KAISER FOUNDATION HEALTH PLAN INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: KAISER FOUNDATION HEALTH PLAN INC (EIN 94-1340523)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2015-11-11
IRS object ID: 201513159349300246
Schema version: 2013v4.0
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 F
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-11-11T09:14:55-06:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1800	AddressLine1
City	PHILADELPHIA	City
State	PA	State
ZIP Code	19103	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	941340523	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KAISER FOUNDATION HEALTH PLAN INC	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of	% VP - TAX SERVICES	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	AddressLine1
City	OAKLAND	City
State	CA	State
ZIP Code	94612	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DEBORAH STOKES	PersonNm
Person Title	SVP, CC & CAO	PersonTitleTxt
Phone	5102716385	PhoneNum
Signature	2014-11-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT W FRIZ	PreparerPersonNm
PTIN	P00438748	PTIN
Phone	5102716385	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Amended Return	Yes (X)	AmendedReturnInd
Principal Officer	BERNARD J TYSON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA SUITE 15L	AddressLine1
City	OAKLAND	City
State	CA	State
ZIP Code	94612	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$66,889,601,170	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1955	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	22379	TotalEmployeeCnt
Total Volunteers	1883	TotalVolunteersCnt
Total Gross UBI	$8,601,670	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$4,106,851	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$8,627,449	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$39,942,590,133	PYProgramServiceRevenueAmt
CY Program Service Revenue	$42,237,636,510	CYProgramServiceRevenueAmt
PY Investment Income	$185,291,370	PYInvestmentIncomeAmt
CY Investment Income	$98,624,305	CYInvestmentIncomeAmt
PY Other Revenue	$12,049,302	PYOtherRevenueAmt
CY Other Revenue	$10,226,135	CYOtherRevenueAmt
PY Total Revenue	$40,148,558,254	PYTotalRevenueAmt
CY Total Revenue	$42,346,486,950	CYTotalRevenueAmt
PY Grants And Similar Paid	$15,076,563	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$48,883,930	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,750,563,970	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,988,113,516	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$36,817,189,153	PYOtherExpensesAmt
CY Other Expenses	$38,945,290,609	CYOtherExpensesAmt
PY Total Expenses	$39,582,829,686	PYTotalExpensesAmt
CY Total Expenses	$41,982,288,055	CYTotalExpensesAmt
PY Revenues Less Expenses	$565,728,568	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$364,198,895	CYRevenuesLessExpensesAmt
Total Assets BOY	$16,333,085,635	TotalAssetsBOYAmt
Total Assets EOY	$16,312,511,712	TotalAssetsEOYAmt
Total Liabilities BOY	$14,752,992,764	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$12,735,086,923	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,580,092,871	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,577,424,789	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	$39,036,755,257	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$41,650,949,218	RevenueAmt
Desc	Member Health Care Services and Medical Training to Improve Care Kaiser Foundation Health Plan, Inc. provides medical and surgical care, including urgent care services, extended care and home health care, for its members without regards to age, sex, race, religion or national origin or the ability to pay. Kaiser Foundation Health Plan, Inc. 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	$1,025,419,988	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$561,120,177	RevenueAmt
Desc	Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan, Inc. (KFHP, INC.) is committed to improving medical care for beneficiaries of Medicaid and other government sponsored programs, not only for KFHP, INC. members, but also within the communities we serve. At the end of 2013, more than 398,000 individuals were receiving the benefits of full membership in KFHP, INC.'s Medicaid managed care programs in the states of California and Hawaii. Approximately 4,200 more individuals were members of the Children's Health Insurance Program (CHIP). In addition, KFHP, INC. provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP, INC. members.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$247,952,872	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$25,567,115	RevenueAmt
Desc	Charitable Care (Medical Financial Assistance and Charitable Coverage) Kaiser Foundation Health Plan, Inc. (KFHP, INC.) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP, INC. offers financial assistance through the MFA program to help families and individuals with a demonstrated financial need pay for all or part of the cost of emergency or medically necessary care provided in Kaiser Permanente facilities and/or by Kaiser Permanente providers. In 2013, this program assisted approximately 156,000 qualifying applicants. The CHC programs offer regular Kaiser Foundation Health Plan membership at minimal cost to low income families who are not eligible for other public or privately sponsored coverage. More than 77,000 individuals were receiving comprehensive health care through these programs at the end of 2013.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$66,103,174	ExpenseAmt
Grant	$48,883,930	GrantAmt
Revenue	$0	RevenueAmt
Desc	See Community Benefit Summary Rpt in Sch O	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$66,103,174	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$48,883,930	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$40,376,231,291	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	Yes (true)	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	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	Yes (true)	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (true)	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	17748	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	22379	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	BD	ForeignCountryCd
Foreign Country	EI	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	VP - TAX SERVICES	PersonNm
Phone	5102716385	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA STE 15L	AddressLine1
City	OAKLAND	City
State	CA	State
ZIP Code	94612	ZIPCode

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

Form990 Part VII Section A Form990PartVIISectionAGrp (71 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
Christine Cassel
Director	4.0	10.0	Yes (X)	$189,000	$0	$0
Thomas Chapman
Director	4.0	10.0	Yes (X)	$197,476	$0	$17,500
Jeffrey Epstein
Director	1.5	3.5	Yes (X)	$124,090	$0	$0
Daniel P Garcia
SVP, Chief Compliance Officer	20.0	30.0	Yes (X)	$1,424,478	$0	$56,135	Yes (X)
William Graber
Director	2.25	5.25	Yes (X)	$231,153	$0	$0
J Eugene Grigsby III
Director	2.5	6.0	Yes (X)	$206,425	$0	$0
George C Halvorson
Chairman	13.0	37.0	Yes (X)	$10,049,725	$0	$146,207	Yes (X)
Judith Johanson
Director	2.8	4.5	Yes (X)	$231,370	$0	$0
Kim Kaiser
Director	3.0	5.5	Yes (X)	$214,808	$0	$0
Philip Marineau
Director	2.4	4.62	Yes (X)	$211,230	$0	$0
Jenny Ming
Director	2.0	3.1	Yes (X)	$207,633	$0	$0
Edward Pei
Director	3.0	4.75	Yes (X)	$192,630	$0	$17,500
Margaret Porfido
Director	2.0	4.5	Yes (X)	$229,752	$0	$0
Cynthia Telles
Director	2.3	4.8	Yes (X)	$208,539	$17,000	$0
Bernard J Tyson
CEO & President	12.0	38.0	Yes (X)	$4,150,020	$0	$139,874	Yes (X)
Gregory A Adams
EVP,GP/Region President - NCAL	22.0	28.0		$1,904,557	$0	$229,462	Yes (X)
Anthony A Barrueta
SVP, Government Relations	25.0	25.0		$922,824	$0	$94,065	Yes (X)
Raymond J Baxter
SVP,CB, Research & Hlth Policy	25.0	25.0		$1,532,717	$0	$52,106	Yes (X)
Benjamin K Chu
EVP, GP/Region President -SCAL	25.0	25.0		$1,659,762	$0	$604,757	Yes (X)
Charles E Columbus
SVP, Chief HR Officer	25.0	25.0		$1,232,603	$0	$269,861	Yes (X)
Richard D Daniels
SVP, Enterprise Shared Svcs	46.0	4.0		$1,358,089	$0	$163,883	Yes (X)
Steven Doshay
Senior Counsel	22.0	28.0		$338,268	$0	$77,960	Yes (X)
Erin M Downing
Assistant Secretary	14.0	36.0		$95,076	$0	$14,143	Yes (X)
Philip Fasano
EVP & CIO	25.0	25.0		$2,247,447	$0	$515,203	Yes (X)
Diane E Gage Lofgren
SVP,Brand Mgmt &Communications	25.0	25.0		$987,901	$0	$154,419	Yes (X)
Jennifer Gardner
Assistant Secretary	14.0	36.0		$90,505	$0	$15,348	Yes (X)
Sandra A Golze
Assistant Secretary - NCAL	25.0	25.0		$524,866	$0	$82,515	Yes (X)
Mitchell J Goodstein
SVP, Actuarial, U/W & Pricing	49.0	1.0		$1,151,848	$0	$49,234	Yes (X)
Kathryn Lancaster
EVP & CFO	14.0	36.0		$2,196,752	$0	$141,775	Yes (X)
Janet A Liang
Region President - Hawaii	25.0	25.0		$744,038	$0	$185,661	Yes (X)
Donna Lynne
EVP, GP/ Region President CO	25.0	25.0		$1,236,958	$0	$413,628	Yes (X)
Thomas R Meier
SVP, Corporate Treasurer	17.0	33.0		$1,047,162	$0	$44,749	Yes (X)
Indrajit Obeysekere
Assistant Secretary	25.0	25.0		$329,645	$0	$16,475	Yes (X)
Donald H Orndoff
SVP, NFS	15.0	35.0		$929,854	$0	$170,182	Yes (X)
Wade Overgaard
SVP, Health Plan Ops - CA	30.0	20.0		$864,115	$0	$94,050	Yes (X)
Frank P Richardson
Assistant Secretary - Hawaii	25.0	25.0		$275,316	$0	$45,108	Yes (X)
Rochelle M Roth
Assistant Secretary	22.0	28.0		$222,413	$0	$26,424	Yes (X)
Jacqueline Sellers
Assistant Secretary	15.0	35.0		$248,419	$0	$3,983	Yes (X)
Arthur M Southam
EVP, Health Plan Operations	20.0	30.0		$2,609,154	$0	$45,573	Yes (X)
Deborah Stokes
SVP,Corporate Controller & CAO	14.5	35.5		$764,912	$0	-$2,441	Yes (X)
Herman M Weil
SVP, Federal & State Programs	40.0	10.0		$834,930	$0	$4,876	Yes (X)
Jed Weissberg
SVP, Quality & Care Delivery	25.0	25.0		$1,231,670	$0	$352,627	Yes (X)
John Yamamoto
VP, Regional Counsel - SCAL	25.0	25.0		$598,710	$0	$37,513	Yes (X)
Carlos Zaragoza
Assistant Secretary	25.0	25.0		$684,732	$0	$3,219	Yes (X)
Victoria B Zatkin
VP,Off of Brd & Corp Gov Svcs	14.0	36.0		$330,156	$0	$13,335	Yes (X)
Mark S Zemelman
SVP, Gen Counsel & Secretary	20.0	30.0		$1,323,548		$43,660	Yes (X)
Chuck Bevilacqua
SVP, Health Plan Svc & Admin	30.0	20.0		$819,710	$0	$77,167		Yes (X)
Thomas A Curtin Jr
SVP, Natl Sales & Acct Mgmt	30.0	20.0		$763,538	$0	$92,410		Yes (X)
Mick Diede
SVP, Chief Actuary	30.0	20.0		$583,634	$0	$66,572		Yes (X)
George A Disalvo
SVP-CFO,Southern Calif. Region	30.0	20.0		$1,020,189	$0	$140,589		Yes (X)
Karen Maria Emmons
VP, Research and Dir, KFRI	10.0	40.0		$321,136	$0	$15,166		Yes (X)
Michael J Huaco
VP, Bus Strategy & Real Estate	30.0	20.0		$540,329	$0	$82,141		Yes (X)
Kendall D Hunter
SVP, Health Ins Exchange Opns	30.0	20.0		$627,727	$0	-$7,957		Yes (X)
David A Kvancz
VP, Natl Pharmacy Prog & Svcs	30.0	20.0		$560,295	$0	$107,026		Yes (X)
Michael P Mcander
SVP, Finance Operations	30.0	20.0		$1,185,082	$0	$109,425		Yes (X)
Christopher C Ohman
SVP, HP-MSSA-ROC	30.0	20.0		$647,815	$0	$95,311		Yes (X)
Cynthia Powers Overmyer
SVP, Internal Audit	30.0	20.0		$660,098	$0	$5,263		Yes (X)
Christine J Paige
SVP, Marketing & Internet Svcs	30.0	20.0		$715,731	$0	$1,951		Yes (X)
Michael D Rowe
SVP, CFO - NCAL	30.0	20.0		$1,381,861	$0	$155,252		Yes (X)
James Henry Simpson III
SVP, Finance - BU & ROC	30.0	20.0		$655,094	$0	$69,591		Yes (X)
C Wayne Swafford
VP, Natl Facilities Svc - ROC	30.0	20.0		$418,032	$0	$92,269		Yes (X)
Paul M Swenson
SVP & Chief Strategy Officer	30.0	20.0		$887,880	$0	$217,523		Yes (X)
Cesar Villalpando
SVP, CAO - NCAL	30.0	20.0		$748,946	$0	$67,283		Yes (X)
Stanley B Watson
VP, KFRI	30.0	20.0		$275,365	$0	$73,126		Yes (X)
Debora Lynn Catsavas
VP, Compensation & Benefits	50.0	0.0		$795,501	$0	$280,519			Yes (X)
Katharine S Guptill
SVP, Strategic Mkt Planning	50.0	0.0		$653,071	$0	$63,790			Yes (X)
Jason Phillips
VP, Natl Recruitment Svcs	50.0	0.0		$682,090	$0	$109,297			Yes (X)
Charles N Sabatino
VP, Claims Operations (Legal)	50.0	0.0		$1,445,815	$0	$132,149			Yes (X)
Laura G Weisshar
VP,Fin-CB,Research/Hlth Policy	18.0	32.0		$645,015	$0	$13,147			Yes (X)
Jerry C Fleming
SVP, Health Reform Implement.	30.0	20.0		$806,046	$0	-$35,376				Yes (X)
Larry Wilson
SVP, Financial & Strategic Svc	0.0	0.0		$111,573	$0	$4,060				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$66,538,849	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$17,000	TotReportableCompRltdOrgAmt
Total Other Compensation	$6,368,263	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	6771	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/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
KAISER FOUNDATION HOSPITALS
393 E WALNUT ST	PASADENA	CA	91188	MEDICAL SERVICES	$14,462,564,427
THE PERMANENTE MEDICAL GROUP
1950 FRANKLIN STREET	OAKLAND	CA	94612	MEDICAL SERVICES	$9,588,650,852
SOUTHERN CA PERMANENTE MEDICAL GROU
11668 SHERMAN WAY	NORTH HOLLYWOOD	CA	91605	MEDICAL SERVICES	$7,016,217,220
HAWAII PERMANENTE MEDICAL GROUP
711 Kapiolani Blvd	HONOLULU	HI	96813	MEDICAL SERVICES	$214,795,268
BIO Medical Applications of Califor
PO Box 749620	LOS ANGELES	CA	900749620	MEDICAL SERVICES	$95,998,369

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1487	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBER HEALTH CARE	900099	$28,823,143,175	$28,823,143,175
MEDICARE	900099	$10,949,877,894	$10,949,877,894
SUPPLEMENTAL REVENUE	900099	$1,721,341,321	$1,721,341,321
NON-PLAN & INDUSTRY	900099	$58,668,282	$50,852,767	$7,815,515
OTHER PROGRAM SVCS	900099	$684,605,838	$683,931,713	$674,125

Field	Value	IRS element (for citing)
Total Program Service Revenue	$42,237,636,510	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$77,794,288	TotalRevenueColumnAmt
Exclusion	$77,794,288	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	$5,222,150	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$5,222,150	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,222,150	TotalRevenueColumnAmt
Exclusion	$5,222,150	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$24,563,703,773	SecuritiesAmt
Other	$240,464	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$24,535,634,383	SecuritiesAmt
Other	$7,479,837	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$28,069,390	SecuritiesAmt
Other	-$7,239,373	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,830,017	TotalRevenueColumnAmt
Exclusion	$20,830,017	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

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 GARAGES	Desc
Business	812930	BusinessCd
Total Revenue Column	$5,003,985	TotalRevenueColumnAmt
Unrelated Business Revenue	$112,030	UnrelatedBusinessRevenueAmt
Exclusion	$4,891,955	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$5,003,985	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$42,346,486,950	TotalRevenueColumnAmt
Related Or Exempt Func Income	$42,229,146,870	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$8,601,670	UnrelatedBusinessRevenueAmt
Exclusion	$108,738,410	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$48,883,930	TotalAmt
Program Services	$48,883,930	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	$67,200,415	TotalAmt
Program Services	$58,799,718	ProgramServicesAmt
Management And General	$8,400,697	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,927,564,578	TotalAmt
Program Services	$1,678,199,766	ProgramServicesAmt
Management And General	$249,364,812	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$428,483,433	TotalAmt
Program Services	$420,771,592	ProgramServicesAmt
Management And General	$7,711,841	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$420,605,828	TotalAmt
Program Services	$314,733,251	ProgramServicesAmt
Management And General	$105,872,577	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$144,259,262	TotalAmt
Program Services	$142,225,088	ProgramServicesAmt
Management And General	$2,034,174	ManagementAndGeneralAmt

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	$141,662,018	TotalAmt
Management And General	$141,662,018	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,227,191	TotalAmt
Management And General	$1,227,191	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	$11,808,231	TotalAmt
Management And General	$11,808,231	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

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

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$115,047,008	TotalAmt
Program Services	$49,303,123	ProgramServicesAmt
Management And General	$65,743,885	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$54,448,761	TotalAmt
Program Services	$31,927,020	ProgramServicesAmt
Management And General	$22,521,741	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,277,904,343	TotalAmt
Program Services	$3,170,372,971	ProgramServicesAmt
Management And General	$107,531,372	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$205,621,449	TotalAmt
Program Services	$205,576,233	ProgramServicesAmt
Management And General	$45,216	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$41,700,855	TotalAmt
Program Services	$33,356,938	ProgramServicesAmt
Management And General	$8,343,917	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	$17,805,280	TotalAmt
Management And General	$17,805,280	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$150,086,460	TotalAmt
Program Services	$150,086,460	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$234,173,296	TotalAmt
Program Services	$234,173,296	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$221,214,727	TotalAmt
Program Services	$221,212,607	ProgramServicesAmt
Management And General	$2,120	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
BASIC CONTRACTUAL PAYMENTS	$27,385,756,452	$27,385,756,452	$0
SUPPLIES	$2,884,839,966	$2,790,195,301	$94,644,665
PURCHASED MEDICAL SERVICES	$2,670,135,430	$2,670,135,430	$0
NON-MEDICAL PURCHASED SVC	$783,957,806	$444,334,062	$339,623,744

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$747,901,336	TotalAmt
Program Services	$326,188,053	ProgramServicesAmt
Management And General	$421,713,283	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$41,982,288,055	TotalAmt
Program Services	$40,376,231,291	ProgramServicesAmt
Management And General	$1,606,056,764	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	$33,443,478	BOYAmt
EOY	$27,257,346	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	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	$4,798,624,928	BOYAmt
EOY	$5,035,067,105	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$575,000	BOYAmt
EOY	$400,000	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$1,762,500	BOYAmt
EOY	$1,723,750	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$156,847,767	BOYAmt
EOY	$174,717,302	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$47,716,154	BOYAmt
EOY	$55,832,062	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$6,675,238,673	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,403,525,298	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$2,841,142,493	BOYAmt
EOY	$3,271,713,375	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$7,831,859,212	BOYAmt
EOY	$7,102,819,437	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	$621,114,103	BOYAmt
EOY	$642,981,335	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,333,085,635	BOYAmt
EOY	$16,312,511,712	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$4,024,373,185	BOYAmt
EOY	$3,502,445,036	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	$453,480,292	BOYAmt
EOY	$448,323,950	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	$10,275,139,287	BOYAmt
EOY	$8,784,317,937	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$14,752,992,764	BOYAmt
EOY	$12,735,086,923	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	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	-$300,130,810	BOYAmt
EOY	-$296,837,495	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$1,880,223,681	BOYAmt
EOY	$3,874,262,284	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,580,092,871	BOYAmt
EOY	$3,577,424,789	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$16,333,085,635	BOYAmt
EOY	$16,312,511,712	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$364,198,895	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$262,003,934	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1,895,136,957	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	$3,840,322	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,053,084	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$17,184,782	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,627,449	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$30,705,637	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$33,172,293,899	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$34,666,682,175	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$37,463,542,757	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$39,934,143,428	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,237,748,540	CurrentTaxYearAmt
Total	$187,474,410,799	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	$33,176,134,221	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$34,667,735,259	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$37,480,727,539	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$39,942,770,877	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,237,748,540	CurrentTaxYearAmt
Total	$187,505,116,436	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	$187,505,116,436	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$172,675,047	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$95,552,879	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$39,710,272	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$49,280,675	CurrentTaxYearMinus1YearAmt
Current Tax Year	$83,016,438	CurrentTaxYearAmt
Total	$440,235,311	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	$172,675,047	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$95,552,879	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$39,710,272	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$49,280,675	CurrentTaxYearMinus1YearAmt
Current Tax Year	$83,016,438	CurrentTaxYearAmt
Total	$440,235,311	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$3,946,899	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,106,851	CurrentTaxYearAmt
Total	$8,053,750	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,111,617	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,739,757	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,429,169	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,050,253	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,891,955	CurrentTaxYearAmt
Total	$23,222,751	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$33,353,920,885	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$34,767,027,895	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$37,524,866,980	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$40,001,048,704	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,329,763,784	CurrentTaxYearAmt
Total	$187,976,628,248	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99749	PublicSupportCY509Pct
Public Support PY509	0.99705	PublicSupportPY509Pct
Investment Income CY	0.00234	InvestmentIncomeCYPct
Investment Income PY	0.00280	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Political Expenditures	$24,951	PoliticalExpendituresAmt
Section4955 Organization Tax	$2,495	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Form4720 Filed Section4955 Tax	Yes (true)	Form4720FiledSection4955TaxInd
Correction Made	false	CorrectionMadeInd
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	Yes (true)	MailingsMembersInd
Mailings Members	$202,436	MailingsMembersAmt
Publications Or Broadcast	Yes (true)	PublicationsOrBroadcastInd
Publications Or Broadcast	$98,975	PublicationsOrBroadcastAmt
Grants Other Organizations	Yes (true)	GrantsOtherOrganizationsInd
Grants Other Organizations	$4,967,878	GrantsOtherOrganizationsAmt
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$2,398,658	DirectContactLegislatorsAmt
Rallies Demonstrations	Yes (true)	RalliesDemonstrationsInd
Rallies Demonstrations	$296,171	RalliesDemonstrationsAmt
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$1,922,615	OtherActivitiesAmt
Total Lobbying Expenditures	$9,886,733	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind
Form4720 Filed4912 Tax	false	Form4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINE 1A THROUGH 1I	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION 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 COMMUNITYAND 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 TIME AND 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 TO/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. SCHEDULE C, PART I-A, LINE 1; PART I-B, LINE 4B CORRECTIVE ACTION Kaiser Foundation Health Plan, Inc. ( KFHP ) obtained a ruling from the Internal Revenue Service in 2001 under which it is permitted to collect voluntary employee contributions to certain labor union Committees on Political Education (COPEs) as part of its payroll administration and transfer those contributions to the COPEs without tax consequence so long as it is fully reimbursed for all costs of administration by the unions. Taxpayer due to an administrative error has not been collecting the costs from the unions. KFHP has filed Forms 4720 and paid excise taxes under Section 4955 and filed Forms 1120-POL and paid certain income taxes associated with the indirect political expenditures under Section 527(f). KFHP will implement corrective action by invoicing each labor union for its share of the costs of establishing and operating the payroll administration service for withholding of voluntary employee contributions to COPEs. KFHP will pursue available legal avenues, including its dispute resolution and arbitration processes under the applicable collective bargaining agreements, to seek and obtain reimbursement. KFHP further intends to prevent future errors by adopting processes and procedures for reimbursement so that KFHP will bill timely for all costs from each labor union and require timely payment for a union to continue to participate in this administration service going forward.	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	$663,485,386	OtherCostOrOtherBasisAmt
Book Value	$663,485,386	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,698,645,174	OtherCostOrOtherBasisAmt
Depreciation	$1,799,089,775	DepreciationAmt
Book Value	$1,899,555,399	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$851,546,018	OtherCostOrOtherBasisAmt
Depreciation	$668,408,896	DepreciationAmt
Book Value	$183,137,122	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$583,864,830	OtherCostOrOtherBasisAmt
Depreciation	$485,909,584	DepreciationAmt
Book Value	$97,955,246	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$877,697,265	OtherCostOrOtherBasisAmt
Depreciation	$450,117,043	DepreciationAmt
Book Value	$427,580,222	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,271,713,375	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (12 entries)

DescDesc	AmtAmt
RESERVE - PHYSICIAN RETIREMENT	$4,522,008,674
RESERVE FOR PPL	$760,316,150
RESERVE FOR AUTO & UNEMPLOY.	$254,116
RESERVE FOR WORKERS COMP RISKS	$93,527,032
LONG TERM EXTERNAL LIABILITIES	$385,549
POST RETIREMENT BENEFIT LIAB	$1,110,911,275
OTHER CURRENT LIABILITIES	$224,168,564
OTHER CURRENT INSTALLMENTS	$47,612
OTHER LONG-TERM LIABILITIES	$411,543,710
SECURITIES LENDING PAYABLE	$666,756,751
OTHER RETIREMENT LIABILITIES	$987,220,037
DUE TO AFFILIATED ORGANIZATION	$7,178,467

Field	Value	IRS element (for citing)
Total Liability	$8,784,317,937	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PART X, LINE 2	FormAndLineReferenceDesc
Explanation	FIN 48 FOOTNOTE THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER FIN 48.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	1	Program Services	PP&L INSURANCE	$5,877,042
Central America and the Caribbean		Conduct board meetings		$740
Europe (Including Iceland and Greenland)		Investments		$9,461,943

Field	Value	IRS element (for citing)
Subtotal Employees	1	SubtotalEmployeesCnt
Total Employee	1	TotalEmployeeCnt
Subtotal Spent	$15,339,725	SubtotalSpentAmt
Total Spent	$15,339,725	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (42 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Aloha United Way Inc
200 N Vineyard Blvd	Honolulu	HI	96817	990073494	501(c)(3)	$10,000	2013 General Campaign
American Cancer Society Inc
250 Williams St NW	Atlanta	GA	30303	131788491	501(c)(3)	$7,700	Event/Project Support
American Heart Association Inc
4600 Campus Drive	Irvine	CA	92612	135613797	501(c)(3)	$14,791	Go Red 4 Women Event Purse
Asian Pacific Youth Leadership Project
5904 13th Street	Sacramento	CA	95822	943167910	501(c)(3)	$7,850	Event Support\Dinner 23rd Annual Fundraising Dinne
Big Sunday
6111 Melrose Ave	Los Angeles	CA	90038	421765317	501(c)(3)	$25,000	Project Support Big Sunday Weekend 2013
Bikes Belong Foundation
207 Canyon Blvd202	Boulder	CO	80302	204306888	501(c)(3)	$5,567	Safe Routes to School National Partnership - Fire
Brandeis University
415 South St MS 116	Waltham	MA	02454	042103552	501(c)(3)	$50,000	Health Care
Children's Institute Inc
2121 W Temple St	Los Angeles	CA	90005	951641424	501(c)(3)	$7,500	Other Back to School Supply Fair Giveaway
COMMUNITY PARTNERS
1000 N Alameda St 240	Los Angeles	CA	90012	954302067	501(c)(3)	$585,000	KP Thriving Schools Initiative
CORO Northern California Inc
601 Montgomery St	San Francisco	CA	94111	943117758	501(c)(3)	$9,250	Leadership Luncheon
East Bay Community Foundation
200 Frank H Ogawa Pl	Oakland	CA	94612	946070996	501(c)(3)	$45,000,000	Research
Golden State Warriors Community Foundation
1011 Broadway	Oakland	CA	94607	943253780	501(c)(3)	$20,000	Splash Brothers Parent-Child Fantasy Basketball Cl
GRANTMAKERS IN HEALTH
1100 Connecticut Ave	Washington	DC	20036	133206571	501(c)(3)	$10,000	2013 ANNUAL Meeting
Hawaii Primary Care Association
735 Bishop St 230	Honolulu	HI	96813	990268275	501(c)(3)	$40,000	Primary Care Integration (PCI) Initiative
HI Appleseed Ctr for Law &Economic Justice
119 Merchant St 605	Honolulu	HI	96813	760748976	501(c)(3)	$43,060	Increasing Participation in Federal SNAP and EITC
Honolulu Theatre for Youth
1149 Bethel St 700	Honolulu	HI	96813	990107563	501(c)(3)	$20,000	Preschool HEAL Initiative - Peter Rabbit and the G
Inland Valley Council of Churches
1753 N Park Ave	Pomona	CA	91768	952674837	501(c)(3)	$5,100	Event Support\Luncheon Food for Children and Famil
Instituto Laboral De La Raza
2947 16th St	San Francisco	CA	94103	942890401	501(c)(3)	$8,300	National Labor Community Awards
Kahoomiki
1493 Halekoa Drive	Honolulu	HI	96821	470890686	501(c)(3)	$15,000	Hawaii 5210 Keiki Run Series
LA Works
570 W Ave 26 400	Los Angeles	CA	90065	954329727	501(c)(3)	$20,000	Event Support\Cultural Event MLK Jr. Day of Servic
League of Women Voters of LA Edu Fund
3303 Wilshire Blvd	Los Angeles	CA	90010	953972988	501(c)(3)	$14,512	2013 Celebrating Leadership Awards Dinner
Northern CA Chapter-US Green Bldg Council
560 Mission St	San Francisco	CA	94105	141885230	501(c)(3)	$8,725	Healthy Building Initiative Founding Partner Spons
Okizu Foundation
16 Digital Dr 130	Novato	CA	94949	680291178	501(c)(3)	$8,000	Inspiring Hope Gala
Padres Contra El Cancer
10220 Riverside Dr	Toluca Lake	CA	91602	954150330	501(c)(3)	$8,500	Event Support\Annual Fundraiser 13th Annual El Sue
Pasadena Community Foundation
260 S Los Robles Ave	Pasadena	CA	91101	200253310	501(c)(3)	$13,000	60th Anniversary Gala
PATH - Peoples Advocacy for Trails Hawaii
PO Box 62	KailuaKona	HI	96745	990248675	501(c)(3)	$48,000	Mayor's Active Living Advisory council and Bike Ed
Project Vision Hawaii
PO Box 23212	Honolulu	HI	96823	272831637	501(c)(3)	$19,819	Better Vision for a Better Life: On Oahu expanding
Riverside County Physicians Memorial Fdn
3993 Jurupa Ave	Riverside	CA	92506	956080778	501(c)(3)	$10,000	Event Support\Annual Fundraiser
Riverside County Regional Medical Ctr Fdn
26520 Cactus Ave	Moreno Valley	CA	92555	330374018	501(c)(3)	$9,350	Event Support\Dinner Festival of Trees
Save Mount Diablo
1901 Olympic Blvd	Walnut Creek	CA	94596	942681735	501(c)(3)	$25,000	Hike & Thrive Program
School-Based Health Alliance
1010 Vermont Ave	Washington	DC	20005	541752058	501(c)(3)	$1,251,503	School Health Ctr
SMITHSONIAN INSTITUTION
1000 Jefferson Dr SW	Washington	DC	20560	560206027	501(c)(3)	$1,000,000	Build Museum
Sonoma State University
1801 E Cotati Ave	Rohnert Park	CA	94928	680338225	Government	$30,480	2013-2014 Green Music Center Opening Gala
State of Hawaii Department of Education
46-169 Kamehameha Hy	Kaneohe	HI	96744	990266482	Government	$22,000	Playworks Training
Susan G Komen Breast Cancer Foundation
3191-A Airport Loop Dr	Costa Mesa	CA	92626	330487943	501(c)(3)	$8,500	Event Support\Annual Fundraiser Annual Pink Tie Ba
The Coalition for a Tobacco-Free Hawaii
320 Ward Ave 212	Honolulu	HI	96814	680637054	501(c)(3)	$50,522	Launch of Hawaii's Publich Health Institute
The Kohala Center Inc
PO Box 437462	Kamuela	HI	96743	990354676	501(c)(3)	$27,000	Food Safety Certification for High School Agricult
United Seniors of Oakland & Alameda County
7200 Bancroft Ave 251	Oakland	CA	94605	943092404	501(c)(3)	$6,000	10th Annual Healthy Living Festival
University of Hawaii Foundation
2444 Dole St	Honolulu	HI	96822	990085260	501(c)(3)	$61,388	Hawaii 5210 Schools: Maximizing the Power of Pare
Volunteer Center of Greater Orange County
1901 E 4th St Ste 100	Santa Ana	CA	92705	952021700	501(c)(3)	$13,000	General Operating Support Operating Support for HF
Waianae Coast Comprehensive Health Center
86-260 Farrington Hwy	Waianae	HI	96792	990148164	501(c)(3)	$46,000	Waianae Alliance Diabetes Prevention Collective Im
Young Mens Christian Assoc of Metro LA
3820 Santa Rosalia	Los Angeles	CA	90008	951644052	501(C)(3)	$6,759	Event Support\Awards Ceremony Happy Healthy New Ye

Field	Value	IRS element (for citing)
Total501c3 Org	42	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (68 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Gregory A Adams
EVP,GP/Region President - NCAL	$662,079	$0	$977,090	$0	$265,388	$0	$209,465	$0	$19,997	$0	$2,134,019	$0	$240,740	$0
Anthony A Barrueta
SVP, Government Relations	$418,917	$0	$482,944	$0	$20,963	$0	$76,554	$0	$17,511	$0	$1,016,889	$0	$0	$0
Raymond J Baxter
SVP,CB, Research & Hlth Policy	$546,699	$0	$937,063	$0	$48,955	$0	$24,491	$0	$27,615	$0	$1,584,823	$0	$0	$0
Chuck Bevilacqua
SVP, Health Plan Svc & Admin	$413,330	$0	$389,367	$0	$17,013	$0	$57,752	$0	$19,415	$0	$896,877	$0	$0	$0
Christine Cassel
Director	$189,000	$0	$0	$0	$0	$0	$0	$0	$0	$0	$189,000	$0	$0	$0
Debora Lynn Catsavas
VP, Compensation & Benefits	$325,228	$0	$350,000	$0	$120,273	$0	$260,189	$0	$20,330	$0	$1,076,020	$0	$0	$0
Thomas Chapman
Director	$197,476	$0	$0	$0	$0	$0	$17,500	$0	$0	$0	$214,976	$0	$0	$0
Benjamin K Chu
EVP, GP/Region President -SCAL	$661,943	$0	$971,101	$0	$26,718	$0	$582,825	$0	$21,932	$0	$2,264,519	$0	$0	$0
Charles E Columbus
SVP, Chief HR Officer	$498,916	$0	$692,644	$0	$41,043	$0	$242,807	$0	$27,054	$0	$1,502,464	$0	$0	$0
Thomas A Curtin Jr
SVP, Natl Sales & Acct Mgmt	$361,938	$0	$366,537	$0	$35,063	$0	$68,656	$0	$23,754	$0	$855,948	$0	$0	$0
Richard D Daniels
SVP, Enterprise Shared Svcs	$509,342	$0	$662,346	$0	$186,401	$0	$137,916	$0	$25,967	$0	$1,521,972	$0	$164,671	$0
Mick Diede
SVP, Chief Actuary	$373,109	$0	$193,027	$0	$17,498	$0	$49,692	$0	$16,880	$0	$650,206	$0	$0	$0
George A Disalvo
SVP-CFO,Southern Calif. Region	$493,727	$0	$486,605	$0	$39,857	$0	$118,714	$0	$21,875	$0	$1,160,778	$0	$0	$0
Steven Doshay
Senior Counsel	$162,721	$0	$56,680	$0	$118,867	$0	$62,376	$0	$15,584	$0	$416,228	$0	$0	$0
Karen Maria Emmons
VP, Research and Dir, KFRI	$63,462	$0	$25,000	$0	$232,674	$0	$13,377	$0	$1,789	$0	$336,302	$0	$0	$0
Philip Fasano
EVP & CIO	$747,945	$0	$1,456,592	$0	$42,910	$0	$492,751	$0	$22,452	$0	$2,762,650	$0	$0	$0
Jerry C Fleming
SVP, Health Reform Implement.	$196,891	$0	$510,651	$0	$98,504	$0	-$54,674	$0	$19,298	$0	$770,670	$0	$51,637	$0
Diane E Gage Lofgren
SVP,Brand Mgmt &Communications	$457,359	$0	$489,815	$0	$40,727	$0	$127,623	$0	$26,796	$0	$1,142,320	$0	$0	$0
Daniel P Garcia
SVP, Chief Compliance Officer	$572,755	$0	$802,546	$0	$49,177	$0	$25,730	$0	$30,405	$0	$1,480,613	$0	$0	$0
Sandra A Golze
Assistant Secretary - NCAL	$260,623	$0	$155,384	$0	$108,859	$0	$63,953	$0	$18,562	$0	$607,381	$0	$91,671	$0
Mitchell J Goodstein
SVP, Actuarial, U/W & Pricing	$430,281	$0	$570,896	$0	$150,671	$0	$29,408	$0	$19,826	$0	$1,201,082	$0	$105,543	$0
William Graber
Director	$231,153	$0	$0	$0	$0	$0	$0	$0	$0	$0	$231,153	$0	$0	$0
J Eugene Grigsby III
Director	$206,425	$0	$0	$0	$0	$0	$0	$0	$0	$0	$206,425	$0	$0	$0
Katharine S Guptill
SVP, Strategic Mkt Planning	$290,121	$0	$194,187	$0	$168,763	$0	$40,590	$0	$23,200	$0	$716,861	$0	$0	$0
George C Halvorson
Chairman	$1,302,727	$0	$7,147,272	$0	$1,599,726	$0	$112,605	$0	$33,602	$0	$10,195,932	$0	$0	$0
Michael J Huaco
VP, Bus Strategy & Real Estate	$293,931	$0	$213,794	$0	$32,604	$0	$57,447	$0	$24,694	$0	$622,470	$0	$0	$0
Kendall D Hunter
SVP, Health Ins Exchange Opns	$317,466	$0	$253,075	$0	$57,186	$0	-$30,660	$0	$22,703	$0	$619,770	$0	$37,156	$0
Judith Johanson
Director	$231,370	$0	$0	$0	$0	$0	$0	$0	$0	$0	$231,370	$0	$0	$0
Kim Kaiser
Director	$214,808	$0	$0	$0	$0	$0	$0	$0	$0	$0	$214,808	$0	$0	$0
David A Kvancz
VP, Natl Pharmacy Prog & Svcs	$316,687	$0	$207,282	$0	$36,326	$0	$86,222	$0	$20,804	$0	$667,321	$0	$0	$0
Kathryn Lancaster
EVP & CFO	$676,598	$0	$1,210,688	$0	$309,466	$0	$125,720	$0	$16,055	$0	$2,338,527	$0	$266,810	$0
Janet A Liang
Region President - Hawaii	$381,973	$0	$324,426	$0	$37,639	$0	$162,576	$0	$23,085	$0	$929,699	$0	$0	$0
Donna Lynne
EVP, GP/ Region President CO	$522,385	$0	$671,301	$0	$43,272	$0	$386,467	$0	$27,161	$0	$1,650,586	$0	$0	$0
Philip Marineau
Director	$211,230	$0	$0	$0	$0	$0	$0	$0	$0	$0	$211,230	$0	$0	$0
Michael P Mcander
SVP, Finance Operations	$543,623	$0	$520,187	$0	$121,272	$0	$84,153	$0	$25,272	$0	$1,294,507	$0	$0	$0
Thomas R Meier
SVP, Corporate Treasurer	$325,824	$0	$438,610	$0	$282,728	$0	$14,386	$0	$30,363	$0	$1,091,911	$0	$244,843	$0
Jenny Ming
Director	$207,633	$0	$0	$0	$0	$0	$0	$0	$0	$0	$207,633	$0	$0	$0
Indrajit Obeysekere
Assistant Secretary	$232,413	$0	$92,900	$0	$4,332	$0	$1,487	$0	$14,988	$0	$346,120	$0	$0	$0
Christopher C Ohman
SVP, HP-MSSA-ROC	$334,441	$0	$276,835	$0	$36,539	$0	$68,988	$0	$26,323	$0	$743,126	$0	$0	$0
Donald H Orndoff
SVP, NFS	$401,454	$0	$505,726	$0	$22,674	$0	$143,813	$0	$26,369	$0	$1,100,036	$0	$0	$0
Wade Overgaard
SVP, Health Plan Ops - CA	$442,536	$0	$400,294	$0	$21,285	$0	$68,237	$0	$25,813	$0	$958,165	$0	$0	$0
Cynthia Powers Overmyer
SVP, Internal Audit	$287,137	$0	$216,672	$0	$156,289	$0	-$15,971	$0	$21,234	$0	$665,361	$0	$0	$0
Christine J Paige
SVP, Marketing & Internet Svcs	$361,146	$0	$280,329	$0	$74,256	$0	-$15,498	$0	$17,449	$0	$717,682	$0	$54,281	$0
Edward Pei
Director	$192,630	$0	$0	$0	$0	$0	$17,500	$0	$0	$0	$210,130	$0	$0	$0
Jason Phillips
VP, Natl Recruitment Svcs	$316,452	$0	$222,079	$0	$143,559	$0	$64,818	$0	$44,479	$0	$791,387	$0	$0	$0
Margaret Porfido
Director	$229,752	$0	$0	$0	$0	$0	$0	$0	$0	$0	$229,752	$0	$0	$0
Frank P Richardson
Assistant Secretary - Hawaii	$186,799	$0	$65,274	$0	$23,243	$0	$22,695	$0	$22,413	$0	$320,424	$0	$0	$0
Rochelle M Roth
Assistant Secretary	$161,237	$0	$38,925	$0	$22,251	$0	$9,945	$0	$16,479	$0	$248,837	$0	$0	$0
Michael D Rowe
SVP, CFO - NCAL	$564,314	$0	$641,448	$0	$176,099	$0	$134,794	$0	$20,458	$0	$1,537,113	$0	$0	$0
Charles N Sabatino
VP, Claims Operations (Legal)	$306,133	$0	$223,757	$0	$915,925	$0	$82,379	$0	$49,770	$0	$1,577,964	$0	$0	$0
Jacqueline Sellers
Assistant Secretary	$187,644	$0	$55,237	$0	$5,538	$0	-$7,251	$0	$11,234	$0	$252,402	$0	$0	$0
James Henry Simpson III
SVP, Finance - BU & ROC	$333,358	$0	$286,756	$0	$34,980	$0	$46,352	$0	$23,239	$0	$724,685	$0	$0	$0
Arthur M Southam
EVP, Health Plan Operations	$775,034	$0	$1,476,834	$0	$357,286	$0	$22,139	$0	$23,434	$0	$2,654,727	$0	$311,627	$0
Deborah Stokes
SVP,Corporate Controller & CAO	$346,256	$0	$347,325	$0	$71,331	$0	-$22,132	$0	$19,691	$0	$762,471	$0	$50,089	$0
C Wayne Swafford
VP, Natl Facilities Svc - ROC	$247,491	$0	$121,823	$0	$48,718	$0	$65,657	$0	$26,612	$0	$510,301	$0	$0	$0
Paul M Swenson
SVP & Chief Strategy Officer	$509,801	$0	$339,965	$0	$38,114	$0	$194,549	$0	$22,974	$0	$1,105,403	$0	$0	$0
Cynthia Telles
Director	$208,539	$17,000	$0	$0	$0	$0	$0	$0	$0	$0	$208,539	$17,000	$0	$0
Bernard J Tyson
CEO & President	$1,094,700	$0	$2,373,012	$0	$682,308	$0	$111,774	$0	$28,100	$0	$4,289,894	$0	$555,429	$0
Cesar Villalpando
SVP, CAO - NCAL	$368,236	$0	$345,093	$0	$35,617	$0	$46,794	$0	$20,489	$0	$816,229	$0	$0	$0
Stanley B Watson
VP, KFRI	$15,332	$0	$101,945	$0	$158,088	$0	$72,209	$0	$917	$0	$348,491	$0	$143,029	$0
Herman M Weil
SVP, Federal & State Programs	$354,155	$0	$422,920	$0	$57,855	$0	-$30,580	$0	$35,456	$0	$839,806	$0	$0	$0
Jed Weissberg
SVP, Quality & Care Delivery	$513,468	$0	$692,619	$0	$25,583	$0	$329,746	$0	$22,881	$0	$1,584,297	$0	$0	$0
Laura G Weisshar
VP,Fin-CB,Research/Hlth Policy	$274,643	$0	$179,824	$0	$190,548	$0	-$3,907	$0	$17,054	$0	$658,162	$0	$0	$0
Larry Wilson
SVP, Financial & Strategic Svc	$0	$0	$111,573	$0	$0	$0	$4,060	$0	$0	$0	$115,633	$0	$0	$0
John Yamamoto
VP, Regional Counsel - SCAL	$305,944	$0	$228,100	$0	$64,666	$0	-$9,425	$0	$46,938	$0	$636,223	$0	$46,881	$0
Carlos Zaragoza
Assistant Secretary	$258,454	$0	$173,555	$0	$252,723	$0	-$20,420	$0	$23,639	$0	$687,951	$0	$210,266	$0
Victoria B Zatkin
VP,Off of Brd & Corp Gov Svcs	$200,385	$0	$91,393	$0	$38,378	$0	$8,542	$0	$4,793	$0	$343,491	$0	$0	$0
Mark S Zemelman
SVP, Gen Counsel & Secretary	$493,974		$632,158		$197,416		$17,865		$25,795		$1,367,208		$155,249

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1	FIRST CLASS TRAVEL: FIRST CLASS TRAVEL IS PERMISSIBLE AS AN ORDINARY BUSINESS EXPENSE FOR ALL BOARD OF DIRECTORS, CHIEF EXECUTIVE OFFICER, AND OTHER SENIOR MANAGERS AS APPROVED BY THE COMPENSATION COMMITTEE. THE VALUE OF THESE CHARGES ARE NOT INCLUDED IN THE RECIPIENTS COMPENSATION. TRAVEL FOR COMPANIONS: AS APPROVED BY SENIOR MANAGEMENT INFREQUENTLY WHERE BUSINESS REQUIREMENT DICTATES. THE VALUE OF THESE CHARGES ARE NOT INCLUDED IN THE RECIPIENTS COMPENSATION. PERSONAL SERVICES: Car service is approved for senior management in connection with business related travel. CEO's nonbusiness transportation is Board approved and included in compensation. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: LIMITED TO PARTIAL TAX GROSS-UP UNDER RELOCATION POLICY, CEO TRANSPORTATION, AND INFREQUENTLY AS APPROVED BY SENIOR MANAGEMENT. THESE PAYMENTS ARE INCLUDED IN COMPENSATION. HOUSING ALLOWANCE: PROVIDED ON A LIMITED BASIS FOR RELOCATION IN CONFORMITY WITH THE LAW PROVIDED ON AN EXCEPTION BASIS AS COMPENSATION.
Schedule J, Part I, Line 3	- METHODS USED TO ESTABLISH CONSIDERATION OF CEO/EXECUTIVE DIRECTOR - Kaiser Foundation Health Plan, Inc. used one or more of the methods described below to establish the top management officials' compensation: - Compensation committee - Independent compensation consultant - Form 990 of other organizations - Written employment contract - Compensation survey or study, and - Approval by the board or compensation committee.
Schedule J, Part I, Line 4A	- Severance Payments - Steven Doshay $ 111,786 Charles Sabatino 750,000 Listed persons participated in arrangements entitling them to severance benefits in the event of termination by the organization without cause or due to job elimination. Depending on position level, tenure, and termination reason, severance benefits payable under these arrangements provide for pay and health benefits continuation plus payment of accrued obligations. In addition, for some of the listed persons, severance benefits payable include prorated incentive awards for performance periods not yet ended. None of the listed persons participated in arrangements entitling them to change-of-control payments.
Schedule J, Part I, Line 4B	- Supplemental NonQualified Retirement Plan Payments - Gregory A Adams $ 240,740 Anthony A Barrueta 702 Richard D Daniels 164,671 Jerry C Fleming 68,919 Sandra A Golze 91,671 Mitchell J Goodstein 108,113 Katharine S Guptill 151,932 George C Halvorson 1,500,000 Kendall D Hunter 38,247 Kathryn Lancaster 267,106 Thomas R Meier 246,161 Wade Overgaard 99 Cynthia Powers Overmyer 118,011 Christine J Paige 55,170 Jason Phillips 115,873 Charles N Sabatino 141,301 Arthur M Southam 314,156 Deborah Stokes 50,089 Bernard J Tyson 555,429 Stanley B Watson 144,744 Laura G Weisshar 153,866 John Yamamoto 47,652 Victoria B Zatkin 2,976 Carlos Zaragoza 210,266 Mark S Zemelman 156,419 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. The plans' organizational performance goals included: quality of care and service, membership growth, operating income, per member expense trend, and community benefit. Plan designs, performance, and payout levels, as well as individual payments to certain persons, were reviewed and approved by the Compensation Committee of the Board of Directors, comprised of independent directors.
Schedule J, Part I, Line 8	PAUL M SWENSON Paid in 2013: Sign-On Bonus $150,000 Future Retention payments: January 2015 $150,000
Schedule J, Part II, Column C	The actuarial value for some individuals' defined benefit plan declined in 2013, resulting in negative values in column (C) in some instances.
Schedule J, Part II	Jeffrey Epstein - Board of Directors effective April 1, 2013.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
DEBORA L CATSAVAS
EMPLOYEE	EMPLOYEE RELOCATION	Yes (X)	$150,000	$150,000	false	Yes (true)	Yes (true)
MICHAEL ROWE
EMPLOYEE	EMPLOYEE RELOCATION	Yes (X)	$300,000	$150,000	false	Yes (true)	Yes (true)
CESAR VILLALPANDO
EMPLOYEE	EMPLOYEE RELOCATION	Yes (X)	$100,000	$100,000	false	Yes (true)	Yes (true)

Field	Value	IRS element (for citing)
Total Balance Due	$400,000	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
STEVEN R ZATKIN
SPOUSE OF OFFICER	$26,094	COMPENSATION	false
TOP TIER CONSULTING
BROTHER OF OFFICER	$4,202,551	CONSULTING SERVICES	false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, HEADING, ITEM B, AMENDED RETURN	PART VII, SECTION B HAS BEEN AMENDED TO REFLECT AN UPDATE TO THIS SECTION. SCHEDULE C OF THE RETURN HAS BEEN AMENDED TO REFLECT AN UPDATE TO SCHEDULE C, PARTS I-A AND I-B AS STATED IN SCHEDULE C, PART IV. SCHEDULE L HAS BEEN AMENDED TO REFLECT AN UPDATE TO SCHEDULE L, PART IV. FORM 990, PART I, LINE 19 REVENUE LESS EXPENSE DISCLOSURE CURRENT YEAR REVENUE LESS EXPENSES $ 364,198,895 OTTI (NOTE 1) <141,395,542> GAIN/LOSS ON INVESTMENTS - BOOK 85,577,707 GAIN/LOSS ON INVESTMENTS - TAX < 28,069,390> _________________ UNAUDITED STANDALONE GAAP REVENUE LESS EXPENSES $ 280,311,670 NOTE 1: OTHER THAN TEMPORARY IMPAIRMENT (OTTI) OF INVESTMENT RECOGNIZED FOR FINANCIAL STATEMENT PURPOSES, WHICH WILL BE TAX REPORTED WHEN REALIZED.
Form 990, Part V, Line 4b	FOREIGN INVESTMENTS Kaiser Foundation Health Plan, Inc. (KFHP, Inc.)'s foreign investments are held in a US third party custodian bank. KFHP, Inc. personnel can not directly access the foreign investments.
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. Community benefit reporting details are presented to the community benefit committee of the board for review. 3. The complete tax return is reviewed and signed by a Pricewaterhousecoopers LLP tax advisor. 4. The complete tax return is reviewed and signed by an officer or a member of management designated by an officer. 5. A copy of the return is provided to each board member 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 National Compliance Office regularly and consistently monitors compliance with the Conflicts of Interest Policy in 3 key ways: 1. 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. 2. 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 3. Annually, as a component of the external audit, KPMG 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: 1. Represented employees are subject to any corrective/disciplinary action provisions described in specific regional/national collective bargaining agreements and/or organizational policies and practices. 2. Kaiser Permanente informs employees of the National Human Resources Policy No. 14. Corrective/Disciplinary Action Policy during new employee orientation and in annual compliance training. 3. 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 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 which evaluates and approves, prior to payment, all programs and payments to CEO, Executive Director and top management officials (executives). 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 at the median of 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 Resource Consulting firm. The compensation program focuses on objectives in the areas of quality of member care and service, financial soundness, and the community and social mission of the organization.
Form 990, Part VI, Line 18	Forms 990 are Available on GuideStar.org website.
Form 990, Part VI, Line 19	Public Inspection Governing documents - are available from the Secretary of State and Department of Managed Health Care and maintained on the state agency website or upon request. Conflict of Interest policy is available on KP website under vendor Principles of Responsibility or upon request. Financial Statements are on file with the state regulatory agency. Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with audit opinion by KPMG. To request copies contact: Vice President - TAX SERVICES Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, Suite 15L Oakland, CA 94612
Form 990, Part VII, Section A, Column B	Hours for Related Organization Individuals who are both officers and members of Boards of Directors work full time as employees as well as fulfill their board assignment. All officers work full time in their employee capacity. Full time work may require in excess of the traditional 40 hour week. Given the integrated nature of our organization, employees may provide support for various Kaiser Permanente companies. The average hours per week reported for the filing organization and related organizations was estimated.
Form 990, Part XI, Line 9	Other changes in net assets or fund balances Change in Donated Capital (1,962) Change in Pension & retirement Liabilities 1,975,730,867 Capital Transfers - CY 3,295,276 Gain/Loss on Sale of Investments - Tax (28,069,390) Gain/Loss on Sale of Investments - Book 85,577,707 Other Than Temporary Impairment (141,395,541) __________________ Total 1,895,136,957
Form 990, Part III, Line 4a-4d	- Exempt purpose achievements - 2013 COMMUNITY BENEFIT SUMMARY REPORT KAISER FOUNDATION HEALTH PLAN, INC. LEGAL AFFILIATION WITH KAISER FOUNDATION HOSPITALS - KAISER FOUNDATION HOSPITALS (KFH) AND KAISER FOUNDATION HEALTH PLAN, INC. (KFHP, INC.) ARE SEPARATE CORPORATIONS GOVERNED BY IDENTICAL BOARDS OF DIRECTORS. KFHP, INC. PROVIDES AND ARRANGES COMPREHENSIVE HEALTH CARE SERVICES FOR MEMBERS ON A PREDOMINANTLY PREPAID BASIS. KAISER FOUNDATION HEALTH PLAN, INC. FULFILLS ITS CONTRACTUAL OBLIGATIONS TO GROUP AND INDIVIDUAL MEMBERS BY CONTRACTING WITH KFH AND PERMANENTE MEDICAL GROUP PHYSICIANS TO PROVIDE THE REQUIRED HEALTH CARE SERVICES TO ITS MEMBERS THROUGH MARKET LEADING PERFORMANCE IN QUALITY AND SERVICE. KAISER FOUNDATION HEALTH PLAN, INC. PRIMARILY CONDUCTS ITS OPERATIONS IN THE STATES OF CALIFORNIA AND HAWAII. ADDITIONALLY, KFHP, INC. OWNS FOUR PRINCIPAL OPERATING TAX-EXEMPT SUBSIDIARY HEALTH PLANS - KAISER FOUNDATION HEALTH PLAN OF COLORADO; KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.; KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.; AND KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST. KAISER FOUNDATION HEALTH PLAN, INC.'S COMMITMENT TO THE COMMUNITY - MEMBERSHIP IN KFHP, INC. AND ITS HEALTH PLAN SUBSIDIARIES IS AVAILABLE WITHOUT REGARD TO AGE, SEX, RACE, RELIGION, OR NATIONAL ORIGIN, OR TO THE INDIVIDUAL'S ABILITY TO PAY. HEALTH PLAN MEMBERS ARE BROADLY REPRESENTATIVE OF THE COMMUNITIES SERVED. ONCE ENROLLED, A MEMBER MAY MAINTAIN MEMBERSHIP REGARDLESS OF HEALTH OR EMPLOYMENT STATUS. - AS A NONPROFIT ORGANIZATION, KAISER FOUNDATION HEALTH PLAN, INC. IS COMMITTED TO IMPROVING THE HEALTH OF COMMUNITIES BEYOND ITS ENROLLED MEMBERSHIP. ANNUAL DIRECT COMMUNITY BENEFIT INVESTMENTS (DCBI) ARE A FUNDAMENTAL EMBODIMENT OF THE ORGANIZATION'S ONGOING COMMITMENT TO IMPROVE GENERAL WELLBEING WITHIN THE BROADER COMMUNITY. THESE INVESTMENTS RESULT IN INTENTIONAL, PLANNED, BUDGETED, MEASURABLE, AND ACCOUNTABLE BENEFITS INTENDED TO ADDRESS MANY OF THE HEALTH CHALLENGES FACED AT THE INDIVIDUAL, LOCAL, STATE, AND NATIONAL LEVELS. - IN 2007, KFHP, INC. 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. THE FOLLOWING ARE DETAILS OF COMMUNITY BENEFIT ACTIVITIES PROVIDED BY KAISER FOUNDATION HEALTH PLAN, INC. IN 2013, KAISER FOUNDATION HEALTH PLAN, INC. SERVED OVER 7.3 MILLION MEMBERS AND EXPENDED $753 MILLION (AT COST, NET OF $587 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 IN 2013, KAISER FOUNDATION HEALTH PLAN, INC. EXPENDED APPROXIMATELY $687 MILLION (AT COST, NET OF $587 MILLION OF RELATED REVENUES) TO ADDRESS THE FINANCING AND DELIVERY OF HEALTH CARE FOR POPULATIONS VULNERABLE DUE TO SOCIO-ECONOMIC STATUS, ILLNESS, ETHNICITY, AGE, OR OTHER FACTORS. PROGRAM BENEFICIARIES (UNDER- AND UNINSURED) RECEIVED FREE OR DISCOUNTED CARE IN A KAISER PERMANENTE FACILITY OR BY A PERMANENTE PROVIDER. A.1 CHARITABLE CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE PROGRAMS) KFHP, INC. PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE POPULATIONS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. IN 2013, KFHP, INC. SPENT APPROXIMATELY $222 MILLION (AT COST, NET OF $26 MILLION OF RELATED REVENUES) ON UNDER- AND UNINSURED PATIENTS. A.1.1 MEDICAL FINANCIAL ASSISTANCE (MFA) PROGRAM KFHP, INC.'S MEDICAL FINANCIAL ASSISTANCE (MFA) 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 OR FROM A KAISER PERMANENTE PROVIDER. ELIGIBILITY IS BASED UPON PRESCRIBED LEVELS OF INCOME AND EXPENSES. IN CALIFORNIA, THE MFA PROGRAM'S ELIGIBILITY CRITERIA ALLOWS PATIENTS FALLING BELOW 350% OF THE FEDERAL POVERTY GUIDELINES (FPG) TO RECEIVE FULL WRITE OFF OF MEDICAL CHARGES. UNINSURED PATIENTS WHO DO NOT QUALIFY FOR MFA BUT MAKE LESS THAN 400% OF FPG WILL RECEIVE UP TO A 70% DISCOUNT ON CHARGES. CONTRACTED COLLECTION AGENCY PRACTICES ARE ALIGNED WITH THE ORGANIZATION'S SOCIAL VALUES AND PROPOSED IRS SECTION 501(R). ADDITIONALLY, ANY PATIENT EXPERIENCING FINANCIAL HARDSHIP DUE TO UNREASONABLE MEDICAL EXPENSES RELATIVE TO THEIR INCOME MAY QUALIFY FOR THE PROGRAM UNDER "SPECIAL CIRCUMSTANCES". IN 2013, THE PROGRAM ASSISTED ALMOST 153,000 QUALIFYING APPLICANTS IN CALIFORNIA. IN HAWAII, THE PROGRAM IS OPEN TO MEMBERS AND NONMEMBERS WHO CANNOT PAY FOR MEDICALLY NECESSARY SERVICES, HAVE EXHAUSTED PRIVATE AND PUBLIC SOURCES OF SUPPORT, AND MEET ELIGIBILITY REQUIREMENTS. IN 2013, THE MFA PROGRAM IN HAWAII ASSISTED MORE THAN 3,400 QUALIFYING APPLICANTS. A.1.2 CHARITABLE HEALTH COVERAGE PROGRAM CHARITABLE HEALTH COVERAGE (CHC) IS A UNIQUE APPROACH TO CARING FOR LOW-INCOME UNINSURED PERSONS IN THE COMMUNITY. ELIGIBLE PARTICIPANTS RECEIVE A REGULAR KAISER PERMANENTE MEMBERSHIP CARD AND ACCESS TO THE FULL RANGE OF SERVICES AND PROVIDERS - A MUCH BETTER ALTERNATIVE TO POTENTIALLY COSTLY EMERGENCY ROOM VISITS OR HOSPITALIZATION. THIS ALLOWS KFHP, INC. TO INVEST IN THE LONGER TERM HEALTH OF PATIENTS AND THE COMMUNITY. SINCE INCEPTION IN THE EARLY 1980S, CHC PROGRAMS HAVE MADE A REAL DIFFERENCE IN THE LIVES OF LOW INCOME PEOPLE WHO MIGHT OTHERWISE HAVE NO OTHER SOURCE OF CARE. THE FOLLOWING IS THE CHC PROGRAM OFFERED TO OVER 77,000 MEMBERS WITHIN THE STATE OF CALIFORNIA: - KAISER PERMANENTE CHILD HEALTH PLAN (KPCHP) - THE CHILD HEALTH PLAN PROVIDES MEDICAL AND DENTAL COVERAGE TO ELIGIBLE CHILDREN (BIRTH THROUGH AGE 18) IN CALIFORNIA FAMILIES WITH INCOME UP TO 300% OF THE FEDERAL POVERTY GUIDELINES WHO DO NOT HAVE ACCESS TO OTHER HEALTH INSURANCE. THE CHILD HEALTH PLAN IS A MANAGED CARE INSURANCE PLAN FILED WITH THE STATE TO PROVIDE COMPREHENSIVE BENEFITS INCLUDING PREVENTIVE CARE, INPATIENT AND OUTPATIENT SERVICES, PRESCRIPTION DRUGS, AND VISION AND DENTAL CARE. PREMIUMS ARE $8 OR $15 PER CHILD PER MONTH, DEPENDING ON FAMILY INCOME, FOR A MAXIMUM OF THREE CHILDREN (ADDITIONAL CHILDREN ARE COVERED FREE OF CHARGE). LOW CO-PAYMENTS APPLY TO SOME SERVICES. THE FOLLOWING DESCRIBES THE CHC PROGRAM OFFERED WITHIN THE STATE OF HAWAII: - TRANSITIONS PROGRAM (FORMERLY THE BRIDGE PROGRAM) - WITH THE IMPLEMENTATION OF HEALTH CARE REFORM AND AFFORDABLE CARE ACT REQUIREMENTS, THE BRIDGE PROGRAM FORMERLY OFFERED TO RESIDENTS OF THE STATE OF HAWAII HAS BEEN PHASED OUT. A NEW PARTNERSHIP WITH WAIKIKI HEALTH HAS BEEN FORMED TO PROVIDE COMPREHENSIVE ORAL HEALTH AND SUPPORT SERVICES TO THE HOMELESS, UNINSURED, AND UNDERINSURED LOW-INCOME POPULATION ON OAHU UNDER A RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THIS UNIQUE PROGRAM HAS BEEN DEVELOPED AS AN ALTERNATE APPROACH TO THE PREMIUM DUES FORMERLY SUBSIDIZED UNDER THE BRIDGE PROGRAM AS A COMPONENT OF KFHP, INC.'S CHARITABLE COVERAGE EFFORTS IN HAWAII. A.2 PARTICIPATION IN MEDICAID AND OTHER GOVERNMENT-SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN, INC. PROVIDED COVERAGE AND SERVICES VALUED AT $464 MILLION (AT COST, NET OF $561 MILLION OF RELATED REVENUES) FOR MEMBERS AND NON-MEMEMBERS IN GOVERNMENT-SPONSORED PROGRAMS. CALIFORNIA KAISER PERMANENTE MEDI-CAL MANAGED CARE, MEDI-CAL FEE-FOR-SERVICE, HEALTHY FAMILIES, AND HEALTHY SAN FRANCISCO ARE SPECIFIC GOVERNMENT-SPONSORED HEALTH CARE COVERAGE PROGRAMS IN CALIFORNIA. OVER 480,000 PEOPLE RECEIVED CARE UNDER THESE PROGRAMS DURING 2013. - MEDICAID/MEDI-CAL - IMPROVING ACCESS TO CARE FOR VULNERABLE POPULATIONS IS FUNDAMENTAL TO KAISER FOUNDATION HEALTH PLAN, INC.'S SOCIAL MISSION TO IMPROVE THE HEALTH OF THE COMMUNITIES SERVED, AND CONSISTENT WITH THE OBLIGATIONS OF A TAX EXEMPT ORGANIZATION. KFHP, INC.'S MEMBERSHIP UNDER THIS PROGRAM INCLUDED APPROXIMATELY 377,000 MEDI-CAL (MEDICAID) MANAGED CARE MEMBERS
B - Community Health Initiatives	KAISER FOUNDATION HEALTH PLAN, INC. DESIGNS, DELIVERS, AND SUSTAINS LONG-TERM PROGRAMS THAT ENGAGE COMMUNITIES IN WORK TO IMPROVE CONDITIONS IN THEIR NEIGHBORHOODS, WORKPLACES, AND SCHOOLS. THE COMMUNITY HEALTH INITIATIVES (CHI) STREAM OF WORK STARTED WITH A FOCUS ON NUTRITION AND PHYSICAL ACTIVITY. THE FOCUS HAS SINCE EXPANDED TO ADDRESS COMMUNITY ECONOMIC DEVELOPMENT, ENVIRONMENTAL SUSTAINABILITY, AND NEIGHBORHOOD SAFETY - ADDITIONAL FACTORS THAT ARE KEYS TO PROMOTING HEALTH COMMUNITIES. KFHP, INC. SPONSORED OVER $942 THOUSAND IN CHARITABLE CONTRIBUTIONS SUPPORTING TOTAL COMMUNITY HEALTH INITIATIVES IN 2013. B.1 HEALTHY EATING ACTIVE LIVING (HEAL) PROGRAMS THE HEAL INITIATIVE COMBATS OBESITY BY PROMOTING PLACE-BASED HEALTHY EATING AND ACTIVE LIVING PROGRAMS AND INTERVENTIONS IN THE COMMUNITY. THE INITIATIVE SUPPORTS COMMUNITY HEALTH INITIATIVES AND COALITIONS EFFECTING MEDICAL, ENVIRONMENTAL, AND SOCIAL COMMUNITY-LEVEL CHANGES SUCH AS EMPOWERING RESIDENTS TO EAT HEALTHY FOODS, CHANGING PHYSICAL AND SOCIAL ENVIRONMENTS TO PROMOTE PHYSICAL ACTIVITY, AND SUPPORTING POLICY CHANGES TO REDUCE RACIAL AND ETHNIC HEALTH DISPARITIES, PARTICULARLY THOSE RELATED TO POOR NUTRITION AND INACTIVITY. KFHP, INC. IN HAWAII BEGAN ITS FIRST FRESH DAY FARMERS' MARKET AT THE HONOLULU CLINIC IN JUNE 2004. SINCE THEN, THREE OTHER MARKETS HAVE BEEN OPENED. MARKETS ARE OPEN TO THE COMMUNITY, MEMBERS, AND STAFF, AND ARE UNIQUE FROM OTHER FARMERS' MARKETS ON THE ISLAND IN PROVIDING HEALTH PROMOTION AND EDUCATION INFORMATION AT EACH SITE. RESOLUTION CD-13-1 WAS PASSED BY THE CITY AND COUNTY OF HONOLULU IN 2013 TO AUTHORIZE THE USE OF ELECTRONIC BENEFITS TRANSFERS (EBT) IN CITY-RUN FARMERS' MARKETS. EBT IS AN ELECTRONIC SYSTEM THAT AUTOMATES DELIVERY, REDEMPTION, AND RECONCILIATION OF PUBLIC ASSISTANCE BENEFITS. KFHP, INC. OF HAWAII ESTABLISHED THE FIRST EBT-BASED CITY FARMERS' MARKET TO DEMONSTRATE THE "HOW TO". B.2 CHILD PASSENGER SAFETY PROGRAM THE KEIKI PASSENGER SAFETY (KPS) PROGRAM OFFERED AT KFHP, INC.'S WAIPIO AND MAPUNAPUNA CLINICS PROVIDES FREE MONTHLY CAR SEAT CHECKS. ALTHOUGH PASSENGER RESTRAINTS SAVE LIVES, AT LEAST 80% OF CHILD PASSENGER RESTRAINTS ARE NOT USED PROPERLY. STAFF WHO ARE TRAINED AND CERTIFIED AS CAR SEAT TECHNICIANS BY SAFE KIDS AND THE NATIONAL HIGHWAY TRAFFIC SAFETY ADMINISTRATION PROVIDE EDUCATION ON THE PROPER USE OF CAR SEATS, BOOSTER SEATS, AND SEAT BELTS FOR CHILDREN FROM INFANCY TO ADULTHOOD. B.3 GRANTS AND DONATIONS EXAMPLES OF GRANTS AWARDED IN 2013 INCLUDE THE FOLLOWING: - IN 2013, KAISER FOUNDATION HEALTH PLAN, INC. AWARDED A CHARITABLE CONTRIBUTION IN THE AMOUNT OF $650,000 TO COMMUNITY PARTNERS. THIS ORGANIZATION SUPPORTS THE THRIVING SCHOOLS INITIATIVE IN ITS EFFORT TO PROMOTE NUTRITION AND HEALTH PROGRAMS THROUGH SMALL GRANTS TO SCHOOLS NATIONWIDE. THESE SMALL GRANTS (RANGING IN SIZE FROM $500 TO $5,000) ARE INTENDED TO BUILD SCHOOL STAFF CAPACITY THROUGH TRAINING, AND PERMIT PURCHASES OF NECESSARY EQUIPMENT TO IMPROVE NUTRITION AND PHYSICAL ACTIVITY AT INDIVIDUAL SCHOOLS. THE THRIVING SCHOOLS INITIATIVE AIMS TO USE SHORT-TERM GRANTMAKING AS A MEANS TO JUMPSTART A CULTURE OF HEALTHY EATING AND PHYSICAL ACTIVITY AT SCHOOLS INTERESTED IN FUNDING AND NURTURING THESE KINDS OF PROGRAMS. - KFHP, INC. IN HAWAII AWARDED A GRANT TO AND COLLABORATION WITH THE APPLESEED CENTER FOR LAW & ECONOMIC JUSTICE TO MAXIMIZE PARTICIPATION BY ELIGIBLE STATE RESIDENTS IN THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) AND THE EARNED INCOME TAX CREDIT. RESIDENTS OF HAWAII MISS OUT ON OVER $237 MILLION IN UNCLAIMED FEDERAL SNAP BENEFITS AND $60 MILLION IN EARNED INCOME TAX CREDITS EVERY YEAR, RANKING HAWAII 46TH AMONG STATES NATIONWIDE. C - SAFETY NET PARTNERSHIPS IN 2013, KAISER FOUNDATION HEALTH PLAN, INC. EXPENDED APPROXIMATELY $1.4 MILLION TO SUPPORT SAFETY NET PARTNERSHIPS. THE FOLLOWING ARE EXAMPLES OF GRANTS AWARDED IN ACCORDANCE WITH THE OBJECTIVES OF THE SAFETY NET PARTNERSHIPS STREAM OF WORK DURING 2013: - THE NATIONAL ASSEMBLY ON SCHOOL-BASED HEALTH CARE (NASBHC) WAS AWARDED $2.75 MILLION OVER THREE YEARS ($1.25 MILLION IN 2013) TO STRENGTHEN SCHOOL-BASED HEALTH CENTERS' (SBHC) ABILITY TO SUPPORT BEHAVIOR CHANGES THROUGH CLINICAL SERVICES, EDUCATION, AND COUNSELING. NASBHC INTENDS TO PARTNER WITH KFHP, INC. ON ITS TOTAL HEALTH INITIATIVE UNDER THE HEALTHY SCHOOLS COMPONENT. TO FURTHER THE GOALS OF THE HEALTHY SCHOOLS PROGRAM, NASBHC PLANS TO WORK IN A SELECT GROUP OF STATES WITH TARGETED SBHCS TO SUPPORT HEALTHY EATING AND ACTIVE LIVING IN ADDITION TO OTHER ASPECTS OF SOCIAL AND EMOTIONAL HEALTH BY 1) STRENGTHENING THE SBHCS' ABILITIES TO SUPPORT HEALTH BEHAVIOR CHANGES THROUGH CLINICAL SERVICES, EDUCATION, AND COUNSELING; AND 2) ADVANCING THE SBHCS' ROLE AS CATALYSTS FOR RELATED POLICY AND ENVIRONMENTAL CHANGES. - KFHP, INC. AWARDED A GRANT TO WAIANAE COAST COMPREHENSIVE HEALTH CENTER, A FEDERALLY QUALIFIED HEALTH CENTER (FQHC), TO SUPPORT AN EFFORT TO OPTIMIZE THE QUALITY OF HEALTH CARE SERVICES RELATED TO CHILDHOOD OBESITY. THIS IS THE FIRST PEDIATRIC PROJECT IN HAWAII TO INVOLVE AN INTER-AGENCY COLLABORATION BETWEEN THREE COMMUNITY HEALTH CENTERS (KO'OLAULOA COMMUNITY HEALTH AND WELLNESS CENTER, WAIANAE COAST COMPREHENSIVE HEALTH CENTER, AND WAIMANALO HEALTH CENTER). - KFHP, INC. OF HAWAII SUPPORTED MAUI COLLEGE TO PROMOTE ORAL HEALTH FOR CHILDREN. OVER 4,000 CHILDREN AND THEIR FAMILIES WERE POSITIVELY IMPACTED BY THE DISTRIBUTION OF DENTAL KITS, IN-HOME VISITS, AND COLLABORATION WITH PEDIATRIC PROVIDERS. KFHP, INC. RECEIVED RECOGNITION FOR ITS EFFORTS UNDER THIS PROJECT FROM ALAN ARAKAWA, THE MAYOR OF MAUI. - KFHP, INC. PROVIDED GRANT SUPPORT TO PROJECT VISION, AN ORGANIZATION WHICH PROVIDES MOBILE VISION SCREENING SERVICES FOR THE UNDERINSURED AND UNINSURED ON OAHU AND THE BIG ISLAND. BENEFITS ALSO INCLUDED FREE EYEGLASSES AND VISION CARE TO CHILDREN, LOW INCOME, VULNERABLE, AND HOMELESS POPULATIONS. D - DEVELOPING AND DISSEMINATING KNOWLEDGE KAISER FOUNDATION HEALTH PLAN, INC. SPENT ALMOST $47 MILLION IN 2013 TO SUPPORT GRANTS AND DONATIONS TO BENEFIT A NUMBER OF OTHER NONPROFIT ORGANIZATIONS. IN ADDITION, APPROXIMATELY $4.7 MILLION WAS DIRECTED TO PROGRAMS AND SERVICES FOR THE DEVELOPMENT AND DISSEMINATION OF KNOWLEDGE. D.1 GRANTS AND DONATIONS DURING 2013, THE GREATEST SHARE OF THE TOTAL INVESTMENT UNDER THE KNOWLEDGE DISSEMINATION STREAM OF WORK CONSISTED OF A SINGLE CONTRIBUTION OF $45 MILLION TO THE EAST BAY COMMUNITY FOUNDATION FOR THE PROGRAM OFFICES FUND FOR RESEARCH. THESE FUNDS WILL BE AWARDED TO SELECTED RESEARCH ORGANIZATIONS IN FUTURE YEARS TO SUPPORT ACTIVITIES RELATED TO 1) THE RESEARCH AND EVALUATION OF CARE EFFECTIVENESS INCORPORATING DATA COLLECTION, STUDY, AND DISSEMINATION OF THE IMPACT OF RACIAL AND ETHNIC DISPARITIES; 2) THE DEVELOPMENT OF A GENETIC EPIDEMIOLOGY DATABASE; AND 3) THE EVALUATION OF COMMUNITY BENEFIT PROGRAMS. D.2. MEDICAL RESEARCH PROGRAMS FOR KAISER FOUNDATION HEALTH PLAN, INC., RESEARCH IS AN ESSENTIAL PART OF WHAT IT MEANS TO BE AN EVIDENCE-BASED ORGANIZATION. ACHIEVEMENTS REALIZED UNDER THIS PROGRAM ARE MADE POSSIBLE THROUGH A DEDICATED GROUP OF RESEARCHERS, THE COMPREHENSIVE NATURE OF KFHP, INC.'S ELECTRONIC MEDICAL RECORD SYSTEM, AND ACCESS TO THE HEALTH DATA OF OVER 9 MILLION MEMBERS. THROUGH STUDIES FUNDED AT A VARIETY OF REGIONAL RESEARCH CENTERS, RESEARCHERS ADDRESS CRITICAL ISSUES LIKE CANCER, CARDIOVASCULAR CONDITIONS, DIABETES, AND IMPROVEMENTS IN HEALTH CARE. KFHP, INC. SPENT $3.4 MILLION ON MEDICAL RESEARCH PROJECTS IN 2013. THE FOLLOWING EXEMPLIFY THE TYPES OF KEY RESEARCH PROJECTS SPONSORED BY KFHP, INC. IN 2013: - CANCER: GENOME-WIDE ASSOCIATION STUDY OF MAMMOGRAPHIC DENSITY. - CARDIOVASCULAR CONDITIONS: RACIAL DISPARITIES IN ISCHEMIC STROKE AND ATHEROSCLEROTIC RISK FACTORS IN THE YOUNG. - DIABETES: PRE-VISIT PRIORITIZATION FOR COMPLEX PRIMARY CARE PATIENTS WITH DIABETES. - HEALTH CARE DELIVERY: EVALUATING ENHANCED MODELS OF CARE FOR TREATING COMPLEX PATIENTS ON MEDICAID. D.3 PUBLIC POLICY THE MISSION OF THE INSTITUTE FOR HEALTH POLICY (IHP) IS TO ADVANCE THE UNDERSTANDING OF KEY HEALTH POLICY ISSUES AND TO SUPPORT, IN COLLABORATION WITH OTHERS, HEALTH POLICY THAT WILL IMPROVE HEALTH AND THE MANNER IN WHICH HEALTH CARE AND FINANCING SYSTEMS SERVE THE MEMBERS OF OUR COMMUNITIES. KFHP, INC. CONTRIBUTED APPROXIMATELY $2.0 MILLION IN 2013 ON A VARIETY OF SUBJECTS AND INTERESTS INCLUDING THE FOLLOWING: - ENGAGING CONSUMERS IN THE DESIGN AND USE OF PATIENT REGISTRIES - UNDERSTANDING PHYSICIAN AND PATIENT ATTITUDES TOWARD THE CARE PROCESS - MAKING BETTER USE OF DATA TO SUPPORT CARE AND POPULATION HEALTH IMPROVEMENT - NAVIGATING HEALTH INSURANCE EXCHANGES - SUPPORTING HEALTHY BEHAVIOR CHANGE - USING ELECTRONIC HEALTH RECORDS TO IMPROVE CARE DELIVERY D.4 EDUCATIONAL THEATRE PROGRAMS (ETP) KAISER FOUNDATION HEALTH PLAN, INC. SPENT $858 THOUSAND TO PROVIDE MORE THAN 338,000 CHILDREN AND ADULTS IN NORTHERN CALIFORNIA AND HAWAII THE OPPORTUNITY TO VIEW OR PARTICIPATE IN ONE

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
KP CAL LLC
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	202712661	HEALTH CARE	CA	$157,934,761	$4,049,174	NA
ORDWAY INTERNATIONAL LTD
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612		HOLDING CO.		$0	$9,623,804	NA	BD
ORDWAY INDEMNITY LTD
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	900031974	INSURANCE		$7,610,748	$24,469,859	ORDWAY INT'L	BD

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrganizationControlledOrganizationInd
KAISER FDN HEALTH PLAN OF COLORADO
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	840591617	HEALTH CARE	CO	501(c)(3)	9	KFHP INC	Yes (true)
KAISER FDN HEALTH PLAN OF GEORGIA INC
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	581592076	HEALTH CARE	GA	501(c)(3)	9	KFHP INC	Yes (true)
KFHP OF THE MID-ATLANTIC STATES INC
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	520954463	HEALTH CARE	MD	501(c)(3)	9	KFHP INC	Yes (true)
KAISER FDN HEALTH PLAN OF THE NORTHWEST
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	930798039	HEALTH CARE	OR	501(c)(3)	9	KFHP INC	Yes (true)
KAISER FDN HEALTH PLAN OF OHIO
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	340922268	HEALTH CARE	OH	501(c)(3)	9	KFHP INC	Yes (true)
KAISER FOUNDATION HOSPITALS
ONA KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	941105628	HEALTH CARE	CA	501(c)(3)	3	KFHP INC	Yes (true)
CAMP BOWIE SERVICE CENTER
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	943299123	ADMIN	CA	501(c)(3)	11 - I	KFHP INC	Yes (true)
KAISER HOSPITAL ASSET MANAGEMENT INC
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	943299125	ASSET MGT	CA	501(c)(3)	11 - I	KFH	Yes (true)
KAISER HEALTH PLAN ASSET MANAGEMENT INC
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	943299124	ASSET MGT	CA	501(c)(3)	11 - I	KFHP INC	Yes (true)
LOKAHI ASSURANCE LTD
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	912171891	WC PLACEMENT	HI	501(c)(3)	11 - I	KFHP INC	Yes (true)
KAISER HEALTH ALTERNATIVES
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	930954562	HEALTH CARE	OR	501(c)(3)	9	KFHP INC	Yes (true)
OHP
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	930480268	LEASING	WA	501(c)(3)	11 - I	KFHP INC	Yes (true)
1800 HARRISON FOUNDATION
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	943317484	FINANCING	CA	501(c)(3)	11 - II	KFHP INC	Yes (true)
KAISER HOSPITAL ASSISTANCE CORPORATION
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	311779500	FINANCING	CA	501(c)(3)	11 - III-NF	KFH	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE KAISER PLAZA SUITE 15L	AddressLine1
City	OAKLAND	City
State	CA	State
ZIP Code	94612	ZIPCode

Field	Value	IRS element (for citing)
EIN	203924985	EIN
Primary Activities	CASE MANAGEMENT	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

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

Field	Value	IRS element (for citing)
Predominant Income Type	N/A	PredominantIncomeTypeTxt
UBI Code V	$0	UBICodeVAmt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
ARCHIMEDES INC
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	203774729	CONSULTING	CA	NA	C CORP	Yes (true)
KAISER PERMANENTE INTERNATIONAL
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	943245176	CONSULTING	CA	NA	C CORP	Yes (true)
KAISER PERMANENTE INSURANCE COMPANY
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	943203402	INSURANCE	CA	NA	C CORP	Yes (true)	$419,921,979	$174,106,884	1.00000
KAISER PROPERTIES SERVICES INC
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	943259432	REAL ESTATE	CA	NA	C CORP	Yes (true)	$3,950,346	$2,130,284	1.00000
OAK TREE ASSURANCE LTD
ONE KAISER PLAZA SUITE 15L	OAKLAND	CA	94612	030329760	INSURANCE	VT	NA	C CORP	Yes (true)	$5,865,479	$40,309,936	1.00000

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	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	Yes (true)	AssetPurchaseFromOtherOrgInd
Asset Exchange	Yes (true)	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (84 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
KAISER FOUNDATION HOSPITALS
a	$91,337,026	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
k	$605,357,114	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
l	$6,774,492,378	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
m	$11,895,652,378	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
o	$19,927,725	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
p	$8,524,051,710	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
q	$12,420,548,608	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
r	$31,718,456,755	PER AGREEMENT
KAISER FOUNDATION HOSPITALS
s	$47,028,957,732	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
l	$9,447,387	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
m	$39,328,510	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
p	$11,735,795	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
q	$22,380,229	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
r	$44,429,514	PER AGREEMENT
CAMP BOWIE SERVICE CENTER
s	$34,917,684	PER AGREEMENT
KP CAL LLC
p	$18,494,073	PER AGREEMENT
KP CAL LLC
q	$19,914,256	PER AGREEMENT
KP CAL LLC
s	$2,362,696	PER AGREEMENT
KAISER PROPERTIES SERVICES INC
p	$240,074	PER AGREEMENT
KAISER PROPERTIES SERVICES INC
q	$1,995,342	PER AGREEMENT
1800 HARRISON FOUNDATION
a	$3,295,276	PER AGREEMENT
1800 HARRISON FOUNDATION
c	$6,593,581	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
l	$127,917,905	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
m	$226,534,206	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
p	$988,894	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
q	$13,828,641	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
r	$1,030,566	PER AGREEMENT
KAISER PERMANENTE INSURANCE COMPANY
s	$1,030,566	PER AGREEMENT
LOKAHI ASSURANCE LTD
l	$98,261,348	PER AGREEMENT
LOKAHI ASSURANCE LTD
m	$97,107,062	PER AGREEMENT
LOKAHI ASSURANCE LTD
p	$55,777,482	PER AGREEMENT
LOKAHI ASSURANCE LTD
q	$79,378,644	PER AGREEMENT
LOKAHI ASSURANCE LTD
r	$377,846,400	PER AGREEMENT
LOKAHI ASSURANCE LTD
s	$392,804,800	PER AGREEMENT
KP ONCALL LLC
p	$6,630,575	PER AGREEMENT
KP ONCALL LLC
q	$7,045,522	PER AGREEMENT
KP ONCALL LLC
r	$1,382,320	PER AGREEMENT
KP ONCALL LLC
s	$5,090,214	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
l	$94,784,637	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
m	$15,287,279	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
p	$31,267,324	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
q	$50,540,000	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
r	$237,037,305	PER AGREEMENT
KAISER FDN HEALTH PLAN OF THE NORTHWEST
s	$275,087,165	PER AGREEMENT
KAISER FDN HEALTH PLAN OF OHIO
l	$9,706,026	PER AGREEMENT
KAISER FDN HEALTH PLAN OF OHIO
m	$2,034,207	PER AGREEMENT
KAISER FDN HEALTH PLAN OF OHIO
p	$6,644,006	PER AGREEMENT
KAISER FDN HEALTH PLAN OF OHIO
q	$11,973,765	PER AGREEMENT
KAISER FDN HEALTH PLAN OF OHIO
r	$19,206,265	PER AGREEMENT
KAISER FDN HEALTH PLAN OF OHIO
s	$31,947,285	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
l	$118,713,218	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
m	$27,578,210	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
p	$65,113,614	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
q	$72,931,804	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
r	$381,403,387	PER AGREEMENT
KAISER FDN HEALTH PLAN OF COLORADO
s	$392,839,252	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
k	$2,253,493	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
l	$93,590,048	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
m	$9,764,587	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
p	$50,938,748	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
q	$52,397,536	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
r	$31,001,120	PER AGREEMENT
KFHP OF THE MID-ATLANTIC STATES INC
s	$17,270,964	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
l	$37,370,728	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
m	$9,003,415	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
p	$14,181,756	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
q	$23,443,907	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
r	$192,754,701	PER AGREEMENT
KAISER FDN HEALTH PLAN OF GEORGIA INC
s	$184,956,049	PER AGREEMENT
ARCHIMEDES INC
p	$583,328	PER AGREEMENT
ARCHIMEDES INC
q	$261,987	PER AGREEMENT
HEALTH CARE MANAGEMENT SOLUTIONS LLC
q	$237,380	PER AGREEMENT
KAISER PERMANENTE INTERNATIONAL
p	$238,496	PER AGREEMENT
KAISER PERMANENTE INTERNATIONAL
q	$244,662	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
h	$2,700,102	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
k	$32,928,785	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
n	$1,090,056	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
r	$119,112	PER AGREEMENT
KAISER HEALTH PLAN ASSET MANAGEMENT INC
s	$7,777,696	PER AGREEMENT
OAK TREE ASSURANCE LTD
l	$109,375	PER AGREEMENT
OAK TREE ASSURANCE LTD
p	$1,003,466	PER AGREEMENT
OAK TREE ASSURANCE LTD
q	$823,960	PER AGREEMENT
OAK TREE ASSURANCE LTD
r	$1,273,523	PER AGREEMENT
OAK TREE ASSURANCE LTD
s	$1,273,523	PER AGREEMENT

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule R, Part II	FormAndLineReferenceDesc
Explanation	In 2013, Kaiser Foundation Health Plan, Inc. and HealthSpan Partners, an unrelated not-for-profit Ohio-based health system, entered into a definitive agreement to transfer the sole corporate membership of Kaiser Foundation Health Plan of Ohio to HealthSpan Partners. On October 1, 2013, the member substitution transaction was completed.	ExplanationTxt