the multi-year campaign which stated in 2008, 65 cities have committed to pass and implement policies addressing healthy eating and active living in communities across Kaiser Foundation Health Plan of the Mid-Atlantic States. In 2018, there was an emphasis on supporting healthy vending and procurement policies, complete streets policies, developing comprehensive plans that incorporate health, and establishing a strong culture of workforce wellness through policies and programs. D. 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 economic circumstances overtime. As a large, influential institution in our communities, 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. Specific examples of our efforts in 2018 include: - Kaiser Permanente continued its commitment to source goods and services from the minority, women, veteran, and LGBTQ-owned business community as a member of the Billion Dollar Roundtable. As part of this commitment, we encouraged our own suppliers to also increase their sourcing of goods and services from the minority, women, veteran, and LGBTQ-owned business community. Furthermore, we also began to measure job creation that resulted from our procurement spending. In 2018, we found that our procurement spending led our supplier partners to create new jobs. - Kaiser Foundation Health Plan of the Mid-Atlantic States funded the Inner City Capital Connections program to support 79 small businesses in economically-distressed service areas such as Baltimore to build their capacity for sustainable growth in revenue, profitability, and employment through a combination of in-person executive education, webinars, coaching, and connections to capital. Internship and work experience programs for 500+ youth across economically-distressed areas of Baltimore, Prince George's County Maryland, and Washington DC, provided exposure and experience to the healthcare industry to support future academic and professional opportunities. E. Housing and Homelessness Housing stability is a key factor in a person's overall health and well-being. Without a safe, stable place to live, it is nearly impossible to maintain health or sustain health improvements achieved in a medical setting. With homelessness affecting more than 550,000 people every day throughout our country, the need for safe, stable and affordable housing has never been greater. Kaiser Permanente understands the connection between housing and health. Our impact investments aim to create more affordable housing, reduce the displacement of lower- and middle-income households, and end homelessness by ensuring access to supportive housing. Specific examples of our efforts in 2018 include: - Kaiser Permanente committed to address the housing and homelessness crisis in our communities. As part of that commitment, and working with Enterprise Community Partners, we developed the RxHome Fund, which will create and preserve multifamily rental homes for low-income residents throughout Kaiser Permanente's service areas. This strategy will protect current residents and preserve affordable units in the current housing stock. Also, with Enterprise Community Partners, we are supporting affordable housing development and preservation across all the communities in our service footprint.
F. Environmental Stewardship	We believe it is our obligation as a health care provider to minimize our environmental impact. We embed efforts to be environmentally responsible throughout our organization - in how we power our facilities, purchase food and medical supplies and equipment, manage waste, and invest in our communities. We also prioritize partnerships with others to develop policies and systems that strengthen community health and protect our environment. In 2016, Kaiser Permanente adopted an ambitious set of environmental goals to guide the organization for the decade ahead. These goals have raised the bar on environmental responsibility, not just for Kaiser Permanente but for all health care organizations. Kaiser Permanente pledges that by 2025 it will: - Become "carbon net positive" by buying enough clean energy and carbon offsets to remove more greenhouse gases from the atmosphere than it emits. - Buy all of its food locally or from farms and producers that use sustainable practices, including using antibiotics responsibly. - Recycle, reuse or compost 100 percent of its non-hazardous waste. - Reduce the amount of water it uses by 25 percent per square foot of buildings. - Increase its purchase of products and materials that meet environmental standards to 50 percent. - Meet international standards for environmental management at all its hospitals. - Pursue new collaborations to reduce environmental risks to the foodsheds, watersheds and air basins supplying its communities. Specific examples of our efforts in 2018 include: - Kaiser Permanente finalized an agreement for a major renewable energy purchase, enabling us to achieve our goal of becoming carbon neutral in 2020. Kaiser Permanente dedicated 14% of overall spending on products to items that met our Environmentally Preferable Purchasing standards and dedicated 34% of spending on food to items produced locally or from farms and producers that use sustainable practices, including using antibiotics responsibly. - Kaiser Foundation Health Plan of the Mid-Atlantic States voluntarily purchased enough renewable electricity to match 61% of our billed electricity usage. IV. Advance the Future of Community Health A. Summary of the Strategy Kaiser Permanente advances the future of community health by innovating with technology and social solutions. We need to increase our speed and capacity to respond to community needs and achieve equitable health outcomes. Innovation will increase our ability to identify, incubate and implement solutions to difficult community health problems. We work in partnership with our communities, using our collective knowledge to identify and implement creative solutions to difficult community health problems by: - Inspiring young people to pursue careers in health care - Conducting research to identify and eliminate disparities in care - Advancing health innovation and achieving greater and more equitable health outcomes In 2018, Kaiser Foundation Health Plan of the Mid-Atlantic States spent over $3 million on programs to advance the future of community health (at cost, net of all related revenues). This included $540,000 in health professionals education and $2.5 million in research. B. Health Professionals Education Our Graduate Medical Education (GME) program provides training and education for medical residents and interns in the interest of educating the next generation of physicians. The nationally acclaimed program attracts some of the top medical school graduates in the United States and serves as a national model by exposing future health care providers to an integrated health care delivery system. Residents are offered the opportunity to serve a large, culturally diverse patient base in a setting with sophisticated technology and information systems, established clinical guidelines and an emphasis on preventive and primary care. In 2018, Kaiser Foundation Health Plan of the Mid-Atlantic States supported interns and residents through the GME program. 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. C. Research Kaiser Permanente has a long history of conducting health research related to both prevention and treatment of disease that benefits its members, the communities it serves and the nation. Kaiser Permanente's research efforts are core to the organization's mission to improve population health, and its commitment to continued learning. Research activities are conducted at Kaiser Permanente's eight regional research centers and three national groups: Kaiser Permanente Research Bank, Kaiser Permanente Center for Effectiveness & Safety Research; and Utility for Care Data Analysis. In addition, the Kaiser Foundation Research Institute administers and supports research at the research centers. Kaiser Permanente researchers study critical health issues including: cancer, cardiovascular conditions, diabetes, behavioral and mental health, and health care delivery improvement. Kaiser Permanente 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 do research due to its rich, longitudinal, electronic clinical databases that capture virtually complete health care delivery, payment, decision-making and behavioral data in detail to support primary, secondary and tertiary clinical care across inpatient, outpatient and emergency department settings for its geographically and demographically diverse members. In 2018, Kaiser Foundation Health Plan of the Mid-Atlantic States engaged in 75 active studies including 33 clinical trials, and published 47 journal articles. The following is an example of a research project conducted in 2018: - Kaiser Foundation Health Plan of the Mid-Atlantic States' Research Center, Mid-Atlantic Permanente Research Institute, published: Increasing Hepatitis C Screening in a Large Integrated Health system: Science and Policy in Concert. This study evaluated whether the updated 2013 U.S. Preventive Services Task Force (USPSTF) hepatitis C virus (HCV) screening recommendations, related Affordable Care Act provisions, and the impending availability of efficacious therapies were associated with increased screening in an integrated health system. The authors concluded that HCV screening has been increasing in our healthcare system, more so since June 2013 and among the birth cohort. The availability of efficacious therapies and coverage policies coincident with the USPSTF recommendations may have facilitated access to screening and treatment in ways that were absent at the time of the 2012 CDC recommendations. Future research should inform a better understanding of incentives and barriers to screening and linkage to care from all stakeholder perspectives. D. Advancing Innovation Despite our nation's best efforts at addressing the myriad of challenges facing the health of our communities, we see that social, economic and health disparities among people continue to grow. At Kaiser Permanente, we're trying to shift that paradigm by working to advance conditions for health through the spread of best practices, innovation and technology. Kaiser Permanente works in partnership with our communities, using our collective knowledge to identify and implement creative solutions to difficult community health problems. Using technology as the backbone of our efforts, we are exploring new approaches for accelerating and scaling community health solutions to create greater impact. Together, we are advancing health innovation and achieving greater and more equitable health outcomes. Specific examples of our efforts in 2018 include: - Kaiser Permanente partnered with The Public Good Projects (PGP) to launch a strategy to reduce stigma and raise awareness around mental health conditions. PGP Mental Health campaign has three components which include Therapy Pets, Like One Another, and Mental Health Champions and each has its own audience.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	KAISER MANAGEMENT SERVICES LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA 15L	AddressLine1Txt
City	OAKLAND	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94612	ZIPCd

Field	Value	IRS element (for citing)
EIN	823908916	EIN
Primary Activities	HEALTH CARE	PrimaryActivitiesTxt
Legal Domicile State	MD	LegalDomicileStateCd
Total Income	$1,382,256,310	TotalIncomeAmt
End Of Year Assets	$39,112,816	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 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 15L	OAKLAND	CA	94612	941105628	HEALTH CARE	CA	501(c)(3)	3	NA	false
KAISER FOUNDATION HEALTH PLAN INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	941340523	HEALTH CARE	CA	501(c)(3)	10	NA	false
KAISER FOUNDATION HEALTH PLAN OF CO
ONE KAISER PLAZA 15L	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 15L	OAKLAND	CA	94612	581592076	HEALTH CARE	GA	501(c)(3)	10	KFHP INC	Yes (true)
KAISER FOUNDATION HEALTH PLAN OF THE NW
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	930798039	HEALTH CARE	OR	501(c)(3)	10	KFHP INC	Yes (true)
KAISER FDN HEALTH PLAN OF WASHINGTON
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	910511770	HEALTH CARE	WA	501(c)(3)	3	KFHPW HLDING	Yes (true)
KAISER HOSPITAL ASSET MANAGEMENT INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299125	ASSET MGMT	CA	501(c)(3)	12-I	KFH	Yes (true)
KAISER HEALTH PLAN ASSET MANAGEMENT INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299124	ASSET MGMT	CA	501(c)(3)	12-I	KFHP INC	Yes (true)
CAMP BOWIE SERVICE CENTER
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943299123	ADMIN	CA	501(c)(3)	12-I	KFHP INC	Yes (true)
LOKAHI ASSURANCE LTD
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	912171891	WC PLACEMENT	HI	501(c)(3)	12-I	KFHP INC	Yes (true)
1800 HARRISON FOUNDATION
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943317484	FINANCING	CA	501(c)(3)	12-I	KFHP INC	Yes (true)
KAISER HOSPITAL ASSISTANCE CORPORATION
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	311779500	FINANCING	CA	501(c)(3)	12-I	KFH	Yes (true)
KAISER HEALTH ALTERNATIVES
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	930954562	HEALTH CARE	OR	501(C)(3)	10	KFHP INC	Yes (true)
KAISER PERMANENTE SCHOOL OF MEDICINEINC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	814053028	MEDICAL EDU	CA	501(C)(3)	2	KFH	Yes (true)
KFHPW HOLDINGS
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	930480268	HEALTH CARE	WA	501(C)(3)	12-I	KFHP INC	Yes (true)
GROUP HEALTH NORTHWEST
ONE KAISER PLAZA 15L	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 15L	OAKLAND	CA	94612	823819611	ADVOCACY	CA	501(C)(4)	N/A	KFHP INC	Yes (true)
GROUP HEALTH OF WASHINGTON
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	911314907	INACTIVE	WA	501(c)(3)	12-I	KFHP OF WA	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	NXT CAP SR FD ILLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	191 N Wacker Dr 1200	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
EIN	371651297	EIN
Primary Activities	INVESTMENT	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	N/A	PredominantIncomeTypeTxt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 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	Controlled OrganizationControlledOrganizationInd
OAK TREE ASSURANCE LTD
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	030329760	INSURANCE	VT	NA	C CORP	$0	$0	Yes (true)
KAISER PERMANENTE INSURANCE COMPANY
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943203402	INSURANCE	CA	NA	C CORP	$0	$0	Yes (true)
KAISER PROPERTIES SERVICES INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943259432	REAL ESTATE	CA	NA	C CORP	$0	$0	Yes (true)
KAISER PERMANENTE INTERNATIONAL
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	943245176	CONSULTING	CA	NA	C CORP	$0	$0	Yes (true)
GROUP HEALTH SERVICES INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	911392222	INACTIVE	WA	NA	C CORP	$0	$0	Yes (true)
KFHP OF WASHINGTON OPTIONS INC
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	911467158	INSURANCE	WA	NA	C CORP	$0	$0	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	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 (37 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Kaiser Foundation Health Plan Inc
l	$4,675,324	Per Agreement
Kaiser Foundation Health Plan Inc
m	$151,692,531	Per Agreement
Kaiser Foundation Health Plan Inc
p	$131,038,531	Per Agreement
Kaiser Foundation Health Plan Inc
q	$46,095,322	Per Agreement
Kaiser Foundation Health Plan Inc
r	$5,825,163	Per Agreement
Kaiser Foundation Health Plan Inc
s	$1,514,062,949	Per Agreement
Kaiser Foundation Hospitals
e	$135,000,000	Per Agreement
Kaiser Foundation Hospitals
l	$1,300,884	Per Agreement
Kaiser Foundation Hospitals
m	$719,711,862	Per Agreement
Kaiser Foundation Hospitals
p	$18,580,749	Per Agreement
Kaiser Foundation Hospitals
q	$521,651,079	Per Agreement
Camp Bowie Service Center
m	$33,160,934	Per Agreement
Camp Bowie Service Center
q	$38,714,351	Per Agreement
Kaiser Permanente Insurance Company
l	$3,233,946	Per Agreement
Kaiser Permanente Insurance Company
m	$17,087,337	Per Agreement
Kaiser Permanente Insurance Company
p	$164,400	Per Agreement
Kaiser Permanente Insurance Company
q	$4,430,196	Per Agreement
Lokahi Assurance LTD
m	$27,748,700	Per Agreement
Lokahi Assurance LTD
q	$23,537,093	Per Agreement
Lokahi Assurance LTD
s	$2,529,000	Per Agreement
Kaiser FDN Health Plan of the Northwest
l	$322,539	Per Agreement
Kaiser FDN Health Plan of the Northwest
m	$368,778	Per Agreement
Kaiser FDN Health Plan of the Northwest
p	$334,031	Per Agreement
Kaiser FDN Health Plan of the Northwest
q	$273,225	Per Agreement
Kaiser FDN Health Plan of Colorado
l	$760,056	Per Agreement
Kaiser FDN Health Plan of Colorado
m	$797,398	Per Agreement
Kaiser FDN Health Plan of Colorado
p	$201,110	Per Agreement
Kaiser FDN Health Plan of Colorado
q	$99,151	Per Agreement
Kaiser FDN Health Plan of Colorado
r	$266,347	Per Agreement
Kaiser FDN Health Plan of Georgia Inc
l	$1,935,704	Per Agreement
Kaiser FDN Health Plan of Georgia Inc
m	$2,118,057	Per Agreement
Kaiser FDN Health Plan of Georgia Inc
p	$476,515	Per Agreement
Kaiser FDN Health Plan of Georgia Inc
q	$26,756,192	Per Agreement
Oak Tree Assurance LTD
l	$5,251,500	Per Agreement
Oak Tree Assurance LTD
m	$5,295,600	Per Agreement
Oak Tree Assurance LTD
P	$122,224	Per Agreement
Oak Tree Assurance LTD
Q	$72,894	Per Agreement