TY 2011 Form 990

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) Christine Cassel Director	.5	X		0	184,500	0
(2) Thomas Chapman Director	1.0	X		0	180,695	89,109
(3) Daniel P garcia SVP, Chief Compliance Officer	2.0	X	X		1,228,765	73,604
(4) William Graber Director	1.0	X		0	208,269	0
(5) Eugene Grisby III Director	1.0	X		0	199,900	0
(6) George C Halvorson Chairman and CEO	5.0	X	X		7,861,915	74,595
(7) Judith Johansen Director	.5	X		0	200,075	0
(8) Kim J Kaiser Director	.5	X		0	124,500	0
(9) Philip Marineau Director	.5	X		0	200,769	0
(10) Jenny Ming Director	.3	X		0	179,269	0
(11) Edward Pei Director	.5	X		0	173,000	16,500
(12) J Neal Purcell Director	.5	X		0	221,858	0
(13) Cynthia Telles Director	.5	X		0	195,613	0
(14) meg porfido director	.5	X		0	35,013	0
(15) Sandra Thompkins Director	.5	X		0	39,031	0
(16) Mitchell SCohen Region Liaison	30.0		X		254,808	37,746
(17) Kathryn Lancaster EVP & CFO	4.0		X		2,109,102	289,626

(A) Name and business address	(B) Description of services	(C) Compensation
COLORADO PERMANENTE MEDICAL GROUP 10350 E DAKOTA AVE DENVER,CO80231	MEDICAL SERVICES	449,089,436
SAINT JOSEPH HOSPITAL 1835 FRANKLIN STREET DENVER,CO80218	MEDICAL SERVICES	396,430,784
PSL Medical Center PO Box 403838 ATLANTA,GA30384	medical services	101,200,381
EXEMPLA INC 8300 W 38TH AVENUE WHEAT RIDGE,CO80033	medical services	62,228,282
CATHOLIC HEALTH INITIATIVES CO 360 PEAK ONE DRIVE SUITE 390 FRISCO,CO80045	medical services	54,734,795
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 488

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.	(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the United States. See Part IV, line 21	5,775,900	5,775,900
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	29,700	29,700
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16	0
4	Benefits paid to or for members	0
5	Compensation of current officers, directors, trustees, and key employees ....	609,013		609,013
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0
7	Other salaries and wages	403,281,268	363,661,659	39,619,609	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	53,435,273	53,435,273
9	Other employee benefits .......	119,960,334	102,048,858	17,911,476
10	Payroll taxes ...........	30,038,453	30,033,279	5,174
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	280,868		280,868
c	Accounting ...........	1,226,891		1,226,891
d	Lobbying ...........	299,944		299,944
e	Professional fundraising. See Part IV, line 17..	0
f	Investment management fees ......	621,447	621,447
g	Other ..........	0
12	Advertising and promotion ....	33,475,581	1,047,948	32,427,633
13	Office expenses .......	8,316,542	7,227,547	1,088,995
14	Information technology ......	139,695,857	121,385,810	18,310,047
15	Royalties ..	0
16	Occupancy ...........	12,666,273	12,666,273
17	Travel ............	3,066,582	2,597,339	469,243
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0
19	Conferences, conventions, and meetings ....	746,479		746,479
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization .....	38,899,153	38,899,153
23	Insurance ..............	9,090,704	9,090,704
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a	BASIC CONTRACT PAYMENTS	1,003,998,248	1,003,998,248
b	PURCHASED MED SVC- OUTSIDE	486,531,982	486,295,731	236,251
c	SUPPLIES	299,962,899	281,419,947	18,542,952
d	INTER-REGIONAL CHARGES	67,599,161	63,371,872	4,227,289
e
f	All other expenses	118,390,066	71,264,129	47,125,937
25	Total functional expenses. Add lines 1 through 24f	2,837,998,618	2,654,870,817	183,127,801	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet
	1	Cashnon-interest-bearing ..........	23,591,535	1	5,290,515
2	Savings and temporary cash investments .......	0	2	0
3	Pledges and grants receivable, net .........	0	3	0
4	Accounts receivable, net .........	67,595,528	4	96,053,815
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........	0	5	0
6	Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
	Schedule L ..........	0	6	0
7	Notes and loans receivable, net .............	0	7	0
8	Inventories for sale or use ..............	23,924,527	8	26,196,168
9	Prepaid expenses and deferred charges ............	3,189,515	9	23,361,803
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	707,226,686
b	Less: accumulated depreciation. .....	10b	367,784,182	326,224,552	10c	339,442,504
11	Investments—publicly traded securities ..........	703,807,021	11	925,177,783
12	Investments—other securities. See Part IV, line 11 ......	0	12	0
13	Investments—program-related. See Part IV, line 11 ..	0	13	0
14	Intangible assets .........	0	14	0
15	Other assets. See Part IV, line 11 ...........	122,851,010	15	38,528,242
16	Total assets. Add lines 1 through 15 (must equal line 34)...	1,271,183,688	16	1,454,050,830
	17	Accounts payable and accrued expenses .	197,591,391	17	398,532,876
18	Grants payable ..........	0	18	0
19	Deferred revenue ..........	31,416,374	19	26,234,276
20	Tax-exempt bond liabilities ..........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D..	0	21	0
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........	0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ....	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.....	467,321,075	25	679,387,874
26	Total liabilities. Add lines 17 through 25.....	696,328,840	26	1,104,155,026
		Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....		27
28	Temporarily restricted net assets .....		28
29	Permanently restricted net assets .....		29
	Organizations that do not follow SFAS 117, check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....	2,510	30	2,410
31	Paid-in or capital surplus, or land, building or equipment fund .....	0	31	0
32	Retained earnings, endowment, accumulated income, or other funds	574,852,338	32	349,893,394
33	Total net assets or fund balances .....	574,854,848	33	349,895,804
34	Total liabilities and net assets/fund balances .....	1,271,183,688	34	1,454,050,830

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2011

Open to Public
Inspection

Name of the organization

KAISER FDN HEALTH PLAN OF COLORADO

Employer identification number

84-0591617

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches. section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in

section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. Seesection 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Other

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of the the supported organization? ................

11g(i)

(ii) a family member of a person described in (i) above? ......................

11g(ii)

(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................

11g(iii)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization in col. (i) listed in your governing document?		(v) Did you notify the organization in col. (i) of your support?		(vi) Is the organization in col. (i) organized in the U.S.?		(vii) Amount of support?
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of support?


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2011

Page 2

Part II

Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year(or fiscal year beginning in)		(a) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3..
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public Support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year(or fiscal year beginning in)		(a) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11	Total support (Add lines 7 through 10).

Gross receipts from related activities, etc. (See instructions.) ..................

First Five Years If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.......................................... right arrow

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f)) .........

Public Support Percentage for 2009 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2011. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ...................... right arrow

33 1/3% support test—2010. If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2011. If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization .................................................. right arrow

10%-facts-and-circumstances test—2010. If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly
supported organization .............................................. right arrow

Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions ................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2011

Page 3

Part III

Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year(or fiscal year beginning in)		(a) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	11,527,857	9,807,549	8,613,103	10,958,451	14,549,684	55,456,644
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......	2,160,542,030	2,271,435,768	2,340,697,699	2,587,673,738	2,850,877,885	12,211,227,120
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.	2,172,069,887	2,281,243,317	2,349,310,802	2,598,632,189	2,865,427,569	12,266,683,764
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public Support (Subtract line 7c from line 6.)						12,266,683,764

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2007	(b) 2008	(c) 2009	(d) 2010	(e) 2011	(f) Total
9	Amounts from line 6...	2,172,069,887	2,281,243,317	2,349,310,802	2,598,632,189	2,865,427,569	12,266,683,764
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	9,408,477	29,515,635	26,091,143	22,888,156	22,406,248	110,309,659
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	9,408,477	29,515,635	26,091,143	22,888,156	22,406,248	110,309,659
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13	Total support (Add lines 9, 10c, 11 and 12.).	2,181,478,364	2,310,758,952	2,375,401,945	2,621,520,345	2,887,833,817	12,376,993,423

Section C. Computation of Public Support Percentage

Public Support Percentage for 2011 (line 8 column (f) divided by line 13 column (f)) .........

99.109 %

Public support percentage from 2010 Schedule A, Part III, line 15 ...............

99.159 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2011 (line 10c column (f) divided by line 13 column (f)) ......

0.891 %

Investment income percentage from 2010 Schedule A, Part III, line 17 .............

0.841 %

19a

33 1/3% support tests—2011. If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .......... right arrow

33 1/3% support tests—2010. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions ..... right arrow

Schedule A (Form 990 or 990-EZ) 2011

Page 4

Part IV

Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Explanation

Schedule A (Form 990 or 990-EZ) 2011

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2011

Name of organization

KAISER FDN HEALTH PLAN OF COLORADO

Employer identification number

84-0591617

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year. ......................... Arrow Bullet

Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2

Name of organization KAISER FDN HEALTH PLAN OF COLORADO
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Part I	Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	RESTRICTED RESTRICTED RESTRICTED RESTRICTED, RESTRICTED RESTRICTED	$RESTRICTED	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3

Name of organization KAISER FDN HEALTH PLAN OF COLORADO
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Part II	Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions).	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Name of organization
KAISER FDN HEALTH PLAN OF COLORADO

Employer identification number

84-0591617

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet

Complete if the organization is described below.
SchCMd Bullet

Attach to Form 990 or Form 990-EZ. SchCMd Bullet

See separate instructions.

OMB No. 1545-0047

2011

Open to Public
Inspection

If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

KAISER FDN HEALTH PLAN OF COLORADO

Employer identification number

84-0591617

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV.

Political expenditures .................................... SchCMd Bullet

Volunteer hours ........................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ......... SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ...... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............

Yes No

Was a correction made? .........................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c) except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ................................... SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b.. SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ..........................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.

For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2011

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......
b	Total lobbying expenditures to influence a legislative body (direct lobbying) .......
c	Total lobbying expenditures (add lines 1a and 1b) ...................
d	Other exempt purpose expenditures ........................
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ......................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2008	(b) 2009	(c) 2010	(d) 2011	(e) Total

2a	Lobbying non-taxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2011

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? .........................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....

Yes

Media advertisements? ....................................

Mailings to members, legislators, or the public? .........................

Publications, or published or broadcast statements? .......................

Grants to other organizations for lobbying purposes? .......................

Direct contact with legislators, their staffs, government officials, or a legislative body? ........

Yes

240,619

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......

Yes

Other activities? ..........................

Yes

59,325

Total. Add lines 1c through 1i ...............................

299,944

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 .................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ................

Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.

Dues, assessments and similar amounts from members .....................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).

Current year .........................................

Carryover from last year ....................................

Total ...........................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................

Taxable amount of lobbying and political expenditures (see instructions) ..............

Part IV

Supplemental Information

Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.

Identifier	Return Reference	Explanation
LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES	SCHEDULE C, PART II-B, LINE 1A THROUGH 1I	The Organization is a member of the Kaiser Permanente Medical Care Program and participated and benefited from lobbying activities conducted at the regional and national level for the benefit of its enrolled members and for the health care industry as a whole. As an organization generally exempt from income tax under Internal Revenue Code Section 501(c)(3), Health Plan has a policy prohibiting internal involvement in any political campaigns. This policy is closely monitored for compliance. During the year this Organization may have made comments or statements concerning legislation which may affect the health care industry. Health Plan may have engaged in telephone conversations and/or written letters 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 has several employees and/or may retain a professional consultant to represent Health Plan's interests in various legislative and regulatory bodies and from time-to-time to keep informed of 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 Interest of Health Plan and its members 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 in a cost effective environment. - 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. - Also by preparing written and oral testimony, these individuals appear at legislative hearings, monitor legislative proceedings and meet with legislators and/or their staffs regarding issues pertinent to the mission of Health Plan. Those 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 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 (Form 990 or 990EZ) 2011

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions.

OMB No. 1545-0047

2011

Open to Public Inspection

Name of the organization

KAISER FDN HEALTH PLAN OF COLORADO

Employer identification number

84-0591617

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .......
2	Aggregate contributions to (during year) ...
3	Aggregate grants from (during year) ...
4	Aggregate value at end of year .......

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................

Yes No

In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:

(i)

Revenues included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 52283D

Schedule D (Form 990) 2011

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIV and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

If “Yes,” explain the arrangement in Part XIV.

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current Year	(b)Prior Year	(c)Two Years Back	(d)Three Years Back	(e)Four Years Back
1a	Beginning of year balance ....
b	Contributions ........
c	Net investment earnings, gains, and losses ...
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the year end balance (line 1g) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIV the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	39,087,562		39,087,562
b	Buildings ................	405,115,344	195,732,600	209,382,744
c	Leasehold improvements ............	22,114,231	12,747,992	9,366,239
d	Equipment ................	189,557,380	136,821,396	52,735,984
e	Other .................	51,352,169	22,482,194	28,869,975
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				339,442,504

Schedule D (Form 990) 2011

Page 3

Part VII

InvestmentsOther Securities. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)		(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. See Form 990, Part X, line 13.

(a) Description of investment type		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. See Form 990, Part X, line 25.

1.(a) Description of Liability		(b) Book value
Federal Income Taxes		0
RESERVE FOR WORKERS COMP RISKS		4,966,734
OTHER LIABILITIES		30,445,751
PROF & PUBLIC LIABILITIES		43,751,450
POST RETIREMENT LIABILITIES		600,223,939





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		679,387,874
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).

Schedule D (Form 990) 2011

Page 4

Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1	Total revenue (Form 990, Part VIII, column (A), line 12) ....................	1	2,891,505,228
2	Total expenses (Form 990, Part IX, column (A), line 25) .....................	2	2,837,998,618
3	Excess or (deficit) for the year. Subtract line 2 from line 1 .............	3	53,506,610
4	Net unrealized gains (losses) on investments ..........................	4	10,456,211
5	Donated services and use of facilities .............................	5	0
6	Investment expenses ...................................	6
7	Prior period adjustments ..................................	7
8	Other (Describe in Part XIV.) .................................	8	-288,921,864
9	Total adjustments (net). Add lines 4 through 8 .........................	9	-278,465,653
10	Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 .........	10	-224,959,043

Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1	Total revenue, gains, and other support per audited financial statements .......			1	2,899,010,291
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a	10,456,211
b	Donated services and use of facilities .........	2b	0
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIV.) ............	2d	538,292
e	Add lines 2a through 2d .....................			2e	10,994,503
3	Subtract line 2e from line 1.....................			3	2,888,015,788
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIV.) ...........	4b	3,489,440
c	Add lines 4a and 4b.......................			4c	3,489,440
5	Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	2,891,505,228

Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1	Total expenses and losses per audited financial statements .............			1	3,123,969,234
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIV.) ............	2d	290,868,986
e	Add lines 2a through 2d......................			2e	290,868,986
3	Subtract line 2e from line 1.....................			3	2,833,100,248
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	621,447
b	Other (Describe in Part XIV.) ............	4b	4,276,923
c	Add lines 4a and 4b.......................			4c	4,898,370
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	2,837,998,618

Part XIV

Supplemental Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.

Identifier	Return Reference	Explanation
Schedule D, Part X, LINE 2	FIN 48 Footnote	Not required
Schedule D, Part XI, Line 8	Reconciliation of Change in Net Assets	LINE 8: DECREASE IN OTHER COMPREHENSIVE INCOME <104,176,778> GAIN/LOSS ON INVESTMENTS - TAX < 4,087,094> GAIN/LOSS ON INVESTMENTS - BOOK 6,313,213 CHANGE IN CAPITAL STOCK < 100> SEE "NOTE 1" < 6,478,675> EQUITY TRANSFER TO KF HOSPITALS < 180,492,431> _____________ TOTAL <288,921,864> NOTE 1: OTHER THAN TEMPORARY IMPAIRMENT (OTTI) OF INVESTMENT RECOGNIZED FOR FINANCIAL STATEMENT PURPOSES, WHICH WILL BE TAX REPORTED WHEN REALIZED
Schedule D, Part XII	Reconciliation of Revenue	LINE 2D: BAD DEBT EXPENSES - RECLASS <$4,276,923> GAIN/LOSS ON INVESTMENTS - BOOK 6,313,213 INTER-ENTITY REVENUE - RECLASS 5,602,124 investment management fees - reclass <621,447> OTTI < 6,478,675> TOTAL $ 538,292 LINE4B: FIXED ASSETS LOSS - RECLASS <$ 597,654> GAIN/LOSS ON INVESTMENTS - TAX 4,087,094 TOTAL $3,489,440
Schedule D, Part XIII	Reconciliation of Expenses	LINE 2D: FIXED ASSET LOSS - RECLASS $ 597,654 INTER-ENTITY REVENUE - RECLASS 5,602,124 DECREASE IN OTHER COMPREHENSIVE INCOME 104,176,777 EQUITY TRANSFER TO KF HOSPITALS 180,492,431 Total $290,868,986 Line 4a: investment management fees - reclass $ 621,447 LINE 4b: BAD DEBT EXPENSES - RECLASS $ 4,276,923

Schedule D (Form 990) 2011

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990

OMB No. 1545-0047

2011

Open to Public
Inspection

Name of the organization
KAISER FDN HEALTH PLAN OF COLORADO

Employer identification number
84-0591617

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet

(a) Name and address of organization or government	(b) EIN	(c) IRC Code section if applicable	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) Childrens Hospital Fnd13123 E16th Ave Box 080 Aurora,CO80045	84-0813462	501(c)(3)	5,200	Burn Center
(2) Denver FND55 Madison St 8th FL Denver,CO80206	84-6048381	501(c)(3)	5,517,500	Donor Contribution
(3) Exempla Good Sam Med Ctr FND200 Exempla Circle Lafayette,CO80026	84-1649162	501(c)(3)	8,000	Cardiac Care
(4) Juv Diabetes Research FND Int'l120 Wall St 19th FL New York,NY10005	23-1907729	501(c)(3)	10,000	Cure for Diabetes
(5) Metro Denver Black Church Init3601 Martin Luther King Blvd Denver,CO80205	84-1477546	501(c)(3)	7,000	Diabetes Training
(6) Nat'l Multiple Sclerosis Society900 So Broadway 250 Denver,CO80209	84-0412595	501(c)(3)	5,675	gift matching
(7) St Joseph Hospital FND1835 Franklin St Denver,CO80218	84-0735096	501(c)(3)	15,000	Medi Care Program
(8) Univ of CO FND IncCampus Box 142 PO Box 173364 Denver,CO80217	84-6049811	501(c)(3)	10,000	Ctr on Domestic Viol

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2011

Page 2

Part III

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.

(a)Type of grant or assistance	(b)Number of recipients	(c)Amount of cash grant	(e)Method of valuation (book, FMV, appraisal, other)
(1) Scholarships	6	29,700	cash amount

Part IV

Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.

Identifier	Return Reference	Explanation
PROCEDURES FOR MONITORING THE USE OF GRANTS	SCHEDULE I, PART I, LINE 2	At the end of their funding cycle, grantees are required to submit a final report which delineates accomplishments related to stated objectives. Larger grants (typically over $100K) may require quarterly progress reports.

Schedule I (Form 990) 2011

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet

Attach to Form 990. SchJMediumBullet

See separate instructions.

OMB No. 1545-0047

2011

Open to Public Inspection

Name of the organization

KAISER FDN HEALTH PLAN OF COLORADO

Employer identification number

84-0591617

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....

Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ...............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? ........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.

For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 50053T

Schedule J (Form 990) 2011

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.

(A) Name		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported as deferred in prior Form 990
(A) Name		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported as deferred in prior Form 990
(1) Jean L Barker	(i) (ii)	192,892 0	143,826 0	9,878 0	50,691 0	14,657	411,944 0
(2) Christine Cassel	(i) (ii)	0 184,500	0 0	0 0	0 0	0 0	0 184,500	0 0
(3) Thomas Chapman	(i) (ii)	0 180,695	0 0	0 0	0 89,109	0 0	0 269,804	0 0
(4) Mitchell SCohen	(i) (ii)	124,146	111,800	18,862	0 27,875	0 9,871	0 292,554	0
(5) Keith J Evans	(i) (ii)	0 226,160	0	0 152,881	0 39,889	0 13,378	0 432,308	0
(6) Daniel P garcia	(i) (ii)	562,551	640,000	26,214	0 61,308	0 12,296	0 1,302,369	0
(7) William Graber	(i) (ii)	0 208,269	0 0	0 0	0 0	0 0	0 208,269	0 0
(8) Eugene Grisby III	(i) (ii)	0 199,900	0 0	0 0	0 0	0 0	0 199,900	0 0
(9) Jeffrey L Hahn	(i) (ii)	132,820	186,714	7,559	0 24,604	0 14,657	0 366,354	0
(10) George C Halvorson	(i) (ii)	1,215,613	5,039,506	1,606,796	61,308	13,287	7,936,510	0
(11) Judith Johansen	(i) (ii)	0 200,075	0 0	0 0	0 0	0 0	0 200,075	0 0
(12) Kathryn Lancaster	(i) (ii)	630,520	907,953	570,629	276,632	12,994	2,398,728	529,003
(13) Donna Lynne	(i) (ii)	476,108	475,000	363,809	208,108	14,839	1,537,864	323,554
(14) Richard Roland Lyon	(i) (ii)	222,719	112,268	51,082	58,461	14,839	459,369	35,673
(15) Philip Marineau	(i) (ii)	0 200,769	0 0	0 0	0 0	0 0	0 200,769	0 0
(16) Anne E McDow	(i) (ii)	212,491	134,990	110,094	79,328	14,839	551,742	75,590
(17) Virginia M McLain	(i) (ii)	205,645	121,169	34,120	95,146	14,839	470,919
(18) Thomas R Meier	(i) (ii)	314,471	339,188	148,588	97,808	12,994	913,049	113,944
(19) Jenny Ming	(i) (ii)	0 179,269	0 0	0 0	0 0	0 0	0 179,269	0 0
(20) James Newsome	(i) (ii)	269,523	137,940	115,881	86,806	15,388	625,538	81,215
(21) Donald H Orndoff	(i) (ii)	376,297	235,328	22,649	124,482	13,517	772,273
(22) Edward Pei	(i) (ii)	0 173,000	0 0	0 0	0 16,500	0 0	0 189,500	0 0
(23) J Neal Purcell	(i) (ii)	0 221,858	0 0	0 0	0 0	0 0	0 221,858	0 0
(24) Elizabeth M Reimann	(i) (ii)	124,522	21,312	12,514	23,882	14,839	197,069
(25) ROCHELLE M Roth	(i) (ii)	167,206	26,934	2,844	29,508	12,585	239,077
(26) Robin Sadler	(i) (ii)	189,208	98,438	31,603	74,601	15,388	409,238
(27) Arthur M Southam	(i) (ii)	741,374	1,175,000	732,850	336,623	12,064	2,997,911	688,121
(28) Deborah Stokes	(i) (ii)	315,132	337,575	67,595	105,024	12,994	838,320	48,521
(29) Cynthia Telles	(i) (ii)	0 195,613	0 0	0 0	0 0	0 0	0 195,613	0 0
(30) Bernard J Tyson	(i) (ii)	892,605	1,290,000	617,691	469,158	12,994	3,282,448	587,707
(31) John K Warren	(i) (ii)	184,088	188,765	6,343	20,208	14,839	414,243
(32) Nancy L Wollen	(i) (ii)	253,281	131,679	17,102	79,449	14,839	496,350
(33) Steven R Zatkin	(i) (ii)	4,500	542,685	26,936	66,393	10,532	651,046
(34) Victoria B Zatkin	(i) (ii)	192,675	85,692	36,401	82,570	1,961	399,299
(35) Mark S Zemelman	(i) (ii)	398,502	259,500	120,574	179,338	12,585	970,499	80,051

Schedule J (Form 990) 2011

Page 3

Part III

Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.

Identifier	Return Reference	Explanation
Schedule J, Part II		Steven Zatkin- General Counsel to 6/30/10; consultant 3/4/11 to present. Sandra Thompkins- board of directors to 4/1/11. SCHEDULE J, PART I, LINE 3 Top Management Officials' Compensation Kaiser Foundation Health Plan of Colorado relied on Kaiser Foundation Health Plan, Inc that 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 4B	SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN	GEORGE HALVORSON 1,500,000 KATHRYN LANCASTER 529,350 DONNA LYNNE 323,554 RICHARD R LYON 35,673 ANNE E MCDOW 75,590 THOMAS MEIER 114,428 JAMES NEWSOME 81,215 ARTHUR M SOUTHam 688,121 DEBORAH STOKES 48,521 BERNARD J TYSON 587,707 STEVEN ZATKIN 4,891 MARK ZEMELMAN 81,133 Some of the listed persons participated in nonqualified supplemental retirement plans. Under these plans, the organization makes annual contributions to accounts held in the name of individual participants. Contributions vary by position level and pay, and vest over time based on age and/or service. Participant accounts are credited with actual investment returns from up to four mutual funds and/or with a fixed rate of interest or a combination thereof. Unvested amounts are subject to risk of forfeiture.
SCHEDULE J, PART I, LINE 7		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.

Schedule J (Form 990) 2011

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.

OMB No. 1545-0047

2011

Open to Public
Inspection

Name of the organization

KAISER FDN HEALTH PLAN OF COLORADO

Employer identification number

84-0591617

Identifier	Return Reference	Explanation
Form 990, Part I, Line 7b	Net Unrelated Business Taxable Income from Form 990-T, Line 34	TOTAL UBI (FORM 990-T, LINE 30) $28,216 NET OPERATING LOSS (NOL) APPLIED <$28,216> __________ UBTI WITH NOL (FORM 990-T, LINE 34) NONE
Form 990, Part VI, Line 4	Changes to governing documents	On March 3, 2011, Article E., Officers, of the Bylaws of the Corporation was amended to (a) provide that the officers of the Corporation may include one or more Group Presidents (Section E-1, Officers); (b) add a new Section E-8, Group President and/or Regional President, to describe the duties and responsibilities of those positions; (c) provide that the President shall be the Chief Operating Officer of the Corporation (Section E-7, President); (d) provide clarification regarding leadership in the event of the absence or disability of the President (Section E-9, Executive or National Senior Vice President); and (e) change the reference to "the President" in Sections E-3, E-4 and E-11 to "any President". On June 23, 2011, minor technical amendments were made to the Bylaws of the Corporation to make them more consistent with the Bylaws of Kaiser Foundation Health Plan, Inc. and its Health Plan subsidiaries and with organizational policies and current law. None of the changes were significant; and On December 1, 2011, Article A, Purpose, of the Bylaws of the Corporation was amended to (a) more clearly state the purposes in one Purpose section (A-1, former section A-2 was deleted); (b) expressly state that the corporation is prohibited from engaging in activities not permitted by Section 501(c)(3) of the Internal Revenue Code and to specifically state that the corporation shall not participate in or intervene in (including the publishing or distributing of statements) any political campaign on behalf of (or in opposition to) any candidate for public office (Section A-3 Nonprofit Character - now A-2); (c) make a reference to the Internal Revenue Code consistent with other references in the Bylaws (Section A-4 Disposition of Assets on Liquidation or Dissolution - now A-3); and (d) be consistent with current legal standards (Section A-5 Non-discrimination - now A-4).
Form 990, Part VI, Line 6	Members or Stockholders	KAISER FOUNDATION HEALTH PLAN, INC IS SOLE MEMBER Upon dissolution, remaining assets shall be distributed to a 501(c)(3) organization
Form 990, Part VI, Line 7a	Elect members of the governing body	Kaiser Foundation Health Plan, Inc (KFHP) appoints the Directors (and fills vacancies and has authority to remove Directors). The same 14 individuals who comprise the Board of Directors of KFHP also serve as the 14 Directors of KFHP Colorado, Ohio, Northwest and Mid-Atlantic States.
Form 990, Part VI, Line 7b	Member's approval	The following actions of the corporation require approval of the sole member: a. removal of the Chairman of the Board or the Regional President; b. amendment of Article D, Section D-4 of the Bylaws - Election and Term of Office of Directors
Form 990, Part VI, Line 11b	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 benefits details are presented to the community benefit committee of the board for review. 3. Executive compensation details are presented to the compensation committee of the board for review. 4. The complete tax return is reviewed and signed by a PRICEWATERHOUSECOOPERs LLC tax advisor. 5. The complete tax return is reviewed and signed by an officer or a member of management designated by an officer. 6. The tax return is discussed with the full board of directors. A copy of the return is provided to each board member in electronic format prior to filing.
Form 990, Part VI, Line 12c	Compliance enforcement	Regularly and Consistently Monitors Compliance with the Conflicts of Interest Policy- Kaiser Permanente regularly 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 Chief Compliance Officer and the SVP of 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 LLP 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. 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: A. Represented employees are subject to any corrective/disciplinary action provisions described in specific regional/national collective bargaining agreements and/or organizational policies and practices. B. 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. C. 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 19	Public inspection	Governing documents - are available as provided to state Dept. of Insurance and maintained on state agency website or upon request. Conflict of Interest is available on KP website under vendor Principles of Responsibility or upon request. Financial Statements are on file with state insurance agency on a statutory basis (stand alone entity). Combined data is published for Kaiser Foundation Health Plan Inc. and subsidiaries and Kaiser Foundation Hospitals and Subsidiaries with audit opinion by KPMG LLP and is available upon request. To request copies contact: Vice President - National Tax Compliance Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, Ste 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 5	Other changes in net assets or fund balances	Change in Capital Stock <$ 100> Change in Unrealized Gain (Loss) 10,456,211 Change in Other Comprehensive Inc. <104,176,778> Gain/Loss on Investments - Tax < 4,087,094> Gain/Loss on Investments - Book 6,313,213 OTTI Loss < 6,478,675> Equity Transfer to KF Hospitals <180,492,431> ______________ Total Other Changes in Net Assets <$278,465,654>
Form 990, Part III, Line 4a-d	Exempt purpose achievements - Program services	2011 COMMUNITY BENEFIT REPORT KAISER FOUNDATION HEALTH PLAN OF COLORADO Kaiser Foundation Health Plan of Colorado or "Colorado Health Plan" is a tax-exempt subsidiary health plan of Kaiser Foundation Health Plan, Inc. (KFHP). Colorado Health Plan, as well as Kaiser Foundation Hospitals (KFH) are nonprofit corporations that are part of the integrated health care delivery system known as the Kaiser Permanente Medical Care Program or "Kaiser Permanente." In 2011, Colorado Health Plan served 532,801 members and has more than 5,378 full-time administrative, clerical and technical employees. Colorado Health Plan provides and arranges comprehensive health care services for members on a predominantly prepaid basis and fulfills its contractual obligations to group and individual members by contracting with KFH, and a Permanente Medical Group to provide the required health care services. Membership in KFHP and its health plan subsidiaries is available without regard to sex, race, religion, ethnic background, sexual orientation, occupational status, or income level. Health Plan members are broadly representative of the various ages, social, and income groups within the areas served. Once enrolled, a member is free to maintain membership regardless of age, health status, or employment. KAISER PERMANENTE'S COMMITMENT TO THE COMMUNITY Kaiser Permanente believes its Direct Community Benefit Investment (DCBI), is fundamental to being a nonprofit organization. It embodies the organization's commitment to improve the health of communities beyond services to Health Plan members. It is more than traditional corporate citizenship or corporate philanthropy. It is an intentional, planned, budgeted, measurable, accountable creation for better health in our communities. It is done in collaboration with, not in isolation from, the community. DCBI serves to fulfill Kaiser Permanente's social purpose, justify its tax-exempt status, and differentiate it from other health care organizations. This tradition of community benefit dates from the earliest days of the Program, when charitable care to non-employees, and later, nonmembers, was initiated. That heritage has continued through the years in Kaiser Permanente's early participation in publicly financed programs such as Medicaid and Medicare, establishment of residency training and medical research programs, and later, in the development of the Educational Theatre Programs, Safety Net Partnerships, Community Health Initiatives and the Charitable Health Coverage Program. In 2007, the KFHP/H Board of Directors refined the focus of the organization's Community Benefit Program and established the following four priority areas which have come to be known as "streams of work": - Care and Coverage for Low-Income People - Creates and supports programs that lower the financial barriers for the under- and uninsured. - Community Health Initiatives (CHI) - Seeks to measurably improve the health of the communities we serve. CHI takes Kaiser Permanente beyond the doctor's office to ensure the healthy choice is an easy choice in schools, neighborhoods, workplaces, and health care settings. Through funding, technical expertise and community engagement, we invest in prevention and evidence-based practices. Our public health interventions, community activism, and environmental and policy work are designed to transform community conditions that influence health. Our Healthy Eating Active Living focus is advanced through additional investments in: Active Transportation, Schools, Healthy Eating in Hard Times, and Community to Clinic Integration. - 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. - Developing and Disseminating Knowledge - Improves health care by sharing our knowledge- educating practitioners, advancing research, empowering consumers and informing policymakers about the evidence base for care and health. The Board elaborated that at least 75% of total community benefit funding will be directed to program priorities within the four streams of work and the remaining 25% of funding will be directed by local regions to respond to local community benefit needs and opportunities that may or may not be within the four priority areas. THE COMMUNITY BENEFIT PROGRAM IN THE COLORADO REGION In 2011, Colorado Health Plan expended $88.7 million to support community benefit activities. A breakdown of the 2011 Community Benefit dollars attributable to the Health Plan in Colorado is included in Attachment A. The following identifies many of the signature community benefit programs and services, grouped according to the national streams of work funded by the Health Plan of Colorado. CARE AND COVERAGE FOR LOW-INCOME PEOPLE There are roughly 49 million people in America without access to health care or coverage. Uninsured, low-income individuals and families who are not eligible for public programs often have to rely on traditional charity care. Frequently, individuals in this situation may wait to seek medical care until their conditions become critical, and end up in hospital emergency rooms for treatment of conditions that are preventable or easily treated in earlier stages. In 2011, the Colorado Health Plan expended $52 million 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 KP facility or by a KP provider. Charitable Care (Medical Financial Assistance and Charitable Health Coverage) In the Colorado Region, Health Plan provides charity care to low-income vulnerable populations through two programs: Medical Financial Assistance and their charitable health coverage program - KPSTEP. In 2011, the Colorado Health Plan Region spent approximately $19.3 million making high quality health care affordable for low income residents in the region. - Medical Financial Assistance Program This program assists patients in need by subsidizing all or a portion of the Kaiser Permanent medical expenses. Eligibility is based on prescribed level of income, expenses and assets. This charity care program also includes discounted charges for uninsured patients below 400% of the federal poverty guidelines and contracted collection agency practices which align with Kaiser Permanente social values. In 2011, 5,253 patients benefited from the program. In addition, charity care is also provided through one of our partner hospitals (Exempla). KP physicians provide care in the emergency room, in surgery settings, as rounding hospitalists, and in various other medical settings on the Exempla campus. Any additional follow-up care is provided in Colorado Health Plan's medical offices. - KPStep Charitable Health Coverage (CHC) is a unique approach to caring for low-income uninsured persons in the community. Participants receive a regular Kaiser Permanente membership card and access to the full range of our service and providers-a much better alternative to a brief and costly emergency room visit or hospitalization. This allows us 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 persons who might otherwise have no other source of care. In Colorado, KPStep is a charitable health coverage program that allows uninsured low-income patients access to health care via a subsidized insurance product. The program offers a 24 month membership with rich benefits, subsidized premiums and low co-payments. Participants must qualify by income and asset standards, and can not be eligible for any other government sponsored health care program or private group health care coverage. Based on income, the plan subsidizes up to 95% of their premium. Referrals to KPStep come from community partners and from Colorado Health Plan members losing their coverage.
Participation in Medicaid and Other Government-Sponsored Programs		The Colorado Health Plan provided coverage and services valued at $31 million (in excess of reimbursement) for individuals in government-sponsored programs. - Medicaid - As part of the State of Colorado Medicaid Program's Primary Care Physician Program, Colorado Health Plan provides primary and specialty care to Medicaid beneficiaries that select Kaiser Permanente as their primary care provider. Beneficiaries have access to both primary and specialty care in Health Plan facilities, as well as pharmacy and durable medical equipment benefits. Health Plan submits charges to the state for payment on a fee-for-service basis. Additional outside services provided are billed directly to the state. In 2011, Colorado Health Plan provided care and services to more than 11,441 beneficiaries. - Child Health Plan Plus (CHP+) - Colorado Health Plan participates in this program, serving 5,229 beneficiaries in a fully capitated HMO arrangement. CHP+ serves children under age 19. Eligibility includes proof of US citizenship or permanent residency, ineligibility for Medicaid or Medicare and lack of access to employer-sponsored insurance. COMMUNITY HEALTH INITIAVITES As an innovator in health, Kaiser Permanente designs, delivers and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods, workplaces, and schools to support good health, particularly Healthy Eating, Active Living (HEAL). The Colorado Health Plan spent $641,086 on community health initiatives during 2011. Community Health Education and Prevention Programs The Colorado Health Plan provides a variety of health education classes, events and programs for the general public. The health education department staffed booths at local health fairs, conducted smoking cessation, weight loss, parenting classes, and hosted a series of seminars on health-related topics, such as diabetes, stress management, and managing chronic illness. Expenditures in this category exclude program cost for health education programs targeting or restricted to Health Plan members. Grants and Donations for Community Health Initiatives While Colorado is among the leanest states, with 41.5 percent of adults being at a healthy weight, the prevalence of overweight and obesity in the state is rising in concert with national rates, putting a large portion of the population at risk for cardiovascular disease, diabetes, cancer, hypertension and asthma. In addition, the health-related economic cost of obesity to Americans is substantial - over $900 million annually in Colorado. Colorado has the second fastest increasing rate of child obesity ranking 23rd nationally. Kaiser Health Plan of Colorado, (KPCO) is a co-founder of LiveWell Colorado, a statewide non-profit organization, dedicated to obesity prevention, multi-sector policy efforts, social marketing and 22 coalition-based community initiatives. Since 2006, over 800,000 Colorado residents have been reached by LiveWell community strategies. Over 1,550 partners representing schools, health agencies, healthcare organizations, senior services and local businesses have adopted LiveWell strategies. To date, the LiveWell Colorado Community Initiative has invested in the following strategies: - Comprehensive community coalition building - Increasing active living through community walk ability and bike ability - Creating access to fresh, affordable and health food - Promoting worksite wellness - Promoting healthy schools - Working with healthcare settings to increase breastfeeding hospital practices and build provider skills in weight management SAFETY NET PARTNERSHIPS Through funding, technical assistance, public policy advocacy, training and volunteering, dissemination of care-management and quality improvement technologies, Kaiser Permanente helps these vital health care providers improve care and expand treatment capacity for the communities and vulnerable people they serve. Grants and Donations for Safety Net Partnerships The Colorado Health Plan's Safety Net initiative develops partnerships with existing community health clinics and organizations that provide low-cost or free medical resources for low-income patients in efforts to support their ability to provide quality health care to the medically underserved populations of Colorado. Through various program elements, KPCO enable its Safety Net partners to provide increased access to health care, improved quality of care to its patients, and helps to build the capacity of the Safety Net clinics and organizations. The goal of this Community Benefit initiative is to work toward achieving Kaiser Permanente's mission to improve the health status of the community in which we serve. A significant part of our Safety Net program is through knowledge translation (including education) and grant making of strategic initiatives to fill existing gaps in the community clinic system. DEVELOPING AND DISSEMINATING KNOWLEDGE kaiser Permanente aims to improve health care by sharing its knowledge, educating practitioners, advancing research, empowering consumers, and informing policymakers about the evidence base for care and health. The Colorado Health Plan spent $34.5 million to support programs and services for the development and dissemination of knowledge and provided grants and donations to nonprofit organizations. Clinical and Health Services Research In 2011, the Colorado Health Plan spent approximately $21.5 million to support Community Benefit focused clinical and health services research. Many of the research studies address current health issues and improve care for common conditions where treatment often is linked to community-based efforts, and are broadly disseminated through articles and professional presentations. The Kaiser Permanente Colorado Institute for Health Research (IHR) publishes and disseminates epidemiologic and health services research to improve the health and medical care of Kaiser Permanente members and the communities we serve. IHR has a specific focus on conducting research that can be translated into clinical practice, health promotion, and policies to influence the health of individuals and populations. Currently, the IHR's 120-plus staff is working on more than 160 epidemiological and health services research projects. Now in its 16th year of operation, the IHR is responsible for many landmark findings. Teams of investigators continue to collaborate on major research projects with national partners including the Centers for Disease Control and Prevention Vaccine Safety Datalink, and federally funded research networks in cardiovascular disease, cancer, and medication use and safety. In 2011, IHR published approximately 90 studies in peer-reviewed journals. Following are a few examples of those studies: - Magid DJ, Ho PM, Olson KL, Brand DW, Welch LK, Snow KE, Lambert-Kerzner AC, Plomondon ME, Havranek EP. A Multimodal Blood Pressure Control Intervention in 3 Healthcare Systems. Am J Manag Care. 2011 Apr 1;17(4):e96-e103. PMID: 21657813 OBJECTIVE: To determine if a multimodal intervention composed of patient education, home blood pressure (BP) monitoring, BP measurement reporting to an interactive voice response (IVR) phone system, and clinical pharmacist follow-up improves BP control compared with usual care. STUDY DESIGN: Prospective study with patient enrollment, medication consultation and adjustment, remote BP monitoring, and follow-up at 6 months. METHODS: This randomized controlled trial was conducted at 3 healthcare systems in Denver, Colorado, including a large health maintenance organization, a Veterans Affairs medical center, and a county hospital. At each site, patients with uncontrolled BP were randomized to the multimodal intervention vs usual care for 6 months, with the primary end point of BP reduction. RESULTS: Of 338 patients randomized, 283 (84%) completed the study, including 138 intervention patients and 145 usual care patients. Baseline BP was higher in the intervention group vs the usual care group (150.5/89.4 vs 143.8/85.3 mm Hg). At 6 months, BPs were similar in the intervention group vs the usual care group (137.4 vs 136.7 mm Hg, P = .85 for systolic; 82.9 vs 81.1 mm Hg, P = .14 for diastolic). However, BP reductions were greater in the intervention group vs the usual care group (-13.1 vs -7.1 mm Hg, P = .006 for systolic; -6.5 vs -4.2 mm Hg, P = .07 for diastolic). Adherence to medications was similar between the 2 groups, but intervention patients had a greater increase in medication regimen intensity.
.		CONCLUSIONS: A multimodal intervention of patient education, home BP monitoring, BP measurement reporting to an IVR system, and clinical pharmacist follow-up achieved greater reductions in BP compared with usual care. - Bayliss EA, Bhardwaja B, Ross C, Beck A, Lanese, DM. Multidisciplinary Team Care May Slow the Rate of Decline in Renal Function. Clin J Am Soc Nephrol. 2011 Apr;6(4):704-10. PMID: 21273376. OBJECTIVE: A multidisciplinary team (MDT) approach to chronic kidney disease (CKD) may help optimize care of CKD and comorbidities. We implemented an MDT quality improvement project for persons with stage 3 CKD and comorbid diabetes and/or hypertension. Our objective was to decrease the rate of decline of GFR. DESIGN, SETTING, PARTICIPANTS, & MEASUREMENTS: We used a 4-year historical cohort to compare 1769 persons referred for usual nephrology care versus 233 referred for MDT care within an integrated, not-for-profit Health Maintenance Organization (HMO). Usual care consisted of referral to an outside nephrologist. The MDT consisted of an HMO-based nephrologist, pharmacy specialist, diabetes educator, dietitian, social worker, and nephrology nurse. Both groups received usual primary care. The primary outcome was rate of decline of GFR. Secondary outcomes were LDL, hemoglobin A1c, and BP. RESULTS: In multivariate repeated-measures analyses, MDT care was associated with a mean annual decline in GFR of 1.2 versus 2.5 ml/min per 1.73 m2 for usual care. In stratified analyses, the significant difference in GFR decline persisted only in those who completed their referrals. There were no differences in the secondary outcomes between groups. CONCLUSIONS: In this integrated care setting, MDT care resulted in a slower decline in GFR than usual care. This occurred despite a lack of significant differences for secondary disease-specific measures, suggesting that other differences in the MDT population or care process accounted for the slower decline in GFR in the MDT group. Tumor Board and Cancer Registry Colorado Health Plan collects specific cancer patient data to be sent to the state at particular intervals after diagnosis. Each patient is followed on an annual basis for the remainder of his or her life. Educational Theatre Programs The Colorado Health Plan spent approximately $1.7 million in 2011 to produce the Educational Theatre Programs (ETP) in Colorado. Since 1985, ETP has provided free, award-winning, health education programs reaching almost three million people in Colorado. In 2011, the Colorado ETP program touched approximately 147 thousand people. Following are highlights of the various program offerings: - Choose Your Life - A bullying prevention play for upper elementary students based on the evidence based Olweus bully proofing program that promotes a caring school climate. - Amazing Food Detective - An interactive theatre program for elementary students that delivers four key nutrition and activity messages and supports the HEAL community health initiative. - Teens Take It On - A youth engagement program that involves high school students as peer educators and advocates for health. Teens work in partnership with adults, school districts and community organizations to address health issues. The issues addressed align with community benefit focus areas and initiatives. - It's Your Health - A fun, fast educational game that promotes healthy eating and active living. The game is used to activate Kaiser Permanente sponsorships and engage people at community events. - Educational Theatre Internship Program - Students from Metropolitan State College serve as interns and tour two days a week presenting Health Team Four, a play that delivers HEAL messages to upper elementary students. - Situational Communications - A positive communication skills workshop for families of teens and adolescents to improve family relationships. - Laugheceuticals -Laughter as Wellness. An interactive workshop engaging participants in activities that promote interaction, positive communication and highlight the health benefits of laughter. - Care Equity Project - A collaborative effort involving the Kaiser Permanente Safety Net team, ETP and other community and KP partners. The project provides awareness building and education to assist community providers and Kaiser Permanente staff and physicians in caring for low income patients. The project offerings include a theatre piece called Loose Change, as well as 4 Care Equity Workshops. Continuing Medical Education Continuing Medical Education (CME) provides physicians with the tools to continue to educate themselves about new, innovative practices, better ways to care for patients and more. In 2011, the Colorado region provided 696 credit hours to physician education. An example of community-based CME courses offered is - In 2011, 8 accredited course hours were provided to safety net physicians to learn about the importance of providing the medication bundle A-L-L (aspirin, lipid lower medication and a statin) to patients at risk for heart events. This medication bundle is proven to reduce heart events for at-risk patients by over 50%. Graduate Medical Education Colorado Health Plan spent approximately $7.9 million to support the graduate medical education of 100+ residents in collaboration with the University of Colorado. The program runs two tracks, From January through June, residents rotate through preventive medicine, urology, and otolaryngology. From July through December, residents rotate through urology and otolaryngology. Nurse Practitioner and Other Non-Physician Training Programs Colorado Health Plan spent approximately $1.8 million in training programs for physician assistants, pharmacy residents, technicians, and other non-physician health professionals. During 2011, the Health Plan supported the training and education of students, interns and externs pursuing a career, or working in, the health care field including preceptorships, clinical internships nursing students and rotations with Permanente physicians for physician assistants from Red Rock Community College. Several programs are described below. Nurse Precepting - Colorado Health Plan offers nurses the opportunity for preceptorship in primarily outpatient settings. Nearly 300 community nurses participate in this program annually. Pharmacy Programs supported by Colorado Health Plan Pharmacy Student Advanced Experiential Program - Experiential unpaid training opportunities exist for Pharmacy students, in their last/fourth year of pharmacy school, from Colorado and other states. Students spend time at each of the medical offices in the Colorado region in a variety of outpatient, operational, clinical and specialty areas within pharmacy services. These rotations are generally 4-6 weeks in length and are full-time (160-240 hours per externship). Students are able to have "hands-on" learning in the provision of care to our members. Pharmacy Student Introductory Experiential Program - Experiential unpaid training opportunities exist for Pharmacy students in their 2nd or 3rd year of training from Colorado and other states. Students spend time in outpatient pharmacies, or may spend time in specialty areas, to gain early experience in pharmacy services. These experiences vary between 9 to 72 hours per semester and serve the purpose of getting students early exposure, as well as possibly sparking interest in Kaiser Permanente as a future site of training and employment. Pharmacy Intern Program - Interns are pharmacy students in various stages of pharmacy school who desire to acquire "hands on" training. Interns at KPCO have a paid, structured learning experience that involves set objectives and experiences, and incorporates organized learning sessions. Interns generally work 8-12 hours per week during school and full time during the summer in the outpatient pharmacies. The "Clinical Intern" program allows a certain number of existing outpatient interns to work in Clinical Pharmacy Services, in order to broaden their exposure to all aspects of the Pharmacy Department. Pharmacy Resident Program - KPCO Health Plan offers a unique Post Graduate Year Two (PGY2) residency training program that provides the opportunity to acquire advanced knowledge and skill in ambulatory care pharmacotherapy in a managed care environment. Residents gain an understanding of managed care pharmacy practice; a practice which balances between evaluating outcomes, managing systems and providing pharmaceutical care to individual patients. Residents are paid employees, but the teaching of residents is on voluntary staff time.
.		Kent M. Nelson Scholarship Program - was created to cultivate student interest in careers in clinical pharmacy. The scholarship winners are awarded monetary assistance as well as a structured program (shadowing opportunities, mentoring sessions, paid research opportunities) with the clinical pharmacy services leadership at KPCO. Pharmacy Technician Training Program - The pharmacy department continues to establish positive relationships with schools and colleges that provide training programs for pharmacy technicians. We are pleased to offer our unique resources as clinical extern sites for technician externs. The pharmacy offers unpaid experiential training opportunities to students enrolled in a pharmacy technician program. Students may complete up to 160 hours of experiential training after finishing their didactic course work. Students partner with a current Kaiser Permanente pharmacy technician to learn all aspects of the job. Various Externships, Internships, and Clinical Rotations/Clinical Internships supported by Colorado Health Plan NURSE PRACTITIONER: KPCO recognizes the growing need to train nurse practitioners as the demand for more primary care providers grows rapidly in Colorado and in the nation. We are pleased to support four very strong nurse practitioner programs including University of Colorado-Denver, University of Northern Colorado, University of Colorado-Colorado Springs Beth El, and Regis University. Students from these prestigious universities work with our talented providers and our state-of-the-art computer systems and equipment to gain knowledge and expertise in their chosen field of advanced practice nursing. In 2013, nurse practitioners will be required to have doctorates and will require more clinical rotation time. Therefore, Kaiser Permanente will continue to be a clinical site for these very important mid-level providers. LABORATORY: The Clinical Laboratory departments at KPCO continue to establish robust relationships with colleges, universities and institutes to promote the laboratory professions and to offer our resources as clinical intern sites for students. We have formed strong partnerships with Arapahoe Community College's Medical Laboratory Technician program and the Medical Technologist Program at the Center for Medical Laboratory Science at Presbyterian/St. Luke's Hospital. These programs have proven to be very successful and will create a much-needed pipeline of possible laboratory technicians/technologists in the future. Kaiser Permanente continues to donate time and equipment to keep these programs running. RADIOLOGY: The multiple Radiology department locations at KPCO also continue to establish very robust relationships with colleges, universities and institutes to promote the radiology professions and to offer our resources as clinical intern sites for students. One example of this partnering is the new Red Rocks Community College Diagnostic Medical Sonographer and Cardiac Diagnostic Medical Sonographer programs, which have been identified as a very difficult-to-fill radiology positions. All of the radiology programs are very successful and Kaiser Permanente Radiology Departments will continue to donate time and equipment to keep these programs running. SOCIAL WORK: The Palliative Care and Oncology Departments at KPCO continue to establish positive relationships with colleges and universities that provide graduate-level programs in Social Work. One example is our partnership with the prestigious University of Denver Graduate School of Social Work. We are pleased to offer our unique resources as clinical intern sites for these students. BEHAVIORAL HEALTH: According to Colorado Workforce development reports, the need for more mental health providers is growing steadily as the population grows. Kaiser Permanente Behavioral Health Department welcomes students from the University of Denver's Counseling Psychology/Couple & Family program. These masters and doctoral students serve nine-month to one-year internships at a Behavioral Health facility. Kaiser Permanente will continue to provide opportunities for these counseling students and will extend the program to include students from the University of Colorado Denver program as well. Grants and Donations for Knowledge Dissemination The Colorado Health Plan donated approximately $32,700 charitable contributions to nonprofit organizations for the dissemination of evidence-based studies, which informed the community about health care public policy and educational opportunities for individuals seeking a career as a health care provider. OTHER COMMUNITY BENEFITS The Colorado Health Plan spent approximately $1.3 million on other community benefit activities and programs beyond the national streams of work. Self-Sufficiency Programs The Colorado Health Plan spent approximately $185,000 to support 25 Undergraduate Pre-Health interns in 2011. Undergraduate Pre-Health Program (UPP): University of Colorado Denver - Anschutz Medical Campus & Kaiser Permanente KP employs 20 interns annually in the form of summer internships and supplemental education for undergraduate students interested in pursuing the health care professions of medicine, nursing, pharmacy & research. The 13-month program offers paid internships for the summer, education, training, and research experiences, and exposure to cadaver and simulation labs. Interns also attend Saturday Academies throughout the school year that included an array of topics from practicing interview skills, to writing personal statements required for application to the professional schools, and engaging in activities that focus on health disparities. Arrup Jesuit High School KP employs 6 college work study program students annually. (Arrup is a college prep school and corporate work-study program that serves underprivileged students of color.) - The corporate work-study program provides students with real world job experiences and exposure to careers while allowing them to earn 70% of their school tuition, which is an integral part of their educational experience and requires that the students are committed to high standards of responsibility and behavior. Other Grants and Donations Colorado Health Plan donated more than $169,491 to nonprofit organizations to address other community benefits beyond the national streams of work. - Denver Botanic Gardens Healthy Environments: Community Supporting Agriculture (CSA) $508,848 over three years Year 2 Summary: Impressive increases in produce grown (10,400 to 45,009 pounds), volunteer engagement (1,015 to 1,683 hours), donations of produce to local nonprofits (34 organizations for 4,188 pounds of produce), and total member "shares" sold (55 to 145). Year 2 additions include two acres of farming, nine crops grown, 25 varieties grown, two CSA internships, a Farm Camp, and four new revenue sources. Finally, project staff have provided significant technical assistance to national and local agencies about the business and technical model of a CSA. A number of additional community organizations were funded in 2011 through grants made to the Denver Foundation. The following are examples: - Health Access Pueblo Health Access: Community share of a multi-share health insurance program $50,000 in 2011 Summary: KPCO funding helped provide accessible health care to 131 working but uninsured individuals in Pueblo County. Health Access Pueblo now has 226 individuals in the plan and serves 69 employee groups. This is a three share (employer, employee, and community share) health coverage model for Pueblo's working uninsured that do not qualify for other insurance programs. - Hunger Free Colorado Healthy Environments: The Hunger Free Hotline $150,000 over two years Year 1 Summary: The comprehensive bilingual, statewide Hunger Free Hotline helps connect families to needed nutrition assistance programs and emergency food resources. The Hotline received an average of 40 calls per day. Referrals included: 4,846 households for a total of 13,090 individuals; 4,201 to food pantries; 3,988 to SNAP; 1,871 to child nutrition programs; 1,327 to soup kitchens, 609 to commodities; 220 to congregate feeding services; 98 to Meal on Wheels; and, 24 to mobile food services.
.		- The Partnership for Families and Children, $5000 Support for a national conference called School Success: Best Practices in Attendance, Attachment, and Achievement on October 26th-28th, 2011 at the Omni Hotel in Broomfield. The conference which reached 500-600 participants increased knowledge of school professionals with best practice tools in : Bully prevention and intervention Prevention truancy and dropout Reduce elementary school absences Align policy and best practices Implement early warning systems Create engaging school climate Engage parents Create effective school partnerships Regional Community Benefit Operations The Colorado Health Plan has a dedicated Community Benefit Department with 32 full time employees to support regional community benefit programs and services and coordinate CB initiatives. VOLUNTEERISM Our volunteer mission is to serve the community in ways that improve the health of our members and the communities we serve and to work with nonprofit organizations when there is an existing business partnership and mission alignment. We accomplished this mission in 2011 with 1,387 employees engaged in volunteer projects. Here are some of the community partners that we worked with: Jeffco Action Center, Bessie's Hope, Boys & Girls Clubs, Habitat for Humanity, Food Bank of the Rockies, Hunger Free Colorado, MLK Jr Early College, Project C.U.R.E., Visiting Nurses Association, Marion House Soup Kitchen, Family Tree - House of Hope, Metro Community Provider Network, The Bike Depot, Urban Peak, Junior Achievement, Denver Urban Gardens, Goodwill Inc., Community Supported Agriculture (Denver Botanic Gardens), Veterans Associations.
.		ATTACHMENT A 2011 COMMUNITY BENEFIT INVESTMENT - COLORADO REGION The following chart summarizes 2011 Community Benefit investments by the Colorado Health Plan. The investments in the community reflected in the chart are unaudited. REGIONAL HEALTH PLAN TOTAL CARE AND COVERAGE Charitable Care and Coverage Programs $19,260,454 Government-Sponsored Programs 31,046,268 Care & Coverage CB Operations 1,613,282 Subtotal: $51,920,004 COMMUNITY HEALTH INITIATIVES Community Health Education $322,314 Community Health Initiatives CB Operations 318,772 Subtotal: $641,086 SAFETY NET PARTNERSHIPS Grants & Donations for Safety Net Partnerships $98,810 Safety Net CB Operations 218,059 Subtotal: $316,869 KNOWLEDGE DISSEMINATION Medical Research $22,207,360 Educational Theatre Program 1,679,861 Health Care Training and Education Programs 9,860,379 Grants & Donations for Knowledge Dissemination 32,700 Knowledge Dissemination CB operations 709,393 Subtotal: $34,489,693 OTHER COMMUNITY BENEFITS Self Sufficiency Programs $185,435 Grants/Donations for other community benefits 169,491 other CB Operations 933,725 Subtotal: $1,288,651 TOTAL $88,656,303
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Christine Cassel TITLE:Director HOURS:7
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HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:Donna Lynne TITLE:Region President Colorado HOURS:32
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For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2011

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBullet

Attach to Form 990. MediumBullet

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OMB No. 1545-0047

2011

Open to Public Inspection

Name of the organization

KAISER FDN HEALTH PLAN OF COLORADO

Employer identification number

84-0591617

Part I

Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)

(a) Name, address, and EIN of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) HAMI - COLORADO LLC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 84-0591617	FINANCING	DE	0	0	KPHP CO

Part II

Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled organization
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1) KAISER FDN HEALTH PLAN OF GEORGIA INC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 58-1592076	HEALTH CARE	GA	501(c)(3)	9	KFHP INC	Yes
(2) KFHP OF THE MID-ATLANTIC STATES INC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 52-0954463	HEALTH CARE	MD	501(c)(3)	9	KFHP INC	Yes
(3) KAISER FDN HEALTH PLAN OF THE NORTHWEST ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 93-0798039	HEALTH CARE	OR	501(c)(3)	9	KFHP INC	Yes
(4) KAISER FOUNDATION HEALTH PLAN OF OHIO ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 34-0922268	HEALTH CARE	OH	501(c)(3)	9	KFHP INC	Yes
(5) KAISER FOUNDATION HOSPITALS ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-1105628	HEALTH CARE	CA	501(c)(3)	3	KFHP INC	Yes
(6) CAMP BOWIE SERVICE CENTER ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3299123	ADMIN	CA	501(c)(3)	11 - I	KFHP INC	Yes
(7) KAISER HEALTH ALTERNATIVES ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 93-0954562	HEALTH CARE	OR	501(c)(3)	9	KFHP INC	Yes
(8) KAISER HOSPITAL ASSET MANAGEMENT INC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3299125	ASSET MGMT	CA	501(c)(3)	11 - I	KF HOSPITALS	Yes
(9) KAISER HEALTH PLAN ASSET MANAGEMENT INC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3299124	ASSET MGMT	CA	501(c)(3)	11 - I	KFHP INC	Yes
(10) LOKAHI ASSURANCE LTD ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 91-2171891	RISK MGMT	HI	501(c)(3)	11 - I	KFHP INC	Yes
(11) OHP ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 93-0480268	LEASING	WA	501(c)(3)	11 - I	KFHP INC	Yes
(12) KAISER FOUNDATION HEALTH PLAN INC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-1340523	HEALTH CARE	CA	501(c)(3)	9	NA		No
(13) 1800 HARRISON ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3317484	FINANCING	CA	501(c)(3)	11 - II	KFHP INC	Yes
(14) KAISER HOSPITAL ASSISTANCE CORPORATION ONE KAISER PLAZA 15L OAKLAND,CA94612 31-1779500	FINANCING	CA	501(c)(3)	11 - III-O	KF HOSPITALS	Yes

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2011

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) HCMS LLC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 20-3924985	HEALTH CARE	CA	NA	n/a
(2) Kaiser Permanente Ventures one kaiser plaza suite 15l oakland,CA94612 27-3339892	investment	CA	na	n/a

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)
(1) ARCHIMEDES INC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 20-3774729	CONSULTING	CA	NA	C CORP
(2) KAISER PERMANENTE INTERNATIONAL ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3245176	CONSULTING	CA	NA	C CORP
(3) KAISER PERMANENTE INSURANCE COMPANY ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3203402	INSURANCE	CA	NA	C CORP
(4) KAISER PROPERTIES SERVICES INC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3259432	REAL ESTATE	CA	NA	C CORP
(5) OAK TREE ASSURANCE INC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 03-0329760	INSURANCE	VT	NA	C CORP

Schedule R (Form 990) 2011

Page 3

Part V

Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)

Note. Complete line 1 if any entity is listed in Parts II, III or IV.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .

Yes

l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .

Yes

m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of other organization	(b) Transaction type(a-r)	(c) Amount involved	(d) Method of determining amount involved
(1) KAISER FOUNDATION HEALTH PLAN INC	K	4,683,834	PER AGREEMENT
(2) KAISER FOUNDATION HEALTH PLAN INC	L	60,348,013	PER AGREEMENT
(3) KAISER FOUNDATION HEALTH PLAN INC	N	86,541	PER AGREEMENT
(4) KAISER FOUNDATION HEALTH PLAN INC	O	43,556,839	PER AGREEMENT
(5) KAISER FOUNDATION HEALTH PLAN INC	P	34,398,440	PER AGREEMENT
(6) KAISER FOUNDATION HEALTH PLAN INC	Q	1,762,210	PER AGREEMENT
(7) KAISER FOUNDATION HOSPITALS	b	180,492,431	PER AGREEMENT
(8) KAISER FOUNDATION HOSPITALS	d	780,805,744	PER AGREEMENT
(9) KAISER FOUNDATION HOSPITALS	l	1,257,365,851	PER AGREEMENT
(10) KAISER FOUNDATION HOSPITALS	o	3,000,320	PER AGREEMENT
(11) KAISER FOUNDATION HOSPITALS	p	500,518,592	PER AGREEMENT
(12) KAISER FDN HEALTH PLAN OF GEORGIA INC	K	194,970	PER AGREEMENT
(13) KAISER FDN HEALTH PLAN OF GEORGIA INC	L	228,566	PER AGREEMENT
(14) KAISER FDN HEALTH PLAN OF GEORGIA INC	N	422,638	PER AGREEMENT
(15) KAISER FDN HEALTH PLAN OF GEORGIA INC	o	12,847	PER AGREEMENT
(16) KAISER FDN HEALTH PLAN OF GEORGIA INC	P	123,330	PER AGREEMENT
(17) KFHP OF THE MID-ATLANTIC STATES INC	K	268,639	PER AGREEMENT
(18) KFHP OF THE MID-ATLANTIC STATES INC	L	503,745	PER AGREEMENT
(19) KFHP OF THE MID-ATLANTIC STATES INC	n	11,365	per agreement
(20) KFHP OF THE MID-ATLANTIC STATES INC	O	71,040	PER AGREEMENT
(21) KFHP OF THE MID-ATLANTIC STATES INC	P	1,396,500	PER AGREEMENT
(22) KAISER FDN HEALTH PLAN OF THE NORTHWEST	K	250,733	PER AGREEMENT
(23) KAISER FDN HEALTH PLAN OF THE NORTHWEST	L	166,527	PER AGREEMENT
(24) KAISER FDN HEALTH PLAN OF THE NORTHWEST	O	9,513	PER AGREEMENT
(25) KAISER FDN HEALTH PLAN OF THE NORTHWEST	P	104,688	PER AGREEMENT
(26) KAISER FDN HEALTH PLAN OF OHIO	K	32,163	PER AGREEMENT
(27) KAISER FDN HEALTH PLAN OF OHIO	L	225,145	PER AGREEMENT
(28) KAISER FDN HEALTH PLAN OF OHIO	n	93,997	per agreement
(29) KAISER FDN HEALTH PLAN OF OHIO	O	2,926	PER AGREEMENT
(30) KAISER FDN HEALTH PLAN OF OHIO	P	543,694	PER AGREEMENT
(31) CAMP BOWIE SERVICE CENTER	L	8,232,249	PER AGREEMENT
(32) CAMP BOWIE SERVICE CENTER	O	651,812	PER AGREEMENT
(33) CAMP BOWIE SERVICE CENTER	P	8,746,100	PER AGREEMENT
(34) KAISER HOSPITAL ASSET MANAGEMENT	L	148,239,104	PER AGREEMENT
(35) KAISER PERMANENTE INSURANCE COMPANY	K	2,854,078	PER AGREEMENT
(36) KAISER PERMANENTE INSURANCE COMPANY	L	18,257,426	PER AGREEMENT
(37) KAISER PERMANENTE INSURANCE COMPANY	p	1,176,508	PER AGREEMENT
(38) LOKAHI ASSURANCE LTD	L	27,924,000	PER AGREEMENT
(39) LOKAHI ASSURANCE LTD	P	5,845,010	PER AGREEMENT
(40) LOKAHI ASSURANCE LTD	q	8,426,000	per agreement
(41) ordway Indemnity	l	249,500	per agreement

Schedule R (Form 990) 2011

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2011

Page 5

Part VII

Supplemental Information

Complete this part to provide additional information for responses to questions on Schedule R (see instructions).

Identifier	Return Reference	Explanation

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a).....	3	14
4	Number of independent voting members of the governing body (Part VI, line 1b) ....	4	12
5	Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...	5	6,093
6	Total number of volunteers (estimate if necessary) ....	6	1,261
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ..	7a	339,640
b	Net unrelated business taxable income from Form 990-T, line 34 ..	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	10,958,451	14,549,684
9	Program service revenue (Part VIII, line 2g) .........	2,587,673,738	2,850,877,885
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	25,028,919	26,046,278
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	63,216	31,381
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	2,623,724,324	2,891,505,228
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	25,243,925	5,805,600
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	558,866,327	607,324,341
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f)....	1,995,063,535	2,224,868,677
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,579,173,787	2,837,998,618
19	Revenue less expenses. Subtract line 18 from line 12.......	44,550,537	53,506,610
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,271,183,688	1,454,050,830
21	Total liabilities (Part X, line 26).............	696,328,840	1,104,155,026
22	Net assets or fund balances. Subtract line 21 from line 20.....	574,854,848	349,895,804

Sign Here

	Signature of officer	Date

	Type or print name and title.


4a	(Code: ) (Expenses $ 2,572,231,184 including grants of $ 5,524,099 ) (Revenue $ 2,834,660,196 )
	member health care services and medical training for care improvement- Kaiser Foundation Health Plan of Colorado (KFHP of Colorado) 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. KFHP of Colorado educates and trains medical students and other health care professionals and promotes scientific and nursing education in order to improve care. Additional information about Colorado Health Plan's charitable activities can be found in Schedule O, Community Benefit Report.

4b	(Code: ) (Expenses $ 19,505,848 including grants of $ 0 ) (Revenue $ 245,395 )
	Charitable Care (Medical Financial Assistance and Charitable Coverage) Health Plan provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. MFA - Health Plan offers financial assistance to help families and individuals that are unable to pay for all or part of the cost of urgent or emergent care provided in Kaiser Permanente facilities. In 2011, this program assisted 5,215 patients, providing 6,759 prescriptions and 11,600 outpatient office visits. CHC - these programs are available to low income adults and children who are not eligible for other public or privately sponsored coverage. More than 460 patients received comprehensive care for up to two years through this program.

4c	(Code: ) (Expenses $ 46,678,922 including grants of $ 0 ) (Revenue $ 15,632,654 )
	Medicaid and Other Government Sponsored Programs Health Plan is committed to improving the way Medicaid beneficiaries receive care, not only in our facilities, but also in the communities we serve. As part of the State of Colorado Medicaid Program's Primary Care Physician Program, Colorado Health Plan provides primary and specialty care to Medicaid beneficiaries. In 2011, the Colorado Health Plan provided care and services to 11,441 beneficiaries. Colorado Health Plan also participates in the State Child Health Insurance Program (CHP+), serving 5,229 beneficiaries in a fully capitated HMO arrangement.

	(Code: ) (Expenses $ 16,454,863 including grants of $ 281,501 ) (Revenue $ 0 )
	SCH. O, COMMUNITY BENEFIT REPORT

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 16,454,863 including grants of $ 281,501 ) (Revenue $ 0 )
4e	Total program service expenses$ 2,654,870,817

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)					(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) Donna Lynne Region President Colorado	18.0	X					1,314,917	222,947
(19) Thomas R Meier SVP, Corporate Treasurer	3.0	X					802,247	110,802
(20) Donald H Orndoff SVP, NFS	5.0	X					634,274	137,999
(21) ROCHELLE M Roth SENIOR DIRECTOR,QRM	5.0	X					196,984	42,093
(22) Arthur M Southam EVP, Health Plan Operations	5.0	X					2,649,224	348,687
(23) Deborah Stokes SVP, Controller & Chief Accoun	4.0	X					720,302	118,018
(24) Bernard J Tyson President & COO	5.0	X					2,800,296	482,152
(25) Victoria B Zatkin VP, Off of Brd & Corp Gov Svcs	4.0	X					314,768	84,531
(26) Mark S Zemelman SVP, Gen Counsel & Secretary	3.0	X					778,576	191,923
(27) Keith J Evans VP, MSBD - CO	30.0		X			0	379,041	53,267
(28) Jeffrey L Hahn Dir Sales & Acct Mgt	30.0		X				327,093	39,261
(29) Anne E McDow VP, Health Plan Admin - CO	30.0		X				457,575	94,167
(30) James Newsome VP, CFO - CO	30.0		X				523,344	102,194
(31) Elizabeth M Reimann Area Administrator	50.0		X			158,348		38,721
(32) Nancy L Wollen SVP, Operations	30.0		X				402,062	94,288
(33) Jean L Barker Market & Prod Strategy Dir	30.0			X		346,596	0	65,348
(34) Richard Roland Lyon VP, Region Strategy Performanc	30.0			X			386,069	73,300
(35) Virginia M McLain VP, Primary Care & Med Special	30.0			X			360,934	109,985
(36) Robin Sadler VP, HR - Colorado	30.0			X			319,249	89,989
(37) John K Warren Sr Sales Director	30.0			X			379,196	35,047
(38) Steven R Zatkin consultant	0.0				X		574,121	76,925

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	504,944	27,917,354	3,192,824

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512, 513, or 514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d		12,858,312
e	Government grants (contributions)1e		645,684

f	All other contributions, gifts, grants, and similar amounts not included above1f		1,045,688
g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			14,549,684
			Business Code
2a	MEMBERS HEALTH DUES		621,400	1,916,670,930	1,916,670,930
b	SUPPL CHARGE/PHARM		621,400	149,108,603	149,108,603
c	NON-PLAN & INDUSTRIAL		621,400	2,697,421	2,357,781	339,640
d	OTHER PROGRAM SERV		621,400	42,326,142	42,326,142
e	MEDICARE		621,400	740,074,789	740,074,789
f	All other program service revenue .
g	Total. Add lines 2a–2f........			2,850,877,885
3	Investment income (including dividends, interest
	and other similar amounts).....			22,374,867			22,374,867
4	Income from investment of tax-exempt bond proceeds..			0
5	Royalties............			0
		(i) Real	(ii) Personal
6a	Gross rents	31,381
b	Less: rental expenses
c	Rental income or (loss)	31,381
d	Net rental income or (loss).......			31,381			31,381
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	382,677,265	181,971
b	Less: cost or other basis and sales expenses	378,590,171	597,654
c	Gain or (loss)	4,087,094	-415,683
d	Net gain or (loss)..........			3,671,411			3,671,411
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...			0
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..			0
Miscellaneous Revenue			Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See Instructions....			2,891,505,228	2,850,538,245	339,640	26,077,659


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing ..........			23,591,535	1	5,290,515
2	Savings and temporary cash investments .......			0	2	0
3	Pledges and grants receivable, net .........			0	3	0
4	Accounts receivable, net .........			67,595,528	4	96,053,815
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........			0	5	0
6	Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
	Schedule L ..........			0	6	0
7	Notes and loans receivable, net .............			0	7	0
8	Inventories for sale or use ..............			23,924,527	8	26,196,168
9	Prepaid expenses and deferred charges ............			3,189,515	9	23,361,803
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	707,226,686
b	Less: accumulated depreciation. .....	10b	367,784,182	326,224,552	10c	339,442,504
11	Investments—publicly traded securities ..........			703,807,021	11	925,177,783
12	Investments—other securities. See Part IV, line 11 ......			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets .........			0	14	0
15	Other assets. See Part IV, line 11 ...........			122,851,010	15	38,528,242
16	Total assets. Add lines 1 through 15 (must equal line 34)...			1,271,183,688	16	1,454,050,830
17	Accounts payable and accrued expenses .			197,591,391	17	398,532,876
18	Grants payable ..........			0	18	0
19	Deferred revenue ..........			31,416,374	19	26,234,276
20	Tax-exempt bond liabilities ..........			0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D..			0	21	0
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........			0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..			0	23	0
24	Unsecured notes and loans payable to unrelated third parties ....			0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.....			467,321,075	25	679,387,874
26	Total liabilities. Add lines 17 through 25.....			696,328,840	26	1,104,155,026
	Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....				27
28	Temporarily restricted net assets .....				28
29	Permanently restricted net assets .....				29
	Organizations that do not follow SFAS 117, check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....			2,510	30	2,410
31	Paid-in or capital surplus, or land, building or equipment fund .....			0	31	0
32	Retained earnings, endowment, accumulated income, or other funds			574,852,338	32	349,893,394
33	Total net assets or fund balances .....			574,854,848	33	349,895,804
34	Total liabilities and net assets/fund balances .....			1,271,183,688	34	1,454,050,830