2018-11-08T14:09:39-06:00 2017-12-31 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2017-01-01 930798039 KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST % CHIEF ACCOUNTING OFFICER KAIS 5102716611 ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 ALFONSE UPSHAW SVP, CC AND CAO 5102716611 2018-10-19 ROBERT W FRIZ P00438748 2673303000 155.201.188.33 23522320183125000024 2018-11-08 P 82EF70885BAE644EF1B1FCEB45264405E14EF6B4 6CFBC1E470B119DB9F0B0C745D98B714AAF1A9A1 2017 2019-02-21 02:37:17Z RUTH WILLIAMS-BRINKLEY ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 5075034609 false X www.kp.org X 1984 OR TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. 14 13 9830 148 4807356 261037 19040 18090 3730426021 3949010310 26581351 20417959 378147 306252 3757404559 3969752611 140236 199934 0 0 861997565 899914933 0 0 0 2803584838 3024979935 3665722639 3925094802 91681920 44657809 1530943395 1285021137 1004850634 887066676 526092761 397954461 X TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE. false false 3523392919 199934 3826175219 MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN OF NORTHWEST (KFHP-NW) PROVIDES HOSPITAL, 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 NORTHWEST EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE. 176921388 0 122795619 Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan of the Northwest (KFHP-NW) is committed to improving medical care for beneficiaries of Medicaid and other government sponsored programs, not only for KFHP-NW members, but also within the communities we serve. At the end of 2017, more than 29,000 individuals were receiving the benefits of full membership in KFHP-NW's Medicaid managed care program. Approximately 13,000 more individuals were members of the Children's Health Insurance Program (CHIP). In addition, KFHP-NW provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP-NW members. 26489749 0 39472 Charity Care (Medical Financial Assistance and Charitable Health Coverage) Kaiser Foundation Health Plan of the Northwest (KFHP-NW) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP-NW 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 2017, this program assisted more than 15,000 qualifying applicants, including nearly 2,200 patients who were not otherwise covered by a health plan offered by KFHP-NW. 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. More than 3,700 individuals were receiving comprehensive health care through this program at the end of 2017. 2215559 0 0 SEE SCHEDULE O COMMUNITY BENEFIT REPORT 2215559 0 0 3729019615 true false false true false false false false false false true false false true true false false true false false false false false false false false false true false true false false false false false false false false false false false false true true true true false false true 639 0 true 9830 true true true false false false false false false false false false X 14 13 false false true false true true true true true false false true true true true true true true true false OR X X CHIEF ACCOUNTING OFFICER 5102716611 ONE KAISER PLAZA SUITE 15L OAKLAND CA 94612 X Ramon F Baez Director 0.25 4.75 X 0 216956 0 David Barger Director 0.5 6.5 X 0 129258 0 Regina M Benjamin MD MBA Director 0.5 8.0 X 0 195085 0 Jeffery E Epstein Director 0.5 8.0 X 0 209793 0 Leslie S Heisz Director 0.25 4.75 X 0 221011 0 David F Hoffmeister Director 0.25 9.25 X 0 228956 0 Judith A Johansen JD Director 0.5 8.5 X 0 245223 0 Kim J Kaiser Director 1.0 7.0 X 0 229212 0 Edward Y W Pei Director 0.25 7.25 X 0 227488 18000 Margaret E Porfido JD Director 0.0 6.0 X 0 273015 0 Richard Shannon MD Director 0.5 5.0 X 0 190000 18000 Cynthia A Telles PHD Director 0.5 7.0 X 0 233956 0 Bernard Tyson Chairman & CEO 4.0 46.0 X X 0 10709503 5373250 Eugene Washington MD Director 0.25 6.75 X 0 193495 0 Gregory Adams EVP, Group President 4.0 46.0 X 0 3042495 3546643 Kristin Bear Assistant Secretary 4.0 46.0 X 0 346012 142273 Maryann Bodayle Assistant Secretary 1.0 49.0 X 0 172364 48189 Bernice Gould Assistant Secretary 1.0 49.0 X 0 211923 119722 Kathryn Lancaster EVP & CFO 3.5 46.5 X 0 2834247 889086 Andrew Mcculloch Regional President - Northwest 25.0 25.0 X 0 4160783 167915 Thomas Meier SVP, Corporate Treasurer 1.5 48.5 X 0 1125095 191167 Janet O'Hollaren Interim Regional President 50.0 0.0 X 0 522090 361570 Donald Orndoff SVP, NFS 4.0 46.0 X 0 974157 230435 Jacqueline Sellers Assistant Secretary 6.0 44.0 X 0 287588 171076 Arthur Southam EVP, Health Plan Operations 4.0 46.0 X 0 3230890 776312 Alfonse Upshaw SVP,Corporate Controller & CAO 3.5 46.5 X 0 839199 168061 William Wiechmann Assistant Secretary 49.0 1.0 X 0 519827 227443 Ruth Williams-Brinkley Regional President - Northwest 25.0 25.0 X 0 48611 35651 Hong-Sze Yu VP, Brd & Corp Gov & Asst Secy 3.5 46.5 X 0 330937 179627 Mark Zemelman SVP, General Counsel & Secy 2.0 48.0 X 0 2447915 221897 Keith Forrester VP, MSBD - Northwest 50.0 0.0 X 0 468036 164988 David Lake VP, Strategy & Health Plan Ops 50.0 0.0 X 0 438813 137802 Xuejun J Smith Chief Financial Officer 50.0 0.0 X 0 344286 140183 Stephen Shawn Barton Exec Dir, Revenue Cycle - NW 50.0 0.0 X 0 364973 105876 Francisco Hurtarte VP, HR - Northwest 50.0 0.0 X 0 438878 209497 Nancy L Lee VP, Quality & Service - NW 50.0 0.0 X 0 350674 278970 Wendy N Watson VP, Ambulatory Care, Clin Svcs 50.0 0.0 X 0 436221 222482 Kenneth R Wright VP, Dental Care Svcs - NW 50.0 0.0 X 0 400252 114647 George Halvorson Chairman 0.0 0.0 X 0 28956 25716 J Neal Purcell Director 0.0 0.0 X 0 48745 0 Daniel Garcia SVP, Chief Compliance Officer 0.0 0.0 X 0 593429 0 Deborah Stokes SVP,Corporate Controller & CAO 0.0 0.0 X 0 165396 0 Victoria Zatkin VP, Off of Brd & Corp Gov Svcs 0.0 0.0 X 0 105278 0 Mark Charpentier VP, Mktg, Sls, Bus Dev & Comm 0.0 0.0 X 0 174160 23856 Susan Mullaney VP, COO - NW 0.0 50.0 X 0 1454292 246464 Karen Schartman VP & CFO 0.0 50.0 X 0 840521 295384 0 41249994 14852182 1604 true true false KAISER FOUNDATION HOSPITALS 500 NE MULTNOMAH STREET PORTLAND OR 972322099 MEDICAL SERVICES 906642267 NORTHWEST PERMANENTE PC 500 NE MULTNOMAH ST 15TH FLOOR PORTLAND OR 972322099 MEDICAL SERVICES 649070861 OREGON HEALTH SCIENCE UNIVERSITY PO BOX 3595 PORTLAND OR 972083595 MEDICAL SERVICES 76513595 LEGACY SALMON CREEK PROVIDERS PO BOX 2077 PORTLAND OR 972082077 MEDICAL SERVICES 53674536 PERMANENTE DENTAL ASSOCIATES 500 NE MULTNOMAH ST 16TH FLOOR PORTLAND OR 972322099 DENTAL SERVICES 52420230 53 18090 18090 MBR HLTH CARE PREM 900099 2638591957 2638591957 MEDICARE 900099 909997088 909997088 SUPPL CHARGE/PHARM 900099 170610365 165803009 4807356 NON-PLAN & IND REV 900099 8652809 8652809 OTHER PRGRM SERV 900099 221158091 221158091 3949010310 21430369 21430369 0 0 306252 306252 0 306252 306252 1104194602 74986 1104982252 299746 -787650 -224760 -1012410 -1012410 0 0 0 0 0 0 0 0 0 0 3969752611 3944202954 4807356 20724211 X 199934 199934 0 0 0 0 0 614582505 584949879 29632626 80260868 80260868 155720016 143525451 12194565 49351544 49351544 0 -96517 -96517 748902 748902 0 0 927871 927871 495912458 465727044 30185414 4879363 352893 4526470 12553681 11546386 1007295 209229800 168728639 40501161 0 16107665 16107665 2707769 2349306 358463 0 1709620 1709620 1649083 1649083 0 39989030 39989030 18032615 18032615 MEDICAL SERVICE PAYMENTS 1593046722 1593046722 0 SUPPLIES 502482291 461579017 40903274 INTER-REGIONAL CHARGES 74103959 55391278 18712681 STATE & LOCAL TAXES 9822722 9433690 389032 41172901 26798571 14374330 3925094802 3729019615 196075187 0 X 6999134 3462943 0 0 0 0 85739329 57199311 0 0 0 0 0 0 34821233 35882626 9726861 6293795 824873754 480111247 304558218 344762507 1024569534 762700095 0 0 0 0 0 0 64529086 74719860 1530943395 1285021137 361918917 262896213 0 0 40179105 41955861 0 0 0 0 0 0 0 0 0 0 602752612 582214602 1004850634 887066676 X 179712721 179712721 0 0 346380040 218241740 526092761 397954461 1530943395 1285021137 X 44657809 -2026574 -170769535 X false true X true false X 90559 105012 13725 19040 18090 246426 3143279380 3315037313 3520930084 3724760440 3944202954 17648210171 0 0 0 3143369939 3315142325 3520943809 3724779480 3944221044 17648456597 0 0 0 17648456597 14364423 14526894 18139668 21608662 21736621 90376268 172284 172284 14364423 14526894 18139668 21608662 21908905 90548552 0 0 3157734362 3329669219 3539083477 3746388142 3966129949 17739005149 0.99490 0.99493 0.00510 0.00507 X false true false false false true 120000 true 68068 false true 47934 236002 false Schedule C, Part II-B, Lines 1a through 1i LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES THE ORGANIZATION ("Health Plan") IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM 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), Health Plan HAS A POLICY PROHIBITING ANY OF Health Plan'S 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. Health Plan 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. Health Plan EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT Health Plan'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT FEDERAL AND STATE LEGISLATION HAVING AN IMPACT ON Health Plan'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 Health Plan, 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 Health Plan 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 Health Plan. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF Health Plan OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF Health Plan. 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. 33782175 33782175 520679697 320767100 199912597 48914940 26888495 22026445 170033724 120973795 49059929 51463218 11481857 39981361 344762507 BROKER RECEIVABLES 140738 DUE FROM AFFILIATES 70818708 OTHER CURRENT ASSETS 3760414 74719860 0 PPL & OTHER INSURED LIABILITIES 90126325 POST RETIREMENT BENEFIT 476733782 OTHER LIABILITIES 13984495 BROKER PAYABLE 1370000 582214602 Schedule D, Part X, Line 2 ASC 740 Footnote: THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER ASC 740. true Community Action 1001 SW Baseline St Hillsboro OR 97123 930554941 501(c)(3) 6500 Kaleidoscope and 2017 Leadership Luncheon Girls Inc 4800 SW Macadam Ave 309 Portland OR 97239 542073930 501(c)(3) 6825 Power of the Purse and Day of the Girl Good in the Hood 4815 NE 7th Ave Portland OR 97211 455165196 501(c)(3) 6000 Multicultural Festival March of Dimes 1220 SW Morrison St 510 Portland OR 97205 131846366 501(c)(3) 11500 Nurse of the Year Medical Fdn of Marion - Polk County 4985 Battle Ck Rd SE 130 Salem OR 97302 931261633 501(c)(3) 5230 Annual Fundraiser North by Northeast 714 NE Alberta Street Portland OR 97211 721618287 501(c)(3) 14200 Grand Opening Oregon Center for Nursing 5000 N Willamette Blvd Portland OR 97203 743052430 501(c)(3) 7129 Through a Nurse's Eyes Salem Keizer Education Foundation 233 Commercial St NE Salem OR 97301 930831467 501(c)(3) 7500 Back to School Award Lunch Virginia Garcia Memorial Foundation PO Box 6149 Aloha OR 97007 912077840 501(c)(3) 6250 Health Symposium 9 Schedule I, Part I, Question 2 AT THE END OF THEIR FUNDING CYCLE GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT WHICH DELINEATES ACCOMPLISHMENTS RELATED TO STATED OBJECTIVES. LARGE GRANTS (TYPICALLY OVER $100,000) MAY REQUIRE QUARTERLY PROGRESS REPORTS. false true false false false false false true false Gregory Adams EVP, Group President 0 1049401 0 1616205 0 376889 0 3517776 0 28867 0 6589138 0 0 Ramon F Baez Director 0 204500 0 0 0 12456 0 0 0 0 0 216956 0 0 Stephen Shawn Barton Exec Dir, Revenue Cycle - NW 0 233034 0 127044 0 4895 0 78259 0 27617 0 470849 0 0 Kristin Bear Assistant Secretary 0 224693 0 116173 0 5146 0 124717 0 17556 0 488285 0 0 Regina M Benjamin MD MBA Director 0 187000 0 0 0 8085 0 0 0 0 0 195085 0 0 Maryann Bodayle Assistant Secretary 0 151515 0 18654 0 2195 0 38051 0 10138 0 220553 0 0 Mark Charpentier VP, Mktg, Sls, Bus Dev & Comm 0 0 0 0 0 174160 0 23856 0 0 0 198016 0 174160 Jeffery E Epstein Director 0 202000 0 0 0 7793 0 0 0 0 0 209793 0 0 Keith Forrester VP, MSBD - Northwest 0 234742 0 197997 0 35297 0 144142 0 20846 0 633024 0 0 Daniel Garcia SVP, Chief Compliance Officer 0 0 0 537870 0 55559 0 0 0 0 0 593429 0 45739 Bernice Gould Assistant Secretary 0 175937 0 33715 0 2271 0 109987 0 9735 0 331645 0 0 George Halvorson Chairman 0 0 0 0 0 28956 0 25716 0 0 0 54672 0 17874 Leslie S Heisz Director 0 204500 0 0 0 16511 0 0 0 0 0 221011 0 0 David F Hoffmeister Director 0 217000 0 0 0 11956 0 0 0 0 0 228956 0 0 Francisco Hurtarte VP, HR - Northwest 0 276655 0 145687 0 16536 0 180755 0 28742 0 648375 0 24333 Judith A Johansen JD Director 0 230667 0 0 0 14556 0 0 0 0 0 245223 0 0 Kim J Kaiser Director 0 216667 0 0 0 12545 0 0 0 0 0 229212 0 0 David Lake VP, Strategy & Health Plan Ops 0 208904 0 131647 0 98262 0 108287 0 29515 0 576615 0 49388 Kathryn Lancaster EVP & CFO 0 896255 0 1578456 0 359536 0 868611 0 20475 0 3723333 0 0 Nancy L Lee VP, Quality & Service - NW 0 247410 0 39701 0 63563 0 250426 0 28544 0 629644 0 0 Andrew Mcculloch Regional President - Northwest 0 253998 0 1067227 0 2839558 0 152671 0 15244 0 4328698 0 2174291 Thomas Meier SVP, Corporate Treasurer 0 415802 0 569121 0 140172 0 161620 0 29547 0 1316262 0 32787 Susan Mullaney VP, COO - NW 0 481871 0 677978 0 294443 0 216652 0 29812 0 1700756 0 0 Janet O'Hollaren Interim Regional President 0 377410 0 124794 0 19886 0 337107 0 24463 0 883660 0 0 Donald Orndoff SVP, NFS 0 425896 0 521871 0 26390 0 198216 0 32219 0 1204592 0 0 Edward Y W Pei Director 0 214000 0 0 0 13488 0 18000 0 0 0 245488 0 0 Margaret E Porfido JD Director 0 254167 0 0 0 18848 0 0 0 0 0 273015 0 0 J Neal Purcell Director 0 11000 0 0 0 37745 0 0 0 0 0 48745 0 20937 Karen Schartman VP & CFO 0 365382 0 292055 0 183084 0 280656 0 14728 0 1135905 0 63420 Jacqueline Sellers Assistant Secretary 0 185684 0 74361 0 27543 0 157570 0 13506 0 458664 0 0 Richard Shannon MD Director 0 190000 0 0 0 0 0 18000 0 0 0 208000 0 0 Xuejun J Smith Chief Financial Officer 0 239641 0 100696 0 3949 0 111060 0 29123 0 484469 0 0 Arthur Southam EVP, Health Plan Operations 0 922115 0 1690487 0 618288 0 742216 0 34096 0 4007202 0 245168 Deborah Stokes SVP,Corporate Controller & CAO 0 0 0 156115 0 9281 0 0 0 0 0 165396 0 0 Cynthia A Telles PHD Director 0 222000 0 0 0 11956 0 0 0 0 0 233956 0 0 Bernard Tyson Chairman & CEO 0 1436935 0 7978527 0 1294041 0 5335702 0 37548 0 16082753 0 0 Alfonse Upshaw SVP,Corporate Controller & CAO 0 378040 0 311757 0 149402 0 141409 0 26652 0 1007260 0 98416 Eugene Washington MD Director 0 193000 0 0 0 495 0 0 0 0 0 193495 0 0 Wendy N Watson VP, Ambulatory Care, Clin Svcs 0 276328 0 143179 0 16714 0 193954 0 28528 0 658703 0 0 William Wiechmann Assistant Secretary 0 261849 0 173091 0 84887 0 199471 0 27972 0 747270 0 56131 Kenneth R Wright VP, Dental Care Svcs - NW 0 226921 0 128212 0 45119 0 79749 0 34898 0 514899 0 0 Hong-Sze Yu VP, Brd & Corp Gov & Asst Secy 0 225517 0 88592 0 16828 0 155892 0 23735 0 510564 0 0 Victoria Zatkin VP, Off of Brd & Corp Gov Svcs 0 0 0 20815 0 84463 0 0 0 0 0 105278 0 81430 Mark Zemelman SVP, General Counsel & Secy 0 577508 0 1031758 0 838649 0 190188 0 31709 0 2669812 0 556159 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 325,791 David Lake 66,572 Kathryn Lancaster 309,860 Andrew Mcculloch 2,806,490 Thomas Meier 97,965 Karen Schartman 78,112 Arthur Southam 568,315 Bernard Tyson 789,552 Alfonse Upshaw 129,022 William Wiechmann 67,855 Victoria Zatkin 81,430 Mark Zemelman 773,564 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. FORM 990, PART VI, LINE 1a 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, QUESTION 4 The Bylaws of the Corporation were amended in 2017 as follows: On March 17, 2017, Article E, Sections E-7 and E-9 were amended to reflect that the Executive Vice President and Group President instead of the Executive Vice President and Chief Financial Officer shall perform the duties of the President in the absence or disability of the President. Form 990, PART VI, QUESTION 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, QUESTION 7A 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, QUESTION 7B 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) AMENDMENT OF ARTICLE D, SECTION D-4 OF THE BYLAWS - ELECTION AND TERM OF OFFICE. Form, PART VI, QUESTION 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, QUESTIONS 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, QUESTION 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, QUESTION 18 Forms 990 are available on www.guidestar.org. Form 990, PART VI, QUESTION 19 Public Inspection Copy: 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, Communication 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 Organization: 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 CHANGE IN pension and other retirement liabilities $(169,531,224) BOOK-TO-TAX DIFFERENCE ON SALE OF INVESTMENTS 2,302,453 OTHER THAN TEMPORARY IMPAIRMENT LOSS (3,540,764) ---------------- TOTAL (170,769,535) FORM 990, PART III, LINES 4A - 4D 2017 Community Benefit Report Kaiser Foundation Health Plan of the Northwests Commitment to the Community Kaiser Foundation Health Plan of the Northwest (Northwest Health Plan or KFHP-NW) provides and arranges comprehensive health care services for members on a predominantly prepaid basis. Its contractual obligations to group and individual members are fulfilled by contracting with Kaiser Foundation Hospitals (KFH) and Permanente Medical Group physicians to provide health care services for its members. KFHP-NW strives for excellence in serving its members through market-leading performance in quality and service. As a subsidiary of Kaiser Foundation Health Plan, Inc. (KFHP, Inc.), membership is available without regard to age, sex, race, religion, or national origin, or to the individuals ability to pay. Northwest Health Plan members are broadly representative of the communities served. Once enrolled, a member may maintain membership regardless of health or employment status. As related nonprofit organizations, Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Health Plan of the Northwest are committed to improving the health of communities beyond enrolled membership. Annual investments in a range of Community Benefit programs are a fundamental embodiment of the organizations ongoing commitment to improve the general wellbeing within the broader community. These investments result in intentional, planned, measurable, and accountable benefits intended to address many of the health challenges faced at the individual, local, state, and national levels. In 2007, Kaiser Foundation Health Plan, Inc.s board of directors refined the focus of the organizations Community Benefit programs and established the following four priority areas which have come to be known as "Streams of Work": A. Care and Coverage for Low-Income People Creates and supports programs that lower the financial barriers for the under- and uninsured. B. Community Health Initiatives (CHI) Seeks to measurably improve the health of the communities we serve. Designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods. C. Safety Net Partnerships Builds partnerships with community clinics, local health departments, and public hospitals. Provides funding, technical assistance, dissemination of care management, and quality improvements technology to help improve care and expand treatment capacity for vulnerable populations. D. Developing and Disseminating Knowledge Improves health care by sharing our knowledge educating practitioners, advancing research, empowering consumers, and informing policymakers about evidence-based care and health. In addition to the streams of work above, KFHP-NW also made contributions to benefit the communities served in the following areas: E. Other Community Benefit Investments Support Community Benefit activities and programs beyond the national streams of work, including the administrative expenses of regional Community Benefit departments dedicated to supporting the organizations Community Benefit programs and services and coordinating related initiatives. F. Environmental Stewardship Protecting and improving the natural environment is a key component of KFHP-NWs mission to improve the health of the community it serves. Although costs associated with this initiative are not included in the dollars reported as Community Benefit investments, efforts in this area contribute to advancing a broader vision emphasizing healthy people and healthy environments while also improving health care quality and affordability. The following are details of the Community Benefit activities provided by Kaiser Foundation Health Plan of the Northwest: In 2017, Northwest Health Plan served nearly 580,000 members and expended approximately $82.8 million (at cost, net of $122.8 million of related revenues) to support Community Benefit activities. The following summarizes many of the signature Community Benefit programs and services grouped according to the national Streams of Work. A. Care and Coverage for Low-Income People Improving health care access for those with limited incomes and resources is fundamental to Kaiser Foundation Health Plan of the Northwests mission. In 2017, Northwest Health Plan spent approximately $80.6 million (at cost, net of $122.8 million of related revenues) to address the financing and delivery of health care for populations vulnerable due to socio-economic status, illness, ethnicity, age or other factors. Program beneficiaries (under- and uninsured) received free or discounted care in a Kaiser Permanente facility or by a Permanente provider. A.1. Charitable Care (Medical Financial Assistance and Charitable Health Coverage Programs) In Oregon and Washington, Northwest Health Plan provides charity care to low-income vulnerable populations through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) programs. In 2017, Northwest Health Plan spent approximately $26.5 million (at cost, net of $39 thousand of related revenues) on under- and uninsured patients. A.1.1. Medical Financial Assistance (MFA) Program Northwest Health Plans Medical Financial Assistance program provides financial assistance for emergency and medically necessary services, medications, and supplies to patients with a demonstrated financial need. Patients must receive health care services at a Kaiser Permanente facility and/or from a Kaiser Permanente provider. Eligibility is based upon prescribed levels of income to patients who have exhausted other private and public sources of support. In 2017, KFHP-NW provided approximately $18 million (at cost, net of related revenues of $0) of services under this program. At KFHP-NW, patients who are eligible for medical financial assistance, but do not receive an MFA award, are not charged more than amounts generally billed. Contracted collection agency practices are aligned with the organizations social values and IRC section 501(r). Additionally, any patient experiencing financial hardship due to high medical expenses relative to their income level may qualify for the program under KPs high medical expense criteria. Northwest Health Plans MFA eligibility criteria allows all insured patients falling at or below 300% of the Federal Poverty Guidelines (FPG) to receive full (100%) write off of medical charges. Any patient who does not meet income-based eligibility criteria, but is experiencing financial hardship due to high medical expenses relative to their income may qualify for MFA under high medical expense criteria. Eligibility for high medical expenses exists when the patients incurred out-of-pocket medical and pharmacy expenses over the previous 12-month period is equal to or exceeds 10% of annual income. High medical expenses can apply to any income level. In Oregon and Washington, the MFA program also covers full or partial expenses for dental services if applicants meet qualifying guidelines. Promoting this medical-dental integration within the community is a priority for Kaiser Foundation Health Plan of the Northwest. The Health Plan supports the Oregon Primary Care Association in its efforts to bring dental directors together from Federally Qualified Health Centers to share best practices. Health Plan also employs a Community Benefit dentist for several hours each week to work with safety net partners to increase dental access and medical-dental integration in our community. In 2017, the MFA program assisted more than 15,000 qualified applicants, including nearly 2,200 patients who were not otherwise covered by a health care plan offered by Kaiser Foundation Health Plan of the Northwest. This population received full or partial forgiveness for nearly 133,000 outpatient visits and over 137,000 prescriptions. A.1.1.1. Community Medical Financial Assistance (CMFA) The MFA program also includes support for community based initiatives, known as Community Medical Financial Assistance (CMFA) programs. CMFA programs are designed to broaden access to health care within the community and help KFHP-NW fulfill its objectives to reduce the financial barriers that limit access to care for qualified low income populations. Northwest Health Plan is partnering with Project Access NOW (PAN) in Multnomah, Clackamas and Washington Counties and The Free Clinics of Clark County and Cowlitz County in Washington in a broad based community initiative that builds access to health care for low income and uninsured people through the provision of donated medical services. Patients referred to Kaiser Permanente facilities from the partnering organizations are set up with a Health Record Number, Primary Care Provider and Home Clinic for a period of one year. These patients then have access to the full range of Kaiser Permanente services. Services may include primary care, specialty care and hospitalizations. This prevents medical emergencies, alleviates the burden on clinics and emergency rooms when medical conditions persist untreated, and enables patients to be treated for the root causes of their symptoms. A.1.2. Charitable Health Coverage (CHC) Program Charitable Health Coverage is a unique approach to caring for low-income uninsured persons in the community. Eligible participants receive a regular Kaiser Permanente Health Plan membership card and access to the full range of services and providers a much better alternative to potentially costly emergency room visits or hospitalization. This allows Northwest Health Plan to invest in the longer term health of patients and the community. KFHP-NWs CHC programs have a long history of making a real difference in the lives of low-income people who might otherwise have no permanent medical home. During 2017, KFHP-NW invested approximately $8.3 million (at cost, net of $39 thousand of related revenues) to support the CHC program. The CHC program includes a separately administered premium subsidy that CHC members use for the purchase of a standard off-exchange Kaiser Permanente Individual/Family (KPIF) gold level plan. Applicants must not be eligible or enrolled in any private or public health plan. Eligible siblings age 3 to 19 can also receive services. To ensure that patient cost share obligations do not become a barrier to care, a Medical Financial Assistance award is provided to CHC members at the time of enrollment in the CHC program. Recertification takes place about every two years to confirm that members remain eligible to participate. A.1.2.1. Child Health Plan Plus The Child Health Plan Plus targets eligible students. This program is open to children of low-income families who reside in one of six school districts and who do not have access to other health insurance options. The program provides comprehensive medical, dental and prescription coverage to children between kindergarten and 12th grade, and these children must come from a household with income is at or below 350% of the Federal Poverty Guidelines. At the end of 2017, more than 3,700 children were covered by membership in this program. In 2014, Health Plan started offering dental as part of the Child Health Plan Plus. Child Health Plan has been in place as a medical-only plan for many years, but added the essential dental benefit for new enrollees. In addition, all members in the existing plan (without a dental benefit) converted to the new plan (with a dental benefit) on October 1, 2014. All basic dental treatment is covered, but implants or orthodontia treatment are not. These members can receive care at any Kaiser Foundation Health Plan of the Northwest dental office. A.2. Participation in Medicaid and Other Government-Sponsored Programs Kaiser Foundation Health Plan of the Northwest has a long history of providing access to low- and moderate-income individuals as a nonprofit organization. KFHP-NW participates in Medicaid and other government-sponsored programs under a variety of models, depending on the structure of these programs in each state. In 2017, the Northwest Health Plan provided coverage and services valued at $54.1 million (at cost, net of $122.8 million of related revenues) for members and nonmembers in programs sponsored by the federal and state governments. As of December 2017, KFHP-NWs membership in Medicaid programs was approximately 43,000. The Affordable Care Act has had a far-reaching impact on the landscape of government-sponsored programs. These options have become a key source of health coverage for a significant portion of the American population. KFHP-NW has responded to this challenge by developing organizational strategies to enable individuals whose coverage is changing due to personal or financial circumstances to enroll in a Medicaid program offered by KFHP-NW. Realized and anticipated growth in the organizations Medicaid offerings closely aligns with and supports KFHP-NWs core mission, tax exempt status, credibility in state and federal policy arenas, and community health needs focusing on access to care. To better cope with the expansion of KFHP-NWs Medicaid program, a Medicaid Assistance Center (MAC) was opened for operation in 2014. Center representatives provide specialized enrollment services by assisting callers in understanding Medicaid in their state and the qualifications to enroll in Medicaid with KFHP-NW, with an emphasis on availability of bilingual support. A proactive follow-up process has been implemented to nurture a good foundational relationship with those prospects that elect to receive communications. A.2.1. Medicaid Programs Northwest Health Plan participated in three Medicaid managed care programs in Oregon and Washington as well as a fee-for-service provider for patients who have no formal affiliation with KFHP-NW. In 2017, KFHP-NW expended approximately $52.5million (at cost, net of $122.8 million of related revenues) to subsidize care under Medicaid. In Oregon, Health Plan partners with the Health Share of Oregon as a fully capitated, risk-accepting entity and Trillium Community Health as a fee for service provider. In Washington, Health Plan participates as a fully capitated contractor of Molina Healthcare of Washington. The following describe the programs and target populations. A.2.1.1. Medicaid Managed Care Programs A.2.1.1.1. Health Share of Oregon Northwest Health Plan is a direct contractor with Health Share of Oregon under a Provider Care Organization contract to deliver primary and specialty care paid by the state. All reporting, analysis, auditing, and member administration is performed by KFHP-NW as a Managed Care Organization. As a result, KFHP-NW is engaged in policy development, program structure, and technical capabilities in partnership with the Health Share of Oregon. Currently, Northwest Health Plan, along with other regional health care providers, Tuality Healthcare, Care Oregon, and Providence Health Services, is a risk-accepting entity and a founding partner of Health Share of Oregon for Multnomah, Clackamas, and Washington counties. This is the largest Coordinated Care Organization in the state. A.2.1.1.2. Washington Apple Health Care Washington Apple Health program is a Medicaid program offered by Molina Healthcare for low-income individuals that meet eligibility requirements for Medicaid. It is a fully-capitated state program managed by the Washington State Health Care Authority (HCA). Northwest Health Plan provides services to eligible participants who reside in either Clark or Cowlitz counties through a subcontract with Molina Healthcare. A.2.1.2. Medicaid Fee-for-Service Northwest Health Plan contributed $5.6 million (at cost, net of $4.3 million of related revenues) in subsidized care to Medicaid Fee-for-Service patients during 2017. These patients have no formal membership affiliation with KFHP-NW. When a Medicaid nonmember receives services from Kaiser Permanente providers at hospitals or outpatient services as a result of hospital visit follow-up, these expenses are recorded as non-capitated services and billed to the Medicaid program on a fee-for-service basis. A.2.1.3. Child Health Insurance Program (CHIP) In both Oregon and Washington, KFHP-NW participates as a provider in the states Child Health Insurance Program. The program provides health insurance to children whose family income is between 200 percent and 300 percent of the federal poverty level, and who are not eligible for Medicaid. Subsidies are provided on a sliding scale based on income. In both states, the program is governed by the Medicaid contract, and offers the same benefits. Northwest Health Plan incurred net losses of $7.9 million (at cost, net of $16.8 million of related revenues) under this program in 2017. A.2.2. Other Government Programs The Oregon Transitional Reinsurance Program supplements the federal program by helping to pay for high claims costs associated with individuals in previous high risk programs. The Washington Medical Insurance Pool provides coverage to individuals who were enrolled in the prior insurance pool program. Legislation allows the states to spread a portion of the expenses for enrollees across the pools of individuals who are insured wholly or in-part by all health insurers, re-insurers, and stop-loss carriers licensed in each state. Northwest Health Plan paid $1.2 million to these programs in 2017. A.3. Care and Coverage Programs and Services A.3.1. On-site Wellness Center at Faubion Elementary School Kaiser Permanente openned an on-site Wellness Center at Faubion Elementary School in North Portland in August 2017. It provides students and, eventually, faculty, staff and students families a full range of primary care, dental, and behavioral health services in partnership with Concordia University, Trillium Family Services, and Portland Public Schools. The center is part of an education program called 3 to PhD, where Faubion and Concordias School of Education will be co-located, providing early childhood education through grade 8 and teacher training opportunities for Concordia University students. Kaiser Permanente is the provider of Medical and Dental services, and Trillium provides outpatient mental health treatment. B. Other Community Benefit Investments During 2017, Northwest Health Plan spent $2.2 million to support Community Benefit activities and programs beyond the national streams of work. This included the administrative expenses of a Community Benefit department dedicated to supporting regional Community Benefit programs and services and coordinating related initiatives. KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST RECOGNIZED NO SIGNIFICANT FINANCIAL INVESTMENTS IN THE FOLLOWING STREAMS OF WORK DURING 2017: C. - SAFETY NET PARTNERSHIPS D. - DEVELOPING AND DISSEMINATING KNOWLEDGE E. OTHER COMMUNITY BENEFIT INVESTMENTS F. Environmental Stewardship A stable and non-toxic environment contributes to health and wellness. Safeguarding and healing the natural environment is therefore a key component of Kaiser Permanentes multifaceted efforts to improve the total health of our members and the communities we serve. Kaiser Permanente maintains a governance structure for environmental stewardship that steers actions across our organization to detoxify the ways in which healthcare is delivered while catalyzing environmental improvement throughout society. This structure includes clearly defined roles, responsibilities, plans and routines, and has resulted in five organization-wide focus areas that have been selected based on their ability to have the most impact on the forces that shape environmental- and human-health: - Responding to climate change - Promoting sustainable farming and food choices - Reducing, reusing, and recycling to eliminate waste - Finding safe alternatives to harmful industrial chemicals - Conserving water In each of these focus areas, Kaiser Permanente has established ambitious goals (including a 2025 target to remove more greenhouse gases from the atmosphere than we emit); implemented initiatives; achieved measurable improvements; and regularly reported progress to our Board of Directors, our staff, and the communities we serve. F.1. Performance Metrics During 2017, key performance indicators for Kaiser Foundation Health Plan of the Northwest included: F.1.1. Reduced our greenhouse gas emissions associated with routine use of anesthetic agents by over 1,800 metrics tons of carbon dioxide equivalent, compared to our 2014 baseline. F.1.2. Improved our energy use intensity (kBtu/rentable square foot) by 8% compared to our 2010 baseline. F.1.3. Improved our water use intensity (gallons/rentable square foot) by 3% compared to our 2013 baseline. F.1.4. Responsibly reused, recycled or composted over 1,700 tons of materials. FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED MEDICAL SERVICES TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED OTHER NON-MEDICAL SV TOTAL FEES:78982743 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 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 true KAISER FOUNDATION HEALTH PLAN OF THE MAS ONE KAISER PLAZA 15L OAKLAND CA 94612 520954463 HEALTH CARE MD 501(c)(3) 10 KFHP INC true KAISER FDN HEALTH PLAN OF WASHINGTON ONE KAISER PLAZA 15L OAKLAND CA 94612 910511770 HEALTH CARE WA 501(c)(3) 3 KFHPW HLDING true KAISER HOSPITAL ASSET MANAGEMENT INC ONE KAISER PLAZA 15L OAKLAND CA 94612 943299125 ASSET MGMT CA 501(c)(3) 12-I KFH 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 true CAMP BOWIE SERVICE CENTER ONE KAISER PLAZA 15L OAKLAND CA 94612 943299123 ADMIN CA 501(c)(3) 12-I KFHP INC true LOKAHI ASSURANCE LTD ONE KAISER PLAZA 15L OAKLAND CA 94612 912171891 WC PLACEMENT HI 501(c)(3) 12-I KFHP INC true 1800 HARRISON FOUNDATION ONE KAISER PLAZA 15L OAKLAND CA 94612 943317484 FINANCING CA 501(c)(3) 12-I KFHP INC true KAISER HOSPITAL ASSISTANCE CORPORATION ONE KAISER PLAZA 15L OAKLAND CA 94612 311779500 FINANCING CA 501(c)(3) 12-I KFH true KAISER HEALTH ALTERNATIVES ONE KAISER PLAZA 15L OAKLAND CA 94612 930954562 HEALTH CARE OR 501(c)(3) 10 KFHP INC true KAISER PERMANENTE SCHOOL OF MEDICINEINC ONE KAISER PLAZA 15L OAKLAND CA 94612 814053028 MEDICAL EDU CA 501(C)(3) 2 KFH true KFHPW HOLDINGS ONE KAISER PLAZA 15L OAKLAND CA 94612 930480268 HEALTH CARE WA 501(C)(3) 12-I KFHP INC true GROUP HEALTH NORTHWEST ONE KAISER PLAZA 15L OAKLAND CA 94612 911216856 INACTIVE WA 501(C)(3) 12-I KFHP OF WA 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 true NXT CAP SR FD ILLC 191 N Wacker Dr 1200 CHICAGO IL 60606 371651297 INVESTMENT DE NA N/A OAK TREE ASSURANCE LTD ONE KAISER PLAZA 15L OAKLAND CA 94612 030329760 INSURANCE VT NA C CORP true KAISER PERMANENTE INSURANCE COMPANY ONE KAISER PLAZA 15L OAKLAND CA 94612 943203402 INSURANCE CA NA C CORP true KAISER PROPERTIES SERVICES INC ONE KAISER PLAZA 15L OAKLAND CA 94612 943259432 REAL ESTATE CA NA C CORP true KAISER COLORADO HOLDINGS One Kaiser Plaza 15L OAKLAND CA 94612 814691154 HEALTH CARE CO NA C CORP true KAISER PERMANENTE INTERNATIONAL ONE KAISER PLAZA 15L OAKLAND CA 94612 943245176 CONSULTING CA NA C CORP true GROUP HEALTH OF WASHINGTON ONE KAISER PLAZA 15L OAKLAND CA 94612 911314907 INACTIVE WA NA C CORP true GROUP HEALTH SERVICES INC ONE KAISER PLAZA 15L OAKLAND CA 94612 911392222 INACTIVE WA NA C CORP true KFHP OF WASHINGTON OPTIONS INC ONE KAISER PLAZA 15L OAKLAND CA 94612 911467158 INSURANCE WA NA C CORP true false false false false true false false false false false false true true true true true true true true KAISER FOUNDATION HEALTH PLAN INC L 254480675 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN INC M 347449352 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN INC P 78804041 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN INC Q 31451355 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN INC R 28248549 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN INC S 1221535270 PER AGREEMENT KAISER FOUNDATION HOSPITALS L 191937 PER AGREEMENT KAISER FOUNDATION HOSPITALS M 2022810722 PER AGREEMENT KAISER FOUNDATION HOSPITALS P 3509932767 PER AGREEMENT KAISER FOUNDATION HOSPITALS Q 617479909 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN OF COLORADO L 494485 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN OF COLORADO M 525370 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN OF COLORADO Q 987780 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN OF COLORADO R 535645 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN OF THE MAS INC L 469876 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN OF THE MAS INC M 519634 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN OF THE MAS INC P 225416 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN OF THE MAS INC Q 211019 PER AGREEMENT CAMP BOWIE SERVICE CENTER M 8956918 PER AGREEMENT CAMP BOWIE SERVICE CENTER P 14346000 PER AGREEMENT KAISER PERMANENTE INSURANCE COMPANY L 11638004 PER AGREEMENT LOKAHI ASSURANCE LTD L 9118991 PER AGREEMENT LOKAHI ASSURANCE LTD M 16077711 PER AGREEMENT LOKAHI ASSURANCE LTD Q 13129521 PER AGREEMENT LOKAHI ASSURANCE LTD S 2767606 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC L 195862 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC M 265971 PER AGREEMENT KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC P 140637 PER AGREEMENT