TY 2023 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/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) Gregory Adams...................................................................... Chairman & CEO	4.0 ................. 46.0	X	X			12,567,386	154,060
(2) Kathryn Lancaster...................................................................... EVP & Chief Financial Officer	3.5 ................. 46.5		X			4,923,403	137,899
(3) Kimberly Horn...................................................................... EVP, Group President, MOC	3.5 ................. 46.5		X			4,617,356	134,195
(4) Janet Liang...................................................................... EVP, Group President & COO	3.5 ................. 46.5		X			4,417,378	89,835
(5) Arthur Southam...................................................................... EVP, Health Plan Ops & CGO	4.0 ................. 46.0		X			3,776,237	18,575
(6) Ruth Williams-Brinkley...................................................................... Regional President	0.0 ................. 50.0				X	3,418,616	-176,937
(7) Mark Zemelman...................................................................... SVP, General Counsel & Secy	0.0 ................. 0.0				X	1,833,838	660,356
(8) Vanessa Benavides...................................................................... SVP,Chief Legal Officer & Secy	1.5 ................. 48.5		X			1,792,455	308,115
(9) Jeffrey Collins...................................................................... Regional President - NW	45.0 ................. 5.0		X			1,956,975	127,172
(10) Thomas Meier...................................................................... SVP, Corporate Treasurer	1.5 ................. 48.5		X			1,721,108	121,348
(11) Donald Orndoff...................................................................... SVP, NFS	4.0 ................. 46.0		X			1,301,160	320,687
(12) Alfonse Upshaw...................................................................... SVP,Corporate Controller & CAO	0.0 ................. 50.0				X	1,272,055	208,369
(13) Wendy Watson...................................................................... Regional COO - NW	50.0 ................. 0.0			X		804,647	192,650
(14) Rebecca Williams...................................................................... VP, CFO - NW	15.0 ................. 35.0			X		763,871	204,850
(15) David Thomason...................................................................... SVP,Corporate Controller & CAO	2.2 ................. 47.8		X			897,898	52,883
(16) Ryan Jenson...................................................................... Interim Corp Controller & CAO	3.5 ................. 46.5		X			743,221	129,756
(17) Brandon Cuevas...................................................................... EVP, Health Plan	4.0 ................. 46.0		X			511,652	293,271

(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/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) William Wiechmann........................................................................ Assistant Secretary	0.0 .......................50.0					X	0	599,846	149,593
(19) Camille Applin-Jones........................................................................ VP, Ambulatory Care & Clin Svc	50.0 .......................0.0				X		0	578,801	148,320
(20) Kirk Dobbins........................................................................ Assistant Secretary	49.5 .......................0.5		X				0	540,496	143,971
(21) Hong-Sze Yu........................................................................ VP, Brd & Corp Gov & Asst Secy	3.5 .......................46.5		X				0	508,592	167,556
(22) Kristin Bear........................................................................ Assistant Secretary	4.0 .......................46.0		X				0	474,637	170,789
(23) Keith Forrester........................................................................ VP, MSBD - NW	50.0 .......................0.0			X			0	492,225	97,569
(24) Wei Wang........................................................................ ED, FP&A	50.0 .......................0.0				X		0	477,897	107,946
(25) Barbara Basney........................................................................ VP, PR, Commns & Brand Mgmt	50.0 .......................0.0				X		0	448,717	108,164
(26) Nicole Kveton........................................................................ VP, Quality & Safety - NW	50.0 .......................0.0				X		0	421,536	108,818
(27) Chad Melvin........................................................................ ED, Strategic Planning	50.0 .......................0.0				X		0	398,670	93,576
(28) Jennifer Stacy........................................................................ VP, MSBD - NW	50.0 .......................0.0			X			244,555	138,625	103,901
(29) Lindsay Liewergen........................................................................ VP, Consumer Experience	50.0 .......................0.0			X			0	356,088	114,460
(30) Margaret E Porfido JD........................................................................ Director	0.0 .......................0.5	X					0	319,083	16,717
(31) David F Hoffmeister........................................................................ Director	0.3 .......................9.1	X					0	280,951	17,907
(32) Judith A Johansen JD........................................................................ Director	0.5 .......................9.1	X					10,300	280,500	6,534
(33) Leslie S Heisz........................................................................ Director	0.3 .......................5.7	X					0	268,956	24,274
(34) Ramon F Baez........................................................................ Director	0.1 .......................4.55	X					0	266,951	21,121
(35) Jeffrey E Epstein........................................................................ Director	0.5 .......................7.5	X					0	265,915	13,187
(36) Richard P Shannon MD........................................................................ Director	0.5 .......................5.5	X					0	236,500	27,421
(37) Vivek Sharma........................................................................ Director	0.1 .......................0.9	X					0	261,456	0
(38) Jenny J Ming........................................................................ Director	0.3 .......................4.6	X					0	248,772	12,004
(39) Maryann Bodayle........................................................................ Assistant Secretary	1.0 .......................49.0		X				0	196,754	55,189
(40) Matthew T Ryan........................................................................ Director	0.25 .......................7.75	X					0	250,951	0
(41) A Eugene Washington MD........................................................................ Director	0.25 .......................6.9	X					0	244,000	4,278
(42) David J Barger........................................................................ Director	0.5 .......................10.5	X					0	234,000	13,569
(43) Regina M Benjamin MD MBA........................................................................ Director	0.5 .......................7.5	X					0	219,620	27,404
(44) Edward Y W Pei........................................................................ Director	0.0 .......................0.0					X	0	53,623	0
(45) Kim J Kaiser........................................................................ Director	0.0 .......................1.0					X	10,300	28,704	0

(A) Name and business address	(B) Description of services	(C) Compensation
KAISER FOUNDATION HOSPITALS, ONE KAISER PLAZA OAKLAND,CA94612	MEDICAL SERVICES	1,134,523,439
NORTHWEST PERMANENTE PC, 500 NE MULTNOMAH ST PORTLAND,OR972322099	MEDICAL SERVICES	804,059,685
OREGON HEALTH SCIENCE UNIVERSITY, PO BOX 3595 PORTLAND,OR97208	MEDICAL SERVICES	123,139,677
Permanente Dental Associates PC, 500 N E Multnomah PORTLAND,OR97232	DENTAL SERVICES	62,868,944
PEACEHEALTH SOUTHWEST MEDICAL CENTE, PO BOX 748636 LOS ANGELES,CA90074	MEDICAL SERVICES	61,901,555
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 431

- TIN:

SCHEDULE A
(Form 990)

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.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

KAISER FOUNDATION HEALTH PLAN
OF THE NORTHWEST

Employer identification number

93-0798039

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 12, 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).)

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 agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% 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 33 1/3% 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 on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

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) 2023

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 5 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 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. 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—2022. 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—2023. 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—2022. 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) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	738,592	818,201	325,563	11,700	1,514,509	3,408,565
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	4,467,072,552	4,634,650,434	4,740,085,648	4,776,998,772	5,021,470,033	23,640,277,439
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	4,467,811,144	4,635,468,635	4,740,411,211	4,777,010,472	5,022,984,542	23,643,686,004
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.)						23,643,686,004

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...	4,467,811,144	4,635,468,635	4,740,411,211	4,777,010,472	5,022,984,542	23,643,686,004
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	26,730,220	20,986,083	13,242,254	22,413,017	36,405,352	119,776,926
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.	263,834	255,163	441,544	186,780	149,312	1,296,633
c	Add lines 10a and 10b.	26,994,054	21,241,246	13,683,798	22,599,797	36,554,664	121,073,559
11	Net income from unrelated business activities not included on 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	277,551	2,014	29,876	9,014	318,455
13	Total support. (Add lines 9, 10c, 11, and 12.)..	4,494,805,198	4,656,987,432	4,754,097,023	4,799,640,145	5,059,548,220	23,765,078,018

First 5 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 2023 (line 8, column (f) divided by line 13, column (f)) .........

99.489 %

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

99.519 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

0.509 %

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

0.480 %

19a

33 1/3% support tests-2023. 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—2022. 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) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .

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

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 on 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 on 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) 2023

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 on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2023

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 (explain in Part VI). 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 0.015 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 0.035	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) 2023

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

KAISER FOUNDATION HEALTH PLAN
OF THE NORTHWEST

Employer identification number

93-0798039

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. Don't 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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Part I Contributors	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) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST		Employer identification number 93-0798039

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) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST			Employer identification number 93-0798039
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) (2023)

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.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

KAISER FOUNDATION HEALTH PLAN
OF THE NORTHWEST

Employer identification number

93-0798039

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 July 25, 2006, 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 right arrow

Number of states where property subject to conservation easement is located right arrow

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
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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 FASB 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 FASB 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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

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 right arrow

Permanent endowment right arrow

Term endowment right arrow

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 .....	36,487,206		36,487,206
b	Buildings ....	775,205,487	478,413,329	296,792,158
c	Leasehold improvements	51,759,072	37,004,330	14,754,742
d	Equipment ....	174,282,491	136,159,009	38,123,482
e	Other .....	66,366,197	14,228,551	52,137,646
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				438,295,234

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other 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

Investments - Program 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)DUE FROM AFFILIATES				98,066,425
(2)OPERATING RIGHT-OF-USE ASSETS				22,770,536
(3)OTHER CURRENT ASSETS				5,240,709
(4)TOTAL OTHER LT ASSETS				4,120,960
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				130,198,630

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
DUE TO AFFILIATE ORGANIZATIONS	42,869,759
SELF-INSURED RISKS	116,803,093
OPERATING LEASE LIABILITIES	16,486,396
OTHER CURRENT LIABILITIES	42,216,750
OTHER LIABILITIES	2,947,986




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	221,323,984
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) 2022

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) 2022

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
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

KAISER FOUNDATION HEALTH PLAN
OF THE NORTHWEST

Employer identification number

93-0798039

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 on 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 on 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? .............

Yes

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 nonfixed
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)? .........................

Yes

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

Cat. No. 50053T

Schedule J (Form 990) 2023

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, 1099-MISC compensation, and/or 1099-NEC			(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)
1Gregory Adams Chairman & CEO	(i) (ii)	0 ------------- 2,123,581	0 ------------- 9,103,058	0 ------------- 1,340,747	0 ------------- 122,468	0 ------------- 31,592	0 ------------- 12,721,446	0 ------------- 0
2Kathryn Lancaster EVP & Chief Financial Officer	(i) (ii)	0 ------------- 1,269,207	0 ------------- 3,069,715	0 ------------- 584,481	0 ------------- 118,595	0 ------------- 19,304	0 ------------- 5,061,302	0 ------------- 0
3Kimberly Horn EVP, Group President, MOC	(i) (ii)	0 ------------- 1,118,899	0 ------------- 1,571,247	0 ------------- 1,927,210	0 ------------- 100,993	0 ------------- 33,202	0 ------------- 4,751,551	0 ------------- 1,391,673
4Janet Liang EVP, Group President & COO	(i) (ii)	0 ------------- 1,262,682	0 ------------- 2,460,748	0 ------------- 693,948	0 ------------- 51,770	0 ------------- 38,065	0 ------------- 4,507,213	0 ------------- 0
5Arthur Southam EVP, Health Plan Ops & CGO	(i) (ii)	0 ------------- 194,706	0 ------------- 3,022,498	0 ------------- 559,033	0 ------------- 10,910	0 ------------- 7,665	0 ------------- 3,794,812	0 ------------- 0
6Ruth Williams-Brinkley Regional President	(i) (ii)	0 ------------- 804,931	0 ------------- 1,256,152	0 ------------- 1,357,533	0 ------------- -201,208	0 ------------- 24,271	0 ------------- 3,241,679	0 ------------- 968,436
7Mark Zemelman SVP, General Counsel & Secy	(i) (ii)	0 ------------- 0	0 ------------- 0	0 ------------- 1,833,838	0 ------------- 660,356	0 ------------- 0	0 ------------- 2,494,194	0 ------------- 0
8Vanessa Benavides SVP,Chief Legal Officer & Secy	(i) (ii)	0 ------------- 708,622	0 ------------- 1,028,988	0 ------------- 54,845	0 ------------- 288,586	0 ------------- 19,529	0 ------------- 2,100,570	0 ------------- 0
9Jeffrey Collins Regional President - NW	(i) (ii)	0 ------------- 790,487	0 ------------- 855,778	0 ------------- 310,710	0 ------------- 93,453	0 ------------- 33,719	0 ------------- 2,084,147	0 ------------- 0
10Thomas Meier SVP, Corporate Treasurer	(i) (ii)	0 ------------- 593,270	0 ------------- 977,784	0 ------------- 150,054	0 ------------- 94,964	0 ------------- 26,384	0 ------------- 1,842,456	0 ------------- 227,652
11Donald Orndoff SVP, NFS	(i) (ii)	0 ------------- 185,407	0 ------------- 452,361	0 ------------- 663,392	0 ------------- 307,153	0 ------------- 13,534	0 ------------- 1,621,847	0 ------------- 36,947
12Alfonse Upshaw SVP,Corporate Controller & CAO	(i) (ii)	0 ------------- 535,015	0 ------------- 558,993	0 ------------- 178,047	0 ------------- 176,289	0 ------------- 32,080	0 ------------- 1,480,424	0 ------------- 109,173
13Wendy Watson Regional COO - NW	(i) (ii)	0 ------------- 464,263	0 ------------- 313,823	0 ------------- 26,561	0 ------------- 170,366	0 ------------- 22,284	0 ------------- 997,297	0 ------------- 0
14Rebecca Williams VP, CFO - NW	(i) (ii)	0 ------------- 401,417	0 ------------- 289,644	0 ------------- 72,810	0 ------------- 176,468	0 ------------- 28,382	0 ------------- 968,721	0 ------------- 0
15David Thomason SVP,Corporate Controller & CAO	(i) (ii)	0 ------------- 412,855	0 ------------- 0	0 ------------- 485,043	0 ------------- 42,288	0 ------------- 10,595	0 ------------- 950,781	0 ------------- 0
16Ryan Jenson Interim Corp Controller & CAO	(i) (ii)	0 ------------- 346,441	0 ------------- 349,170	0 ------------- 47,610	0 ------------- 100,508	0 ------------- 29,248	0 ------------- 872,977	0 ------------- 0
17Brandon Cuevas EVP, Health Plan	(i) (ii)	0 ------------- 282,154	0 ------------- 0	0 ------------- 229,498	0 ------------- 286,674	0 ------------- 6,597	0 ------------- 804,923	0 ------------- 0
18William Wiechmann Assistant Secretary	(i) (ii)	0 ------------- 328,762	0 ------------- 205,699	0 ------------- 65,385	0 ------------- 118,517	0 ------------- 31,076	0 ------------- 749,439	0 ------------- 0
19Camille Applin-Jones VP, Ambulatory Care & Clin Svc	(i) (ii)	0 ------------- 354,196	0 ------------- 183,955	0 ------------- 40,650	0 ------------- 111,712	0 ------------- 36,608	0 ------------- 727,121	0 ------------- 0
20Kirk Dobbins Assistant Secretary	(i) (ii)	0 ------------- 321,865	0 ------------- 198,662	0 ------------- 19,969	0 ------------- 113,995	0 ------------- 29,976	0 ------------- 684,467	0 ------------- 0
21Hong-Sze Yu VP, Brd & Corp Gov & Asst Secy	(i) (ii)	0 ------------- 300,090	0 ------------- 188,569	0 ------------- 19,933	0 ------------- 137,523	0 ------------- 30,033	0 ------------- 676,148	0 ------------- 0
22Kristin Bear Assistant Secretary	(i) (ii)	0 ------------- 313,172	0 ------------- 131,402	0 ------------- 30,063	0 ------------- 149,166	0 ------------- 21,623	0 ------------- 645,426	0 ------------- 0
23Keith Forrester VP, MSBD - NW	(i) (ii)	0 ------------- 162,416	0 ------------- 227,717	0 ------------- 102,092	0 ------------- 83,073	0 ------------- 14,496	0 ------------- 589,794	0 ------------- 53,942
24Wei Wang ED, FP&A	(i) (ii)	0 ------------- 257,250	0 ------------- 169,736	0 ------------- 50,911	0 ------------- 72,990	0 ------------- 34,956	0 ------------- 585,843	0 ------------- 0
25Barbara Basney VP, PR, Commns & Brand Mgmt	(i) (ii)	0 ------------- 251,667	0 ------------- 140,400	0 ------------- 56,650	0 ------------- 79,889	0 ------------- 28,275	0 ------------- 556,881	0 ------------- 0
26Nicole Kveton VP, Quality & Safety - NW	(i) (ii)	0 ------------- 290,420	0 ------------- 113,938	0 ------------- 17,178	0 ------------- 84,772	0 ------------- 24,046	0 ------------- 530,354	0 ------------- 0
27Chad Melvin ED, Strategic Planning	(i) (ii)	0 ------------- 251,321	0 ------------- 122,749	0 ------------- 24,600	0 ------------- 54,970	0 ------------- 38,606	0 ------------- 492,246	0 ------------- 0
28Jennifer Stacy VP, MSBD - NW	(i) (ii)	141,131 ------------- 85,826	50,001 ------------- 30,009	53,423 ------------- 22,790	9,689 ------------- 70,274	15,609 ------------- 8,329	269,853 ------------- 217,228	0 ------------- 0
29Lindsay Liewergen VP, Consumer Experience	(i) (ii)	0 ------------- 252,302	0 ------------- 88,614	0 ------------- 15,172	0 ------------- 79,933	0 ------------- 34,527	0 ------------- 470,548	0 ------------- 0
30Margaret E Porfido JD Director	(i) (ii)	0 ------------- 297,000	0 ------------- 0	0 ------------- 22,083	0 ------------- 16,717	0 ------------- 0	0 ------------- 335,800	0 ------------- 0
31David F Hoffmeister Director	(i) (ii)	0 ------------- 266,500	0 ------------- 0	0 ------------- 14,451	0 ------------- 17,907	0 ------------- 0	0 ------------- 298,858	0 ------------- 0
32Judith A Johansen JD Director	(i) (ii)	10,300 ------------- 280,500	0 ------------- 0	0 ------------- 0	0 ------------- 6,534	0 ------------- 0	10,300 ------------- 287,034	0 ------------- 0
33Leslie S Heisz Director	(i) (ii)	0 ------------- 249,000	0 ------------- 0	0 ------------- 19,956	0 ------------- 24,274	0 ------------- 0	0 ------------- 293,230	0 ------------- 0
34Ramon F Baez Director	(i) (ii)	0 ------------- 252,500	0 ------------- 0	0 ------------- 14,451	0 ------------- 21,121	0 ------------- 0	0 ------------- 288,072	0 ------------- 0
35Jeffrey E Epstein Director	(i) (ii)	0 ------------- 256,500	0 ------------- 0	0 ------------- 9,415	0 ------------- 13,187	0 ------------- 0	0 ------------- 279,102	0 ------------- 0
36Richard P Shannon MD Director	(i) (ii)	0 ------------- 236,500	0 ------------- 0	0 ------------- 0	0 ------------- 27,421	0 ------------- 0	0 ------------- 263,921	0 ------------- 0
37Vivek Sharma Director	(i) (ii)	0 ------------- 241,500	0 ------------- 0	0 ------------- 19,956	0 ------------- 0	0 ------------- 0	0 ------------- 261,456	0 ------------- 0
38Jenny J Ming Director	(i) (ii)	0 ------------- 229,000	0 ------------- 0	0 ------------- 19,772	0 ------------- 12,004	0 ------------- 0	0 ------------- 260,776	0 ------------- 0
39Maryann Bodayle Assistant Secretary	(i) (ii)	0 ------------- 180,482	0 ------------- 13,962	0 ------------- 2,310	0 ------------- 44,374	0 ------------- 10,815	0 ------------- 251,943	0 ------------- 0
40Matthew T Ryan Director	(i) (ii)	0 ------------- 236,500	0 ------------- 0	0 ------------- 14,451	0 ------------- 0	0 ------------- 0	0 ------------- 250,951	0 ------------- 0
41A Eugene Washington MD Director	(i) (ii)	0 ------------- 244,000	0 ------------- 0	0 ------------- 0	0 ------------- 4,278	0 ------------- 0	0 ------------- 248,278	0 ------------- 0
42David J Barger Director	(i) (ii)	0 ------------- 234,000	0 ------------- 0	0 ------------- 0	0 ------------- 13,569	0 ------------- 0	0 ------------- 247,569	0 ------------- 0
43Regina M Benjamin MD MBA Director	(i) (ii)	0 ------------- 210,000	0 ------------- 0	0 ------------- 9,620	0 ------------- 27,404	0 ------------- 0	0 ------------- 247,024	0 ------------- 0
44Edward Y W Pei Director	(i) (ii)	0 ------------- 0	0 ------------- 0	0 ------------- 53,623	0 ------------- 0	0 ------------- 0	0 ------------- 53,623	0 ------------- 43,217
45Kim J Kaiser Director	(i) (ii)	10,300 ------------- 14,000	0 ------------- 0	0 ------------- 14,704	0 ------------- 0	0 ------------- 0	10,300 ------------- 28,704	0 ------------- 0

Schedule J (Form 990) 2023

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	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 4A	Mark Zemelman $1,823,105 Donald Orndoff 501,026 LISTED PERSONS PARTICIPATED IN SEPARATION ARRANGEMENTS. DEPENDING ON POSITION LEVEL, TENURE, AND SEPARATION REASON, BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS.
SCHEDULE J, PART I, LINE 4B	SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Gregory Adams $ 1,177,969 Kathryn Lancaster 521,405 Kimberly Horn 1,872,534 Janet Liang 640,943 Arthur Southam 521,405 Ruth Williams-Brinkley 1,288,433 Jeffrey Collins 251,204 Thomas Meier 95,030 Donald Orndoff 147,967 Alfonse Upshaw 135,880 William Wiechmann 43,391 Keith Forrester 68,521 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 DISCRETIONARY BONUS PROGRAMS AND 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. THE PLANS' ORGANIZATIONAL PERFORMANCE GOALS INCLUDED: QUALITY OF CARE AND SERVICE, MEMBERSHIP GROWTH, OPERATING INCOME, PER MEMBER EXPENSE TREND, AND COMMUNITY BENEFIT. PLAN DESIGNS, PERFORMANCE, AND PAYOUT LEVELS, AS WELL AS INDIVIDUAL PAYMENTS TO CERTAIN PERSONS, WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT DIRECTORS.
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 2 OFFICERS IN 2023.
SCHEDULE J, PART II, COLUMN F	AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

KAISER FOUNDATION HEALTH PLAN
OF THE NORTHWEST

Employer identification number

93-0798039

Return Reference	Explanation
FORM 990, PART III, LINES 4A - 4D	I. Introduction A. About Kaiser Permanente Founded in 1945, Kaiser Permanente is recognized as one of America's leading health care providers and nonprofit health plans. We currently serve 12.6 million members in 8 states and the District of Columbia. We were created to meet the challenge of providing American workers with medical care during the Great Depression and World War II, when most people could not afford to go to a doctor. Since our beginnings, we have been committed to helping shape the future of healthcare. Kaiser Permanente exists to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. Kaiser Permanente's integrated health care model means we seamlessly provide care and coverage together with a wide range of services under one roof, whether in a Kaiser Permanente medical office or hospital, or at a contracted facility. Care for members and patients is focused on their total health and guided by their personal Permanente Medical Group physicians, specialists, and team of caregivers. Our expert and caring medical teams are empowered and supported by industry-leading technology advances and tools for health promotion, disease prevention, state-of-the-art care delivery, and world-class chronic disease management. Kaiser Permanente is dedicated to care innovations, clinical research, health education, and the support of community health.
B. Kaiser Permanente's Approach to Community Health	At Kaiser Permanente, we recognize that where we live, work, learn, and play has a big impact on our health and well-being. We are driven by our mission to improve the health of our members and the communities we serve. To be our healthiest, we need more than high-quality medical care; we need to improve the conditions for health and equity in the communities we serve. This means addressing all the factors that affect health, such as having a safe place to live, enough money to pay the bills, and access to healthy meals. Kaiser Permanente community investments and partnerships address the factors that impact health and well-being.
C.Kaiser Permanente's Total Contribution	Kaiser Permanente provided $3.1 billion in 2023 to improve the health of our communities. The amounts attributable to Kaiser Foundation Health Plan of the Northwest is $79.5 million as follows: - Financial Assistance at cost - $26.7 MILLION - Medicaid - $37 MILLION - Costs of other means-tested government programs - $10.8 MILLION - Community health improvement services and community benefit operations - $4.7 MILLION - Health Professions Education - $78,000 In addition to our direct spend, we also leverage assets from across Kaiser Permanente to help us achieve our mission to improve the health of communities. This includes our widely recognized activities around supplier diversity, socially responsible investing and environmental stewardship. Kaiser Foundation Health Plan of the Northwest partners with Kaiser Foundation Hospitals to provide health care services and improve the health of the communities we serve.
II.Health Access	Ensuring health access means serving those most in need of health care through Medicaid, medical financial assistance, charitable health coverage, and other forms of subsidized care and coverage. It also means connecting people with wrap-around social services, healthy meals, affordable homes, safe playgrounds, and supportive schools. For many low-income people without access to health care coverage, or for those who lose their jobs and can't maintain health care coverage, an emergency room is often the only place they receive care. At Kaiser Permanente, we're working to change that with programs that lower financial barriers by providing deeply subsidized health coverage and medical financial assistance for care. We also provide information about how to access and qualify for public programs such as Medicaid and financial assistance through the marketplace to individuals who may be eligible. Kaiser Foundation Health Plan of the Northwest supports the health access needs of our communities through a combination of coverage and care programs. We provide coverage to low-income populations through our participation in government programs like Medicaid and the Children's Health Insurance Programs (CHIP) and via our own Charitable Health Coverage (CHC) program, which provides a premium subsidy for Kaiser Permanente coverage for qualified low-income families and children who do not have access to public or private health coverage. Similarly, we provide care to low-income populations through our treatment of Medicaid and CHIP enrollees, and second, via the Medical Financial Assistance (MFA) program, which is Kaiser Permanente's traditional charity care or financial assistance program (FAP). For Kaiser Foundation Health Plan, Inc. and all of its subsidiary health plans, the main way to address health access challenges is by absorbing the cost of the coverage and care programs described above.
A.Coverage	Having health coverage means consistent access to comprehensive and continuous medical and preventative services for people to get and stay healthy, a much better alternative to episodic care at emergency departments. KP is committed to advancing equity and removing disparities in access to coverage and health outcomes. i. Coverage provided through Medicaid, CHIP and other government programs The Affordable Care Act has had a far-reaching impact on the landscape of government-sponsored programs, as these options have become a key source of health coverage for a significant portion of the US population. Kaiser Permanente has organizational strategies to enable individuals with low incomes to obtain and/or retain health coverage through Medicaid, CHIP or other government programs. At the end of 2023, Kaiser Foundation Health Plan of the Northwest was providing coverage to a total of 88,000 people through these government programs. ii. Coverage provided through Charitable Health Coverage (CHC) Kaiser Permanente's CHC programs provide health care coverage to low-income individuals and families who don't have access to other public or private health coverage. CHC programs work by enrolling qualifying individuals in a Kaiser Permanente Individual and Family Health Plan. Through CHC, members' monthly premiums are subsidized, and members do not have to pay copays or out-of-pocket costs for most care at Kaiser Permanente facilities. Through CHC, members have a medical home that includes comprehensive coverage, preventive services and consistent access through the "front door" of the health delivery system. At the end of 2023, Kaiser Foundation Health Plan of the Northwest was providing coverage to approximately 530 people through the CHC program.
B.Care	To get and/or stay healthy, people need access to high quality care by providers they trust. This care must include preventative services and required medications so that people can avoid ending up in the emergency room or requiring more extensive services down the line. Kaiser Permanente helps low-income populations gain access to this type of care by leveraging the full scope of its integrated delivery system, including not only critical hospital-based services but also outpatient primary, specialty and pharmacy services. i. Care provided through Medicaid, CHIP and other government programs Kaiser Permanente provides a wide range of health care services to individuals enrolled in Medicaid, CHIP and other government programs, regardless of whether they are assigned to Kaiser Permanente or not. In addition to the individuals who received health coverage in 2023 due to Kaiser Permanente's participation in these government programs, Kaiser Foundation Health Plan of the Northwest also subsidized care to people who are enrolled in these programs but not formally assigned to Kaiser Foundation Health Plan. ii. Care subsidized by Medical Financial Assistance (MFA) KP's Medical Financial Assistance program (MFA) improves health care access for people with limited incomes and resources and is fundamental to Kaiser Permanente's mission. Our MFA program helps low-income, uninsured, and underinsured patients receive access to care. The program provides temporary financial assistance or free care to patients who receive health care services from our providers, regardless of whether they have health coverage or are uninsured. Eligibility for financial assistance is based on financial need. In general, patients whose household income is at or below 300%, and in some regions up to 400%, of the federal poverty limit are eligible for the MFA program. Patients who are experiencing high medical expenses as compared to their income may be eligible under high medical expenses criteria, regardless of household income. The MFA program covers emergency and medically necessary health care services, pharmacy services and products, and medical supplies provided at Kaiser Permanente facilities (such as hospitals, medical centers, and medical office buildings), at Kaiser Permanente outpatient pharmacies, or by Kaiser Permanente providers. Over the course of 2023, Kaiser Foundation Health Plan of the Northwest subsidized care for a total of 27,000 people through the MFA program.
C.Safety-Net Partnerships	Kaiser Permanente also increases access to health care in the community by establishing safety net partnerships. Safety net providers are a mix of public hospitals, community-based organizations such as federally qualified health centers, and other health care organizations. Safety-net health care providers provide care for patients who have low incomes and/or are uninsured regardless of their ability to pay. In Kaiser Permanente service areas, federally qualified health centers serve the uninsured, Medicaid, and other vulnerable populations. Strengthening the safety net advances our mission to improve the conditions for health and equity in the community. Our communities' most vulnerable populations, including a disproportionate number of low-income people of color, rely on the safety net for their health care needs. Our support ensures that communities have access to a strong safety net that can equitably meet patients' needs and improve health outcomes for low-income patients including people experiencing homelessness. In 2023, Kaiser Foundation Health Plan of the Northwest partnered with the Immigrant and Refugee Community Organization, Adelante Mujeres, and Mano a Mano Family Center to support their mobile health and dental clinics. This partnership will provide culturally and linguistically specific outreach and services including linkage to resources for free/low-cost ongoing dental care and complex procedures, diabetes and hypertension screening/referrals, and mental health screening/referral. Kaiser Foundation Health Plan of the Northwest also partnered with the Community Development Corporation of Oregon (dba Rockwood Community Development Corporation) to provide easy access to dental care for individual who identify as BIPOC, LGBTQ, Veteran, elderly, immigrant, refugees, and/or non-insured community members in East County through the Rockwood Cares program. This program works to strengthen communities by providing equal access to quality dental care and medical resource support with limited barriers. The program helps individuals in the community apply or renew for health coverage and we will support them in making their primary care appointments.
III.Community Health	At Kaiser Permanente, we are working to improve the conditions for health and equity in communities by addressing the root causes of health, such as economic opportunity, affordable housing, safe and supportive schools, and a healthy environment. These improvements grow from our collaboration with each community to co-design and co-create solutions that truly make a positive impact.
A.Economic Opportunity	Inclusive economic growth is critical to both individual and community health. When there is a lack of economic opportunity in communities, the prospects for upward social mobility are diminished, often resulting in poorer health and higher mortality rates for people living in those communities. By contrast, economic growth and opportunity provides individuals with jobs, income, a sense of purpose, and opportunities to improve their circumstances over time. Kaiser Permanente recognizes that the way we do business can support economic opportunity in local communities through how we hire, purchase, build our facilities and partner with communities. Some ways that we're helping revitalize and grow our communities by strengthening economic opportunity include: - Providing good jobs to individuals facing barriers to employment through high-impact hiring and workforce pipeline efforts. - Pursuing a social impact investment strategy to support impact investments aimed at addressing key social issues that have a significant impact on health. - Purchasing goods and services from local, diverse, small businesses and seeking out vendor partners with missions and business practices that align with our own. - Building new facilities with an emphasis on positive local community impact, including neighborhood revitalization, and deep community engagement. - Partnering with community organizations to grow local business capacity, increase access to good jobs, and support stable, quality, affordable housing. Kaiser Permanente is also deepening our efforts to get at the heart of inequities, addressing systemic racism, breaking cycles of trauma, and creating economic opportunities for communities that have endured decades of underinvestment. We are working with these communities to overcome systemic and structural economic disadvantage and supporting the resiliency of businesses owned by Black and other historically underrepresented individuals, recognizing that it will require sustained efforts to increase access to business capital and build capacity for growth. Success for these communities requires intentional, long-term investment, and ongoing work to dismantle racist systems that create barriers to success. In addition, Kaiser Permanente is working to expand access to education and career pathways in health care. We support programs and initiatives that provide clear education and career pathways, in health care and mental health, especially for people of color, who have historically faced gaps in income and earning potential. This includes helping professionals graduate into allied health careers, public health fellowship opportunities, and providing local grants to support people with access to opportunities for higher education and job training programs. In 2023, Kaiser Foundation Health Plan of Northwest partnered with the Oregon Native American Chamber as part of the Diverse Business Growth strategy to support diverse-led organizations that understand the structural barriers experienced by diverse entrepreneurs. These organizations are working to address these challenges through direct individual interventions and/or systems-level interventions. Since 2020, this initiative has supported diverse entrepreneurs to overcome systemic barriers to launching, sustaining, and growing small businesses. This program serves early-stage Native American entrepreneurs in Oregon and Washington, populations that suffer from extreme economic inequity, with the goal of helping them develop thriving businesses that will lead to community development, household income stability, and wealth creation. Additionally, Kaiser Foundation Health Plan of Northwest partnered with the University of Portland Foundation in an effort to diversify Portland's future workforce. Through their Ignite program, the university will address the growing need for a health-focused workforce in the state. It aims to strengthen workforce development partnerships, create a more sustainable program infrastructure, increase the number and diversity of students pursuing high-demand health careers, improve their training and preparation, and prepare students to enter high-demand health careers, with increased focus on public and behavioral health.
B.Housing for Health	Without a safe place to call home, it's nearly impossible to focus on basic health and medical needs. For years, Kaiser Permanente has led efforts to end homelessness and preserve affordable housing. We do this by investing in solutions, helping shape public policy, and forming innovative partnerships. Inadequate housing contributes to several health problems, including chronic diseases, injuries, and poor mental health. Housing security is a crucial health issue for disadvantaged populations, such as low-income communities and communities of color. Working to solve housing insecurity is part of Kaiser Permanente's focus on improving equitable conditions for people of color in America. We are addressing historical disinvestment in our communities, which is directly tied to racism and racial inequities. This kind of disinvestment and lack of economic opportunity can impact affordable housing. Through innovative partnerships and strategic investments, Kaiser Permanente is working to bridge the unique strengths of the health and housing sectors, to strengthen neighborhoods, drive equitable health outcomes and help communities thrive. In 2023, Kaiser Foundation Health Plan of the Northwest partnered with 6 organizations across Oregon as part of the Medical Respite initiative which aims to strengthen the ecosystem of medical respite providers to better align with the Standards for Medical Respite Programs (MRPs), advance best practices, and enhance state-of-the-field knowledge in medical respite. Medical respite programs provide post-acute care for people experiencing homelessness who are too ill or frail to recover from an illness or injury on the street or in shelter, but who do not require hospital level care. Medical respite programs offer short-term residential care for people experiencing homelessness to recover and heal in a safe environment while also accessing clinical care and support services, including transition into a stable living environment. While there is growing demand for medical respite care and safe discharge facilities across the country, medical respite continues to be an emerging field with programs varying widely by facility types, staffing, services, and standards of care.
C.Thriving Schools	At Kaiser Permanente, we're committed to not only delivering great health care but also creating communities where people can be healthy in all the places they live, learn, work, and play. Thriving Schools brings together Kaiser Permanente's extensive health care expertise and our partnerships with nationally recognized and trusted organizations working to support K-12 school systems to be a beacon of health in their community. Thriving Schools takes an integrated approach to school health, curating the best thinking and guidance on how to keep students, staff, teachers, and families healthy across four dimensions of health: physical health, mental health, social health, and equity and access. Taking an integrated approach to health means supporting schools and districts in advancing their wellness and educational goals by incorporating health-related strategies into school and district improvement efforts. Like the communities in which they sit, schools often reflect a diversity of cultures, beliefs, and experiences. As such, the services and opportunities they provide must ensure that all students and staff are given the opportunity to reach their full potential. Thriving Schools' integrated approach explicitly addresses equity and inclusion, both in the assessment tools we use, and in the resources, we offer for school staff and district leaders. Kaiser Permanente's Educational Theatre has inspired and empowered millions of students and adults in communities across the United States to make healthy choices. Educational Theatre offers a wide range of award-winning, no-cost theatrical programs that engage and inspire students, teachers, and staff to make healthy choices. These award-winning virtual performances and workshops address important health topics that enhance our comprehensive approach to social health, mental health, and resilience. In 2023, Kaiser Foundation Health Plan of Northwest collaborated with the Washington School-Based Health Alliance to advocate for, support, and improve school-based health care for K-12 students. This support will continue to provide leadership in this work in Kaiser Foundation Health Plan of Northwest's Washington service area and will increase the capacity of the school-based health field in response to the growth in funding and demand for school-based health centers (SBHCs) and school-based health services during and following the COVID-19 pandemic. Capacity-building will include hosting virtual trainings and communities of practice, developing further guidance and resources for SBHC planning, providing geographically and culturally responsive technical assistance, and offering on-site support for SBHCs.
D.Community Support Hub	Social determinants of health - the conditions in which people live, learn, work, and play - affect a wide range of health risks and outcomes. Access to quality health care is critical, but social factors, such as lack of safe housing and transportation, inadequate education or job opportunities, and poor access to good nutrition and physical activity, inevitably create barriers to health and wellbeing. While many social resources may exist in a community or through government programs, they are often unknown to those most in need and disconnected from one another even when serving the same person, creating confusion and exacerbating stress for communities. We launched the Kaiser Permanente Community Support Hub in 2023 as a support center dedicated to helping people meet their basic needs so they can achieve good health. The Kaiser Permanente Community Support Hub's resource directory is a searchable database of tens of thousands of community-based programs and services that anyone can explore online at kp.org/communityresources at their own convenience. It is accessible anytime for anyone seeking help with basic needs - members and nonmembers alike - to explore and connect with social services and assistance programs in their communities. The hub operates with a proactive service model, using text, email, and phone outreach to facilitate social health screenings and offer support connecting to local community-based resources and public benefits. The hub also operates a toll-free call center.
E.Food and Nutrition Security	Kaiser Permanente's comprehensive approach to food and nutrition security includes transforming the economic, social, and policy environments connected to food so that people across the nation can access and afford healthy food. To help address the food needs of its communities, Kaiser Permanente has invested in the improvement of food and nutrition security and helped with applications for federal nutrition programs like Supplemental Nutrition Assistance Program (SNAP) and Women, Infants, and Children (WIC). Kaiser Permanente continues to work with community partners to provide free, nutritious meals in low-income communities. We also joined health and nutrition experts from around the country to share results and best practices about Food is Medicine programs to advance the evidence base for food and nutrition programs in health care and establish food-based interventions as standard health care practices.
IV.Policy and Systems	A. Advancing Systems Change Through Kaiser Foundation Health Plan of the Northwest's ongoing partnerships with community organizations, municipal leaders, and public health champions, we are working to incorporate health, equity and sustainability considerations into public policy and the built environment in ways that influence how neighborhoods take shape and grow. Since 2018, we have partnered with the de Beaumont Foundation, a leader in public health philanthropy, to help U.S. cities thrive through the CityHealth initiative. CityHealth tracks and reports on proven policy solutions and works with cities to advance policies that achieve community health priorities. Through this relationship, Kaiser Foundation Health Plan of the Northwest leverages its deep expertise in health policy, government relations, and community-based prevention to accelerate cities' efforts to improve people's health and quality of life. The policy menu includes affordable housing trusts, complete streets, earned sick leave, eco-friendly purchasing, flavored tobacco restrictions, greenspace, healthy food purchasing, healthy rental housing, high-quality and accessible pre-K, legal support for renters, safer alcohol sales, and smoke free indoor air. For Kaiser Foundation Health Plan of the Northwest, this partnership complements the organization's established approach to community health - bringing together health leaders, clinicians and community partners to help solve the social, economic and environmental health challenges facing the residents who live in the communities it serves. As an organization, Kaiser Permanente regularly looks at the issues that impact the health and well-being of our members and communities. Gun violence is an urgent public health issue in the United States. In 2022, we launched the Kaiser Permanente Center for Gun Violence Research and Education. The center is focused on funding equity-centered researchers to support their work focusing on impacted and historically underserved communities. This includes studies on innovative community-based solutions and clinical interventions to address the long-term physical, mental, and emotional consequences of gun violence. The education component of the center is focused on collaborating with community-based organizations to bring a deeper understanding of the root causes of gun violence, its, impacts, and solutions to advocates in health care, business, policy-making, the community, and beyond. In January 2023, Kaiser Permanente made a commitment to the center to support scientific research, provide health-focused public education, as well as scale innovative evidence-based, community-centered interventions that address and prevent gun violence. Kaiser Permanente is also committed to strengthening our public health system and ensuring the U.S. health system is well-equipped to respond to future public health emergencies. In collaboration with key partners, Kaiser Permanente is striving to build a more resilient public health system by improving the connections between public health, health care, and community-based organizations, and by establishing a public health research agenda. Creating a strong healthcare ecosystem that works effectively with the nation's public health system is a key mechanism for promoting health equity and improving community health. Everyone has a role to play in supporting and enhancing public health in the U.S. Kaiser Permanente is proud to rally for public health with partners across industries through investments, engagement, and coalition building.
B.Environmental Stewardship	At Kaiser Permanente, we believe it is our responsibility to continue to contribute to solutions that help slow climate change and raise awareness of its health impacts. One way to improve the health of the people who live in the communities we serve is to protect the environment and minimize our environmental impact. We create partnerships with others to develop policies and systems that strengthen community health and protect the environment. This includes how we operate our facilities and invest in our communities. We have, and will continue to, set ambitious goals to drive both internal and private sector climate action. We prioritize reducing greenhouse gas emissions to lower our carbon footprint and lower the climate impact on the health of the communities Kaiser Permanente serves. In 2023, we dedicated 32.2% of overall spending on products to items that met our Environmentally Preferable Purchasing standards and ensured 100% of our overall operations were powered by onsite and offsite renewable electricity. Through innovations in energy use, construction and building strategies, supply chain, food systems, finance, and clinical practice that promote community health, we are leading the health care sector in reducing environmental contributors to disease and illness. As part of our effort to promote health and health equity as central objectives in private sector climate action, we partnered throughout the year with key stakeholders in many industries, including finance, business, energy, conservation, education, and public policy, to help shape their approaches to sustainable business practices.
C.Health Professionals Education	Our health professions education programs include both physician training programs like Graduate Medical Education (GME) and non-physician training programs (i.e., residency programs). Our GME program provides training and education for medical residents and interns in the interest of educating the next generation of physicians. Residents are offered the opportunity to serve a large, culturally diverse member and patient base in a setting with sophisticated technology and information systems, established clinical guidelines and an emphasis on preventive and primary care. The majority of medical residents are studying within the primary care medicine areas of family practice, internal medicine, ob/gyn, pediatrics, preventive medicine, and psychiatry. In addition to GME, we provide a range of training and education programs for nurse practitioners, nurses, radiology and sonography technicians, physical therapists, post-graduate psychology and social work students, pharmacists, and other non-physician health professionals.
D.Research	Kaiser Permanente's research efforts are core to the organization's mission to improve population health, and its commitment to continued learning. Kaiser Permanente researchers study critical health issues such as cancer, cardiovascular conditions, diabetes, behavioral and mental health, and health care delivery improvement. Kaiser Permanente's research is broadly focused on three themes: understanding health risks; addressing patients' needs and improving health outcomes; and informing policy and practice to facilitate the use of evidence-based care. Kaiser Permanente is uniquely positioned to conduct research due to its rich, longitudinal, electronic clinical databases that capture virtually complete health care delivery, payment, decision-making and behavioral data across inpatient, outpatient, and emergency department settings.
FORM 990, PART VI, LINE 1a	Voting Member and Governing Body THE EXECUTIVE COMMITTEE, COMPOSED OF THE DIRECTORS THAT ARE THE CHAIRS OF THE BOARD'S OTHER STANDING COMMITTEES, HAS AUTHORITY TO ACT FOR THE BOARD BETWEEN MEETINGS EXCEPT IT HAS NO AUTHORITY TO: A. FILL VACANCIES ON THE BOARD OR THE COMMITTEE; B. FIX THE COMPENSATION OF DIRECTORS FOR SERVING ON THE BOARD OR ANY COMMITTEE; C. ADOPT, AMEND OR REPEAL BYLAWS; D. AMEND OR REPEAL ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS CANNOT BE AMENDED OR REPEALED BY THE EXECUTIVE COMMITTEE; E. APPOINT COMMITTEES OF THE BOARD OR APPOINT THE MEMBERS THEREOF; OR F. APPROVE ANY ASPECT OF A TRANSACTION INVOLVING THE COMPANY WHEN A DIRECTOR HAS A MATERIAL FINANCIAL INTEREST IN THAT TRANSACTION, EXCEPT AS EXPRESSLY PROVIDED BY THE LAW.
Form 990, Part VI, Line 2	Family or Business Relationships Board members Eugene Washington, MD and Richard Shannon, MD have a business relationship. Board member Jeff Epstein and Jenny Ming have a business relationship.
Form 990, PART VI, LINE 6	KAISER FOUNDATION HEALTH PLAN, INC. IS THE SOLE MEMBER.
Form 990, PART VI, LINE 7A	APPOINTMENT OF GOVERNING BODY KAISER FOUNDATION HEALTH PLAN, 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, MID-ATLANTIC STATES, AND KFHPW HOLDINGS.
Form 990, PART VI, LINE 7B	APPROVAL OF CERTAIN GOVERNANCE DECISIONS THE FOLLOWING ACTIONS OF THE CORPORATION ARE RESERVED TO OR REQUIRE APPROVAL OF THE SOLE MEMBER: A) CHANGES IN MEMBERSHIP; B) REMOVAL OF THE CHAIRMAN OF THE BOARD OR THE PRESIDENT, THE GROUP PRESIDENT OR REGIONAL PRESIDENT; C) NUMERICAL RANGE OF DIRECTIRS; D) AMENDMENT OF ARTICLE D, SECTION D-4 OF THE BYLAWS - ELECTION AND TERM OF OFFICE OF DIRECTORS.
Form, PART VI, LINE 11B	FORM 990 REVIEW PROCESS 1. KEY INFORMATION NECESSARY FOR THE PREPARATION OF THE TAX RETURN IS OBTAINED AND/OR CONFIRMED WITH INTERNAL SOURCES INCLUDING REGIONAL FINANCE, EXECUTIVE COMPENSATION, COMMUNITY BENEFITS, TREASURY, GOVERNMENT RELATIONS, AND LEGAL. 2. PRIOR TO FINALIZATION, THE RETURN IS REVIEWED BY AN EXTERNAL TAX ADVISOR. 3. 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. 4. COPIES ARE THEN PROVIDED TO BOARD MEMBERS PRIOR TO FILING.
Form 990, PART VI, LINE 12C	Ethics and Compliance Ongoing Monitoring and Enforcement Activities Kaiser Permanente regularly and consistently monitors and enforces compliance with the Conflicts of Interest policy in the following ways: Reporting Conflicts of Interest Concerns - The Kaiser Permanente Ethics and Compliance Hotline or Webline is available to all employees, vendors, contractors, and agents to anonymously report actual or perceived conflicts of interest. The Hotline is managed by a third party; however, reported conflicts of interest allegations are provided to Ethics and Compliance for investigation, and if required, corrective actions are taken to address the conflict of interest. Employees are prohibited from retaliating against or intimidating anyone who reports concerns in good faith or refuse to participate in wrongdoing. Annual Disclosure Process - Annually, Directors, Officers, Key Employees, Executives, and other employees in roles with elevated risk (e.g., research investigator, managers and supervisors with funds disbursement authority, or sales consultants) are required to complete a Conflicts of Interest Disclosure form. Responses are reviewed by Ethics and Compliance, Board Services, and / or the Governance, Accountability and Nominating Committee of the Kaiser Foundation Health Plan/Hospital Board of Directors. When actions are required, they are addressed in accordance with policies and written standards. Conflicts of interest responses and actions are maintained in our system of record for tracking and reporting purposes. Ongoing Disclosure Process - In addition to the annual disclosure process and in accordance with the Conflicts of Interest policy, on an ongoing basis Ethics and Compliance receives, consults, and reports on conflicts of interest matters. External Audit Review of Disclosures - Annually, as a part of the Kaiser Permanente external audit, an outside certified public accounting firm reviews the conflicts of interest disclosure process and actions taken for Directors, Officers, Key Employees, and Executives. The results, inclusive of any findings, are presented to the Kaiser Foundation Health Plan/ Hospital Audit and Compliance Committee of the Board of Directors. Awareness and Enforcement - Kaiser Permanente adheres to the following general awareness and enforcement guidelines: - Interactive conflicts of interest scenarios, and the Conflicts of Interest and Corrective or Disciplinary Action policies are provided and reviewed as part of the general annual ethics and compliance training, and compliance training for new employees. - Employees who complete the training are provided learning boosters which occur 2 days, 2 weeks, and 2 months after the course to help retain and apply learning. - The Conflicts of Interest Policy is reviewed and attested to by those selected to complete the annual disclosure form. - Conflict of interest topics (e.g., how to disclose conflict of interest situations, examples of conflicts of interest, etc.) are included in annual Ethics and Compliance week's activities. - Road shows are conducted throughout the year to educate employees in elevated risk departments, such as Community Health, on conflicts of interest situations. - Represented employees are subject to corrective or disciplinary action provisions outlined in the regional or national collective bargaining agreements and applicable policies. In the event disciplinary action is required due to failure to comply with applicable legal and regulatory requirements, Kaiser Permanente policies and procedures, the Code of Conduct (Principles of Responsibility), unsatisfactory performance, or misconduct disciplinary action includes, but is not limited to: * verbal discussion, coaching, and/or warning by the employee's immediate; supervisor or higher-level manager to correct the problem; * written notice, with or without final warning; * suspension, with or without final warning; or * 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, BENEFITS & HUMAN RESOURCES 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	TO REQUEST COPIES CONTACT: NATIONAL COMMUNICATIONS - RM OPERATIONS KAISER FOUNDATION HEALTH PLAN AND HOSPITALS ONE KAISER PLAZA, 22ND FLOOR OAKLAND, CA 94612
Form 990, PART VI, LINE 19	These documents are made available when regulatorily required.
Form 990, PART VII, SECTION A, COLUMN B	HOURS FOR RELATED ORGANIZATIONS 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 pension and other retirement liab $ (174,683,860) Gain/ Loss on Investments - Book (29,048,907) Gain/ Loss on Investments - Tax 38,036,588 otti losses - book 18,492,377 ------------------ (147,203,802)

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

Cat. No. 51056K

Schedule O (Form 990) 2023

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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

KAISER FOUNDATION HEALTH PLAN
OF THE NORTHWEST

Employer identification number

93-0798039

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 Foundation Hospitals One Kaiser Plaza 26th Floor Oakland,CA94612 94-1105628	Health Care	CA	501(c)(3)	3	NA	Yes
(2)Kaiser Foundation Health Plan Inc One Kaiser Plaza 26th Floor Oakland,CA94612 94-1340523	Health Care	CA	501(c)(3)	10	NA		No
(3)Kaiser Foundation Health Plan of CO One Kaiser Plaza 26th Floor Oakland,CA94612 84-0591617	Health Care	CO	501(c)(3)	10	KFHP Inc	Yes
(4)Kaiser Foundation Health Plan of GA Inc One Kaiser Plaza 26th Floor Oakland,CA94612 58-1592076	Health Care	GA	501(c)(3)	10	KFHP Inc	Yes
(5)Kaiser Foundation Health Plan of the MAS One Kaiser Plaza 26th Floor Oakland,CA94612 52-0954463	Health Care	MD	501(c)(3)	10	KFHP Inc	Yes
(6)Kaiser Fdn Health Plan of Washington One Kaiser Plaza 26th Floor Oakland,CA94612 91-0511770	Health Care	WA	501(c)(3)	3	KFHPW Hldng	Yes
(7)Kaiser Hospital Asset Management Inc One Kaiser Plaza 26th Floor Oakland,CA94612 94-3299125	Asset Mgmt	CA	501(c)(3)	12-I	KFH	Yes
(8)Kaiser Health Plan Asset Management Inc One Kaiser Plaza 26th Floor Oakland,CA94612 94-3299124	Asset Mgmt	CA	501(c)(3)	12-I	KFHP Inc	Yes
(9)Camp Bowie Service Center One Kaiser Plaza 26th Floor Oakland,CA94612 94-3299123	Admin	CA	501(c)(3)	12-I	KFHP Inc	Yes
(10)Lokahi Assurance LTD One Kaiser Plaza 26th Floor Oakland,CA94612 91-2171891	WC Placement	HI	501(c)(3)	12-I	KFHP Inc	Yes
(11)1800 Harrison Foundation One Kaiser Plaza 26th Floor Oakland,CA94612 94-3317484	Financing	CA	501(c)(3)	12-I	KFHP Inc	Yes
(12)Kaiser Hospital Assistance Corporation One Kaiser Plaza 26th Floor Oakland,CA94612 31-1779500	Financing	CA	501(c)(3)	12-I	KFH	Yes
(13)Kaiser Health Alternatives One Kaiser Plaza 26th Floor Oakland,CA94612 93-0954562	Health Care	OR	501(c)(3)	10	KFHP Inc	Yes
(14)KP Bernard J Tyson School of Medicine One Kaiser Plaza 26th Floor Oakland,CA94612 81-4053028	Medical Edu.	CA	501(c)(3)	2	KFH	Yes
(15)KFHPW Holdings One Kaiser Plaza 26th Floor Oakland,CA94612 93-0480268	Health Care	WA	501(c)(3)	12-I	KFHP Inc	Yes
(16)Group Health Northwest One Kaiser Plaza 26th Floor Oakland,CA94612 91-1216856	Inactive	WA	501(c)(3)	12-I	KFHP of WA	Yes
(17)Kaiser Fdn For The Adv of Integrated HC One Kaiser Plaza 26th Floor Oakland,CA94612 82-3819611	Advocacy	CA	501(c)(4)	N/A	KFHP Inc	Yes
(18)Kaiser Foundation Health Plan of NV Inc One Kaiser Plaza 26th Floor Oakland,CA94612 37-2097870	Health Care	DE	501(c)(4)	N/A	KFHP Inc	Yes
(19)KP Medical Foundation One Kaiser Plaza 26th Floor Oakland,CA94612 92-0685740	Health Care	DE	501(c)(3)	12-I	KFHP Inc	Yes
(20)KFH Holdings Inc One Kaiser Plaza 26th Floor Oakland,CA94612 88-4172095	Holding Co	DE	501(c)(3)	12-I	KFH	Yes
(21)Risant Health Inc One Kaiser Plaza 26th Floor Oakland,CA94612 92-3467590	Health Care	DE	501(c)(3)	12-I	NA	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) 2023

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?		(k) Percentage ownership
(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	(k) Percentage ownership
(1) NXT CAP SR FD I LLC 191 N Wacker Dr 1200 Chicago,IL60606 37-1651297	Investment	DE	NA	N/A	0	0			0			0 %
(2) Maui Nui ASC Holdco LLC 1 Kaiser Pl 26th Fl Oakland,CA94612	Holding Co	HI	NA	N/A	0	0			0			0 %

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	(h) Percentage ownership	(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	(h) Percentage ownership	Yes	No
(1) Oak Tree Assurance Ltd One Kaiser Plaza 26th Floor Oakland,CA94612 03-0329760	Insurance	VT	NA	C Corp	0	0		Yes
(2) Kaiser Permanente Insurance Company One Kaiser Plaza 26th Floor Oakland,CA94612 94-3203402	Insurance	CA	NA	C Corp	0	0		Yes
(3) Kaiser Permanente International One Kaiser Plaza 26th Floor Oakland,CA94612 94-3245176	Consulting	CA	NA	C Corp	0	0		Yes
(4) KFHP of Washington Options Inc One Kaiser Plaza 26th Floor Oakland,CA94612 91-1467158	Insurance	WA	NA	C Corp	0	0		Yes
(5) Group Health of Washington One Kaiser Plaza 26th Floor Oakland,CA94612 91-1314907	Inactive	WA	NA	C Corp	0	0		Yes
(6) Garfield Health Solutions East Pte Ltd Level 10 Tower C Panchshil Busine Balewadi Pune 411045 IN	Admin	IN	NA	C Corp	0	0		Yes
(7) Garfield Health Solutions West SRL Ultrapark II Free trade Zone Bld4 Lagunilla,Heredia CS	Admin	CS	NA	C Corp	0	0		Yes

Schedule R (Form 990) 2023

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 .....................

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

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

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) ............................

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

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

Yes

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

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) ...................

Yes

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

Yes

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	61,137,750	PER AGREEMENT
(2) KAISER FOUNDATION HEALTH PLAN INC	M	239,664,193	PER AGREEMENT
(3) KAISER FOUNDATION HEALTH PLAN INC	P	496,060,125	PER AGREEMENT
(4) KAISER FOUNDATION HEALTH PLAN INC	Q	127,284,989	PER AGREEMENT
(5) KAISER FOUNDATION HEALTH PLAN INC	R	52,731,775	PER AGREEMENT
(6) KAISER FOUNDATION HEALTH PLAN INC	S	261,361	PER AGREEMENT
(7) KAISER FOUNDATION HOSPITALS	J	1,817,904	PER AGREEMENT
(8) KAISER FOUNDATION HOSPITALS	L	133,953,514	PER AGREEMENT
(9) KAISER FOUNDATION HOSPITALS	M	115,775,762	PER AGREEMENT
(10) KAISER FOUNDATION HOSPITALS	P	119,687,679	PER AGREEMENT
(11) KAISER FOUNDATION HOSPITALS	Q	157,925,375	PER AGREEMENT
(12) KAISER FDN HEALTH PLAN OF COLORADO	L	642,344	PER AGREEMENT
(13) KAISER FDN HEALTH PLAN OF COLORADO	M	591,415	PER AGREEMENT
(14) KAISER FDN HEALTH PLAN OF COLORADO	Q	323,037	PER AGREEMENT
(15) KAISER FDN HEALTH PLAN OF GEORGIA INC	L	74,857	PER AGREEMENT
(16) KAISER FDN HEALTH PLAN OF GEORGIA INC	M	1,290,099	PER AGREEMENT
(17) KAISER FDN HEALTH PLAN OF GEORGIA INC	Q	118,678	PER AGREEMENT
(18) KFHP OF THE MID-ATLANTIC STATES INC	L	428,351	PER AGREEMENT
(19) KFHP OF THE MID-ATLANTIC STATES INC	M	1,121,990	PER AGREEMENT
(20) KFHP OF THE MID-ATLANTIC STATES INC	P	364,099	PER AGREEMENT
(21) KFHP OF THE MID-ATLANTIC STATES INC	Q	1,019,161	PER AGREEMENT
(22) KAISER FDN HEALTH PLAN OF WASHINGTON	L	146,428	PER AGREEMENT
(23) KAISER FDN HEALTH PLAN OF WASHINGTON	P	5,426,884	PER AGREEMENT
(24) KAISER FDN HEALTH PLAN OF WASHINGTON	Q	1,201,841	PER AGREEMENT
(25) CAMP BOWIE SERVICE CENTER	M	1,921,165	PER AGREEMENT
(26) CAMP BOWIE SERVICE CENTER	P	73,644,642	PER AGREEMENT
(27) CAMP BOWIE SERVICE CENTER	Q	74,098	PER AGREEMENT
(28) KAISER PERMANENTE INSURANCE COMPANY	L	14,573,748	PER AGREEMENT
(29) LOKAHI ASSURANCE LTD	L	3,209,403	PER AGREEMENT
(30) LOKAHI ASSURANCE LTD	M	21,641,809	PER AGREEMENT
(31) LOKAHI ASSURANCE LTD	Q	11,018,302	PER AGREEMENT
(32) LOKAHI ASSURANCE LTD	R	1,715,107	PER AGREEMENT
(33) OAK TREE ASSURANCE LTD	L	53,440	PER AGREEMENT

Schedule R (Form 990) 2023

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?		(k) Percentage ownership
(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	(k) Percentage ownership

Schedule R (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	14
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	13
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	9,211
6	Total number of volunteers (estimate if necessary) .............	6	348
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	78,152,295
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	189,004

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	11,700	1,514,509
9	Program service revenue (Part VIII, line 2g) .........	4,779,770,529	5,099,622,328
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	-28,724,990	17,764,969
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	29,876	9,014
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	4,751,087,115	5,118,910,820
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
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)	854,973,916	892,634,172
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)....	3,960,978,898	4,054,337,385
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,815,952,814	4,946,971,557
19	Revenue less expenses. Subtract line 18 from line 12.......	-64,865,699	171,939,263
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	2,055,908,871	2,078,214,757
21	Total liabilities (Part X, line 26).............	648,311,892	618,894,674
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,407,596,979	1,459,320,083

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 4,353,489,633 including grants of $ 0 ) (Revenue $ 4,817,377,253 )
	KAISER FOUNDATION HEALTH PLAN OF NORTHWEST (KFHP-NW) PROVIDES HOSPITAL, 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-NW EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE FOR OUR MEMBERS AND OUR COMMUNITY. KFHP-NW DIRECTLY INVESTS IN IMPROVEMENTS IN COMMUNITY HEALTH BY WORKING TO INCREASE ACCESS TO HEALTH CARE, IMPROVING THE CONDITIONS FOR HEALTH AND EQUITY AND PROVIDING HEALTH EDUCATION.

4b	(Code: ) (Expenses $ 323,163,238 including grants of $ 0 ) (Revenue $ 275,159,153 )
	KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (KFHP-NW) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-NW MEMBERS, BUT ALSO WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2023, A TOTAL OF 88,000 INDIVIDUALS WERE RECEIVING THE BENEFITS OF FULL MEMBERSHIP THROUGH KFHP-NW'S MEDICAID MANAGED CARE PROGRAM AND CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP). IN ADDITION, KFHP-NW PROVIDED HEALTH CARE ON A FEE-FOR-SERVICE BASIS FOR MEDICAID BENEFICIARIES WHO WERE NOT ENROLLED AS KFHP-NW MEMBERS.

4c	(Code: ) (Expenses $ 33,822,016 including grants of $ 0 ) (Revenue $ 7,085,922 )
	KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (KFHP-NW) PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. KFHP-NW 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 2023, THIS PROGRAM ASSISTED A TOTAL OF 27,000 PATIENTS THROUGH FINANCIAL ASSISTANCE. 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. APPROXIMATELY 530 INDIVIDUALS WERE RECEIVING COMPREHENSIVE HEALTH CARE THROUGH THIS PROGRAM AT THE END OF 2023.

	(Code: ) (Expenses $ 4,732,485 including grants of $ 0 ) (Revenue $ 0 )
	SEE EXEMPT PURPOSE ACHIEVEMENTS IN SCH O

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 4,732,485 including grants of $ 0 ) (Revenue $ 0 )
4e	Total program service expenses4,715,207,372

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	51,440,467	4,070,992

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	1,207,514

f	All other contributions, gifts, grants, and similar amounts not included above		1f	306,995

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		1,514,509

		Business Code
2a	MEMBERS' DUES	621491	3,162,715,972	3,087,371,755	75,344,217	0
b	MEDICARE REVENUE	621491	1,298,852,874	1,298,852,874	0	0
c	SUPPLEMENTAL REVENUE	621491	196,989,528	196,989,528	0	0
d	NON-PLAN & INDUSTRIAL	621491	7,155,322	4,347,244	2,808,078	0
e	OTHER PROGRAM SVCS	621491	433,908,632	433,908,632	0	0
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		5,099,622,328

3 Investment income (including dividends, interest, and othersimilar amounts) ......			36,405,352			36,405,352
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	0	0
d	Net rental income or (loss).......			0
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	931,255,009	127,598
b	Less: cost or other basis and sales expenses	7b	949,747,386	275,604
c	Gain or (loss)	7c	-18,492,377	-148,006
d	Net gain or (loss).........			-18,640,383			-18,640,383
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0

Business Code
11a	MISCELLANEOUS REVENUE		900099	9,014	0	0	9,014
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			9,014
12	Total revenue. See instructions.....			5,118,910,820	5,021,470,033	78,152,295	17,773,983

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	0
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 ...........	280,153	0	280,153	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........	576,136,052	555,303,520	20,832,532	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	78,856,034	78,856,034	0	0
9	Other employee benefits .......	179,622,630	170,690,713	8,931,917	0
10	Payroll taxes ...........	57,739,303	57,739,303	0	0
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	194,052	0	194,052	0
c	Accounting ...........	1,695,012	0	1,695,012	0
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	1,365,213	0	1,365,213	0
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 ....	8,139,623	1,306,798	6,832,825	0
13	Office expenses .......	16,736,013	16,419,179	316,834	0
14	Information technology ......	232,885,782	169,493,795	63,391,987	0
15	Royalties ..	0
16	Occupancy ...........	27,449,395	27,449,395	0	0
17	Travel ............	6,775,052	6,662,382	112,670	0
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	551,341	0	551,341	0
20	Interest ...........	661,826	661,826	0	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	60,449,827	60,269,501	180,326	0
23	Insurance ...	18,675,237	18,675,237	0	0
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	BASIC CONTRACTUAL PAYMENTS	1,996,679,329	1,996,679,329	0	0
b	MEDICAL & OTHER SUPPLIES	739,947,496	676,550,075	63,397,421	0
c	PURCHASED MEDICAL SERVICES	614,608,730	614,608,730	0	0
d	INTER-REGIONAL CHARGES	293,483,066	287,900,891	5,582,175	0
e	All other expenses	34,040,391	-24,059,336	58,099,727
25	Total functional expenses. Add lines 1 through 24e	4,946,971,557	4,715,207,372	231,764,185	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 ........			0	1	0
2	Savings and temporary cash investments .........			5,696,599	2	6,402,477
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			120,194,575	4	132,523,999
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			0	7	0
8	Inventories for sale or use ............			39,062,749	8	45,518,437
9	Prepaid expenses and deferred charges ......			665,459,206	9	535,901,404
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,104,100,453
b	Less: accumulated depreciation	10b	665,805,219	438,457,802	10c	438,295,234
11	Investments—publicly traded securities .			679,930,843	11	789,374,576
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 ...........			107,107,097	15	130,198,630
16	Total assets. Add lines 1 through 15 (must equal line 33)...			2,055,908,871	16	2,078,214,757

17	Accounts payable and accrued expenses .....	323,389,209	17	266,782,830
18	Grants payable ...	0	18	0
19	Deferred revenue .........	57,335,659	19	130,787,860
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		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	267,587,024	25	221,323,984
26	Total liabilities. Add lines 17 through 25..	648,311,892	26	618,894,674

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	179,712,722	29	179,712,722
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	1,227,884,257	31	1,279,607,361
32	Total net assets or fund balances ...........	1,407,596,979	32	1,459,320,083
33	Total liabilities and net assets/fund balances ........	2,055,908,871	33	2,078,214,757