STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
State Street Bank Trust Comp Institution TRUSTEE2015-2024 $150,300$974,891 6
State Street Bank Tr Institution (former) TRUSTEE2019 $197,707$197,707 19

People by year

2024 · 1 person listed · 1 paid, $150K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $150,300$0$0 $150,3006
2023 · 1 person listed · 1 paid, $76K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $75,508$0$0 $75,5086
2022 · 1 person listed · 1 paid, $115K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $114,748$0$0 $114,7486
2021 · 1 person listed · 1 paid, $511K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $510,646$0$0 $510,6466
2020 · 1 person listed · 1 paid, $103K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $103,464$0$0 $103,4646
2019 · 1 person listed · 1 paid, $198K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TR Institution TRUSTEE1 $197,707$0$0 $197,70719
2018 · 1 person listed · 1 paid, $8K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $7,719$0$0 $7,7196
2017 · 1 person listed · 1 paid, $5K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $5,006$0$0 $5,0066
2016 · 1 person listed · 1 paid, $4K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $3,750$0$0 $3,7506
2015 · 1 person listed · 1 paid, $4K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $3,750$0$0 $3,7506

Highest-paid independent contractors

2020 · 1 contractor · $971K
NameLocationServicePaid
AETOS ALTERNATIVES MANAGEMENT LLCMENLO PARK, CAINVESTMENT MGMT$970,565
2019 · 1 contractor · $1.2M
NameLocationServicePaid
AETOS ALTERNATIVES MANAGEMENT LLCMENLO PARK, CAINVESTMENT MGMT$1,235,975
2018 · 1 contractor · $2.2M
NameLocationServicePaid
AETOS ALTERNATIVES MANAGEMENT LLCMENLO PARK, CAINVESTMENT MGMT$2,230,569
2017 · 2 contractors · $2.7M
NameLocationServicePaid
AETOS ALTERNATIVES MANAGEMENT LLCMENLO PARK, CAINVESTMENT MGMT$1,393,767
BRIDGEWATER LLPWESTPORT, CTINVESTMENT MGMT$1,353,449
2016 · 2 contractors · $3.3M
NameLocationServicePaid
INVESCOSAN FRANCISCO, CAINVESTMENT MGMT$2,496,757
AETOS CAPITAL LLCMENLO PARK, CAINVESTMENT 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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
-$101,775,241$198,376,515 $5,390,602,101$5,312,749,700 $0$73,694,914 $150,30000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$202,609,841$198,980,613 $5,365,913,783$5,335,857,471 $0$84,661,690 $75,50800
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$30,093,272$21,776,346 $4,935,690,823$4,933,727,119 $0$0 $114,74800
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$206,309,367$22,418,466 $6,263,155,647$6,260,907,872 $0$0 $510,64600
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$528,055,920$16,556,865 $5,679,273,121$5,677,334,475 $0$0 $103,46400
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$195,443,970$38,973,501 $5,347,159,223$5,203,442,110 $0$28,500,000 $197,70700
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$240,225,369$21,749,910 $4,325,784,332$4,325,784,332 $0$0 $7,71900
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$1,088,003,508$6,416,540 $4,482,669,915$4,482,669,915 $0$1,000,000,000 $5,00600
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$1,612,152,574$4,803,024 $3,094,940,317$3,094,940,317 $0$1,600,000,000 $3,75000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$1,000,085,939$529,956 $1,365,144,576$1,365,144,576 $0$1,000,000,000 $3,75000

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
LineAs describedTotalProgramManagementFundraisingShare
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$198,376,515100%

View the filing

2023 · Form 990 · $198,980,613 spent · pay $75,508 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$198,980,613100%

View the filing

2022 · Form 990 · $21,776,346 spent · pay $114,748 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$21,776,346100%

View the filing

2021 · Form 990 · $22,418,466 spent · pay $510,646 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$22,418,466100%

View the filing

2020 · Form 990 · $16,556,865 spent · pay $103,464 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$16,556,865100%

View the filing

2019 · Form 990 · $38,973,501 spent · pay $197,707 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$38,973,501100%

View the filing

2018 · Form 990 · $21,749,910 spent · pay $7,719 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$21,749,910100%

View the filing

2017 · Form 990 · $6,416,540 spent · pay $5,006 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$6,416,540100%

View the filing

2016 · Form 990 · $4,803,024 spent · pay $3,750 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$4,803,024100%

View the filing

2015 · Form 990 · $529,956 spent · pay $3,750 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$529,956100%

View the filing