TY 2015 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(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) Regina M Benjamin MD...................................................................... Director	0.5 ................. 7.5	X		111,068	0
(2) Thomas W Chapman EdD...................................................................... Director	1.0 ................. 14.0	X		227,466	18,000
(3) Jeffrey E Epstein...................................................................... Director	0.5 ................. 7.0	X		214,672	0
(4) Daniel Garcia...................................................................... SVP, Chief Compliance Officer	2.0 ................. 48.0	X		1,530,525	100,746
(5) William R Graber...................................................................... Director	1.0 ................. 6.5	X		255,742	0
(6) J Eugene Grigsby III PhD...................................................................... Director	1.0 ................. 7.0	X		226,900	0
(7) Leslie S Heisz...................................................................... Director	0.5 ................. 5.5	X		214,281	0
(8) David Hoffmeister...................................................................... Director	0.25 ................. 7.0	X		205,066	0
(9) Judith Johansen...................................................................... Director	0.5 ................. 8.0	X		242,558	0
(10) Kim J Kaiser...................................................................... Director	0.5 ................. 7.0	X		226,996	0
(11) Philip A Marineau...................................................................... Director	0.58 ................. 5.86	X		226,213	0
(12) Edward Y W Pei...................................................................... Director	0.25 ................. 6.75	X		230,964	18,000
(13) Margaret E Porfido...................................................................... Director	1.0 ................. 5.5	X		255,935	0
(14) Richard Shannon...................................................................... Director	0.5 ................. 5.0	X		226,500	0
(15) Cynthia A Telles PhD...................................................................... Director	0.5 ................. 7.0	X		251,566	0
(16) Bernard Tyson...................................................................... Chairman & CEO	6.0 ................. 44.0	X	X	5,863,794	176,229
(17) Vanessa Benavides...................................................................... SVP, Chief Comp & Priv Officer	0.0 ................. 50.0		X	415,215	46,532

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) Maryann Bodayle........................................................................ Assistant Secretary	1.0 .......................49.0	X				168,202	19,335
(19) Kathryn Lancaster........................................................................ EVP & CFO	4.0 .......................46.0	X				2,591,094	217,751
(20) Donna Lynne........................................................................ EVP, GP & Region Pres - CO	18.0 .......................32.0	X				1,560,663	965,782
(21) Thomas Meier........................................................................ SVP, Corporate Treasurer	2.0 .......................48.0	X				1,016,347	73,599
(22) Donald Orndoff........................................................................ SVP, NFS	5.0 .......................45.0	X				1,197,707	190,253
(23) Rochelle Roth........................................................................ Assistant Secretary	2.0 .......................48.0	X				287,101	56,050
(24) Jacqueline Sellers........................................................................ Assistant Secretary	1.0 .......................49.0	X				277,974	50,096
(25) Arthur Southam........................................................................ EVP, Health Plan Operations	5.0 .......................45.0	X				2,839,616	98,493
(26) Deborah Stokes........................................................................ SVP, Controller & CAO	4.0 .......................46.0	X				862,251	64,249
(27) Paul Swenson........................................................................ SVP & Chief Strategy Officer	0.0 .......................50.0	X				1,160,660	207,619
(28) Matthew Weber........................................................................ Assistant Secretary	45.0 .......................5.0	X				396,749	87,827
(29) Nancy Wollen........................................................................ Reg Pres, SVP COO	50.0 .......................0.0	X				588,139	133,772
(30) Victoria Zatkin........................................................................ VP, Off of Brd & Corp Gov Svcs	5.0 .......................45.0	X				457,349	83,732
(31) Mark Zemelman........................................................................ SVP, General Counsel & Secy	2.0 .......................48.0	X				1,599,287	159,419
(32) Keith Evans........................................................................ VP, MSBD - CO	50.0 .......................0.0		X			433,205	86,586
(33) Jeffrey Hahn........................................................................ Senior Program Manager	50.0 .......................0.0		X			209,649	64,628
(34) Denise McKenna........................................................................ VP, HPSA - CO	50.0 .......................0.0		X			411,250	101,234
(35) James Newsome........................................................................ VP, Finance	50.0 .......................0.0		X			500,522	76,515
(36) Jandel T Allen-Davis........................................................................ VP, Govt & External Relations	50.0 .......................0.0			X		359,614	212,963
(37) Justin C Chang........................................................................ VP, Res Steward, Hosp Svcs	50.0 .......................0.0			X		390,702	101,770
(38) Jerry F Hartbarger........................................................................ VP, HR - Colorado	50.0 .......................0.0			X		362,405	94,209
(39) Richard Roland Lyon........................................................................ VP, Regional Strat Performance	50.0 .......................0.0			X		448,298	112,561
(40) Yvonne R Rockwood........................................................................ Dir Pop, Prev & Quality Svcs	50.0 .......................0.0			X		458,095	68,114
(41) Erin Downing........................................................................ Special Assistant to the Board	0.0 .......................50.0				X	134,369	17,572
(42) Steven Zatkin........................................................................ SVP, General Counsel & Secy	0.0 .......................0.0				X	261,259	0

(A) Name and business address	(B) Description of services	(C) Compensation
COLORADO PERMANENTE MEDICAL GROUP, 10350 E DAKOTA AVE DENVER,CO80231	MEDICAL SERVICES	567,275,962
Saint Joseph Hospital, 2480 W 26th ave b-200 DENVER,CO80211	MEDICAL SERVICES	256,200,000
HCA HEALTHONE LLC, PO BOX 403171 ATLANTA,GA30384	MEDICAL SERVICES	194,624,826
GOOD SAMARITAN MED CENTER, PO BOX 912593 DENVER,CO80291	MEDICAL SERVICES	141,079,713
CHILDREN'S HOSPITAL COLORADO, 13123 E 16TH AVE AURORA,CO80045	MEDICAL SERVICES	61,543,102
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 398

- 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.
right arrow

Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

KAISER FOUNDATION 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 described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ))

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. See section 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 in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ..............

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

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

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

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2015

Page 2

Part II

Support Schedule for Organizations Described in Sections 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) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(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) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
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 section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2014 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2015. 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—2014. If the organization did not check a 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—2015. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2014. 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 VI 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) 2015

Page 3

Part III

Support Schedule for Organizations Described in Section 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) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	14,549,684	16,404,939	15,721,147	6,768,197	1,198,103	54,642,070
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......	2,850,877,885	2,982,890,216	3,122,130,913	3,412,772,584	3,509,863,549	15,878,535,147
3	Gross receipts from activities that are not an unrelated trade or business under section 513...						0
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...						0
5	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
6	Total. Add lines 1 through 5.	2,865,427,569	2,999,295,155	3,137,852,060	3,419,540,781	3,511,061,652	15,933,177,217
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...						0
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.						0
c	Add lines 7a and 7b..						0
8	Public support. (Subtract line 7c from line 6.)						15,933,177,217

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
9	Amounts from line 6...	2,865,427,569	2,999,295,155	3,137,852,060	3,419,540,781	3,511,061,652	15,933,177,217
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	22,406,248	28,842,528	42,455,192	47,679,687	38,733,737	180,117,392
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.	0	0	0	0	115,085	115,085
c	Add lines 10a and 10b.	22,406,248	28,842,528	42,455,192	47,679,687	38,848,822	180,232,477
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.						0
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..						0
13	Total support. (Add lines 9, 10c, 11, and 12.)..	2,887,833,817	3,028,137,683	3,180,307,252	3,467,220,468	3,549,910,474	16,113,409,694

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

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f)) .........

98.882 %

Public support percentage from 2014 Schedule A, Part III, line 15 ...............

98.918 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f)) ......

1.119 %

Investment income percentage from 2014 Schedule A, Part III, line 17 .............

1.082 %

19a

331/3% support tests—2015. 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—2014. 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) 2015

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2015

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2015

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2015

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2015 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2015	(iii) Distributable Amount for 2015
1 Distributable amount for 2015 from Section C, line 6
2 Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......
e From 2014.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2015 distributable amount
i Carryover from 2010 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2015 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2015 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2016. Add lines 3j and 4c.
8 Breakdown of line 7:
a
b
c Excess from 2013.......
d From 2014.......
e From 2015.......

Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2015

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.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Name of the organization

KAISER FOUNDATION 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, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) 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), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions 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 an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled 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 totaling $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 its Form 990PF, Part I, line 2, 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) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2

Name of organization KAISER FOUNDATION HEALTH PLAN OF COLORADO

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 3

Name of organization KAISER FOUNDATION HEALTH PLAN OF COLORADO		Employer identification number 84-0591617

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) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 4


Name of organization KAISER FOUNDATION HEALTH PLAN OF COLORADO			Employer identification number 84-0591617
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $ 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) (2015)

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

Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

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

Name of the organization

KAISER FOUNDATION 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-.
1
2
3
4
5
6

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

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2015

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 SchCMd Bullet

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 SchCMd Bullet

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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2012	(b) 2013	(c) 2014	(d) 2015	(e) Total

2a	Lobbying nontaxable 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) 2015

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 on 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

114,000

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

Yes

1,030

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

Yes

58,200

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

173,230

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

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
SCHEDULE C, PART II-B, LINE 1A THROUGH 1I	LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES THE ORGANIZATION ("health plan") IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND PARTICIPATED IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITY AND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), Health Plan HAS A POLICY PROHIBITING ANY OF Health Plan'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. Health Plan ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF MONEY INVOLVED IN THE ACTIVITIES IS DETAILED ON LINES A THROUGH I. Health Plan EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT Health Plan'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT 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 INTERESTS OF Health Plan, ITS MEMBERS AND ITS PATIENTS 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 AND THE BROADER COMMUNITY IN A COST EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF Health Plan. 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 AND PATIENTS 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.

Return Reference

Explanation

SCHEDULE C, PART II-B, LINE 1A THROUGH 1I

LOBBYING ACTIVITY BY NONELECTING PUBLIC CHARITIES THE ORGANIZATION ("health plan") IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM AND PARTICIPATED IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITY AND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), Health Plan HAS A POLICY PROHIBITING ANY OF Health Plan'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. Health Plan ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF MONEY INVOLVED IN THE ACTIVITIES IS DETAILED ON LINES A THROUGH I. Health Plan EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT Health Plan'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT 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 INTERESTS OF Health Plan, ITS MEMBERS AND ITS PATIENTS 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 AND THE BROADER COMMUNITY IN A COST EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF Health Plan. 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 AND PATIENTS 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) 2015

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," on 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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

KAISER FOUNDATION 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" on Form 990, Part IV, line 6.

			(a) Donor advised funds	(b) Funds and other accounts

1	Total number at end of year ....
2	Aggregate value of contributions to (during year)
3	Aggregate value of 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, 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" on 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 XIII, 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)

Revenue included on 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:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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

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

Cat. No. 52283D

Schedule D (Form 990) 2015

Page 2

Part III

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

Using the organization’s acquisition, 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 XIII.

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" on 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


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
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, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" on 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 current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages on 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" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land ...	42,742,856		42,742,856
b	Buildings	499,832,682	272,564,063	227,268,619
c	Leasehold improvements	32,519,164	24,983,044	7,536,120
d	Equipment ...	198,451,677	158,054,649	40,397,028
e	Other ...	55,113,752	24,912,182	30,201,570
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				348,146,193

Schedule D (Form 990) 2015

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. 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
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
RESERVE FOR WORKERS COMP RISKS	4,922,306
OTHER LIABILITIES	23,098,503
PROF & PUBLIC LIABILITIES	45,935,500
POST RETIREMENT LIABILITIES	500,112,991
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	574,069,300
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2015

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
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 XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
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 XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
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
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
Schedule D, Part X, LINE 2	ASC 740 Footnote: THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE UNDER ASC 740.

Schedule D (Form 990) 2015

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," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization
KAISER FOUNDATION 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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of non-cash assistance	(h) Purpose of grant or assistance

(1) American National Red Cross 444 Sherman St Denver,CO80203	53-0196605	501(c)(3)	220,000	Project Support
(2) Catholic Hlth Initiatives CO FDN dba 6385 Corporate Dr Colorado Springs,CO80919	84-0902211	501(c)(3)	24,900	Project Support
(3) Center for African American Health 3601 Martin L King Denver,CO80205	84-1477546	501(c)(3)	80,000	Project Support
(4) City & County of Denver 201 W Colfax Ave Denver,CO80202	84-6000580	Government or P	24,900	Project Support
(5) Colorado FDN for Public Hlth & the Envir 1385 S Colorado Blv Denver,CO80222	84-1267213	501(c)(3)	40,000	Challenge Grant
(6) Community Shares of Colorado Inc 789 Sherman St 230 Denver,CO80203	74-2401941	501(c)(3)	248,838	EMPLOYEE SPONSORED\Matching Gift
(7) Denver Botanic Garden Inc 909 York Street Denver,CO80206	84-0440359	501(c)(3)	31,000	Project Support
(8) Homeward Pikes Peak 606 S Tejon St Colorado Springs,CO80903	13-4242773	501(c)(3)	20,000	Project Support
(9) Hunger Free Colorado 1801 Williams St Denver,CO80218	68-0551464	501(c)(3)	200,000	Project Support
(10) Pikes Peak United Way 518 N Nevada Ave Colorado Springs,CO80903	84-0511799	501(c)(3)	24,990	Project Support

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

Cat. No. 50055P

Schedule I (Form 990) 2015

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of non-cash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of non-cash assistance

(1) Scholarships	25	75,100
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference	Explanation
PROCEDURES FOR MONITORING THE USE OF GRANTS	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) 2015

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" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

KAISER FOUNDATION 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 on 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 of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on 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," on line 5a or 5b, describe in Part III.

For persons listed on 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," on line 6a or 6b, describe in Part III.

For persons listed on 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 on 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 .............................

Yes

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

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

Cat. No. 50053T

Schedule J (Form 990) 2015

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 on 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 (E) amounts for that individual.

(A) Name and Title		(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 in column(B) reported as deferred on prior Form 990
(A) Name and Title		(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)
1Jandel T Allen-DavisVP, Govt & External Relations	(i) (ii)	------------- 235,397	------------- 106,555	------------- 17,662	------------- 185,692	------------- 27,271	------------- 572,577	------------- 0
2Vanessa BenavidesSVP, Chief Comp & Priv Officer	(i) (ii)	------------- 46,154	------------- 350,000	------------- 19,061	------------- 44,742	------------- 1,790	------------- 461,747	------------- 0
3Maryann BodayleAssistant Secretary	(i) (ii)	------------- 146,552	------------- 19,482	------------- 2,168	------------- 10,494	------------- 8,841	------------- 187,537	------------- 0
4Justin C ChangVP, Res Steward, Hosp Svcs	(i) (ii)	------------- 247,728	------------- 71,232	------------- 71,742	------------- 77,637	------------- 24,133	------------- 492,472	------------- 0
5Thomas W Chapman EdDDirector	(i) (ii)	------------- 206,000	------------- 0	------------- 21,466	------------- 18,000	------------- 0	------------- 245,466	------------- 0
6Erin DowningSpecial Assistant to the Board	(i) (ii)	------------- 100,247	------------- 16,564	------------- 17,558	------------- 9,442	------------- 8,130	------------- 151,941	------------- 0
7Jeffrey E EpsteinDirector	(i) (ii)	------------- 199,000	------------- 0	------------- 15,672	------------- 0	------------- 0	------------- 214,672	------------- 0
8Keith EvansVP, MSBD - CO	(i) (ii)	------------- 221,636	------------- 177,094	------------- 34,475	------------- 59,878	------------- 26,708	------------- 519,791	------------- 0
9Daniel GarciaSVP, Chief Compliance Officer	(i) (ii)	------------- 586,604	------------- 889,894	------------- 54,027	------------- 65,761	------------- 34,985	------------- 1,631,271	------------- 0
10William R GraberDirector	(i) (ii)	------------- 244,000	------------- 0	------------- 11,742	------------- 0	------------- 0	------------- 255,742	------------- 0
11J Eugene Grigsby III PhDDirector	(i) (ii)	------------- 226,500	------------- 0	------------- 400	------------- 0	------------- 0	------------- 226,900	------------- 0
12Jeffrey HahnSenior Program Manager	(i) (ii)	------------- 162,502	------------- 30,234	------------- 16,913	------------- 38,437	------------- 26,191	------------- 274,277	------------- 0
13Jerry F HartbargerVP, HR - Colorado	(i) (ii)	------------- 240,699	------------- 68,274	------------- 53,432	------------- 67,860	------------- 26,349	------------- 456,614	------------- 34,016
14Leslie S HeiszDirector	(i) (ii)	------------- 199,000	------------- 0	------------- 15,281	------------- 0	------------- 0	------------- 214,281	------------- 0
15David HoffmeisterDirector	(i) (ii)	------------- 194,000	------------- 0	------------- 11,066	------------- 0	------------- 0	------------- 205,066	------------- 0
16Judith JohansenDirector	(i) (ii)	------------- 231,500	------------- 0	------------- 11,058	------------- 0	------------- 0	------------- 242,558	------------- 0
17Kim J KaiserDirector	(i) (ii)	------------- 221,500	------------- 0	------------- 5,496	------------- 0	------------- 0	------------- 226,996	------------- 0
18Kathryn LancasterEVP & CFO	(i) (ii)	------------- 779,351	------------- 1,512,879	------------- 298,864	------------- 199,848	------------- 17,903	------------- 2,808,845	------------- 233
19Donna LynneEVP, GP & Region Pres - CO	(i) (ii)	------------- 626,191	------------- 887,469	------------- 47,003	------------- 932,987	------------- 32,795	------------- 2,526,445	------------- 0
20Richard Roland LyonVP, Regional Strat Performance	(i) (ii)	------------- 286,454	------------- 145,606	------------- 16,238	------------- 86,178	------------- 26,383	------------- 560,859	------------- 0
21Philip A MarineauDirector	(i) (ii)	------------- 219,000	------------- 0	------------- 7,213	------------- 0	------------- 0	------------- 226,213	------------- 0
22Denise McKennaVP, HPSA - CO	(i) (ii)	------------- 241,053	------------- 126,614	------------- 43,583	------------- 78,537	------------- 22,697	------------- 512,484	------------- 0
23Thomas MeierSVP, Corporate Treasurer	(i) (ii)	------------- 366,589	------------- 535,310	------------- 114,448	------------- 46,053	------------- 27,546	------------- 1,089,946	------------- 19,340
24James NewsomeVP, Finance	(i) (ii)	------------- 262,620	------------- 163,151	------------- 74,751	------------- 55,625	------------- 20,890	------------- 577,037	------------- 0
25Donald OrndoffSVP, NFS	(i) (ii)	------------- 410,384	------------- 523,171	------------- 264,152	------------- 160,685	------------- 29,568	------------- 1,387,960	------------- 182,662
26Edward Y W PeiDirector	(i) (ii)	------------- 218,500	------------- 0	------------- 12,464	------------- 18,000	------------- 0	------------- 248,964	------------- 0
27Margaret E PorfidoDirector	(i) (ii)	------------- 239,000	------------- 0	------------- 16,935	------------- 0	------------- 0	------------- 255,935	------------- 0
28Yvonne R RockwoodDir Pop, Prev & Quality Svcs	(i) (ii)	------------- 213,528	------------- 86,539	------------- 158,028	------------- 48,889	------------- 19,225	------------- 526,209	------------- 0
29Rochelle RothAssistant Secretary	(i) (ii)	------------- 170,501	------------- 93,540	------------- 23,060	------------- 38,537	------------- 17,513	------------- 343,151	------------- 0
30Jacqueline SellersAssistant Secretary	(i) (ii)	------------- 191,615	------------- 80,592	------------- 5,767	------------- 38,315	------------- 11,781	------------- 328,070	------------- 0
31Richard ShannonDirector	(i) (ii)	------------- 226,500	------------- 0	-------------	------------- 0	------------- 0	------------- 226,500	------------- 0
32Arthur SouthamEVP, Health Plan Operations	(i) (ii)	------------- 818,213	------------- 1,665,914	------------- 355,489	------------- 72,330	------------- 26,163	------------- 2,938,109	------------- 14,170
33Deborah StokesSVP, Controller & CAO	(i) (ii)	------------- 353,904	------------- 429,013	------------- 79,334	------------- 42,538	------------- 21,711	------------- 926,500	------------- 0
34Paul SwensonSVP & Chief Strategy Officer	(i) (ii)	------------- 520,542	------------- 594,488	------------- 45,630	------------- 179,786	------------- 27,833	------------- 1,368,279	------------- 149,355
35Cynthia A Telles PhDDirector	(i) (ii)	------------- 240,500	------------- 0	------------- 11,066	------------- 0	------------- 0	------------- 251,566	------------- 0
36Bernard TysonChairman & CEO	(i) (ii)	------------- 1,209,932	------------- 3,631,595	------------- 1,022,267	------------- 142,327	------------- 33,902	------------- 6,040,023	------------- 0
37Matthew WeberAssistant Secretary	(i) (ii)	------------- 247,377	------------- 131,285	------------- 18,087	------------- 60,269	------------- 27,558	------------- 484,576	------------- 0
38Nancy WollenReg Pres, SVP COO	(i) (ii)	------------- 352,425	------------- 214,824	------------- 20,890	------------- 103,733	------------- 30,039	------------- 721,911	------------- 0
39Victoria ZatkinVP, Off of Brd & Corp Gov Svcs	(i) (ii)	------------- 206,699	------------- 110,698	------------- 139,952	------------- 78,627	------------- 5,105	------------- 541,081	------------- 85,167
40Steven ZatkinSVP, General Counsel & Secy	(i) (ii)	------------- 0	------------- 0	------------- 261,259	------------- 0	------------- 0	------------- 261,259	------------- 256,468
41Mark ZemelmanSVP, General Counsel & Secy	(i) (ii)	------------- 528,915	------------- 844,658	------------- 225,714	------------- 126,479	------------- 32,940	------------- 1,758,706	------------- 0

Schedule J (Form 990) 2015

Page 3

Part III

Supplemental Information

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

Return Reference	Explanation
Schedule J, Part I, Line 3	METHODS USED TO ESTABLISH COMPENSATION OF CEO/EXECUTIVE DIRECTOR: THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION 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 OF A RELATED ORGANIZATION.
SCHEDULE J, PART I, LINE 4B	SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT: Kathryn Lancaster $ 253,372 Thomas Meier 75,379 James Newsome 36,022 Donald Orndoff 238,394 Arthur Southam 309,647 Deborah Stokes 55,994 Bernard Tyson 635,105 Victoria Zatkin 103,806 Steven Zatkin 256,468 Mark Zemelman 179,473 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE.
SCHEDULE J, PART I, LINE 7	NON-FIXED PAYMENTS: 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, PART I, LINE 8	Certain amounts reported in Form 990, Part VII, were paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958-4(a)(3). Fixed payments were paid to or accrued for TWO OFFICERS in 2015.

Schedule J (Form 990) 2015

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

KAISER FOUNDATION HEALTH PLAN OF COLORADO

Employer identification number

84-0591617

Return Reference	Explanation
Form 990, Part VI, Line 6	Kaiser foundation health plan, inc. is the sole member. Upon dissolution, remaining assets shall be distributed to a 501(c)(3) organization.
Form 990, PART VI, LINE 7A	KFHP, INC. appoints the directors (and fills vacancies and has authority to remove directors). The same individuals who comprise the board of directors of KFHP also serve as THE directors of KFHP COLORADO, NORTHWEST AND MID-ATLANTIC STATES.
Form 990, PART VI, LINE 7B	THE FOLLOWING ACTIONS OF THE CORPORATION REQUIRE APPROVAL OF THE SOLE MEMBER: A) REMOVAL OF THE CHAIRMAN OF THE BOARD OR THE PRESIDENT, THE GROUP PRESIDENT OR REGIONAL PRESIDENT; B) AMENDMENT OF ARTICLE D, SECTION D-4 OF THE BYLAWS - ELECTION AND TERM OF OFFICE.
Form 990, PART VI, LINE 11B	Form 990 Review Process: 1. Key information necessary for the preparation of the tax return is obtained and/or confirmed by internal sources including regional finance, executive compensation, community benefits, treasury, government relations, and legal. 2. Community benefit reporting details are presented to the community benefit committee of the board for review. 3. Prior to finalization, the return is reviewed by an external tax advisor. 4. Once signed by an external tax advisor, the return and underlying data are reviewed by an officer or a member of management designated by an officer for signature and filing. 5. Copies are then provided to board members prior to filing.
Form 990, PART VI, LINE 12C	COMPLIANCE ENFORCEMENT A. 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: A1. 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. A2. THE NATIONAL COMPLIANCE OFFICE AND 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 A3. ANNUALLY, AS A COMPONENT OF THE EXTERNAL AUDIT, AN OUTSIDE CERTIFIED PUBLIC ACCOUNTING FIRM 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. B. 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: B1. REPRESENTED EMPLOYEES ARE SUBJECT TO ANY CORRECTIVE/DISCIPLINARY ACTION PROVISIONS DESCRIBED IN SPECIFIC REGIONAL/NATIONAL COLLECTIVE BARGAINING AGREEMENTS AND/OR ORGANIZATIONAL POLICIES AND PRACTICES. B2. KAISER PERMANENTE NOTIFIES EMPLOYEES OF THE NATIONAL HUMAN RESOURCES POLICY NO. 14. CORRECTIVE/DISCIPLINARY ACTION POLICY DURING NEW EMPLOYEE ORIENTATION AND IN ANNUAL COMPLIANCE TRAINING. B3. 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 AS ADMINISTERED BY KAISER FOUNDATION HEALTH PLAN, INC. 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 AND THE MANAGEMENT COMMITTEE ON COMPENSATION. PRIOR TO PAYMENT, ALL PROGRAMS AND PAYMENTS TO THE CEO, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT OFFICIALS (EXECUTIVES) ARE REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE MANAGEMENT COMMITTEE ON COMPENSATION. 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 TO BE COMPETITIVE TO 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, MEMBERSHIP GROWTH, FINANCIAL SOUNDNESS, AND THE COMMUNITY AND SOCIAL MISSION OF THE ORGANIZATION.
Form 990, PART VI, LINE 18	Forms 990 are available on www.guidestar.org.
Form 990, PART VI, LINE 19	Public Inspection Copy: Governing documents, conflict of interest policy are available upon request as disclosed to other regulatory bodies. 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 Independent Auditors' Report. To request copies contact: Vice President, Government Relations Kaiser Foundation Health Plan and Hospitals One Kaiser Plaza, 18th Floor 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 9	other changes in net assets or fund balances: change in capital $ 8,018 change in pension and other retirement liabilties 76,714,943 gain/loss on sale of investments book-to-tax difference 1,986,465 otti losses - book (30,808,868) ------------------ 47,900,558
Form 990, PART III, LINE 4A-D	2015 Community Benefit Report Kaiser Foundation Health Plan of Colorado Kaiser Foundation Health Plan of Colorados Commitment to the Community Kaiser Foundation Health Plan of Colorado (Colorado Health Plan or KFHP-CO) provides and arranges comprehensive health care services for members on a predominantly prepaid basis. Its contractual obligations to group and individual members are fulfilled by contracting with local hospitals and Permanente Medical Group physicians to provide health care services for its members. KFHP-CO strives for excellence in serving its members through market-leading performance in quality and service. As a subsidiary of Kaiser Foundation Health Plan, Inc. (KFHP, Inc.), membership is available without regard to age, sex, race, religion, or national origin, or to the individuals ability to pay. Once enrolled, a member may maintain membership regardless of health or employment status. As related nonprofit organizations, Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Health Plan of Colorado are committed to improving the health of communities beyond enrolled membership. Annual investments in a range of Community Benefit programs are a fundamental embodiment of the organizations ongoing commitment to improve the general wellbeing within the broader community. These investments result in intentional, planned, measurable, and accountable benefits intended to address many of the health challenges faced at the individual, local, state, and national levels. In 2007, Kaiser Foundation Health Plan Inc.s board of directors refined the focus of the organizations Community Benefit programs and established the following four priority areas which have come to be known as "Streams of Work": A. Care and Coverage for Low-Income People Creates and supports programs that lower the financial barriers for the under- and uninsured. B. Community Health Initiatives (CHI) Seeks to measurably improve the health of the communities we serve. Designs, delivers, and sustains long-term programs that engage communities in work to improve conditions in their neighborhoods. C. 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. D. Developing and Disseminating Knowledge Improves health care by sharing our knowledge educating practitioners, advancing research, empowering consumers, and informing policymakers about evidence-based care and health. In addition to the streams of work noted above, KFHP-CO also made contributions to benefit the communities served in the following areas: E. Other Community Benefit Investments - support Community Benefit activities and programs beyond the national streams of work, including the administrative expenses of regional Community Benefit departments dedicated to supporting the organizations Community Benefit programs and services and coordinating related initiatives. F. Environmental Stewardship - protecting and improving the natural environment is a key component of KFHP-COs mission to improve the health of the community it serves. Although costs associated with this initiative are not included in the dollars reported as Community Benefit investments, efforts in this area contribute to advancing a broader vision emphasizing healthy people and healthy environments while also improving health care quality and affordability. The following are details of the Community Benefit activities provided by Kaiser Foundation Health Plan of Colorado: In 2015, Colorado Health Plan served over 622,000 members and expended approximately $114.9 million (at cost, net of $80.7 million of related revenues) to support Community Benefit activities. The following summarizes many of the signature Community Benefit programs and services grouped according to the national Streams of Work. A. Care and Coverage for Low-Income People Improving health care access for those with limited incomes and resources is fundamental to Kaiser Foundation Health Plan of Colorados mission. In 2015, Colorado Health Plan expended $94.4 million (at cost, net of $73.7 million of related revenues) 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 Kaiser Permanente facility or by a Permanente provider. A.1. Charitable Care (Medical Financial Assistance and Charitable Health Coverage Programs) Colorado Health Plan provides charity care to low-income vulnerable populations through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) programs. In 2015, the Colorado Health Plan spent approximately $21.7 million (at cost, net of $632 thousand in related revenues) to support under- and uninsured patients. A.1.1. Medical Financial Assistance (MFA) Program The Colorado Health Plans Medical Financial Assistance program provides financial assistance for emergency and medically necessary services, medications, and supplies to patients with a demonstrated financial need. Patients must receive health care services at facilities operated by Kaiser Permanente and/or from a Kaiser Permanente provider. Eligibility is based upon prescribed levels of income to patients who have exhausted other private and public sources of support. In 2015, KFHP-CO provided $19.2 million (at cost, net of no related revenues) to under- and uninsured patients. At KFHP-CO, uninsured patients receive a discount on hospital and professional charges for emergency or other medically necessary care without application and regardless of income level. The discount is provided to ensure that an uninsured individual is not charged more for emergency or other medically necessary services than the amounts generally billed to insured individuals receiving equivalent care. Contracted collection agency practices are already aligned with the organizations social values and the proposed IRC section 501(r). Additionally, any patient experiencing financial hardship due to high medical expenses relative to their income level may qualify for the program under special circumstances. In Colorado, the MFA programs eligibility criteria allows patients falling at or below 300% of the Federal Poverty Guidelines (FPG) to receive full (100%) write off of patient out-of-pocket costs. In 2015, KFHP-COs MFA program assisted 5,300 qualifying applicants, and served more than 1,500 patients who were not otherwise covered by a health care plan offered by Kaiser Foundation Health Plan of Colorado. This population received full forgiveness for over 36,000 outpatient visits and nearly 40,000 prescriptions. A.1.2. Charitable Health Coverage (CHC) Program Charitable Health Coverage is a unique approach to caring for low-income uninsured persons in the community. Eligible participants receive a regular Kaiser Permanente Health Plan membership card and access to the full range of services and providers a much better alternative to a potentially costly emergency room visit or hospitalization. This allows Colorado Health Plan to invest in the longer term health of patients and the community. KFHP-COs CHC programs have a long history of making a real difference in the lives of persons who might otherwise have no permanent health care coverage. During 2015, KFHP-CO invested approximately $2.5 million (at cost, net of $632 thousand of related revenues) to support the CHC program. The CHC program includes a separately administered premium subsidy that CHC members use for the purchase of a standard off-exchange Kaiser Permanente Individual/Family (KPIF) gold level plan. To ensure that patient cost sharing obligations do not become a barrier to care, a Medical Financial Assistance award is provided to CHC members at the time of enrollment in the CHC program. Recertification takes place about every two years to confirm that members remain eligible to participate. Prospective members are invited to apply during limited annual enrollment periods and after experiencing triggering events. A.1.2.1. Bridge Program Colorados Bridge Program is a Charitable Health Coverage program that provides uninsured low-income individuals and families with access to health coverage. Participants must meet certain eligibility requirements. Total household income must be at or below 300% of the Federal Poverty Level (FPL), and applicants are required to be under 35 years of age. Additionally, participants must not have access to other forms of health coverage. Over 400 members were enrolled in KFHP-COs Bridge program at the end of 2015.
A.2. Participation in Medicaid and Other Government-Sponsored Programs	Kaiser Foundation Health Plan of Colorado has a long history of participating in publicly financed health programs as a nonprofit organization. KFHP-CO participates in Medicaid and other government-sponsored programs depending on the State of Colorados structure of these programs. In 2015, Colorado Health Plan provided care and services valued at $71.1 million (at cost, net of $73.0 million of related revenues) for members and nonmembers in programs sponsored by the federal and state governments. As of December 2015, Medicaid participants, including Child Health Plan Plus, whose health care needs had been assigned to Colorado Health Plan surpassed 65,000. This represents an increase of almost 9,500 or 17% from year-end 2014. The Affordable Care Act is having a continuing far-reaching impact on the landscape of government-sponsored programs, as these options are poised to become the key source of health coverage for a significant portion of the American population. KFHP-CO has responded to this challenge by developing organizational strategies to enable individuals whose coverage is changing due to personal or financial circumstances to receive medical care at a KFHP-CO facility. Realized and anticipated growth in the organizations Medicaid offerings closely aligns with and supports Colorado Health Plans core mission, tax exempt status, credibility in state and federal policy arenas, and community health needs focusing on access to care. To better cope with the expansion of KFHP-COs Medicaid program, a Medicaid Assistance Center (MAC) was opened for operation in 2014. With an emphasis on delivering bilingual support, the representatives in this center provide specialized enrollment services by assisting callers in understanding Medicaid eligibility in their state and the qualifications to enroll in Medicaid with KFHP-CO. A proactive follow-up process has been implemented to nurture a good foundational relationship with those prospects that elect to receive communications. A.2.1. Assignment of Medicaid Participants Improving access to care for vulnerable populations is fundamental to KFHP-COs social mission to improve the health of the communities served, and is consistent with the obligations of a tax exempt organization. As a participant in Colorados Medicaid program, Colorado Health Plan provides primary and specialty care to Medicaid beneficiaries who have been assigned to KFHP-CO as their primary care provider. Beneficiaries have access to both primary and specialty care in Colorado Health Plan facilities as well as pharmacy. In 2015, Colorado Health Plan provided access to care and services to more than 57,000 beneficiaries at a net loss of $62.0 million (at cost, net of $60.6 million of related revenues). A.2.2. Medicaid Fee-for-Service Program KFHP-CO also provided health care services on a fee-for-service basis for Medicaid beneficiaries who have not been assigned to KFHP-CO as their primary care provider. Approximately $4.9 million of health care services (at cost, net of 0 in related revenues) was incurred on behalf of this population during 2015. A.2.3. Child Health Plan Plus (CHP+) Colorado Health Plan serves approximately 7,700 beneficiaries under this fully capitated HMO arrangement. CHP+ serves children under age 19 and pregnant women age 19 and over who are permanent legal residents with household income below 260% of federal poverty guidelines. Eligibility includes proof of household income and permanent legal residency. Applicants who are eligible for Medicaid do not qualify for this state program. The health services covered by the Child Health Plan Plus include regular checkups, immunizations, prescriptions, hospital services, eyeglasses, hearing aids, and dental exams and cleanings. In 2015, KFHP-CO recognized losses of $4.1 million (at cost, net of $12.5 million of related revenues) related to this program. A.3. Grants and Donations A.3.1. Grants for Care and Coverage Colorado Health Plan expensed approximately $1.6 million in 2015 towards its commitment to support nonprofit and community-based organizations improving access to health care for low-income families and individuals. Below is one example of this activity. A.3.1.1. National Jewish Health In connection with a multi-year partnership with National Jewish Health, KFHP-CO recognized a future commitment of $600 thousand, in support of the Center for Prevention and Healthy Living. This grant is expected to fund the planning period and a two year pilot in respiratory specialty care services and care coordination in partnership with Safety Net providers. A.3.2. Prior Year Contributions for Care and Coverage In prior years, KFHP-CO made contributions to several donor advised funds under the direction of various foundations operating in our local communities. These funds were intended to identify and support nonprofit organizations that meet community needs in the area of care and coverage. In 2015, the following initiative was funded through disbursements issued by the community foundations based upon recommendations informed by KFHP-CO's expertise. A.3.2.1. Saint Joseph Hospital Partnership Saint Joseph Hospital Foundation received $14 million from a prior year contribution to a community foundation donor advised fund in support of the delivery of hospital and outpatient care for the underserved. Saint Joseph used these funds to subsidize the cost of charity care and graduate medical education. Through the end of 2015, Saint Joseph Hospital Foundation reported that 12,400 patients received lowcost or free services through their charity care program year-to-date.
B. Community Health Initiatives	The Community Health Initiatives (CHI) strategy aims to improve the health of individuals, families, and communities by addressing the social, economic, and environmental determinants of health. The role of the community is vital to creating the conditions of health as well as the importance of non-medical resources in communities that promote well-being and prevent disease. The central premise of this approach is that excellent medical care alone is not sufficient to create healthy communities. Evidence underscores the importance of changing community environments as a critical community health strategy. Guided by this evidence, Kaiser Foundation Health Plan of Colorado supports comprehensive initiatives that focus on policy and environmental changes to promote healthy eating and active living, community safety, economic stability, and social and emotional wellness. As obesity continues to be a significant and pervasive public health problem, Colorado Health Plan spent approximately $583 thousand to support community health initiatives in 2015. B.1. CHI Programs and Services Colorado Health Plan works with community-based organizations to design, deliver, and sustain long-term efforts that improve the conditions of neighborhoods, workplaces, schools, and other settings. In some cases, the community health initiatives programs have also addressed community economic development, neighborhood safety, and other key drivers of healthy communities. To reach a broader audience, Colorado Health Plan primarily focuses on the following areas through community coalitions, health activism, and community investments: - Healthy food access - Active transportation (walking and biking) - School-based health programs - Community-clinic integration B.2. Examples of Community Health Initiatives B.2.1. Healthy Food Access In 2015, Colorado Health Plan invested $200 thousand to support Hunger Free Colorado in a multi-year grant to help sustainably end hunger in Colorado. Colorado has had low participation in federal nutrition programs for children and families, while more than 16% of Coloradans faced food hardship in 2012. The goals of this grant included food resource referrals and application assistance to at least 6,500 individuals, increasing summer meals served by 3%, and adding 60 food access (snack or supper) per year. B.2.2. Youth Engagement In 2015, KFHP CO continued its commitment to The Rise Above Colorado (formerly Colorado Meth Project) Expansion Initiative by recognizing $200 thousand of a multi-year grant to be disbursed in future years. The grant aims to reach 80% of Colorados 400,000 teens aged 12-17 with demonstrated leadership across the state for teen-driven youth engagement in drug abuse prevention. This project has a particular focus on prescriptive drug abuse and meth use education and prevention in schools. B.2.3. Prior Year Contributions for CHI Investments In prior years, KFHP-CO made contributions to several donor advised funds under the direction of various foundations operating in our local communities. These funds were intended to identify and support nonprofit organizations that meet community needs in the area of community health initiatives. In 2015, the following initiative was funded through disbursements issued by the community foundations based upon recommendations informed by KFHP-CO's expertise. B.2.3.1. Childhood Mental Health and Development In 2015, The Rose Community Foundation was awarded $200,000 from a prior year contribution to a community foundation donor advised fund as part of a $1 million multi-year grant to support LAUNCH Together. Through LAUNCH Together, the Colorado Health Plan and seven other health foundations support the scaling of a federal program for improved early childhood mental health and development, and the associated systems serving higher risk children from prenatal to age eight. This grant will fund an environmental scan and develop a strategic plan. These communities impacted include Pueblo, Denver, Weld, and Adams counties.
C. Safety Net Partnerships	Kaiser Foundation Health Plan of Colorado, Inc. is dedicated to improving clinical care for racial and ethnic populations, as well as investing in promoting good health for the communities served. As such, Safety Net Partnership (SNP) initiatives aim to strengthen the system of community clinics, public hospitals, and health departments in the promotion of access to high quality care for the uninsured and underserved vulnerable populations (many of whom are newly insured under Medicaid expansion or health insurance exchange). In the Safety Net Partnership Stream of Work, KFHP-CO focuses on improving access to health services and the transformation of care delivery to meet the challenges of health care reform. Efforts to improve access and transform care include work on: increasing access to specialty care services; increasing the use of health information technology in safety net settings; and eliminating health disparities. KFHP Colorado also supports innovative efforts to bring services closer to where people play, live, and work through partnerships with school based health centers and community clinics. Investments in Safety Net Partnerships is accomplished through three programmatic areas of work: I. Quality Improvement & Population Health II. Leadership Development III. Transforming Care & Improving Access While Kaiser Foundation Health Plan of Colorado did not recognize significant financial contributions in the Safety Net Partnerships Streams of Work in 2015, its work in advancing development of the safety net continued through deploying technical assistance and clinical support. Below are some examples. C.1 Examples of Safety Net Partnership Initiatives C.1.1. Achievement of NCQA Accreditation KFHP CO has been a vocal supporter of critical program upgrades in the delivery of medical care, through activities such as its collaboration with the Colorado Community Health Network (CCHN) for health centers to achieve National Center of Quality Assurance (NCQA) Patient Centered Medical Home accreditation. Through this partnership, 18 Federally Qualified Health Centers and safety networks covering 40 counties across Colorado are now achieving or applying for NCQA accreditation. KFHP CO provided technical expertise to community foundations and shared research opportunities that increased capacity and economic infrastructure. C.1.2. Access to Specialty Care eConsult Pilot The staff of KFHP Colorado and Colorado Permanente Medical Group donated clinical hours for patients of the Safety Net, evaluating and treating patients of the community health centers. This was in response to the growing lack of access to specialty care for low income, uninsured, and underinsured patients. In 2015, three safety net health care systems (Metro Community Provider Network, Cinica Family Health Services, and Salud Family Health Centers) requested over 1,000 e-consultations in Dermatology, Endocrinology, Rheumatology, Cardiology, Gastroenterology, Pulmonology, Ophthalmology, and Immunology. Follow-up services provided by KFHP Colorado may be covered under KFHP-COs Medical Financial Assistance program. C.1.3. Safety Net Social Media Video Project Storytelling Challenge Recognizing the need for communication capabilities, KFHP Colorado launched a unique storytelling grant project to provide community based organizations with tools required to educate the community at large about the important work they do. Now in its second year, the storytelling challenge, called "Our Community Stories", engaged nine community partners in 2015 to create a video that showcases how their work is creating a healthier Colorado. KFHP Colorado provided in-kind video production tools, technical support, editing services and training through the filming process. Communication grants were also awarded through funding from The Denver Foundation. C.1.4. Grants for Safety Net Partnership Initiatives In 2015, KFHP CO continued its commitment to Rocky Mountain Youth Medical and Nursing Consultants, Inc. recognizing a commitment of $141,000 of a multi-year grant to be disbursed in future years. This grant supports the care team to ensure that eligible patients have a coordinated care plan, which includes resources in behavioral health. The care team will model their intervention focusing on the family, not just the student. The scope of this grant also includes integrating systems and workflow for triggering patient outreach. C.1.5. Prior Year Contributions for Safety Net Partnerships In prior years, KFHP-CO made contributions to several donor advised funds under the direction of various foundations operating in our local communities. These funds were intended to identify and support nonprofit organizations that meet community needs in the area of safety net partnerships. In 2015, the following initiatives were funded through disbursements issued by the community foundations based upon recommendations informed by KFHP-CO's expertise. C.1.5.1 911 Emergency Response CARES Project In 2015, the Community Health Partnership received $100 thousand from a prior year contribution to a donor advised fund as part of a two year grant. This grant supports the CARES project that improves care coordination and communication across providers, while reducing costs in the 911 emergency dispatch system by connecting patients to more appropriate care. Findings from this project will provide guidance for policymakers and stakeholders as they revise state and local policy for paramedics addressing primary care needs with mid-level care functions in the field. C.1.5.2 Colorado Center for Social Emotional Competence In 2015, Community Partnership for Child Development received $75 thousand from a prior year contribution to a donor advised fund as part of a two year grant. This grant supports disadvantaged children's short-term and long-term well-being and development through evidence-based models. Based out of the Colorado Center for Social Emotional Competence and Inclusion at the University of Colorado-Denver, this program will focus on a continuum of promotion, prevention, and intervention.
D. Developing and Disseminating Knowledge	The Developing and Disseminating Knowledge Stream of Work supports activities that improve health care by sharing knowledge, educating practitioners, advancing research, empowering consumers and informing policymakers about evidence-based care and health. Kaiser Foundation Health Plan of Colorado spent approximately $10.9 million in 2015 (at cost, net of $7.1 million of related revenues) to support programs and services associated with the development and dissemination of knowledge. D.1. Medical Research Programs At Colorado Health Plan, research is an essential part of what it means to be a learning organization. Achievements realized under this program are made possible through a dedicated group of researchers, the comprehensive nature of KFHP Inc.s electronic medical record system, and access to the health data of over 10 million members of Kaiser Foundation Health Plan, Inc. and its subsidiaries. Through studies conducted at regional and national research centers, researchers address critical issues like cancer, cardiovascular conditions, diabetes, behavioral and mental health, and health care delivery improvements by leveraging the organizations research expertise, rich data sources, and delivery system environment. In 2015, Kaiser Foundation Health Plan, Inc. and its subsidiaries continued to expand its national biobank, the KP Research Bank, a research resource that will strengthen the ability to conduct cutting-edge studies. With this development, Colorado Health Plan benefits from being part of a biobank that will be one of the largest non-governmental biobanks in the United States to examine the genetic and environmental factors that influence common diseases such as heart disease, cancer, diabetes, high blood pressure, Alzheimer's disease, asthma and many others. Colorado Health Plan provided approximately $3.4 million (at cost, net of $7.1 million of related revenues) for medical research projects in 2015. D.1.1. National Research Program Kaiser Foundation Health Plan, Inc. has a long history of conducting health services and medical research that addresses health care policy, quality of care, and quality of life. The results have yielded findings that affect not just the practice of medicine within the organization and its subsidiaries, but also for society-at-large. D.1.1.1. Kaiser Foundation Research Institute (KFRI) The Kaiser Foundation Research Institute provides administrative leadership and support for federally funded medical research conducted at regional research centers located in Colorado and several other states. KFRI personnel are designated as the Authorized Organizational Official for all federally funded research performed by both Kaiser Foundation Hospitals and Kaiser Foundation Health Plan, Inc., and its subsidiaries. In this capacity, KFRI submits applications for grants and executes contracts and sub-contracts for all federally funded research on behalf of the regional research programs described below. KFRI also manages invoicing and accounts receivable related to federally funded research, and distributes grant proceeds to the appropriate regional program. Additionally, KFRI supports the regional research centers on issues related to human participant protection and clinical trials research quality and compliance. D.1.1.2. The Center for Effectiveness and Safety Research (CESR) The Center for Effectiveness and Safety Research is a national research center that leverages the expertise of Kaiser Permanentes seven regional research centers to answer important comparative effectiveness and safety questions that affect health care delivery questions by relying on collaborations within the network. D.1.2. Colorados Research Program The principal research activities conducted in Colorado take place at the following regional research center: D.1.2.1. The Institute for Health Research The Institute for Health Research partners with KFHP-CO members, clinicians, fellow researchers, and local and national organizations with an aim to improve quality of life and reduce health disparities through patient, community, and policy-centered research. The Institutes researchers study innovative technologies to enhance the impact and sustainability of evidence-based health care. The Institute conducts research to address the Institute of Medicines goals for a reformed health care system that is safe, effective, timely, efficient, equitable, affordable, and patient-centered. Top Research Areas: - Epidemiology - Behavioral Health Research - Health Services Key Statistics: - Number of clinical trials in 2015: 60 - Number of active studies (clinical and non-clinical trials) in 2015: 282 - Number of research papers published in journals in 2015: 71 - Number of investigators: 12 - Number of support staff: 93 D.1.2.2. Major Areas of Funded Research The following are examples of research projects conducted by investigators at the Institute for Health Research in Colorado in 2015: D.1.2.2.1 Controlling Hypertension in Native Americans Research Area: Cardiovascular Conditions Cardiovascular disease remains the primary cause of mortality in American Indians and Alaskan Natives. This study, conducted in Albuquerque, New Mexico, in the First Nations Community HealthSource, provides care to urban Indian families and other uninsured residents in the area. The study utilizes an automated telephone system to provide study participants with reminders for upcoming hypertension visits and medication fills, "recalls" after missed visits and medication fills, and motivational adherence messages. Primary Funding Provided By: American Heart Association D.1.2.2.2 Understanding the Factors That Lead to Disparities in Depression Treatment Research Area: Behavioral Health and Mental Health Collaborating Kaiser Permanente sites: Hawaii and Southern California regions In this study researchers are seeking to address disparities in psychotherapy treatment for depression. They are exploring three main themes: the health care system-, provider-, and patient-level factors that predict pharmacological and psychotherapeutic treatment patterns for those patients who are first diagnosed with depression; the health care system-, provider-, and patient-level factors that predict adherence to treatment once initiated; and the changes in depression symptoms and severity as a result of treatment. Primary Funding Provided By: National Institute of Mental Health D.1.2.2.3 Reducing Residual Depressive Symptoms with Web-Based Mindful Mood Balance Research Area: Behavioral Health and Mental Health Eighty to ninety percent of adults using antidepressant agents report residual depressive symptoms following remission of a major depressive disorder. This study utilizes Mindfulness Based Cognitive Therapy via an online-tailored program to deliver treatment to depressed participants. The program helps participants disengage from dysphoria-activated thinking that can perpetuate residual depressive symptoms. Primary Funding Provided By: The National Institutes for Health/The National Institutes for Mental Health D.1.2.2.4 Aligning Visit Priorities of Complex Patients and their Primary Care Providers Research Area: Health Care Delivery and Comparative Health Systems Collaborating Kaiser Permanente site: Northern California region In this study researchers are exploring the views of primary care physicians concerning what makes some patients more complex than others. Physicians outlined four primary categories of issues that contributes to a patients complexity: medical complexity, mental health disorders, socioeconomic factors, and individual behaviors and traits. Results of this study highlight the importance of incorporating multidimensional concepts into health care that go beyond just comorbidity. Primary Funding Provided By: Patient-Centered Outcomes Research Institute D.2. Educational Theatre Programs (ETP) Confronted with an urgent need for preventive health information in the communities we serve, the Educational Theatre Programs (ETP) was created to inspire children, teens and adults to make informed decisions about their health and to build stronger, healthier communities. The Educational Theatre Program uses live theatre, music, comedy, and drama and these educational programs were developed with the advice of teachers, parents, students, health educators, medical professionals, and professional theatre artists. Performances are delivered by professional actors who are also trained as peer health educators, and are performed free of charge for the community. ETP also provides schools and organizations with supplementary educational materials, such as workbooks, parent and teacher guides, and student wallet cards to reinforce the messages presented on stage. In 2015, KFHP Colorado invested approximately $1.7 million to educate and entertain over 183,000 people across Colorado. D.2.1. The Care Equity Project The Care Equity Project is an original production by
D.2.2.1. YouthChat	In 2015, CHAT (Community Health Action Team), made up of 10 youth from across KFHP Colorados service area, developed and piloted YouthCHAT, a program adapted from the Konopka Institute in Minneapolis. YouthCHAT is a training program where youth act as patients for medical professionals in school settings. The medical professionals practice using a motivational interviewing tool called HEADSS to help interact with the youth patients. The Youth in CHAT also continued to distribute Avatars Anonymous, a six-step health unit for high school students. This program, rooted in Colorado Academic Standards and endorsed by the Colorado Department of Education, uses 21st Century Learning approaches to equip high school students with pre-graduate competencies and empower them to research and present on health issues. D.2.2.2. SHAC (Student Health Advisory Council) SHAC, made up of high school youth across the Jefferson County School District, created and administered the School Without Hate Campaign across their district. This was based on input from middle school students who identified bullying as a number one issue they wanted addressed. Thirty nine schools participated in the School Without Hate Campaign. In addition, SHAC continued to distribute a short video "Just Say Know" on the effects of marijuana on the adolescent brain. With the video, SHAC developed educational materials and a campaign that reached close to 20,000 students and teachers across their district. D.3. Health Professional Training and Education Kaiser Foundation Health Plan of Colorados Community Needs Health Assessment identified that over 60% of its community lived in a Health Professional Shortage Area. KFHP-CO supports physician and health professional education as a community benefit strategy to meet the organizations mission to create healthier communities, teach medicine in an integrated health care setting, and support the need for culturally responsive and patient-centered care. The Community Benefit program supports residency and fellowship programs, nursing education and allied health care career programs, student scholarships, and community medicine fellowships. Approximately $5.6 million was spent in 2015 on programs dedicated to promoting the education of healthcare professionals, reaching more than 50 graduate medical students and residents, more than 350 nurse practitioner and nursing students, and more than 500 allied health professionals in training. The following are examples of initiatives funded under this program: D.3.1. Graduate Medical Education Colorado Health Plan continued to sponsor a Graduate Medical Education (GME) fellowship/resident program in collaboration with the University of Colorado and Rocky Vista University. The resident and student rotations are provided through inpatient hospital rotations in partnership with Saint Joseph Hospital (departments include the Intensive Care Unit, Obstetrics/Gynecology, Internal Medicine, General Surgery) and with teams of physicians serving as teachers. Forty-five physicians provided outpatient teaching at KFHP Colorado medical offices. The KFHP GME program allows medical residents to provide clinical guidance to a wide variety of patients, with racial, cultural, gender, sexual orientation, and socioeconomic diversity. When medical residents graduate from the KFHP rotations they, therefore, have a breadth of experience to bring to their clinical practice. D.3.2. Health Professional Education Colorado Health Plan supported training programs for physician assistants, pharmacy residents, technicians, social work, behavioral health counseling, physical therapy, and other non-physician health professionals. During 2015, Colorado Health Plan contributed resources dedicated to the training and education of students, interns and externs pursuing a career or working in the health care profession. D.3.2.1. Pharmacy Six training and education opportunities were offered in connection with the specialty of pharmacy. These programs provide experiential paid and unpaid training opportunities for pharmacy students from Colorado and other states. Students spend time in outpatient pharmacies or specialty areas. During these rotations, students are able to gain "hands-on" learning by providing care to members. D.3.2.2. Nursing-Related Fields Colorado Health Plan supports very strong nurse practitioner physician assistant, laboratory and imaging professional training programs. KFHP Colorado nursing departments support local nursing Licensed Practical Nurse, Registered Nurse, Nurse Practitioner, Masters in Nursing and Doctor of Nurse Practice programs by providing clinical rotations for students. Students from universities and community colleges work with KFHP-COs providers and state-of-the-art computer systems and equipment to gain knowledge and expertise in their chosen field of advanced practice. D.4. Self-Sufficiency Programs Colorado Health Plan provided community-based programs and services to low-income residents and students through work study, scholarships, and paid internship programs. In 2015, Colorado Health Plan spent approximately $230 thousand to support minority and underserved students pursuing careers related to health care. The following are descriptions of activities supported under this program. D.4.1. Undergraduate Pre-health Program (UPP) Under this program, Colorado Health Plan offers summer internships and supplemental education for undergraduate students interested in pursuing the health care professions of medicine, nursing, pharmacy and research. Nineteen fellowships were offered for minority students pursuing careers in health care under this program in 2015. D.4.2. Arrupe Jesuit High School Corporate Work Study Program (CWSP) Arrupe Jesuit High School is an educational, college preparatory school serving economically disadvantaged students from Denvers inner-city neighborhoods. By enhancing the human, intellectual, and spiritual capacities through a rigorous, innovative, and affordable college preparatory education, Arrupe offers hope for a brighter future to some of Denvers disadvantaged youth. The goal is to empower graduates who will continue their education and return as leaders in their communities. Arrupe Jesuit makes a college preparatory education an attainable goal for a diverse group of students who would otherwise never have access to that opportunity. The Corporate Work Study Program (CWSP) provides career skills for students in partnership with local corporations. KFHP-CO hosted four students from Arrupe in 2015. D.4.3. Rocky Mountain INROADS Rocky Mountain INROADS develops and places talented underserved youth in the business industry, and prepares them for corporate and community leadership. In 2015, KFHP-CO hosted three students. The students worked for 12 weeks over the summer building specific health care business skills in both human resources and revenue cycle services. D.4.4. Diversity and Inclusion Health Care Scholarship Program (Diversity Scholarship Program) The Diversity Scholarship Program was created as a community outreach effort to financially support ethnically diverse students pursuing an education for any health career. The objectives are to address the shortage of diverse health care and public health professionals and ensure the future of medical care is culturally responsive. In the summer of 2015, KFHP presented more than $60,000 in scholarship awards to 24 minority students who commit to fulfilling a career in health care. D.4.5. Prior Year Contributions Supporting Diversity in Workforce In prior years, KFHP-CO made contributions to several donor advised funds under the direction of various foundations operating in our local communities. These funds were intended to identify and support nonprofit organizations that meet community needs in the area of diversity in the workplace. In 2015, the following initiative was funded through disbursements issued by the community foundations based upon recommendations informed by KFHP-CO's expertise. D.4.5.1. Colorado Community College Scholarships The Foundation for Colorado Community Colleges received $500,000 in 2015 from a prior year contribution to a community foundation donor advised fund for The Campaign for Colorado Community Colleges, a multi-year matching grant challenge to help 15 local community colleges raise additional support. KFHP Colorado advised in supporting students near health professional shortages areas. With this contribution, 265 students received scholarships totaling $525,000 in 2015. Of the recipients, 148 were first-generation college students, and 124 qualified for some Federal grants by income status.
E. Other Community Benefit investments	During 2015, the Colorado Health Plan spent approximately $9.0 million to support Community Benefit activities and programs beyond national streams of work. This included the administrative expenses of a Community Benefit department dedicated to supporting regional Community Benefit programs, providing technical assistance services to the community, and coordination of related initiatives. Programmatically, the following are examples of additional activities funded within this area. E.1. Community Service Employees are actively encouraged to donate 96 hours per year in organization-funded time, energy, and skills towards approved activities in the community outside of their normal work responsibilities. With the exception of those employees whose jobs are directly classified within the Community Benefit department, organization-funded time contributed to other nonprofits is not counted towards KFHP-COs annual Community Benefit investment. In 2015, nearly 9,000 hours of volunteer service, covering 300 projects for 230 community organizations, were reported by KFHP CO employees under this program. E.1.1. Dr. Martin Luther King, Jr. Day of Service On January 19, 2015, in honor of Martin Luther King, Jr., over 560 Kaiser Foundation Health Plan of Colorado employees made it a "day on" of community service at more than 40 nonprofit organizations. Hundreds of volunteers were deployed to interact with youth, refurbish schools and nonprofit facilities. As engagement increased by 40% from 2014, new projects were developed with community partners for 2015. Honoring Dr. Martin Luther King, Jr, KFHP CO employees participated at the Marade Route events organized by the MLK Jr. Colorado Holiday Commission. E.2. Tumor Board and Cancer Registry Included in the other Community Benefit spending reported above is approximately $609 thousand dollars in expenses related to the State of Colorados 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. E.3. Grants and Donations In 2015, Kaiser Foundation Health Plan in Colorado granted approximately $960,000 in support of Community Benefit activities and programs beyond the national streams of work. The following are examples of programs funded in this area. E.3.1. Housing First Homeward Pikes Peak received $20,000 of grant funding for the implementation of the Housing First program. From an evidence-based approach, this program aims to house and provide case management for adults who are mentally ill, chronically homeless, with substance abuse issues. Services will focus on the outcome of housing stability and also care for mental health, substance abuse, [physical] health, and employment needs. E.3.2. Colorado Disaster Preparedness In 2015, Kaiser Foundation Health Plan of Colorado supported the American National Red Cross Prepare Colorado initiative with a contribution of $220,000. Prepare Colorado engages the public, nonprofit, and private sectors in mitigating, preparing, and recovering from disasters. For every dollar spent in preparedness, $4-$7 is saved in response and recovery. The economic toll is also significant, as one out of two businesses never returns to the marketplace following a major disaster, greatly impacting the economy and employment. Prepare Colorado focuses on five tenants: Access to Training, Business and Organizational Resilience, Community Engagement, Disaster Planning and Readiness, and Message Consistency.
F. Environmental Stewardship	Poor environmental quality contributes to disease and economic insecurity. Kaiser Foundation Health Plan of Colorado has committed itself to protecting and improving the natural environment as a key component of its mission to improve the health of the community it serves. Although costs associated with this initiative are not included in the dollars reported as Community Benefit investments, efforts in this area contribute to advancing a broader vision emphasizing healthy people and healthy environments while also improving health care quality and affordability. To fulfill the organizations commitment to the natural environment, KFHP-CO maintains a governance structure for environmental stewardship that enables the organization to continually improve its environmental performance. This structure includes clearly defined roles, responsibilities, plans and routines, and has resulted in the following five organizational focus areas. These have been selected based on their ability to result in the greatest impact on the environmental forces that shape environmental and human health. - Finding safe alternatives to harmful industrial chemicals - Responding to climate change - Promoting sustainable farming and food choices - Reducing, reusing, and recycling to eliminate waste - Conserving water In each of these focus areas, KFHP-CO has established ambitious goals (including a target to reduce total greenhouse gas emissions by 30% by 2020, compared to a 2008 baseline), implemented initiatives, achieved measurable improvements, and regularly reported progress to the board of directors, staff, and the general public. F.1. Performance Metrics During 2015, key performance indicators for Kaiser Foundation Health Plan of Colorado included: F.1.1. In Colorado: F.1.1.1 Improved our water use intensity (gallons/rentable square foot) by 8% since our 2013 baseline year. F.1.1.2 Improved our energy use intensity (kBtu/rentable square foot) by 2% compared to our 2010 baseline year. F.1.1.3 Reduced our organizations annual greenhouse gas (GHG) emissions by purchasing and retiring 1,024 metric tons of GHG offset credits from the Larimer County Landfill Gas Project (2012 vintage). The offset credits were issued by the Climate Action Reserve following a rigorous registration process used to ensure the originating offset project contributes to real and additional emission reductions. F.1.1.4 Responsibly reused, recycled or composted over 1,600 tons of materials.
PART VI, LINE 4	THE BYLAWS OF THE CORPORATION WERE AMENDED IN 2015 WITH THE FOLLOWING SIGNIFICANT CHANGE: ON MARCH 12, 2015, ARTICLE D, DIRECTORS, SECTION D-2, NUMBER WAS AMENDED TO CHANGE THE NUMBER OF DIRECTORS FROM "UP TO 15" TO "A RANGE OF 13 TO 17".

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

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2015

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

KAISER FOUNDATION 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 (if applicable) 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

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 entity?
(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 HOSPITALS ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-1105628	HEALTH CARE	CA	501(c)(3)	3	na		No
(5)CAMP BOWIE SERVICE CENTER ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3299123	ADMIN	CA	501(c)(3)	11 - I	KFHP INC	Yes
(6)KAISER HEALTH ALTERNATIVES ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 93-0954562	HEALTH CARE	OR	501(c)(3)	9	KFHP INC	Yes
(7)KAISER HOSPITAL ASSET MANAGEMENT INC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3299125	ASSET MGMT	CA	501(c)(3)	11 - I	KFH	Yes
(8)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
(9)LOKAHI ASSURANCE LTD ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 91-2171891	wc placement	HI	501(c)(3)	11 - I	KFHP INC	Yes
(10)Kaiser Fdn Health Plan of Washington ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 93-0480268	health care	WA	501(c)(3)	11 - I	KFHP INC	Yes
(11)KAISER FOUNDATION HEALTH PLAN INC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-1340523	HEALTH CARE	CA	501(c)(3)	9	NA		No
(12)1800 HARRISON ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3317484	FINANCING	CA	501(c)(3)	11 - II	KFHP INC	Yes
(13)KAISER HOSPITAL ASSISTANCE CORPORATION ONE KAISER PLAZA 15L OAKLAND,CA94612 31-1779500	FINANCING	CA	501(c)(3)	11 - I	KFH	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) 2015

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 V-UBI 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 V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) NXT CAP SR FD I LLC 191 N WACKER DR ST 1200 CHICAGO,IL60606 37-1651297	INVESTMENT	DE	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)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(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)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) KAISER PERMANENTE INTERNATIONAL ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3245176	CONSULTING	CA	NA	C CORP			Yes
(2) KAISER PERMANENTE INSURANCE COMPANY ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3203402	INSURANCE	CA	NA	C CORP			Yes
(3) KAISER PROPERTIES SERVICES INC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 94-3259432	REAL ESTATE	CA	NA	C CORP			Yes
(4) OAK TREE ASSURANCE INC ONE KAISER PLAZA SUITE 15L OAKLAND,CA94612 03-0329760	INSURANCE	VT	NA	C CORP			Yes
(5) Kaiser Colorado Holdings One Kaiser Plaza 15L Oakland,CA94612	health care	CO	na	c corp			Yes

Schedule R (Form 990) 2015

Page 3

Part V

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

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

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, or (iv) rent from a controlled entity .....................

Yes

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

Yes

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

Yes

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

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

Yes

f Dividends from related organization(s) ............................

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

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

Yes

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

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

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

Yes

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

Yes

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

Yes

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

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

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

Yes

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

Yes

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

Yes

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

Yes

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 related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) KAISER FOUNDATION HEALTH PLAN INC	L	10,467,089	PER AGREEMENT
(2) KAISER FOUNDATION HEALTH PLAN INC	M	101,777,407	PER AGREEMENT
(3) KAISER FOUNDATION HEALTH PLAN INC	P	88,875,026	PER AGREEMENT
(4) KAISER FOUNDATION HEALTH PLAN INC	Q	156,740,627	PER AGREEMENT
(5) KAISER FOUNDATION HEALTH PLAN INC	R	378,609,986	PER AGREEMENT
(6) KAISER FOUNDATION HEALTH PLAN INC	S	1,057,309,510	PER AGREEMENT
(7) KAISER FOUNDATION HOSPITALS	A	139,684	PER AGREEMENT
(8) KAISER FOUNDATION HOSPITALS	K	7,443,456	PER AGREEMENT
(9) KAISER FOUNDATION HOSPITALS	L	2,086,236	PER AGREEMENT
(10) KAISER FOUNDATION HOSPITALS	M	794,345,084	PER AGREEMENT
(11) KAISER FOUNDATION HOSPITALS	P	7,914,618	PER AGREEMENT
(12) KAISER FOUNDATION HOSPITALS	Q	3,631,020	PER AGREEMENT
(13) KAISER FDN HEALTH PLAN OF GEORGIA INC	L	162,941	PER AGREEMENT
(14) KAISER FDN HEALTH PLAN OF GEORGIA INC	M	638,226	PER AGREEMENT
(15) KAISER FDN HEALTH PLAN OF GEORGIA INC	P	84,405	PER AGREEMENT
(16) KAISER FDN HEALTH PLAN OF GEORGIA INC	Q	50,165	PER AGREEMENT
(17) KFHP OF THE MID ATLANTIC STATES INC	L	303,894	PER AGREEMENT
(18) KFHP OF THE MID ATLANTIC STATES INC	M	471,250	PER AGREEMENT
(19) KFHP OF THE MID ATLANTIC STATES INC	P	293,704	PER AGREEMENT
(20) KFHP OF THE MID ATLANTIC STATES INC	Q	354,382	PER AGREEMENT
(21) KAISER FDN HEALTH PLAN OF THE NORTHWEST	L	335,875	PER AGREEMENT
(22) KAISER FDN HEALTH PLAN OF THE NORTHWEST	M	392,414	PER AGREEMENT
(23) KAISER FDN HEALTH PLAN OF THE NORTHWEST	P	265,112	PER AGREEMENT
(24) KAISER FDN HEALTH PLAN OF THE NORTHWEST	Q	371,262	PER AGREEMENT
(25) CAMP BOWIE SERVICE CENTER	L	49,884,368	PER AGREEMENT
(26) CAMP BOWIE SERVICE CENTER	M	11,640,403	PER AGREEMENT
(27) CAMP BOWIE SERVICE CENTER	P	16,908,744	PER AGREEMENT
(28) CAMP BOWIE SERVICE CENTER	Q	2,154,524	PER AGREEMENT
(29) KAISER PERMANENTE INSURANCE COMPANY	L	18,107,891	PER AGREEMENT
(30) KAISER PERMANENTE INSURANCE COMPANY	Q	2,475,480	PER AGREEMENT
(31) LOKAHI ASSURANCE LTD	L	1,104,933	PER AGREEMENT
(32) LOKAHI ASSURANCE LTD	M	8,100,000	PER AGREEMENT
(33) LOKAHI ASSURANCE LTD	Q	4,754,486	PER AGREEMENT
(34) LOKAHI ASSURANCE LTD	S	355,000	PER AGREEMENT

Schedule R (Form 990) 2015

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 V-UBI 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 V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2015

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2015

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	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	14
5	Total number of individuals employed in calendar year 2015 (Part V, line 2a) ......	5	7,422
6	Total number of volunteers (estimate if necessary) .............	6	1,100
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	1,645,908
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	156,834

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	6,768,197	1,198,103
9	Program service revenue (Part VIII, line 2g) .........	3,413,882,633	3,511,509,457
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	48,395,049	53,846,039
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	67,931
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	3,469,045,879	3,566,621,530
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	3,802,925	989,728
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)	670,681,806	736,774,934
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–24e)....	2,708,226,015	2,823,721,490
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,382,710,746	3,561,486,152
19	Revenue less expenses. Subtract line 18 from line 12.......	86,335,133	5,135,378
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,798,129,717	1,776,067,897
21	Total liabilities (Part X, line 26).............	1,108,510,571	1,060,633,991
22	Net assets or fund balances. Subtract line 21 from line 20.....	689,619,146	715,433,906

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 3,058,573,716 including grants of $ 0 ) (Revenue $ 3,430,765,423 )
	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.

4b	(Code: ) (Expenses $ 22,297,083 including grants of $ 0 ) (Revenue $ 631,706 )
	4b - Charity Care (Medical Financial Assistance and Charitable Health Coverage) Kaiser Foundation Health Plan of Colorado (KFHP-CO) provides charity care to low-income vulnerable patients through the Medical Financial Assistance (MFA) and Charitable Health Coverage (CHC) Programs. KFHP-CO offers financial assistance through the MFA program to help families and individuals with a demonstrated financial need pay for all or part of the cost of emergency or medically necessary care provided in Kaiser Permanente facilities and/or by Kaiser Permanente providers. In 2015, this program assisted more than 5,300 qualifying applicants, including more than 1,500 patients who were not covered by a KFHP-CO product. The CHC program offers regular Kaiser Foundation Health Plan membership at minimal cost to low income families who are not eligible for other public or privately sponsored coverage. More than 400 individuals were receiving comprehensive health care through this program at the end of 2015.

4c	(Code: ) (Expenses $ 144,174,510 including grants of $ 0 ) (Revenue $ 73,039,560 )
	4c - Medicaid and Other Government Sponsored Programs Kaiser Foundation Health Plan of Colorado (KFHP-CO) is committed to improving medical care for beneficiaries of Medicaid and other government sponsored programs, not only for KFHP-CO members, but also within the communities we serve. At the end of 2015, more than 57,000 individuals were receiving the benefits of full membership in KFHP-COs Medicaid managed care program. Approximately 7,700 more individuals were members of the Childrens Health Insurance Program (CHIP). In addition, KFHP-CO provided health care on a fee-for-service basis for Medicaid beneficiaries who were not enrolled as KFHP-CO members.

	(Code: ) (Expenses $ 29,181,910 including grants of $ 989,728 ) (Revenue $ 7,072,768 )
	SCH. O, COMMUNITY BENEFIT REPORT

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 29,181,910 including grants of $ 989,728 ) (Revenue $ 7,072,768 )
4e	Total program service expenses3,254,227,219

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	29,897,968	3,703,636

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	478,161
e	Government grants (contributions)		1e	16,971

f	All other contributions, gifts, grants, and similar amounts not included above		1f	702,971

g	Noncash contributions included in lines 1a-1f:$
h Total.Add lines 1a-1f.......		1,198,103

		Business Code
2a	MEMBERS HEALTH DUES	900099	2,252,057,923	2,252,057,923
b	MEDICARE	900099	938,632,902	938,632,902
c	SUPPL CHARGE/PHARM	900099	213,501,522	213,501,522
d	NON-PLAN & INDUSTRIAL	900099	6,010,690	4,364,782	1,645,908
e	OTHER PROGRAM SERV	900099	101,306,420	101,306,420
f	All other program service revenue.
g Total.Add lines 2a–2f.....			3,511,509,457

3 Investment income (including dividends, interest, and othersimilar amounts) ..........			38,665,806			38,665,806
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents		67,931
b	Less: rental expenses
c	Rental income or (loss)	0	67,931
d	Net rental income or (loss)......			67,931			67,931
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	38,671	573,481,536
b	Less: cost or other basis and sales expenses	3,129,856	555,210,118
c	Gain or (loss)	-3,091,185	18,271,418
d	Net gain or (loss).....			15,180,233			15,180,233
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
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See Instructions......			3,566,621,530	3,509,863,549	1,645,908	53,913,970

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	914,628	914,628
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	75,100	75,100
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 ....	0
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	483,119,779	434,610,693	48,509,086
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	87,419,163	87,419,163
9	Other employee benefits .......	128,782,575	105,238,097	23,544,478	0
10	Payroll taxes ...........	37,453,417	37,453,417
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	1,491,145		1,491,145
c	Accounting ...........	1,637,295		1,637,295
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	710,372		710,372
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	0
12	Advertising and promotion ....	14,286,186	2,162,325	12,123,861
13	Office expenses .......	8,018,233	7,495,340	522,893
14	Information technology ......	186,775,923	139,630,278	47,145,645
15	Royalties ..	0
16	Occupancy ...........	14,860,714	14,860,714
17	Travel ............	2,771,244	2,427,179	344,065
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	539,502		539,502
20	Interest ...........	31,096	31,096
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	43,132,645	43,132,645
23	Insurance ...	10,051,968	10,051,968
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	CONTRACT PAYMENTS	1,172,825,660	1,172,825,660
b	PURCHASED MED SVC - OUTSIDE	578,004,903	578,004,903
c	PURCHASED SVC - NON-MEDICAL	107,792,774	60,758,871	47,033,903
d	SUPPLIES	466,015,457	417,093,226	48,922,231
e	All other expenses	214,776,373	140,041,916	74,734,457
25	Total functional expenses. Add lines 1 through 24e	3,561,486,152	3,254,227,219	307,258,933	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).

1	Cash–non-interest-bearing ........			2,076,740	1	5,486,023
2	Savings and temporary cash investments .........			0	2	0
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			131,216,172	4	134,647,123
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
				0	6	0
7	Notes and loans receivable, net ....			0	7	0
8	Inventories for sale or use ........			65,274,760	8	68,076,006
9	Prepaid expenses and deferred charges ......			26,320,385	9	39,009,309
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	828,660,131
b	Less: accumulated depreciation	10b	480,513,938	355,885,673	10c	348,146,193
11	Investments—publicly traded securities .			1,176,733,355	11	1,134,305,871
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 ...........			40,622,632	15	46,397,372
16	Total assets. Add lines 1 through 15 (must equal line 34)...			1,798,129,717	16	1,776,067,897

17	Accounts payable and accrued expenses .....	391,279,044	17	441,997,967
18	Grants payable ...	0	18	0
19	Deferred revenue .........	41,722,063	19	44,566,724
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other 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	675,509,464	25	574,069,300
26	Total liabilities. Add lines 17 through 25..	1,108,510,571	26	1,060,633,991

	Organizations that follow SFAS 117 (ASC 958), 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 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....	12,684	30	20,702
31	Paid-in or capital surplus, or land, building or equipment fund ...	0	31	0
32	Retained earnings, endowment, accumulated income, or other funds	689,606,462	32	715,413,204
33	Total net assets or fund balances ...........	689,619,146	33	715,433,906
34	Total liabilities and net assets/fund balances ........	1,798,129,717	34	1,776,067,897