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Form 5500 · Retirement plan · OAKLAND, CA

KAISER FOUNDATION HEALTH PLAN, INC.

The filing calls this plan KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN.

KAISER FOUNDATION HEALTH PLAN, INC. of OAKLAND, CA files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by METROPOLITAN LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
METROPOLITAN LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1340523 · plan 033 · plan year 2023, filed Sep 26, 2025

Participants at the start of the year
10,992
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with METROPOLITAN LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
METROPOLITAN LIFE INSURANCE COMPANYAnnuity / GIC0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
KAISER FOUNDATION HEALTH PLAN, INC.
EIN 94-1340523
VANGUARD ADVISERS INC.
Named on Schedule C · EIN 23-2811930
$187,542
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 1,621 employees, 77 recordable cases, 3,230 days away from work.

EmployeesThe company's own average for the year
1,621
Hours worked
2,554,172
Recordable cases
77
Days away from work
3,230
Establishments filed under this EIN
4

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Paid out in benefits
$73,002,289
Participants at the start of the year
10,992
Participants with account balances
0

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 91-0189318
MOSS ADAMS LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

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