KAISER FOUND HEALTH PLAN INC RETIREE HEALTH & WELFARE PLAN TR
2024 · Form 990 · revenue -$101.8M · expenses $198.4M · assets $5.39B
- Also known as
- RETIREE HEALTH AND WELFARE PLAN
- EIN
- 47-6685299
- Address
- C/O STATE STREET BANK TRUST CO, HERITAGE DR N QU, MA 02171-0000
- NTEE code
- Y20
- Subsection
- 501(c)(9)
- Ruling year
- 2016
- Cross-check
- ProPublica Nonprofit Explorer
Mission
SEE SCHEDULE O.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| State Street Bank Trust Comp Institution | TRUSTEE | 2015-2024 | $150,300 | $974,891 | 6 |
| State Street Bank Tr Institution (former) | TRUSTEE | 2019 | $197,707 | $197,707 | 19 |
People by year
2024 · 1 person listed · 1 paid, $150K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $150,300 | $0 | $0 | $150,300 | 6 |
2023 · 1 person listed · 1 paid, $76K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $75,508 | $0 | $0 | $75,508 | 6 |
2022 · 1 person listed · 1 paid, $115K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $114,748 | $0 | $0 | $114,748 | 6 |
2021 · 1 person listed · 1 paid, $511K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $510,646 | $0 | $0 | $510,646 | 6 |
2020 · 1 person listed · 1 paid, $103K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $103,464 | $0 | $0 | $103,464 | 6 |
2019 · 1 person listed · 1 paid, $198K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TR Institution | TRUSTEE | 1 | $197,707 | $0 | $0 | $197,707 | 19 |
2018 · 1 person listed · 1 paid, $8K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $7,719 | $0 | $0 | $7,719 | 6 |
2017 · 1 person listed · 1 paid, $5K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $5,006 | $0 | $0 | $5,006 | 6 |
2016 · 1 person listed · 1 paid, $4K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $3,750 | $0 | $0 | $3,750 | 6 |
2015 · 1 person listed · 1 paid, $4K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK TRUST COMP Institution | TRUSTEE | 1 | $3,750 | $0 | $0 | $3,750 | 6 |
Highest-paid independent contractors
2020 · 1 contractor · $971K
| Name | Location | Service | Paid |
|---|---|---|---|
| AETOS ALTERNATIVES MANAGEMENT LLC | MENLO PARK, CA | INVESTMENT MGMT | $970,565 |
2019 · 1 contractor · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| AETOS ALTERNATIVES MANAGEMENT LLC | MENLO PARK, CA | INVESTMENT MGMT | $1,235,975 |
2018 · 1 contractor · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| AETOS ALTERNATIVES MANAGEMENT LLC | MENLO PARK, CA | INVESTMENT MGMT | $2,230,569 |
2017 · 2 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| AETOS ALTERNATIVES MANAGEMENT LLC | MENLO PARK, CA | INVESTMENT MGMT | $1,393,767 |
| BRIDGEWATER LLP | WESTPORT, CT | INVESTMENT MGMT | $1,353,449 |
2016 · 2 contractors · $3.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| INVESCO | SAN FRANCISCO, CA | INVESTMENT MGMT | $2,496,757 |
| AETOS CAPITAL LLC | MENLO PARK, CA | INVESTMENT MGMT | $759,958 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| -$101,775,241 | $198,376,515 | $5,390,602,101 | $5,312,749,700 | $0 | $73,694,914 | $150,300 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $202,609,841 | $198,980,613 | $5,365,913,783 | $5,335,857,471 | $0 | $84,661,690 | $75,508 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $30,093,272 | $21,776,346 | $4,935,690,823 | $4,933,727,119 | $0 | $0 | $114,748 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $206,309,367 | $22,418,466 | $6,263,155,647 | $6,260,907,872 | $0 | $0 | $510,646 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $528,055,920 | $16,556,865 | $5,679,273,121 | $5,677,334,475 | $0 | $0 | $103,464 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $195,443,970 | $38,973,501 | $5,347,159,223 | $5,203,442,110 | $0 | $28,500,000 | $197,707 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $240,225,369 | $21,749,910 | $4,325,784,332 | $4,325,784,332 | $0 | $0 | $7,719 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $1,088,003,508 | $6,416,540 | $4,482,669,915 | $4,482,669,915 | $0 | $1,000,000,000 | $5,006 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $1,612,152,574 | $4,803,024 | $3,094,940,317 | $3,094,940,317 | $0 | $1,600,000,000 | $3,750 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $1,000,085,939 | $529,956 | $1,365,144,576 | $1,365,144,576 | $0 | $1,000,000,000 | $3,750 | 0 | 0 |
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $198,376,515 spent · pay $150,300 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $186,827,017 | - | - | - | 94.2% | |
| Other (as described) | ACCRUED EXPENSES | $6,344,137 | - | - | - | 3.2% |
| Other (as described) | BENEFIT ADMIN EXPENSES | $4,654,743 | - | - | - | 2.3% |
| Fees: investment management | $151,406 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $150,300 | - | - | - | 0.1% | |
| Fees: management | $108,209 | - | - | - | 0.1% | |
| Fees: legal | $61,915 | - | - | - | 0.0% | |
| Fees: accounting | $58,100 | - | - | - | 0.0% | |
| All other expenses | $14,750 | - | - | - | 0.0% | |
| Other (as described) | FOREIGN INCOME TAX | $3,543 | - | - | - | 0.0% |
| Other (as described) | OTHER EXPENSES | $2,395 | - | - | - | 0.0% |
| Total | $198,376,515 | 100% |
2023 · Form 990 · $198,980,613 spent · pay $75,508 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $181,125,848 | - | - | - | 91.0% | |
| Fees: investment management | $7,563,106 | - | - | - | 3.8% | |
| Other (as described) | ACCRUED EXPENSES | $5,544,625 | - | - | - | 2.8% |
| Other (as described) | BENEFIT ADMIN EXPENSES | $4,415,369 | - | - | - | 2.2% |
| Fees: legal | $111,704 | - | - | - | 0.1% | |
| Fees: management | $92,102 | - | - | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $75,508 | - | - | - | 0.0% | |
| Fees: accounting | $27,800 | - | - | - | 0.0% | |
| Other (as described) | OTHER EXPENSES | $24,649 | - | - | - | 0.0% |
| Other (as described) | FOREIGN INCOME TAX | -$98 | - | - | - | -0.0% |
| Total | $198,980,613 | 100% |
2022 · Form 990 · $21,776,346 spent · pay $114,748 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $8,910,057 | - | - | - | 40.9% | |
| Other (as described) | BENEFIT ADMIN EXPENSES | $6,829,789 | - | - | - | 31.4% |
| Other (as described) | ACCRUED EXPENSES | $5,750,032 | - | - | - | 26.4% |
| Pay: officers, directors, trustees, key employees | $114,748 | - | - | - | 0.5% | |
| Fees: management | $113,655 | - | - | - | 0.5% | |
| Other (as described) | OTHER EXPENSES | $31,419 | - | - | - | 0.1% |
| Fees: accounting | $27,000 | - | - | - | 0.1% | |
| Other (as described) | FOREIGN INCOME TAX | -$354 | - | - | - | -0.0% |
| Total | $21,776,346 | 100% |
2021 · Form 990 · $22,418,466 spent · pay $510,646 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $10,918,482 | - | - | - | 48.7% | |
| Other (as described) | BENEFIT ADMIN EXPENSES | $6,236,876 | - | - | - | 27.8% |
| Other (as described) | ACCRUED EXPENSES | $4,617,553 | - | - | - | 20.6% |
| Pay: officers, directors, trustees, key employees | $510,646 | - | - | - | 2.3% | |
| Fees: management | $103,079 | - | - | - | 0.5% | |
| Fees: legal | $21,780 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $14,037 | - | - | - | 0.1% |
| Other (as described) | FOREIGN INCOME TAX | -$3,987 | - | - | - | -0.0% |
| Total | $22,418,466 | 100% |
2020 · Form 990 · $16,556,865 spent · pay $103,464 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | BENEFIT ADMIN EXPENSES | $6,791,637 | - | - | - | 41.0% |
| Other (as described) | ACCRUED EXPENSES | $6,015,284 | - | - | - | 36.3% |
| Fees: investment management | $2,198,782 | - | - | - | 13.3% | |
| Other (as described) | FOREIGN INCOME TAX | $1,152,317 | - | - | - | 7.0% |
| Other (as described) | OTHER EXPENSES | $184,399 | - | - | - | 1.1% |
| Pay: officers, directors, trustees, key employees | $103,464 | - | - | - | 0.6% | |
| Fees: management | $84,082 | - | - | - | 0.5% | |
| Fees: accounting | $26,900 | - | - | - | 0.2% | |
| Total | $16,556,865 | 100% |
2019 · Form 990 · $38,973,501 spent · pay $197,707 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | BENEFIT ADMIN EXPENSES | $23,213,096 | - | - | - | 59.6% |
| Other (as described) | ACCRUED EXPENSES | $10,588,524 | - | - | - | 27.2% |
| Other (as described) | FOREIGN INCOME TAX | $1,877,940 | - | - | - | 4.8% |
| Fees: investment management | $1,868,832 | - | - | - | 4.8% | |
| Fees: management | $799,624 | - | - | - | 2.1% | |
| Other (as described) | OTHER EXPENSES | $394,676 | - | - | - | 1.0% |
| Pay: officers, directors, trustees, key employees | $197,707 | - | - | - | 0.5% | |
| Fees: accounting | $26,209 | - | - | - | 0.1% | |
| Fees: legal | $6,893 | - | - | - | 0.0% | |
| Total | $38,973,501 | 100% |
2018 · Form 990 · $21,749,910 spent · pay $7,719 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ACCRUED EXPENSES | $15,481,649 | - | - | - | 71.2% |
| Fees: investment management | $3,817,797 | - | - | - | 17.6% | |
| Other (as described) | FOREIGN INCOME TAX | $1,767,086 | - | - | - | 8.1% |
| Other (as described) | INTERNAL ADMIN FEES | $537,469 | - | - | - | 2.5% |
| Fees: accounting | $50,735 | - | - | - | 0.2% | |
| Fees: management | $44,037 | - | - | - | 0.2% | |
| Fees: legal | $23,638 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $19,780 | - | - | - | 0.1% |
| Pay: officers, directors, trustees, key employees | $7,719 | - | - | - | 0.0% | |
| Total | $21,749,910 | 100% |
2017 · Form 990 · $6,416,540 spent · pay $5,006 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $2,747,216 | - | - | - | 42.8% | |
| Other (as described) | INTERNAL ADMIN FEES | $1,868,450 | $0 | $0 | $0 | 29.1% |
| Other (as described) | ACCRUED EXPENSES | $1,651,121 | - | - | - | 25.7% |
| Other (as described) | FOREIGN INCOME TAX | $65,896 | - | - | - | 1.0% |
| Fees: legal | $29,797 | - | - | - | 0.5% | |
| Fees: accounting | $25,128 | - | - | - | 0.4% | |
| Fees: management | $20,000 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $5,006 | - | - | - | 0.1% | |
| Other (as described) | OTHER EXPENSES | $3,926 | - | - | - | 0.1% |
| Total | $6,416,540 | 100% |
2016 · Form 990 · $4,803,024 spent · pay $3,750 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $4,691,630 | - | - | - | 97.7% | |
| Fees: management | $71,083 | - | - | - | 1.5% | |
| Fees: accounting | $27,968 | - | - | - | 0.6% | |
| Other (as described) | OTHER EXPENSES | $8,593 | - | - | - | 0.2% |
| Pay: officers, directors, trustees, key employees | $3,750 | - | - | - | 0.1% | |
| Total | $4,803,024 | 100% |
2015 · Form 990 · $529,956 spent · pay $3,750 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $506,275 | - | $506,275 | - | 95.5% | |
| Fees: legal | $19,931 | - | $19,931 | - | 3.8% | |
| Pay: officers, directors, trustees, key employees | $3,750 | - | $3,750 | - | 0.7% | |
| Total | $529,956 | 100% |