Plan Ledger DOL Form 5500 · updated monthly

Kaiser Foundation Health Plan of the NorthwestProfit-sharing plan

OREGON FEDERATION OF NURSES & HEALTH PROFESSIONALS KAISER FOUNDATION HEALTH PLAN RETIREMENT PLAN & TRUST · PORTLAND, OR · plan year 2023

Reported admin expense ratio · 2023
0.05%

Kaiser Foundation Health Plan of the Northwest reported $19,306 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 209th-largest of 1,021 plans among Oregon employers on file, and the 2,117th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$42,758,201
Participants with balances1,073
Active participants774
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$39,849
Benefits paid to participants$3,793,985
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.2M · 952 accts
2023$42.8M · 1,073 accts
2022$40.3M · 1,120 accts
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$6,823
VANGUARD ADVISERS INC. · Investment advisory (participants)$12,483

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,471 · 0.04%
2023$19,306 · 0.05%
2022$15,587 · 0.03%
Similar plansHealth Care & Social Assistance · Oregon
Premere Rehab, LLC OR$49.5M · 0.31%
Santiam Memorial Hospital OR$41.8M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930798039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.