KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC (EIN 52-0954463)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-08
IRS object ID: 201843129349302299
Schema version: 2017v2.3
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	2018-11-08T14:09:39-06:00	ReturnTs
Tax Period End	2017-12-31	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	2017-01-01	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	2018-10-19	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	155.201.188.33	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	23522320183125000029	FederalOriginalSubmissionId
Federal Original Submission Id	2018-11-08	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	82EF70885BAE644EF1B1FCEB45264405E14EF6B4	AtSubmissionCreationDeviceId
At Submission Filing Device Id	6CFBC1E470B119DB9F0B0C745D98B714AAF1A9A1	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	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	$3,841,838,410	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	9586	TotalEmployeeCnt
Total Volunteers	643	TotalVolunteersCnt
Total Gross UBI	$552,623	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$3,409,654,462	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,700,773,153	CYProgramServiceRevenueAmt
PY Investment Income	$4,306,127	PYInvestmentIncomeAmt
CY Investment Income	$4,826,852	CYInvestmentIncomeAmt
PY Other Revenue	$452,715	PYOtherRevenueAmt
CY Other Revenue	$428,441	CYOtherRevenueAmt
PY Total Revenue	$3,414,413,304	PYTotalRevenueAmt
CY Total Revenue	$3,706,028,446	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,925,414	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,242,634	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$738,695,432	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$794,118,433	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,666,100,739	PYOtherExpensesAmt
CY Other Expenses	$3,005,133,602	CYOtherExpensesAmt
PY Total Expenses	$3,406,721,585	PYTotalExpensesAmt
CY Total Expenses	$3,800,494,669	CYTotalExpensesAmt
PY Revenues Less Expenses	$7,691,719	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$94,466,223	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,382,676,878	TotalAssetsBOYAmt
Total Assets EOY	$1,560,429,135	TotalAssetsEOYAmt
Total Liabilities BOY	$1,548,393,010	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,929,920,367	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$165,716,132	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$369,491,232	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	$3,064,784,067	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$3,385,810,542	RevenueAmt
Desc	member health care services and medical training for care improvement Kaiser Foundation Health Plan of the Mid-Atlantic States (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	$383,947,502	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$314,845,393	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 2017, close to 81,000 individuals were receiving benefits under KFHP-MASs 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	$77,439,887	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$117,218	RevenueAmt
Desc	CHARITABLE 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 2017, this program assisted over 29,000 qualifying applicants. 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. Approximately 9,500 individuals were receiving comprehensive health care through this program at the end of 2017.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$13,057,723	ExpenseAmt
Grant	$1,242,634	GrantAmt
Revenue	$0	RevenueAmt
Desc	SEE COMMUNITY BENEFIT REPORT IN SCH O	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$13,057,723	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$1,242,634	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$3,539,229,179	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	806	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	9586	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
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 (45 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	0.25	4.75	Yes (X)	$0	$216,956	$0
David Barger
Director	0.5	6.5	Yes (X)	$0	$129,258	$0
Regina M Benjamin MD MBA
Director	0.5	8.0	Yes (X)	$0	$195,085	$0
Jeffery E Epstein
Director	0.5	8.0	Yes (X)	$0	$209,793	$0
Leslie S Heisz
Director	0.25	4.75	Yes (X)	$0	$221,011	$0
David F Hoffmeister
Director	0.25	9.25	Yes (X)	$0	$228,956	$0
Judith A Johansen JD
Director	0.5	8.5	Yes (X)	$0	$245,223	$0
Kim J Kaiser
Director	0.4	7.6	Yes (X)	$0	$229,212	$0
Edward Y W Pei
Director	0.25	7.25	Yes (X)	$0	$227,488	$18,000
Margaret E Porfido JD
Director	0.5	5.5	Yes (X)	$0	$273,015	$0
Richard Shannon MD
Director	0.5	5.0	Yes (X)	$0	$190,000	$18,000
Cynthia A Telles PHD
Director	0.5	7.0	Yes (X)	$0	$233,956	$0
Bernard Tyson
Chairman & CEO	4.0	46.0	Yes (X)	$0	$10,709,503	$5,373,250	Yes (X)
Eugene Washington MD
Director	0.25	6.75	Yes (X)	$0	$193,495	$0
Gregory Adams
EVP, Group President	4.0	46.0		$0	$3,042,495	$3,546,643	Yes (X)
Kristin Bear
Assistant Secretary	4.0	46.0		$0	$346,012	$142,273	Yes (X)
Maryann Bodayle
Assistant Secretary	1.0	49.0		$0	$172,364	$48,189	Yes (X)
Bernice Gould
Assistant Secretary	1.0	49.0		$0	$211,923	$119,722	Yes (X)
Kimberly Horn
Regional President - MAS	40.0	10.0		$0	$1,459,825	$687,515	Yes (X)
Kathryn Lancaster
EVP & CFO	3.5	46.5		$0	$2,834,247	$889,086	Yes (X)
Thomas Meier
SVP, Corporate Treasurer	1.5	48.5		$0	$1,125,095	$191,167	Yes (X)
Donald Orndoff
SVP, NFS	4.0	46.0		$0	$974,157	$230,435	Yes (X)
Rochelle Roth
Assistant Secretary	4.0	46.0		$0	$235,364	$200,790	Yes (X)
Jacqueline Sellers
Assistant Secretary	2.0	48.0		$0	$287,588	$171,076	Yes (X)
Arthur Southam
EVP, Health Plan Operations	4.0	46.0		$0	$3,230,890	$776,312	Yes (X)
Susan Spurlark
Assistant Secretary	50.0	0.0		$0	$496,391	$244,515	Yes (X)
Alfonse Upshaw
SVP,Corporate Controller & CAO	3.5	46.5		$0	$839,199	$168,061	Yes (X)
Hong-Sze Yu
VP, Brd & Corp Gov & Asst Secy	3.5	46.5		$0	$330,937	$179,627	Yes (X)
Mark Zemelman
SVP, General Counsel & Secy	2.0	48.0		$0	$2,447,915	$221,897	Yes (X)
Joseph Butz
VP & COO - MAS	50.0	0.0		$0	$691,465	$139,199		Yes (X)
Jon Kunkle
VP, CFO - Mid-Atlantic States	50.0	0.0		$0	$707,883	$107,213		Yes (X)
Mark Ruszczyk
VP, MSBD - MAS	50.0	0.0		$0	$543,184	$128,693		Yes (X)
Frank Titus
VP, HPSA - MAS	50.0	0.0		$0	$606,518	$190,524		Yes (X)
Karen Elizabeth Blair
VP, PR, Comm & Brand Mgmt	50.0	0.0		$0	$466,348	$145,194			Yes (X)
Joan L Gelrud
VP, Quality - MAS	50.0	0.0		$0	$437,070	$147,174			Yes (X)
Jill Feldon Lanouette
VP, Mktg Comm & Comm Relations	50.0	0.0		$0	$368,015	$186,424			Yes (X)
Linda S Larch
Reg Compliance Officer - MAS	50.0	0.0		$0	$423,624	$115,324			Yes (X)
Delinda Hastie Washington
VP, HR - MAS	50.0	0.0		$0	$462,714	$125,180			Yes (X)
Daniel Garcia
SVP, Chief Compliance Officer	0.0	0.0		$0	$593,429	$0				Yes (X)
George Halvorson
Director	0.0	0.0		$0	$28,956	$25,716				Yes (X)
Marilyn Kawamura
Region President - MAS	0.0	0.0		$0	$209,165	$0				Yes (X)
J Neal Purcell
Director	0.0	0.0		$0	$48,745	$0				Yes (X)
Deborah Stokes
SVP,Corporate Controller & CAO	0.0	0.0		$0	$165,396	$0				Yes (X)
Victoria Zatkin
VP, Off of Brd & Corp Gov Svcs	0.0	0.0		$0	$105,278	$0				Yes (X)
Ruben Burnett
VP, Natl Consultant Relations	0.0	50.0		$0	$610,856	$102,779				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$38,005,999	TotReportableCompRltdOrgAmt
Total Other Compensation	$14,639,978	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1863	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	$770,758,463
VIRGINIA HOSPITAL CENTER
PO BOX 1494	MERRIFIELD	VA	22116	MEDICAL SERVICES	$88,899,344
HOLY CROSS HOSPITAL
1500 FOREST GLEN RD	SILVER SPRINGS	MD	20910	MEDICAL SERVICES	$84,118,672
CHILDREN'S HOSPITAL
PO BOX 37215	BALTIMORE	MD	21297	MEDICAL SERVICES	$67,894,216
WASHINGTON HOSPITAL CENTER
PO BOX 418203	BOSTON	MA	02241	MEDICAL SERVICES	$60,586,064

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	69	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
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	$3,053,382,750	$3,053,382,750
MEDICARE/MEDICAID	900099	$422,594,593	$422,594,593
SUPPL CHARGE/PHARM	900099	$180,016,702	$179,729,713	$286,989
NON-PLAN & IND REV	900099	$3,691,725	$3,426,091	$265,634
OTHER PRGM SERVICE	900099	$41,087,383	$41,087,383

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,700,773,153	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,949,737	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,949,737	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	$370,761	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$370,761	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$370,761	TotalRevenueColumnAmt
Exclusion	$370,761	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$135,616,339	SecuritiesAmt
Other	$70,740	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$135,760,277	SecuritiesAmt
Other	$49,687	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$143,938	SecuritiesAmt
Other	$21,053	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$122,885	TotalRevenueColumnAmt
Exclusion	-$122,885	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	$57,680	TotalRevenueColumnAmt
Exclusion	$57,680	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$57,680	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,706,028,446	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,700,220,530	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$552,623	UnrelatedBusinessRevenueAmt
Exclusion	$5,255,293	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,242,634	TotalAmt
Program Services	$1,242,634	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	$0	TotalAmt

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	$570,394,015	TotalAmt
Program Services	$534,392,962	ProgramServicesAmt
Management And General	$36,001,053	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$74,018,697	TotalAmt
Program Services	$74,018,697	ProgramServicesAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$103,542,579	TotalAmt
Program Services	$90,246,182	ProgramServicesAmt
Management And General	$13,296,397	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$46,163,142	TotalAmt
Program Services	$46,163,142	ProgramServicesAmt
Fundraising	$0	FundraisingAmt

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	$761,520	TotalAmt
Management And General	$761,520	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$411,700	TotalAmt
Management And General	$411,700	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	$197,632	TotalAmt
Management And General	$197,632	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

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

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$16,973,872	TotalAmt
Program Services	$450,615	ProgramServicesAmt
Management And General	$16,523,257	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$14,085,426	TotalAmt
Program Services	$12,439,471	ProgramServicesAmt
Management And General	$1,645,955	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$206,775,365	TotalAmt
Program Services	$141,802,734	ProgramServicesAmt
Management And General	$64,972,631	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$32,079,255	TotalAmt
Program Services	$32,079,255	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,179,109	TotalAmt
Program Services	$1,644,573	ProgramServicesAmt
Management And General	$534,536	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	$1,948,048	TotalAmt
Management And General	$1,948,048	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$15,983,670	TotalAmt
Program Services	$15,983,670	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$73,649,879	TotalAmt
Program Services	$73,649,879	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$29,154,754	TotalAmt
Program Services	$29,122,741	ProgramServicesAmt
Management And General	$32,013	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
CONTRACTUAL PAYMENTS	$1,256,882,057	$1,256,882,057
PURCHASED MEDICAL SERVICES	$357,401,844	$356,419,364	$982,480
SUPPLIES	$634,182,762	$568,866,876	$65,315,886
INTER-REGIONAL CHARGES	$156,405,965	$136,107,834	$20,298,131

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$206,060,744	TotalAmt
Program Services	$167,716,493	ProgramServicesAmt
Management And General	$38,344,251	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,800,494,669	TotalAmt
Program Services	$3,539,229,179	ProgramServicesAmt
Management And General	$261,265,490	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	$40,834,573	BOYAmt
EOY	$163,113,644	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	$154,776,528	BOYAmt
EOY	$132,206,411	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	$38,327,415	BOYAmt
EOY	$42,050,382	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,365,358	BOYAmt
EOY	$5,515,392	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,511,037,527	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$700,020,861	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$761,511,343	BOYAmt
EOY	$811,016,666	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$254,890,242	BOYAmt
EOY	$254,834,425	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	$126,971,419	BOYAmt
EOY	$151,692,215	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,382,676,878	BOYAmt
EOY	$1,560,429,135	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$295,003,175	BOYAmt
EOY	$322,692,048	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	$35,554,659	BOYAmt
EOY	$39,136,496	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	$1,217,835,176	BOYAmt
EOY	$1,568,091,823	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,548,393,010	BOYAmt
EOY	$1,929,920,367	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	-$174,017,894	BOYAmt
EOY	-$377,792,994	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$165,716,132	BOYAmt
EOY	-$369,491,232	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,382,676,878	BOYAmt
EOY	$1,560,429,135	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$94,466,223	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$451,283	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$108,857,594	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	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$22,290	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$14,500	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$28,275	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$65,065	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,508,061,602	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,716,227,851	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,075,698,789	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,408,656,198	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,700,220,530	CurrentTaxYearAmt
Total	$15,408,864,970	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	$2,508,083,892	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,716,242,351	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,075,727,064	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,408,656,198	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,700,220,530	CurrentTaxYearAmt
Total	$15,408,930,035	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	$15,408,930,035	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,392,544	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,632,832	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,930,224	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,333,472	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,320,498	CurrentTaxYearAmt
Total	$20,609,570	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	$3,392,544	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,632,832	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,930,224	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,333,472	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,320,498	CurrentTaxYearAmt
Total	$20,609,570	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

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

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$280,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$317,240	CurrentTaxYearMinus1YearAmt
Current Tax Year	$57,680	CurrentTaxYearAmt
Total	$654,920	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,511,476,436	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,719,875,183	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,079,937,288	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,413,306,910	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,705,598,708	CurrentTaxYearAmt
Total	$15,430,194,525	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99862	PublicSupportCY509Pct
Public Support PY509	0.99840	PublicSupportPY509Pct
Investment Income CY	0.00134	InvestmentIncomeCYPct
Investment Income PY	0.00156	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	$9,696	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$503,745	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$79,331	OtherActivitiesAmt
Total Lobbying Expenditures	$592,772	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 (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.	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	$103,161,362	OtherCostOrOtherBasisAmt
Book Value	$103,161,362	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$941,204,993	OtherCostOrOtherBasisAmt
Depreciation	$397,538,741	DepreciationAmt
Book Value	$543,666,252	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$161,367,575	OtherCostOrOtherBasisAmt
Depreciation	$101,313,993	DepreciationAmt
Book Value	$60,053,582	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$254,722,048	OtherCostOrOtherBasisAmt
Depreciation	$193,902,781	DepreciationAmt
Book Value	$60,819,267	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$50,581,549	OtherCostOrOtherBasisAmt
Depreciation	$7,265,346	DepreciationAmt
Book Value	$43,316,203	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$811,016,666	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
STATUTORY DEPOSITS	$1,964,953
LONG-TERM DUE FROM AFFILIATES	$136,713,100
OTHER LONG-TERM ASSETS	$9,404,530
BROKER RECEIVABLE	$2,536,335
OTHER ACQ INTANGIBLE ASSETS	$1,073,297

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$151,692,215	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
DUE TO RELATED ENTITIES	$302,269,156
MEDICARE RESERVES	$0
SELF-INSURED RISKS	$163,547,234
PENSION & POST-RETIREMENT BENE	$401,379,336
SUBORDINATED DEBT	$539,000,000
OTHER LIABILITIES	$161,896,097

Field	Value	IRS element (for citing)
Total Liability	$1,568,091,823	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PART X, Line 2 - ASC 740 FOOTNOTE	FormAndLineReferenceDesc
Explanation	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 (41 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Afro Charities Inc
2519 N Charles St	Baltimore	MD	21218	526063917	501(c)(3)	$10,000	Event Support
Arlington Free Clinic
2921 11th St South	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)	$10,000	Event Support\Annual Fundraiser
Baltimore City Foundation
201 E Baltimore St	Baltimore	MD	21202	521212473	Government or P	$29,900	Event Support\Awards Ceremony
Baltimore Community Foundation Inc
2000 West 41 St	Baltimore	MD	21211	237180620	501(c)(3)	$35,000	Event Support\Health Fair
Black Mental Health Alliance
900 E Fayette St 22111	Baltimore	MD	21203	521359540	501(c)(3)	$6,000	Event Support
Building Bridges Across the River
1901 Mississippi AveSE	Washington	DC	20020	522013526	501(c)(3)	$10,000	Event Support\Cultural Event
Children's Hospital Foundation
111 Michigan Ave NW	Washington	DC	20010	521640402	501(c)(3)	$14,250	Event Support
City of Seat Pleasant
6301 Addison Rd	Seat Pleasant	MD	20743	526001574	Government or P	$10,000	Conference Support
CommonHealth Action
1301 Connecticut AveNW	Washington	DC	20036	830398572	501(c)(3)	$250,000	Baltimore Leadership Institue Project Support
Crittenton Services of Greater Washington
815 Silver Spring Ave	Silver Spring	MD	20910	530196511	501(c)(3)	$9,645	Event Support\Annual Fundraiser
DC Public Education Fund
3407 14th St NW	Washington	DC	20010	261607955	501(c)(3)	$9,750	Event Support
End Time Harvest Minsitries Inc
5808 Harland St	New Carrollton	MD	29784	521379809	501(c)(3)	$46,500	General Operating Support
Engaged Community Offshoots Inc
6010 Taylor Rd	Riverdale	MD	20737	264196401	501(c)(3)	$10,000	Event Support\Cultural Event
Family Services Inc
610 E Diamond Ave	Gaithersburg	MD	20877	520730225	501(c)(3)	$47,500	Other
Fusion Partnerships Inc
1601 Guilford Ave 2S	Baltimore	MD	21202	522148413	501(c)(3)	$17,500	Event Support\Cultural Event
Generation Hope
415 Michigan Ave NE	Washington	DC	20017	273554088	501(c)(3)	$15,000	Event Support\Annual Fundraiser
Greater Baltimore Medical Center Fdn
6701 N Charles St	Towson	MD	21204	521411935	501(c)(3)	$7,500	Event Support\Annual Fundraiser
Holy Cross Health Foundation Inc
10720 Columbia Pike	Silver Spring	MD	20901	208428450	501(c)(3)	$25,000	Event Support\Annual Fundraiser
Junior Achievement Of Central Maryland
10711 Red Run Blvd	Owings Mills	MD	21117	520688275	501(c)(3)	$60,000	General Operating Support
Latin American Youth Center Inc
1419 Columbia Rd NW	Washington	DC	20009	521023074	501(c)(3)	$5,750	Event Support\Annual Fundraiser
Living Classrooms Foundation
802 S Caroline St	Baltimore	MD	21231	521369524	501(c)(3)	$8,350	Event Support\Annual Fundraiser
MD Assmb On Sch-Based Hlth Care
PO Box 716	Baltimore	MD	21233	522128740	501(c)(3)	$10,000	Conference Support
Medical Care For Children Partnership Fdn
6699 Springfield Medical Center Dr	Springfield	VA	22150	261756738	501(c)(3)	$77,500	Event Support\Legislative/Political
Medical Education Cooperation with Cuba
1814 Franklin Ste 820	Oakland	CA	94612	311603765	501(c)(3)	$10,000	Conference Support
Metropolitan Washington Council of Gov'ts
777 North Capitol StNE	Washington	DC	20002	526060391	501(c)(3)	$9,280	Conference Support
Montgomery County Wib Inc
1801 Rockville Pike	Rockville	MD	20852	462725986	501(c)(3)	$10,000	Event Support\Health Fair
Nami Montgomery County
11718 Parklawn Dr	Rockville	MD	20852	273526824	501(c)(3)	$75,000	Event Support\Health Fair
Nat'l Assoc of Health Service Executives
PO Box 13515	Baltimore	MD	21203	621312239	501(c)(3)	$7,000	Conference Support
Northern Virginia Family Service
10455 White Granite Dr	Oakton	VA	22124	540791977	501(c)(3)	$7,500	Event Support\Annual Fundraiser
Prince Georges Cty Parks & Recreation Fdn
7833 Walker Dr 210	Greenbelt	MD	20770	471658678	501(c)(3)	$20,000	Event Support\Annual Fundraiser
St Agnes Hospital Foundation Inc
900 S Caton Ave MB123	Baltimore	MD	21229	521415083	501(c)(3)	$20,000	Event Support
The Skillsource Group Inc
8300 Boone Blvd 450	Vienna	VA	22182	300129320	501(c)(3)	$13,230	Event Support
United Way of the National Capital Area
1577 Spring Hill Rd 420	Vienna	VA	22182	530234290	501(c)(3)	$10,000	Event Support\Health Fair
University of Maryland Baltimore Fdn
620 West Lexington St	Baltimore	MD	21201	311678679	501(c)(3)	$7,500	Event Support\Luncheon
University of Maryland College Park Fdn
3302 SPH Buildi	Silver Spring	MD	20902	522197313	501(c)(3)	$10,000	Event Support\Health Fair
Virginia Health Care Foundation
707 East Main St 1350	Richmond	VA	22205	541639924	501(c)(3)	$35,000	Conference Support
Virginia Hospital Center Foundation
1701 N George Mason Dr	Arlington	VA	22205	204129901	501(c)(3)	$9,250	Event Support\Annual Fundraiser
Washington DC Metro HBCU Alumni Alliance
PO Box 9833	Washington	DC	20016	364734475	501(c)(3)	$10,500	Event Support
Washington English Center
2200 CALIFORNIA ST NW	WASHINGTON	DC	20008	522106206	501(c)(3)	$25,000	Event Support\Health Fair
Washington Regional Assoc of Grantmakers
1400 16th St NW 740	Washington	DC	20036	521756853	501(c)(3)	$12,500	Event Support\Luncheon

Field	Value	IRS element (for citing)
Total501c3 Org	41	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PROCEDURES FOR MONITORING THE USE OF GRANTS	FormAndLineReferenceDesc
Explanation	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 (44 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	$1,049,401	$0	$1,616,205	$0	$376,889	$0	$3,517,776	$0	$28,867	$0	$6,589,138	$0	$0
Ramon F Baez
Director	$0	$204,500	$0	$0	$0	$12,456	$0	$0	$0	$0	$0	$216,956	$0	$0
Kristin Bear
Assistant Secretary	$0	$224,693	$0	$116,173	$0	$5,146	$0	$124,717	$0	$17,556	$0	$488,285	$0	$0
Regina M Benjamin MD MBA
Director	$0	$187,000	$0	$0	$0	$8,085	$0	$0	$0	$0	$0	$195,085	$0	$0
Karen Elizabeth Blair
VP, PR, Comm & Brand Mgmt	$0	$203,393	$0	$151,351	$0	$111,604	$0	$125,392	$0	$19,802	$0	$611,542	$0	$57,891
Maryann Bodayle
Assistant Secretary	$0	$151,515	$0	$18,654	$0	$2,195	$0	$38,051	$0	$10,138	$0	$220,553	$0	$0
Ruben Burnett
VP, Natl Consultant Relations	$0	$220,941	$0	$150,728	$0	$239,187	$0	$90,248	$0	$12,531	$0	$713,635	$0	$180,489
Joseph Butz
VP & COO - MAS	$0	$343,023	$0	$311,989	$0	$36,453	$0	$120,841	$0	$18,358	$0	$830,664	$0	$49,658
Jeffery E Epstein
Director	$0	$202,000	$0	$0	$0	$7,793	$0	$0	$0	$0	$0	$209,793	$0	$0
Daniel Garcia
SVP, Chief Compliance Officer	$0	$0	$0	$537,870	$0	$55,559	$0	$0	$0	$0	$0	$593,429	$0	$45,739
Joan L Gelrud
VP, Quality - MAS	$0	$255,259	$0	$163,080	$0	$18,731	$0	$80,518	$0	$66,656	$0	$584,244	$0	$15,000
Bernice Gould
Assistant Secretary	$0	$175,937	$0	$33,715	$0	$2,271	$0	$109,987	$0	$9,735	$0	$331,645	$0	$0
George Halvorson
Director	$0	$0	$0	$0	$0	$28,956	$0	$25,716	$0	$0	$0	$54,672	$0	$17,874
Leslie S Heisz
Director	$0	$204,500	$0	$0	$0	$16,511	$0	$0	$0	$0	$0	$221,011	$0	$0
David F Hoffmeister
Director	$0	$217,000	$0	$0	$0	$11,956	$0	$0	$0	$0	$0	$228,956	$0	$0
Kimberly Horn
Regional President - MAS	$0	$582,580	$0	$851,203	$0	$26,042	$0	$656,818	$0	$30,697	$0	$2,147,340	$0	$0
Judith A Johansen JD
Director	$0	$230,667	$0	$0	$0	$14,556	$0	$0	$0	$0	$0	$245,223	$0	$0
Kim J Kaiser
Director	$0	$216,667	$0	$0	$0	$12,545	$0	$0	$0	$0	$0	$229,212	$0	$0
Marilyn Kawamura
Region President - MAS	$0	$0	$0	$0	$0	$209,165	$0	$0	$0	$0	$0	$209,165	$0	$204,199
Jon Kunkle
VP, CFO - Mid-Atlantic States	$0	$310,222	$0	$381,584	$0	$16,077	$0	$84,165	$0	$23,048	$0	$815,096	$0	$75,000
Kathryn Lancaster
EVP & CFO	$0	$896,255	$0	$1,578,456	$0	$359,536	$0	$868,611	$0	$20,475	$0	$3,723,333	$0	$0
Jill Feldon Lanouette
VP, Mktg Comm & Comm Relations	$0	$217,503	$0	$91,177	$0	$59,335	$0	$166,126	$0	$20,298	$0	$554,439	$0	$0
Linda S Larch
Reg Compliance Officer - MAS	$0	$210,083	$0	$62,873	$0	$150,668	$0	$101,544	$0	$13,780	$0	$538,948	$0	$0
Thomas Meier
SVP, Corporate Treasurer	$0	$415,802	$0	$569,121	$0	$140,172	$0	$161,620	$0	$29,547	$0	$1,316,262	$0	$32,787
Donald Orndoff
SVP, NFS	$0	$425,896	$0	$521,871	$0	$26,390	$0	$198,216	$0	$32,219	$0	$1,204,592	$0	$0
Edward Y W Pei
Director	$0	$214,000	$0	$0	$0	$13,488	$0	$18,000	$0	$0	$0	$245,488	$0	$0
Margaret E Porfido JD
Director	$0	$254,167	$0	$0	$0	$18,848	$0	$0	$0	$0	$0	$273,015	$0	$0
J Neal Purcell
Director	$0	$11,000	$0	$0	$0	$37,745	$0	$0	$0	$0	$0	$48,745	$0	$20,937
Rochelle Roth
Assistant Secretary	$0	$130,910	$0	$81,317	$0	$23,137	$0	$186,070	$0	$14,720	$0	$436,154	$0	$0
Mark Ruszczyk
VP, MSBD - MAS	$0	$292,354	$0	$234,214	$0	$16,616	$0	$92,740	$0	$35,953	$0	$671,877	$0	$0
Jacqueline Sellers
Assistant Secretary	$0	$185,684	$0	$74,361	$0	$27,543	$0	$157,570	$0	$13,506	$0	$458,664	$0	$0
Richard Shannon MD
Director	$0	$190,000	$0	$0	$0	$0	$0	$18,000	$0	$0	$0	$208,000	$0	$0
Arthur Southam
EVP, Health Plan Operations	$0	$922,115	$0	$1,690,487	$0	$618,288	$0	$742,216	$0	$34,096	$0	$4,007,202	$0	$245,168
Susan Spurlark
Assistant Secretary	$0	$253,967	$0	$179,094	$0	$63,330	$0	$226,307	$0	$18,208	$0	$740,906	$0	$0
Deborah Stokes
SVP,Corporate Controller & CAO	$0	$0	$0	$156,115	$0	$9,281	$0	$0	$0	$0	$0	$165,396	$0	$0
Cynthia A Telles PHD
Director	$0	$222,000	$0	$0	$0	$11,956	$0	$0	$0	$0	$0	$233,956	$0	$0
Frank Titus
VP, HPSA - MAS	$0	$263,428	$0	$249,723	$0	$93,367	$0	$166,005	$0	$24,519	$0	$797,042	$0	$46,266
Bernard Tyson
Chairman & CEO	$0	$1,436,935	$0	$7,978,527	$0	$1,294,041	$0	$5,335,702	$0	$37,548	$0	$16,082,753	$0	$0
Alfonse Upshaw
SVP,Corporate Controller & CAO	$0	$378,040	$0	$311,757	$0	$149,402	$0	$141,409	$0	$26,652	$0	$1,007,260	$0	$98,416
Delinda Hastie Washington
VP, HR - MAS	$0	$230,263	$0	$198,032	$0	$34,419	$0	$103,952	$0	$21,228	$0	$587,894	$0	$0
Eugene Washington MD
Director	$0	$193,000	$0	$0	$0	$495	$0	$0	$0	$0	$0	$193,495	$0	$0
Hong-Sze Yu
VP, Brd & Corp Gov & Asst Secy	$0	$225,517	$0	$88,592	$0	$16,828	$0	$155,892	$0	$23,735	$0	$510,564	$0	$0
Victoria Zatkin
VP, Off of Brd & Corp Gov Svcs	$0	$0	$0	$20,815	$0	$84,463	$0	$0	$0	$0	$0	$105,278	$0	$81,430
Mark Zemelman
SVP, General Counsel & Secy	$0	$577,508	$0	$1,031,758	$0	$838,649	$0	$190,188	$0	$31,709	$0	$2,669,812	$0	$556,159

Supplemental Information Detail SupplementalInformationDetail (4 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 $ 325,791 Karen Elizabeth Blair 75,697 Ruben Burnett 223,194 Marilyn Kawamura 13,196 Kathryn Lancaster 309,860 Thomas Meier 97,965 Arthur Southam 568,315 Susan Spurlark 35,848 Frank Titus 58,775 Bernard Tyson 789,552 Alfonse Upshaw 129,022 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.
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 (18 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 4	- Significant Changes to Governing Documents -. 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, 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, 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 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 $(107,843,215) OTHER THAN TEMPORARY IMPAIRMENTS (1,436,924) GAIN ON SALE OF INVESTMENTS - TAX 143,938 GAIN ON SALE OF INVESTMENTS - BOOK 278,607 ------------ TOTAL $ (108,857,594)
FORM 990, PART III, LINE 4A-4D	2017 Community Benefit Report Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc.'s Commitment to the Community Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. (Mid-Atlantic Health Plan or KFHP-MAS) 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 local hospitals and Permanente Medical Group physicians to provide health care services for its members. KFHP-MAS 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 individual's ability to pay. Mid-Atlantic Health Plan members are broadly representative of the communities served. Once enrolled, a member may maintain membership regardless of health or employment status. Mid-Atlantic Health Plan provides and coordinates complete health care services serving communities in Maryland, Virginia, and Washington, D.C. As related nonprofit organizations, Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. 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 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 program 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-MAS 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 organization's Community Benefit programs and services and coordinating related initiatives. F. Environmental Stewardship - Protecting and improving the natural environment is a key component of KFHP-MAS's 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 Mid-Atlantic States, Inc.: In 2017, Mid-Atlantic Health Plan served over 705,800 members and expended approximately $159.5 million (at cost, net of $315 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 Mid-Atlantic States, Inc.'s mission. In 2017, Mid-Atlantic Health Plan expended approximately $146 million (at cost, net of $315 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 KFHP-MAS facility or by a Permanente provider. A.1. Charitable Care (Medical Financial Assistance and Charitable Health Coverage Programs) KFHP-MAS provides charity care to low-income vulnerable populations through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. In 2017, Mid-Atlantic Health Plan spent approximately $77 million (at cost, net of $117 thousand of related revenues) to support under- and uninsured patients. A.1.1. Medical Financial Assistance (MFA) Program Mid-Atlantic Health Plan's 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 facilities operated by Kaiser Permanente 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-MAS provided $55 million (at cost, net of $0 of related revenues) of services under this program. At KFHP-MAS, 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 organization's 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 KP's high medical expense criteria. In Maryland, Virginia, and Washington D.C., the MFA program's eligibility criteria allows patients falling at or below 300% of the Federal Poverty Guidelines (FPG) to receive full (100%) write off of patient out-of-pocket costs. In 2017, the MFA program assisted over 28,800 qualifying applicants in Maryland, Virginia, and the District of Columbia. This population received full or partial forgiveness for nearly 571,000 outpatient visits and approximately 459,300 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-MAS fulfill its objectives to reduce the financial barriers that limit access to care for qualified low income populations. The CMFA Program sponsored by Kaiser Foundation Health Plan of Mid-Atlantic States, Inc. is called Healthy Outcomes. It is designed to reduce the financial barriers for specific conditions with expensive treatment costs that will exact a higher than normal financial burden on individuals. Eligibility is based on prescribed levels of income and expenses.
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. KFHP-MAS's CHC programs have a long history of making a real difference in the lives of persons who might otherwise have no permanent medical home. During 2017, KFHP-MAS invested approximately $22 million (at cost, net of $117 thousand of related revenues) to support the CHC program. The CHC program include 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. 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. Prospective members are invited to apply during limited annual enrollment periods and after experiencing triggering events. A.1.2.1. Community Health Access Program (CHAP) CHAP is a Charitable Health Coverage program that provides low-income individuals and families with access to health coverage. Participants must meet certain eligibility requirements. Total household income must be at or below 300% of the Federal Poverty Level (FPL) and applicants must not have access to other forms of health care coverage. Once eligibility requirements are met, CHAP members receive a KFHP-MAS subsidy that helps pay for enrollment in a standard off-exchange KFHP-MAS individual and family product (gold level). These members are also provided with medical financial assistance that covers the cost sharing for most services if provided at KFHP-MAS facilities. More than 4,500 members who did not have access to other publicly or privately offered forms of health coverage were enrolled in this program at the end of 2017. A.1.2.2. Medical Care for Children Partnership (MCCP) Program Mid-Atlantic Health Plan's long-standing participation as a pediatric primary care provider in the MCCP program continued throughout 2017. This program is administered through local governmental agencies and non-profit organizations serving Fairfax and Prince William counties in Virginia, and Prince George and Montgomery counties in Maryland. Approximately 4,900 children were receiving medical care under this program at the end of 2017. A.2. Participation in Medicaid and Other Government-Sponsored Programs Mid-Atlantic Health Plan has a long history of providing access to low- and moderate-income individuals as a nonprofit organization. KFHP-MAS participates in Medicaid and other government-sponsored programs depending on the structure of these programs in the states of Virginia, Maryland and the District of Columbia. In 2017, Mid-Atlantic Health Plan provided coverage and services valued at $69.1 million (at cost, net of $314.8 million of related revenues) for members and nonmembers in programs sponsored by the federal and state governments. As of December 2017, KFHP-MAS's membership in Medicaid programs reached close to 81,000. This represents an increase of approximately 13,800 or 21% from year-end 2016. 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 American population. KFHP-MAS 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-MAS. Realized and anticipated growth in the organization's Medicaid offerings closely aligns with and supports Mid-Atlantic Health Plan's 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-MAS's Medicaid program, a Medicaid Assistance Center (MAC) was opened for operation in 2014. With an emphasis on delivering bilingual support, the representatives in this center provide specialized enrollment services by assisting callers in understanding Medicaid eligibility in their state and the qualifications to enroll in Medicaid with KFHP-MAS. 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 Managed Care Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. is a participating fully capitated Managed Care Organization (MCO) in the states of Maryland and Virginia - bringing nationally recognized quality, preventive care, and convenience to the states' individuals and families enrolled in Medicaid. A.2.2. Medicaid Fee-for-Service Mid-Atlantic Health Plan provides health care on a fee-for-service basis for Medicaid beneficiaries who are not enrolled as KFHP-MAS members. These services are provided in partnership as a pediatric provider under the Priority Partners Managed Care Organization (part of Johns Hopkins Medicine). KFHP-MAS expended approximately $429 thousand (at cost, net of $232 thousand of related revenues) to subsidize patient care under this program.
B. Community Health Initiatives	The Community Health Initiatives (CHI) strategy aims to improve the health of individuals, families, and communities by addressing the social, economic, and environmental determinants of health. Research supports the central premise that excellent medical care alone is insufficient to create healthy people in healthy communities. Evidence underscores the importance of changing community environments as a critical community health strategy. Guided by this evidence, Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. supports comprehensive initiatives that focus on policy and environmental changes to promote healthy eating and active living (HEAL), community safety, economic stability, and social and emotional wellness. Two of the primary programs supported within the CHI Stream of Work include: Healthy Eating, Active Living (HEAL) and Obesity Prevention Healthy eating, active living has been and continues to be a compelling focus for Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc.'s work, as obesity continues to be a significant and pervasive public health problem. Despite encouraging signs of obesity rates leveling off in recent years, substantial racial and ethnic disparities continue to exist. Also, through a focus on healthy eating and active living, Mid-Atlantic Health Plan can have a marked impact on a wide range of health conditions including pre-diabetes, diabetes, cardiovascular disease and several cancers that are affected by these behaviors. Finally, a focus on nutrition, physical activity and weight management are highly aligned with Mid-Atlantic Health Plan's clinical expertise in this area, including a prevention orientation and a number of existing programs and partnerships. Wherever possible, KFHP-MAS supports a concentration of multiple strategies that enable sustainable change towards healthy eating and active living lifestyles. These include policies and practices to reduce the availability and consumption of sugar-sweetened beverages, encourage the establishment of safe spaces, promote active transportation policies that support equitable public transit, and create connections between health clinics and community resources. Thriving Schools Thriving Schools is an initiative to improve healthy eating, physical activity, and social and emotional wellness in K-12 schools within Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc.'s geographic service areas. Thriving Schools efforts focus on policy, systems, and environmental changes that make the healthy choice the easy choice. Interventions aim to create a culture of health on school campuses to spur individual behavior change targeting students, teachers, and staff. The focus of KFHP-MAS's initiatives target policy and systems reform to achieve equity in access to various social and environmental determinants of health including quality education, jobs and job readiness, affordable healthy food, safe and attractive outdoor spaces, and social/emotional supports and services across its service areas, with emphasis on the most vulnerable populations. KFHP-MAS made a financial investment of $766 thousand in Community Health Initiatives in 2017. Its deep commitment continued through sharing of technical expertise for capacity building. B.1. CHI Investments in the Community B.1.1. HEAL Cities & Towns Campaign of the Mid-Atlantic Institute for Public Health Innovation (IPHI) received $255,000 in 2017 for The HEAL Cities & Towns Campaign to provide technical assistance to local government leaders to help them create healthier, more prosperous communities through policy change. This grant increased municipal leaders' awareness of and exposure to HEAL policies and programs through programming at the Virginia Municipal League (VML) conference, monthly newsletters, individual technical assistance, and a webinar focused on HEAL and economic development: - At least 26 municipal leaders were exposed to innovative HEAL policies, programs, and strategies used by their peers during a workshop; - 27 municipal leaders were reached through roundtables; - 51 participants were reached through a webinar; - 106 municipal leaders received a monthly newsletter containing relevant HEAL resources.
C. Safety Net Partnerships	Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. is committed to building partnerships with the institutions that serve on the front lines of health care for the uninsured and underserved. By providing support to community health centers, public hospitals, and local health departments, Mid-Atlantic Health Plan helps them deliver care and treatment to the most vulnerable in our communities. KFHP-MAS is dedicated to investing in communities and promoting good health for the communities served. As such, Safety Net Partnership (SNP) initiatives aim to strengthen the system of community clinics, public hospitals, and health departments to promote access to high quality care for the uninsured and underserved vulnerable populations. Mid-Atlantic Health Plan also focuses on improving access to health services and the transformation of care delivery to meet the challenges of the ever evolving performance expectations and revenue design. Efforts to improve access and transform care include work on: increasing access to specialty care services; increasing the utility of health information technology in safety net settings; addressing mental health and wellness, improving population outcomes and eliminating health disparities. KFHP-MAS also supports innovative efforts to bring both health care and support services closer to underserved populations through partnerships with school based health centers and community clinics. Investments in Safety Net Partnerships target the following strategic focus areas: I. Care Delivery Transformation II. Capacity Building III. Clinic-Community Integration IV. Policy, Systems, and Environmental Change V. Create and Spread Knowledge VI. Total Health The following are examples of initiatives funded in accordance with the objectives of the Safety Net Partnerships Stream of Work during the year: C.1. Safety Net Partnerships (SNP) Investments in the Community C.1.1. In School Dental Programs for Fairfax County Public Schools Medical Care For Children Partnership Foundation (MCCP) received $95,000 in 2017 for In School Dental Programs for Fairfax County Public Schools to bring comprehensive dental care directly to students in need in partnership with Fairfax County Public Schools and the Partnership for Healthier Kids. The partnership with Fairfax County Public Schools has raised awareness while educating the greater community of the oral health challenges for the MCCP families in the Baileys Crossroads/Culmore area. By providing services at schools and transporting them to the dental services as a field trip - it has removed the known barriers of transportation, time off work, and missing school. C.1.2. Quality in Practice Health Care for the Homeless (HCH) received $95,000 in 2017 for Quality in Practice to re-engage vulnerable clients in primary care and reduce avoidable urgent care using population health management and targeted outreach. The funding allowed HCH to supplement the traditional outreach efforts with Community Health Workers. As a result: - 80% of our HCV clients who were able to receive treatment are now cured; - With the implementation of Televox auto-appointment system, an automated phone service to send mobile appointment reminders to clients, the missed appointment rate fell from 30% to 26%; - Universal screening was launched throughout the agency to ensure that all clients (particularly those who are not currently engaged in medical care) are appropriately screened for significant health risks. C.1.3. Nurse Practitioner Care for Underserved and Uninsured Immigrants Catholic Charities Esperanza Center (CCEC) received $150,000 in 2017 to sustain a full-time bilingual Nurse Practitioner as a Community Ambassador and provide diagnostics and laboratory services to uninsured immigrants. The Community Ambassador is able to spend time with patients, engaging them so they can create behavior change to improve their health, address individual barriers to achieving a healthy lifestyle, including home life; work schedules; access to healthy, affordable food; and other environmental barriers to healthy behavior. As a result of these efforts, there was a significant increase in patient's commitment to and confidence in their ability to make lifestyle changes to improve their overall health and reduce their chronic disease burden. Through this funding, 934 unique adults patients and 215 unique pediatric patients were reached. D. Developing and Disseminating Knowledge The Developing and Disseminating Knowledge Stream of Work supports activities that improve health care by sharing knowledge, educating practitioners, advancing research, empowering consumers and informing policymakers about evidence-based care and health. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. spent $4.3 million in 2017 to support programs and services associated with the development and dissemination of knowledge. D.1. Medical Research Programs As the largest nonprofit integrated health system in the United States, Kaiser Permanente has a long history of conducting health research related to both prevention and treatment of disease that benefits both Kaiser Foundation Health Plan, Inc. members and the communities that are served. Mid-Atlantic States Health Plan's research efforts are core to the collective organization's mission to improve population health, and promote continued learning. Researchers study critical health issues including: cancer, cardiovascular conditions, diabetes, behavioral and mental health, and health care delivery improvement while remaining broadly centered upon the following 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 more than 10 million geographically and demographically diverse members. D.1.1. National Research Program The Mid-Atlantic Permanente Research Institute (MAPRI) is one of eight regional centers. Kaiser Permanente Research also includes the Kaiser Foundation Research Institute (KFRI) which is a national program established to administer and support research at Kaiser Permanente. Research projects conducted by this collaborative team have yielded findings that affect not only the practice of medicine within the area served by KFHP-MAS, but also for society-at-large. The following are descriptions of the entities providing support at the national level. D.1.1.1. Kaiser Foundation Research Institute (KFRI) The Kaiser Foundation Research Institute (KFRI) is a national program established in 1958 to administer and support research at Kaiser Permanente. KFRI's responsibilities include: overseeing and maintaining Kaiser Permanente's relationship with federal granting agencies, including ensuring financial compliance, providing contract negotiation services for all regions, overseeing Kaiser Permanente's Human Research Participant Protection Program Research through the National Compliance in Research Support Program, and which promotes responsible research conduct; and partnering with clinical trials' stakeholders across Kaiser Permanente to ensure quality and compliance through the clinical trials program. D.1.1.2. The Center for Effectiveness and Safety Research (CESR) The Center for Effectiveness & Safety Research enhances opportunities to answer questions about which interventions work best for whom across all of KP's regional centers by investing in the ongoing development of a common data model, convening researchers and organizational leaders at an annual meeting and via webinars, and by conducting research. The center routinely partners with investigators in KP's regional research centers and with selected operational analytical groups. D.1.1.3. The Utility for Care Data Analysis (UCDA) The Utility for Care Data Analysis (UCDA) was created to ensure that analysts and researchers throughout Kaiser Permanente can fully realize the analytical potential of Kaiser Permanente's electronic medical record systems, HealthyConnect (KPHC) and other Kaiser Permanente enterprise-wide information systems. This allows experts to compile and compare clinical and utilization data from across KP regions, to assess patterns in health, health care delivery, and clinical quality, among other uses. UCDA has developed tools for using geographic information systems and conducting geospatial analysis, enrichment of data for research, support for a variety of Program-level analytic activities, and analytic support for Community Benefit including the Community Health Needs Assessments.
D.1.1.4. The Kaiser Permanente Research Bank	The Kaiser Permanente Research Bank is a research resource designed to help the organization better understand how people's health is affected by their genes, behaviors and the environment. It allows researchers to use DNA and other health information voluntarily provided by a diverse cross-section of KP members to study how genetic and environmental factors affect health, and look for new ways to diagnose, treat and prevent certain diseases. KP has set a goal to collect data from a total of 500,000 participants from all eight regions, which would make it one of the world's largest and most diverse repositories of genetic, environmental and health data. To date, more than 300,000 members from seven geographic regions have participated in biobanking efforts. D.1.2. Mid-Atlantic's Research Program The principal research activities conducted in the Mid-Atlantic States take place a the following regional research center: D.1.2.1. The Mid-Atlantic Permanente Research Institute Mid-Atlantic Permanente Research Institute (MAPRI) was established in 2000 and is the research core for Mid-Atlantic Permanente Medical Group, PC, in collaboration with Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. The institute's mission is to advance medical knowledge and improve the quality of care and health of our patients and communities we serve by conducting innovative scientific and clinical research. The institute's primary research continues to be patient-focused, with major areas of study in infectious diseases, cardiovascular and metabolic research, oncology, and health informatics, as well as clinical trials. Mid-Atlantic Health Plan provided approximately $2.5 million for medical research projects in 2017. Key Statistics: - Number of investigators: 6 - Number of support staff: 43 - Number of journal publications in 2017: 15 - Number of clinical trials in 2017: 33 - Number of active studies (clinical trials and non-clinical trials) in 2017: 77 - Number of proposals submitted in 2017: 30 Top Research Areas: - Economic impact of health care - Epidemiology - Health services and disparities - Infectious diseases, with special emphasis on HIV, hepatitis, and sexually transmitted diseases - Oncology, including clinical and pragmatic trials and epidemiology D.1.2.2. Major Areas of Funded Research The following are examples of research projects conducted by investigators at the Mid-Atlantic Permanente Research Institute in 2017: D.1.2.2.1. Racial Disparities in Influenza Vaccine KFHP-MAS undertook a data-only study, to ascertain the contribution of covariates to the racial disparity in influenza vaccination. Our methods involved reporting characteristics by race and vaccination status and using logistic regression models to estimate the effect of covariates on vaccination by race. The Oaxaca-Blinder (OB) method was then used to calculate the contribution of covariates to the difference/disparity in vaccination between Blacks and Whites. Our results showed that among adult KFHP-MAS members, 44% were vaccinated; 55% were Black; and 45% were White. However, compared to White patients in the total KFHP-MAS population, Black members were 42% less likely to receive vaccination. The study covariates that were included in our model (that were available to us in the electronic medical record) accounted for 35% of the racial disparity between Whites and Blacks. The specific variables that contributed the most to the Black-White disparity in vaccination included: age (15%), neighborhood median income (12%), registration on the KP patient portal (12%), and outpatient health care utilization (5%). In conclusion, the OB analysis suggests that if the distributions of variables we examined were the same in Blacks and Whites, we could reduce the racial disparity in influenza vaccination by 35%. Our study implies that vaccine campaigns improving registration on the patient portal and outpatient visits, may be components of an effective system-level strategy to reduce racial disparities in vaccination. A manuscript from this study has been submitted for publication. Primary Funding Provided By: Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. D.1.2.2.2. Improving Care for Transgender Members The Transgender Response and Quality of Care (TRAQC) study aimed to collect and examine data on a unique group of health consumers in order to provide information on their quality of care at KFHP-MAS. As part of this study we successfully constructed a contemporary cohort of KFHP-MAS Transgender patients which we used to: (1) conduct focus groups to identify barriers to care, patient expectations and overall satisfaction; (2) develop quality metrics from the KFHP-MAS data systems; and (3) conduct one-on-one evaluative interviews with KFHP-MAS providers to understand factors that may improve the quality of a TG care program from the physician perspective. Two abstracts from the study have been accepted and will be presented at the Health Care Systems Research Network conference in April 2017. Primary Funding Provided By: Garfield Memorial Fund D.1.2.2.3. Utilization Patterns for Patients with HIV and Viral Suppression Outcomes It is well-established that linkage to and retention in clinical care is critical for patients diagnosed with human immunodeficiency virus (HIV) for achieving viral suppression, improving health outcomes and reducing risk of transmission. However, there are increasing uses of alternatives to in-person patient-provider visits, including telephone visits and email communications, and their effect on health outcomes is unknown. KP Mid-Atlantic States investigated, using our extensive electronic medical record, if there were equivalent results for viral suppression, the main outcome metric for HIV care, if patients did not have the traditional two face-to-face visits per year to their HIV specialist, but could make greater use of alternative encounter types, including telephone visits and email. In KP Mid-Atlantic States, one face-to-face visit annually with the HIV specialist, along with email (with or without telephone visits) produced similar viral load suppression results compared with the more traditional definition of retention in care. These results show that the greater use of alternative encounters can produce high quality care, while being more cost efficient. Primary Funding Provided By: Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. D.2. Educational Theatre Programs (ETP) Confronted with an urgent need for preventive health information in the communities we serve, the Educational Theatre Program (ETP) was created to inspire children, teens and adults to make informed decisions about their health and to build stronger, healthier communities. The Educational Theatre Program uses live theatre, music, comedy, and drama and these educational programs were developed with the advice of teachers, parents, students, health educators, medical professionals, and professional theatre artists. Performances are delivered by professional actors who are also trained as peer health educators, and are performed free of charge for the community. ETP also provides schools and organizations with supplementary educational materials, such as workbooks, parent and teacher guides, and student wallet cards to reinforce the messages presented on stage. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc.'s Educational Theatre Program (ETP) provides professional, award-winning health education for Pre-K to 12 in Maryland, Virginia, and the District of Columbia. In 2017, Mid-Atlantic Health Plan spent over $619 thousand on this program. In 2017, guided by our recent Community Health Needs Assessments, ETP was reshaped to respond to identified priority needs, specifically economic insecurity, and mental and behavioral health. Building on years of experience working in schools and community settings, the program has evolved to offer longer-form programming that engages fewer schools and students, with more depth. The integration of arts has long been recognized by educators as a powerful way to connect individuals, heal communities, and raise awareness of public health issues. Arts Integrated Resources (AIR) integrates the arts with multi-media technology and public health knowledge to improve community health. All programs and services provided by AIR are rooted in the philosophy and best practices of Positive Youth Development (PYD), a strength-based approach that sees all people as bearers of solutions rather than problems to be fixed. D.3. Health Professional Training Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. invested $356 thousand to provide community-based programs and services to low-income residents and students through learning centers and youth employment programs.
E. Other Community Benefit Investments	During 2017, Mid-Atlantic Health Plan spent approximately $7.4 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. The following are examples of programs funded in this area. E.1. Community Ambassador Program The Community Ambassador Program, which began in 2011, places clinicians and physicians in community clinics and hospitals to serve those most in need. The positions are funded by Kaiser Permanente, allowing these community facilities to serve a larger population at no additional cost. This program is part of our organizational commitment to increasing access for vulnerable populations, particularly to primary and preventative care. E.2. New Beginnings Barbershop Health Screenings and Wellness Services Kaiser Permanente of the Mid-Atlantic States is partnering with four Baltimore City barbershops and beauty salons to offer free flu immunizations and a wide range of health screenings and wellness services to local residents, regardless of whether they have insurance or are Kaiser Permanente members. The program is part of Kaiser Permanentes commitment to addressing core drivers of health in Baltimore and across the region.
F. Environmental Stewardship	Poor environmental quality contributes to disease, illness and economic insecurity. Kaiser Foundation Health Plan of the Mid-Atlantic States, Inc. has therefore committed itself to protecting and improving the natural environment as a key component of our social mission to improve the health of the communities we serve. To fulfill this commitment, KFHP-MAS maintains a governance structure for environmental stewardship that enables the organization to continually improve its environmental performance. This structure includes clearly defined roles, responsibilities, plans and routines, and has resulted in the following five organizational focus areas that have been selected based on their ability to have the most impact on the environmental forces that shape environmental and human health: 1. Responding to climate change 2. Promoting sustainable farming and food choices 3. Reducing, reusing, and recycling to eliminate waste 4. Finding safe alternatives to harmful industrial chemicals 5. Conserving water In each of these focus areas, KFHP-MAS 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 Mid-Atlantic States, Inc. included: F.1.1. Contracted to purchase approximately 47 million kilowatt-hours of Green-e Certified Renewable Energy Certificates. F.1.2. Improved our energy use intensity (kBtu/rentable square foot) by 7% compared to our 2010 baseline year. F.1.3. Responsibly reused or recycled over 2,000 tons of materials.

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	$0	TotalIncomeAmt
End Of Year Assets	$0	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

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

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 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 MEDICINE INC
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)

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 (8 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 COLORADO HOLDINGS
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	814691154	HEALTH CARE	CO	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 OF WASHINGTON
ONE KAISER PLAZA 15L	OAKLAND	CA	94612	911314907	INACTIVE	WA	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	Yes (true)	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 (38 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Kaiser Foundation Health Plan Inc
l	$10,165,428	Per Agreement
Kaiser Foundation Health Plan Inc
m	$130,724,379	Per Agreement
Kaiser Foundation Health Plan Inc
p	$101,797,624	Per Agreement
Kaiser Foundation Health Plan Inc
q	$55,427,622	Per Agreement
Kaiser Foundation Health Plan Inc
r	$14,013,285	Per Agreement
Kaiser Foundation Health Plan Inc
s	$1,346,286,222	Per Agreement
Kaiser Foundation Hospitals
a	$11,601,352	Per Agreement
Kaiser Foundation Hospitals
e	$155,000,000	Per Agreement
Kaiser Foundation Hospitals
l	$181,333	Per Agreement
Kaiser Foundation Hospitals
m	$691,239,170	Per Agreement
Kaiser Foundation Hospitals
p	$39,127,730	Per Agreement
Kaiser Foundation Hospitals
q	$471,702,780	Per Agreement
Camp Bowie Service Center
m	$24,780,381	Per Agreement
Camp Bowie Service Center
p	$746,072	Per Agreement
Camp Bowie Service Center
q	$42,161,447	Per Agreement
Kaiser Permanente Insurance Company
l	$3,856,400	Per Agreement
Kaiser Permanente Insurance Company
m	$14,149,634	Per Agreement
Kaiser Permanente Insurance Company
p	$164,400	Per Agreement
Kaiser Permanente Insurance Company
q	$3,012,092	Per Agreement
Lokahi Assurance LTD
l	$13,209,909	Per Agreement
Lokahi Assurance LTD
m	$26,900,000	Per Agreement
Lokahi Assurance LTD
q	$17,770,659	Per Agreement
Lokahi Assurance LTD
s	$591,667	Per Agreement
Kaiser FDN Health Plan of the Northwest
l	$519,634	Per Agreement
Kaiser FDN Health Plan of the Northwest
m	$469,876	Per Agreement
Kaiser FDN Health Plan of the Northwest
p	$211,019	Per Agreement
Kaiser FDN Health Plan of the Northwest
q	$225,416	Per Agreement
Kaiser FDN Health Plan of Colorado
l	$666,296	Per Agreement
Kaiser FDN Health Plan of Colorado
m	$652,929	Per Agreement
Kaiser FDN Health Plan of Colorado
p	$204,960	Per Agreement
Kaiser FDN Health Plan of Colorado
q	$160,811	Per Agreement
Kaiser FDN Health Plan of Colorado
r	$675,770	Per Agreement
Kaiser FDN Health Plan of Georgia Inc
l	$1,326,545	Per Agreement
Kaiser FDN Health Plan of Georgia Inc
m	$2,163,658	Per Agreement
Kaiser FDN Health Plan of Georgia Inc
p	$809,682	Per Agreement
Kaiser FDN Health Plan of Georgia Inc
q	$2,675,459	Per Agreement
Oak Tree Assurance LTD
l	$5,711,462	Per Agreement
Oak Tree Assurance LTD
m	$5,425,383	Per Agreement