Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
KAISER FOUNDATION HEALTH PLAN
OF THE NORTHWEST
% CHIEF TAX OFFICER
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
C/O KP Tax One Kaiser Plz FL 26
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OAKLAND, CA94612
D Employer identification number

93-0798039
E Telephone number

G Gross receipts $ 6,341,900,731
F Name and address of principal officer:
WENDY N WATSON
C/O KP Tax One Kaiser Plz FL
OAKLAND,CA94612
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.kp.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1984
M State of legal domicile: OR
Part I
Summary
Activities & Governance 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 13
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 12
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 10,570
6 Total number of volunteers (estimate if necessary) ............. 6 230
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 75,001,904
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,514,509 11,959,505
9 Program service revenue (Part VIII, line 2g) ......... 5,099,622,328 5,298,148,945
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 17,764,969 86,087,681
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 9,014 7,155
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 5,118,910,820 5,396,203,286
Expenses; 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) 892,634,172 958,766,424
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).... 4,054,337,385 4,276,043,682
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,946,971,557 5,234,810,106
19 Revenue less expenses. Subtract line 18 from line 12....... 171,939,263 161,393,180
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,078,214,757 2,306,714,437
21 Total liabilities (Part X, line 26)............. 618,894,674 680,458,497
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,459,320,083 1,626,255,940
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 4,596,681,823 including grants of $ 0 ) (Revenue $ 5,023,999,153 )
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 $ 353,132,518 including grants of $ 0 ) (Revenue $ 273,641,430 )
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 2024, OVER 88,000 PEOPLE 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 $ 56,277,974 including grants of $ 0 ) (Revenue $ 508,362 )
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 2024, THIS PROGRAM ASSISTED OVER 60,000 PEOPLE 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.
(Code:   ) (Expenses $ 5,683,548 including grants of $ 0 ) (Revenue $ 0 )
SEE EXEMPT PURPOSE ACHIEVEMENTS IN SCH O
4d Other program services (Describe in Schedule O.)
(Expenses $ 5,683,548 including grants of $ 0 ) (Revenue $ 0 )
4e Total program service expenses5,011,775,863
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment
List of Attached Documents:
// Content
......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
5,808
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
10,570
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
13
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
12
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
OR
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
CHIEF TAX OFFICERC/O KP TAX ONE KAISER PLZ FL 26   OAKLAND,CA94612 (510) 271-6611
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Gregory Adams......................................................................
Chairman & CEO
 4.0
.................
46.0 		X   X       0 12,789,811 186,239
(2) Kimberly Horn......................................................................
EVP, Group President, MOC
 3.5
.................
46.5 		    X       0 5,678,798 795,510
(3) Janet Liang......................................................................
EVP, Group President & COO
 3.5
.................
46.5 		    X       0 4,322,020 689,685
(4) Kathryn Lancaster......................................................................
EVP & CFO
 3.5
.................
46.5 		    X       0 4,850,102 153,985
(5) Brandon Cuevas......................................................................
EVP, Health Plan
 4.0
.................
46.0 		    X       0 3,512,002 842,876
(6) Vanessa Benavides......................................................................
EVP,Chief Legal Officer & Secy
 1.5
.................
48.5 		    X       0 2,137,057 486,134
(7) Jeffrey Collins......................................................................
Regional President - NW
 45.0
.................
5.0 		    X       0 2,185,300 143,952
(8) David Thomason......................................................................
SVP,Corporate Controller & CAO
 3.5
.................
46.5 		    X       0 1,720,465 90,610
(9) Thomas Meier......................................................................
SVP, Corporate Treasurer
 1.5
.................
48.5 		    X       0 1,502,528 138,446
(10) Ruth Williams-Brinkley......................................................................
Regional President - MAS
 0.0
.................
50.0 		          X 0 1,528,589 2,690
(11) Alfonse Upshaw......................................................................
SVP, CFO - NCAL
 0.0
.................
50.0 		          X 0 1,240,525 220,778
(12) Wendy Watson......................................................................
Regional President - NW
 50.0
.................
0.0 		      X     0 1,068,886 197,056
(13) Rebecca Williams......................................................................
VP, CFO - NW
 50.0
.................
0.0 		      X     0 824,068 309,410
(14) Arthur Southam......................................................................
EVP, Health Plan Ops & CGO
 0.0
.................
0.0 		          X 0 1,120,683 0
(15) Jalena Bingham......................................................................
Assistant Secretary
 4.0
.................
46.0 		    X       0 911,755 183,003
(16) Mark Zemelman......................................................................
SVP, General Counsel & Secy
 0.0
.................
0.0 		          X 0 257,774 799,702
(17) Ryan Jenson......................................................................
Interim Corp Controller & CAO
 3.5
.................
46.5 		          X 0 763,515 133,533
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(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) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Kirk Dobbins........................................................................
Assistant Secretary
 49.5
.......................0.5 		    X       0 706,907 174,164
(19) Kristin Bear........................................................................
Assistant Secretary
 4.0
.......................46.0 		    X       0 574,157 188,500
(20) Christina Lockwood........................................................................
Assistant Secretary
 1.5
.......................48.5 		    X       0 562,627 135,339
(21) Nicole Kveton........................................................................
VP, Quality & Safety - NW
 50.0
.......................0.0 		        X   0 569,488 97,777
(22) Barbara Basney........................................................................
VP, Brand, Communications
 50.0
.......................0.0 		        X   0 559,184 25,511
(23) Donald Orndoff........................................................................
SVP, NFS
 0.0
.......................0.0 		          X 0 549,210 0
(24) Wei Wang........................................................................
ED, FP&A
 50.0
.......................0.0 		        X   0 440,682 93,662
(25) Todd Lindamood........................................................................
VP, Human Resources -Northwest
 50.0
.......................0.0 		        X   0 474,141 53,475
(26) Lindsay Liewergen........................................................................
VP, Consumer Experience
 50.0
.......................0.0 		      X     0 416,335 97,360
(27) Jennifer Stacy........................................................................
VP, MSBD - NW
 50.0
.......................0.0 		      X     0 381,548 131,759
(28) Vinh Nguyen........................................................................
TECHNGT, CT
 50.0
.......................0.0 		        X   400,804 0 19,652
(29) Judith A Johansen JD........................................................................
Director
 0.5
.......................9.1 		X           0 315,000 40,485
(30) Jeffrey E Epstein........................................................................
Director
 0.5
.......................7.5 		X           0 304,160 39,472
(31) A Eugene Washington MD........................................................................
Director
 0.25
.......................6.9 		X           0 299,500 31,486
(32) Hong-Sze Yu........................................................................
VP, Brd & Corp Gov & Asst Secy
 3.5
.......................46.5 		    X       0 307,089 8,143
(33) Ramon F Baez........................................................................
Director
 0.06
.......................3.08 		X           0 279,143 30,645
(34) David F Hoffmeister........................................................................
Director
 0.3
.......................9.1 		X           0 279,643 28,915
(35) Leslie S Heisz........................................................................
Director
 0.3
.......................5.7 		X           0 266,174 37,083
(36) Regina M Benjamin MD MBA........................................................................
Director
 0.5
.......................7.5 		X           0 228,810 73,305
(37) Jenny J Ming........................................................................
Director
 0.3
.......................4.6 		X           0 249,324 34,377
(38) Richard P Shannon MD........................................................................
Director
 0.5
.......................5.5 		X           0 226,367 57,283
(39) David J Barger........................................................................
Director
 0.5
.......................10.5 		X           0 238,367 37,625
(40) Vivek Sharma........................................................................
Director
 0.1
.......................0.9 		X           0 261,643 0
(41) Maryann Bodayle........................................................................
Assistant Secretary
 1.0
.......................49.0 		    X       0 205,630 51,360
(42) Matthew T Ryan........................................................................
Director
 0.25
.......................7.75 		X           0 249,715 0
(43) Keith Forrester........................................................................
VP, MSBD - NW
 0.0
.......................0.0 		          X 0 179,286 47,500
(44) Edward Y W Pei........................................................................
Director
 0.0
.......................0.0 		          X 0 62,658 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 0 50,850,274 6,142,037
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 2,789
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
KAISER FOUNDATION HOSPITALS,
ONE KAISER PLAZA
OAKLAND,CA94612 		MEDICAL SERVICES 1,229,164,158
NORTHWEST PERMANENTE PC,
500 NE MULTNOMAH ST
PORTLAND,OR972322099 		MEDICAL SERVICES 834,869,549
SALEM HEALTH,
890 OAK STREET SE
SALEM,OR97301 		MEDICAL SERVICES 116,516,788
OREGON HEALTH AND SCIENCE UNIVERSIT,
PO BOX 3595
PORTLAND,OR97208 		MEDICAL SERVICES 113,443,359
Permanente Dental Associates PC,
500 N E Multnomah
PORTLAND,OR97232 		DENTAL SERVICES 61,159,778
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 429
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 11,945,276
f All other contributions, gifts, grants, and similar amounts not included above1f 14,229
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 11,959,505
Program Service RevenueAmt Business Code
2a MEMBERS' DUES 621491 3,267,812,619 3,195,314,315 72,498,304  
b MEDICARE REVENUE 621491 1,378,619,465 1,378,619,465    
c SUPPLEMENTAL REVENUE 621491 188,677,031 188,677,031    
d NON-PLAN & INDUSTRIAL 621491 9,021,616 6,518,016 2,503,600  
e OTHER PROGRAM SVCS 621491 454,018,214 454,018,214    
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 5,298,148,945
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 46,116,053     46,116,053
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 985,585,588 83,485
b Less: cost or other basis and sales expenses 7b 945,528,417 169,028
c Gain or (loss) 7c 40,057,171 -85,543
d Net gain or (loss)......... 39,971,628     39,971,628
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      
OtherRevenueMiscAmt
Business Code
11a MISCELLANEOUS REVENUE 900099 7,155     7,155
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 7,155
12 Total revenue. See instructions..... 5,396,203,286 5,223,147,041 75,001,904 86,094,836
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to 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 ........... 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........ 609,884,580 590,037,432 19,847,148 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 94,659,181 94,659,181    
9 Other employee benefits ....... 190,758,517 181,875,659 8,882,858  
10 Payroll taxes ........... 63,464,146 63,464,146    
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 363,799   363,799  
c Accounting ........... 1,584,100   1,584,100  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 1,026,182   1,026,182  
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 .... 7,087,072 1,353,505 5,733,567  
13 Office expenses ....... 18,344,603 18,038,412 306,191  
14 Information technology ...... 221,891,131 159,352,381 62,538,750  
15 Royalties .. 0      
16 Occupancy ........... 20,914,284 20,914,284    
17 Travel ............ 1,326,328 1,184,978 141,350  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 572,366   572,366  
20 Interest ........... 907,819 907,819    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 54,921,601 54,739,315 182,286  
23 Insurance ... 19,797,856 19,797,856    
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 2,111,846,017 2,111,846,017    
b MEDICAL & OTHER SUPPLIES 790,659,151 728,109,401 62,549,750  
c PURCHASED MEDICAL SERVICES 646,200,062 646,200,062    
d INTER-REGIONAL CHARGES 338,047,651 336,494,250 1,553,401  
e All other expenses 40,553,660 -17,198,835 57,752,495  
25 Total functional expenses. Add lines 1 through 24e 5,234,810,106 5,011,775,863 223,034,243 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).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 6,402,477 2 7,044,159
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 132,523,999 4 133,807,711
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 ............ 45,518,437 8 30,254,233
9 Prepaid expenses and deferred charges ...... 535,901,404 9 592,051,078
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,156,516,090
b Less: accumulated depreciation 10b 721,246,557 438,295,234 10c 435,269,533
11 Investments—publicly traded securities . 789,374,576 11 971,583,322
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 1,751,544
15 Other assets. See Part IV, line 11 ........... 130,198,630 15 134,952,857
16 Total assets. Add lines 1 through 15 (must equal line 33)... 2,078,214,757 16 2,306,714,437
Liabilities 17 Accounts payable and accrued expenses ..... 266,782,830 17 293,034,448
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 130,787,860 19 143,794,295
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 221,323,984 25 243,629,754
26 Total liabilities. Add lines 17 through 25.. 618,894,674 26 680,458,497
Net Assets or Fund Balance 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 right arrow 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 1,279,607,361 31 1,446,543,218
32 Total net assets or fund balances ........... 1,459,320,083 32 1,626,255,940
33 Total liabilities and net assets/fund balances ........ 2,078,214,757 33 2,306,714,437
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
5,396,203,286
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,234,810,106
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
161,393,180
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,459,320,083
5
Net unrealized gains (losses) on investments ...............
5
-22,445,327
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
27,988,004
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,626,255,940
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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
2024
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.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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  
12
12
 
13
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
14
14
 
15
15
 
16a
33 1/3% support test—2024. 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
b
33 1/3% support test—2023. 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—2024. 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
b
10%-facts-and-circumstances test—2023. 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
18
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) 2024

Schedule A (Form 990) 2024
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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 818,201 325,563 11,700 1,514,509 11,959,505 14,629,478
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 4,634,650,434 4,740,085,648 4,705,246,490 5,021,470,033 5,223,147,041 24,324,599,646
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 4,635,468,635 4,740,411,211 4,705,258,190 5,022,984,542 5,235,106,546 24,339,229,124
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.) 24,339,229,124
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6... 4,635,468,635 4,740,411,211 4,705,258,190 5,022,984,542 5,235,106,546 24,339,229,124
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 20,986,083 13,242,254 22,413,017 36,405,352 46,116,053 139,162,759
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. 255,163 441,544 186,780 149,312 0 1,032,799
c Add lines 10a and 10b. 21,241,246 13,683,798 22,599,797 36,554,664 46,116,053 140,195,558
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.) .. 277,551 2,014 29,876 9,014 7,155 325,610
13 Total support. (Add lines 9, 10c, 11, and 12.).. 4,656,987,432 4,754,097,023 4,727,887,863 5,059,548,220 5,281,229,754 24,479,750,292
14
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
15
15
99.426 %
16
16
99.489 %
Section D. Computation of Investment Income Percentage
17
17
0.573 %
18
18
0.509 %
19a
33 1/3% support tests-2024. 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
b
33 1/3 % support tests—2023. 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
20
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) 2024

Schedule A (Form 990) 2024
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
No
1
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.
1
 
 
2
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).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
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.
3b
 
 
c
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.
3c
 
 
4a
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.
4a
 
 
b
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.
4b
 
 
c
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.
4c
 
 
5a
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).
5a
 
 
b
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?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
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.
6
 
 
7
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) .
7
 
 
8
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).
8
 
 
9a
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.
9a
 
 
b
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.
9b
 
 
c
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.
9c
 
 
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
 
 
b
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) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
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
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
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
No
1
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.
1
 
 
2
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.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
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).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
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?
1
 
 
2
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).
2
 
 
3
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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
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.
2a
 
 
b
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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
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.
3a
 
 
b
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.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 2024 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-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, 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 2024. 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 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
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) 2024


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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 ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
KAISER FOUNDATION HEALTH PLAN
OF THE NORTHWEST 		Employer identification number
93-0798039
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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 (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
KAISER FOUNDATION HEALTH PLAN
OF THE NORTHWEST
Employer identification number

93-0798039
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
46,891
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
6,300
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
11,000
j
Total. Add lines 1c through 1i ....................................................................................................
64,191
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
No
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1A THROUGH 1I THE ORGANIZATION ("KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST" AKA "KFHP NW") IS A MEMBER OF THE KAISER PERMANENTE MEDICAL CARE PROGRAM (KP) AND PARTICIPATED IN AND BENEFITED FROM LOBBYING ACTIVITIES CONDUCTED AT THE REGIONAL AND NATIONAL LEVELS FOR THE BENEFIT OF ITS ENROLLED MEMBERS, THE BROADER COMMUNITY AND FOR THE HEALTH CARE INDUSTRY AS A WHOLE. AS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), KFHP NW HAS A POLICY PROHIBITING ANY OF KFHP NW'S RESOURCES BEING USED IN ANY POLITICAL CAMPAIGNS. THIS POLICY IS CLOSELY MONITORED FOR COMPLIANCE. DURING THE YEAR THIS ORGANIZATION MADE COMMENTS OR STATEMENTS CONCERNING LEGISLATION AND BALLOT INITIATIVES WHICH MAY AFFECT THE HEALTH CARE INDUSTRY. KFHP NW ENGAGED IN CONVERSATIONS WITH AND/OR WRITTEN COMMUNICATIONS TO VARIOUS FEDERAL, STATE, AND LOCAL OFFICIALS REGARDING MATTERS WHICH AFFECTED THE HEALTHCARE INDUSTRY AS A WHOLE. THE AMOUNT OF MONEY INVOLVED IN THE ACTIVITIES IS DETAILED ON LINES A THROUGH I. KP EMPLOYS INDIVIDUALS, INCLUDING ONE OR MORE REGISTERED LOBBYISTS AND/OR MAY RETAIN ONE OR MORE PROFESSIONAL CONSULTANTS TO REPRESENT KFHP NW'S INTERESTS IN VARIOUS LEGISLATIVE AND REGULATORY BODIES AND FROM TIME-TO-TIME TO KEEP INFORMED ABOUT FEDERAL AND STATE LEGISLATION HAVING AN IMPACT ON KP'S CHARITABLE ACTIVITIES AS AN EXEMPT HEALTH MAINTENANCE ORGANIZATION. THESE INDIVIDUALS ATTEMPT TO ENSURE THAT PROPOSED LEGISLATION AND ENACTED LAWS ARE COMPATIBLE WITH THE INTERESTS OF KP, ITS MEMBERS AND ITS PATIENTS BY PERFORMING THE FOLLOWING ACTIVITIES: - COLLECTING, ANALYZING AND DISTRIBUTING WITHIN THE ORGANIZATION, PUBLIC AND PRIVATE POLICY RECOMMENDATIONS REGARDING PROPOSED LEGISLATION THAT AFFECT THE OPERATION OF KFHP NW AND ITS ABILITY TO PROVIDE QUALITY HEALTH AND MEDICAL CARE SERVICES TO ITS MEMBERS AND THE BROADER COMMUNITY IN A COST-EFFECTIVE MANNER. - PROVIDING APPROPRIATE INFORMATIONAL MATERIALS TO LEGISLATORS AND THEIR STAFFS THAT PERTAIN TO MATTERS OF COMMON INTEREST IN THE HEALTH CARE COMMUNITY AND IN THE NOT-FOR-PROFIT COMMUNITY. - PREPARING WRITTEN AND ORAL TESTIMONY, APPEARING AT LEGISLATIVE HEARINGS, MONITORING LEGISLATIVE PROCEEDINGS AND MEETING WITH LEGISLATORS AND/OR THEIR STAFFS REGARDING ISSUES PERTINENT TO THE MISSION OF KFHP NW. INDIVIDUALS APPEARING AT SUCH HEARINGS AND MEETINGS FOR AND ON BEHALF OF KFHP NW OFTEN ARE REPRESENTING THE INTERESTS OF COMMON INTEREST GROUPS AS WELL AS THE INTERESTS OF THE MEMBERS AND PATIENTS OF KFHP NW. OTHER EMPLOYEES AND OFFICERS PERFORM SERVICES BY DELIVERING SPEECHES AT VARIOUS PUBLIC AND PRIVATE FUNCTIONS AND IN SERVING AS FACULTY IN HEALTHCARE RELATED EDUCATIONAL PROGRAMS THROUGHOUT THE COMMUNITY.
Schedule C (Form 990) 2024


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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
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 ........    
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
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)? .............................
9
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.
1a
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.
b
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 $  
2
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:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
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.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
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  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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 ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
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 ....   825,993,117 521,608,746 304,384,371
c Leasehold improvements   55,321,835 41,255,545 14,066,290
d Equipment ....   184,612,816 142,999,221 41,613,595
e Other .....   54,101,116 15,383,045 38,718,071
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 435,269,533
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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.)right arrow  
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.)right arrow  
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 99,316,059
(2)OPERATING RIGHT-OF-USE ASSETS 23,042,765
(3)OTHER CURRENT ASSETS 8,531,074
(4)TOTAL OTHER LT ASSETS 4,062,959
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 134,952,857
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 54,394,647
SELF-INSURED RISKS 126,785,525
OPERATING LEASE LIABILITIES 16,711,701
OTHER CURRENT LIABILITIES 41,236,601
OTHER LIABILITIES 4,501,280




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 243,629,754
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
(Rev. January 2025)
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
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
No
1a
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.
b
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 .....
1b
 
 
2
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? ....
2
 
 
3
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.
4
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:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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.
5
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:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
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:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
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 ............
7
Yes
 
8
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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Gregory Adams
Chairman & CEO 		(i)

(ii)		 0
-------------
2,195,616 		0
-------------
9,348,865 		0
-------------
1,245,330 		0
-------------
152,508 		0
-------------
33,731 		0
-------------
12,976,050 		0
-------------
0
2Kimberly Horn
EVP, Group President, MOC 		(i)

(ii)		 0
-------------
26,092 		0
-------------
2,984,810 		0
-------------
2,667,896 		0
-------------
793,971 		0
-------------
1,539 		0
-------------
6,474,308 		0
-------------
0
3Janet Liang
EVP, Group President & COO 		(i)

(ii)		 0
-------------
1,312,190 		0
-------------
2,487,529 		0
-------------
522,301 		0
-------------
643,461 		0
-------------
46,224 		0
-------------
5,011,705 		0
-------------
0
4Kathryn Lancaster
EVP & CFO 		(i)

(ii)		 0
-------------
1,322,140 		0
-------------
2,987,353 		0
-------------
540,609 		0
-------------
132,955 		0
-------------
21,030 		0
-------------
5,004,087 		0
-------------
0
5Brandon Cuevas
EVP, Health Plan 		(i)

(ii)		 0
-------------
1,314,589 		0
-------------
345,958 		0
-------------
1,851,455 		0
-------------
807,302 		0
-------------
35,574 		0
-------------
4,354,878 		0
-------------
0
6Vanessa Benavides
EVP,Chief Legal Officer & Secy 		(i)

(ii)		 0
-------------
741,798 		0
-------------
1,068,967 		0
-------------
326,292 		0
-------------
463,381 		0
-------------
22,753 		0
-------------
2,623,191 		0
-------------
197,032
7Jeffrey Collins
Regional President - NW 		(i)

(ii)		 0
-------------
853,796 		0
-------------
1,031,026 		0
-------------
300,478 		0
-------------
106,122 		0
-------------
37,830 		0
-------------
2,329,252 		0
-------------
0
8David Thomason
SVP,Corporate Controller & CAO 		(i)

(ii)		 0
-------------
477,195 		0
-------------
232,034 		0
-------------
1,011,236 		0
-------------
75,665 		0
-------------
14,945 		0
-------------
1,811,075 		0
-------------
0
9Thomas Meier
SVP, Corporate Treasurer 		(i)

(ii)		 0
-------------
607,868 		0
-------------
766,177 		0
-------------
128,483 		0
-------------
112,281 		0
-------------
26,165 		0
-------------
1,640,974 		0
-------------
0
10Ruth Williams-Brinkley
Regional President - MAS 		(i)

(ii)		 0
-------------
26,176 		0
-------------
1,070,690 		0
-------------
431,723 		0
-------------
1,607 		0
-------------
1,083 		0
-------------
1,531,279 		0
-------------
150,622
11Alfonse Upshaw
SVP, CFO - NCAL 		(i)

(ii)		 0
-------------
550,885 		0
-------------
644,452 		0
-------------
45,188 		0
-------------
183,201 		0
-------------
37,577 		0
-------------
1,461,303 		0
-------------
0
12Wendy Watson
Regional President - NW 		(i)

(ii)		 0
-------------
477,580 		0
-------------
474,487 		0
-------------
116,819 		0
-------------
170,276 		0
-------------
26,780 		0
-------------
1,265,942 		0
-------------
69,410
13Rebecca Williams
VP, CFO - NW 		(i)

(ii)		 0
-------------
441,731 		0
-------------
347,155 		0
-------------
35,182 		0
-------------
276,882 		0
-------------
32,528 		0
-------------
1,133,478 		0
-------------
0
14Arthur Southam
EVP, Health Plan Ops & CGO 		(i)

(ii)		 0
-------------
0 		0
-------------
1,110,796 		0
-------------
9,887 		0
-------------
0 		0
-------------
0 		0
-------------
1,120,683 		0
-------------
0
15Jalena Bingham
Assistant Secretary 		(i)

(ii)		 0
-------------
466,055 		0
-------------
327,394 		0
-------------
118,306 		0
-------------
157,374 		0
-------------
25,629 		0
-------------
1,094,758 		0
-------------
0
16Mark Zemelman
SVP, General Counsel & Secy 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		0
-------------
257,774 		0
-------------
799,702 		0
-------------
0 		0
-------------
1,057,476 		0
-------------
0
17Ryan Jenson
Interim Corp Controller & CAO 		(i)

(ii)		 0
-------------
366,261 		0
-------------
317,919 		0
-------------
79,335 		0
-------------
99,350 		0
-------------
34,183 		0
-------------
897,048 		0
-------------
46,820
18Kirk Dobbins
Assistant Secretary 		(i)

(ii)		 0
-------------
338,171 		0
-------------
242,412 		0
-------------
126,324 		0
-------------
140,498 		0
-------------
33,666 		0
-------------
881,071 		0
-------------
81,414
19Kristin Bear
Assistant Secretary 		(i)

(ii)		 0
-------------
367,306 		0
-------------
164,176 		0
-------------
42,675 		0
-------------
162,023 		0
-------------
26,477 		0
-------------
762,657 		0
-------------
0
20Christina Lockwood
Assistant Secretary 		(i)

(ii)		 0
-------------
346,992 		0
-------------
174,554 		0
-------------
41,081 		0
-------------
107,957 		0
-------------
27,382 		0
-------------
697,966 		0
-------------
0
21Nicole Kveton
VP, Quality & Safety - NW 		(i)

(ii)		 0
-------------
310,945 		0
-------------
193,176 		0
-------------
65,367 		0
-------------
69,715 		0
-------------
28,062 		0
-------------
667,265 		0
-------------
0
22Barbara Basney
VP, Brand, Communications 		(i)

(ii)		 0
-------------
124,472 		0
-------------
213,876 		0
-------------
220,836 		0
-------------
7,455 		0
-------------
18,056 		0
-------------
584,695 		0
-------------
137,481
23Donald Orndoff
SVP, NFS 		(i)

(ii)		 0
-------------
0 		0
-------------
235,980 		0
-------------
313,230 		0
-------------
0 		0
-------------
0 		0
-------------
549,210 		0
-------------
0
24Wei Wang
ED, FP&A 		(i)

(ii)		 0
-------------
266,916 		0
-------------
169,702 		0
-------------
4,064 		0
-------------
54,080 		0
-------------
39,582 		0
-------------
534,344 		0
-------------
0
25Todd Lindamood
VP, Human Resources -Northwest 		(i)

(ii)		 0
-------------
318,129 		0
-------------
0 		0
-------------
156,012 		0
-------------
34,331 		0
-------------
19,144 		0
-------------
527,616 		0
-------------
0
26Lindsay Liewergen
VP, Consumer Experience 		(i)

(ii)		 0
-------------
253,753 		0
-------------
146,832 		0
-------------
15,750 		0
-------------
57,016 		0
-------------
40,344 		0
-------------
513,695 		0
-------------
0
27Jennifer Stacy
VP, MSBD - NW 		(i)

(ii)		 0
-------------
285,951 		0
-------------
56,005 		0
-------------
39,592 		0
-------------
102,537 		0
-------------
29,222 		0
-------------
513,307 		0
-------------
0
28Vinh Nguyen
TECHNGT, CT 		(i)

(ii)		 345,392
-------------
0 		8,487
-------------
0 		46,925
-------------
0 		5,175
-------------
0 		14,477
-------------
0 		420,456
-------------
0 		0
-------------
0
29Hong-Sze Yu
VP, Brd & Corp Gov & Asst Secy 		(i)

(ii)		 0
-------------
46,282 		0
-------------
198,720 		0
-------------
62,087 		0
-------------
2,338 		0
-------------
5,805 		0
-------------
315,232 		0
-------------
44,787
30Judith A Johansen JD
Director 		(i)

(ii)		 0
-------------
315,000 		0
-------------
0 		0
-------------
0 		0
-------------
40,485 		0
-------------
0 		0
-------------
355,485 		0
-------------
0
31Ramon F Baez
Director 		(i)

(ii)		 0
-------------
262,000 		0
-------------
0 		0
-------------
17,143 		0
-------------
30,645 		0
-------------
0 		0
-------------
309,788 		0
-------------
0
32David F Hoffmeister
Director 		(i)

(ii)		 0
-------------
262,500 		0
-------------
0 		0
-------------
17,143 		0
-------------
28,915 		0
-------------
0 		0
-------------
308,558 		0
-------------
0
33Jeffrey E Epstein
Director 		(i)

(ii)		 0
-------------
292,500 		0
-------------
0 		0
-------------
11,660 		0
-------------
39,472 		0
-------------
0 		0
-------------
343,632 		0
-------------
0
34Leslie S Heisz
Director 		(i)

(ii)		 0
-------------
242,500 		0
-------------
0 		0
-------------
23,674 		0
-------------
37,083 		0
-------------
0 		0
-------------
303,257 		0
-------------
0
35Regina M Benjamin MD MBA
Director 		(i)

(ii)		 0
-------------
217,500 		0
-------------
0 		0
-------------
11,310 		0
-------------
73,305 		0
-------------
0 		0
-------------
302,115 		0
-------------
0
36A Eugene Washington MD
Director 		(i)

(ii)		 0
-------------
299,500 		0
-------------
0 		0
-------------
0 		0
-------------
31,486 		0
-------------
0 		0
-------------
330,986 		0
-------------
0
37Jenny J Ming
Director 		(i)

(ii)		 0
-------------
225,000 		0
-------------
0 		0
-------------
24,324 		0
-------------
34,377 		0
-------------
0 		0
-------------
283,701 		0
-------------
0
38Richard P Shannon MD
Director 		(i)

(ii)		 0
-------------
225,500 		0
-------------
0 		0
-------------
867 		0
-------------
57,283 		0
-------------
0 		0
-------------
283,650 		0
-------------
0
39David J Barger
Director 		(i)

(ii)		 0
-------------
237,500 		0
-------------
0 		0
-------------
867 		0
-------------
37,625 		0
-------------
0 		0
-------------
275,992 		0
-------------
0
40Vivek Sharma
Director 		(i)

(ii)		 0
-------------
237,500 		0
-------------
0 		0
-------------
24,143 		0
-------------
0 		0
-------------
0 		0
-------------
261,643 		0
-------------
0
41Maryann Bodayle
Assistant Secretary 		(i)

(ii)		 0
-------------
185,512 		0
-------------
17,770 		0
-------------
2,348 		0
-------------
38,740 		0
-------------
12,620 		0
-------------
256,990 		0
-------------
0
42Matthew T Ryan
Director 		(i)

(ii)		 0
-------------
232,500 		0
-------------
0 		0
-------------
17,215 		0
-------------
0 		0
-------------
0 		0
-------------
249,715 		0
-------------
0
43Keith Forrester
VP, MSBD - NW 		(i)

(ii)		 0
-------------
0 		0
-------------
179,286 		0
-------------
0 		0
-------------
47,500 		0
-------------
0 		0
-------------
226,786 		0
-------------
0
44Edward Y W Pei
Director 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		0
-------------
62,658 		0
-------------
0 		0
-------------
0 		0
-------------
62,658 		0
-------------
52,001
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 Kimberly Horn $1,757,734 Mark Zemelman $244,000 Donald Orndoff $313,141 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 $ 1,053,099 Kimberly Horn 402,922 Janet Liang 468,410 Kathryn Lancaster 476,638 Vanessa Benavides 269,030 Jeffrey Collins 240,003 Thomas Meier 87,285 Ruth Williams-Brinkley 275,912 Wendy Watson 88,274 Jalena Bingham 76,315 Ryan Jenson 62,699 Kirk Dobbins 105,893 Barbara Basney 178,558 Hong-Sze Yu 56,362 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 II, COLUMN B(iii) A PORTION OF THE SEVERANCE PAYMENTS INCLUDED AS REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B(iii) WAS NOT PREVIOUSLY DISCLOSED IN SCHEDULE J, PART II, COLUMN C IN THE YEAR OF SEPARATION. ALL RELATED SEVERANCE AMOUNTS PREVIOUSLY PAID WERE PROPERLY REPORTED IN PRIOR YEAR'S SCHEDULE J AND FORM 990, PART VII.
SCHEDULE J, PART II, COLUMN C ACTUARIAL VALUES FOR THE DEFINED BENEFIT PLAN REFLECT A REFINEMENT TO THE VALUATION APPROACH TO INCORPORATE LIABILITIES FOR SUPPLEMENTAL BENEFITS PROVIDED BY PRIOR PLANS THAT HAD PREVIOUSLY BEEN MERGED INTO THE CURRENT PLAN. ACTUAL DISTRIBUTIONS FROM THE DEFINED BENEFIT PLAN UPON RETIREMENT REMAIN UNCHANGED AS THE SUPPLEMENTAL BENEFITS HAVE PREVIOUSLY BEEN REFLECTED FOR OTHER FINANCIAL REPORTING AND BENEFIT ADMINISTRATION PURPOSES.
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) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.
OMB No. 1545-0047
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 Kaiser Permanente is committed to helping shape the future of health care. We are recognized as one of America's leading health care providers and not-for-profit health plans. Founded in 1945, Kaiser Permanente has a mission to provide high-quality, affordable health care services and to improve the health of our members and the communities we serve. We currently serve 12.4 million members in 8 states and the District of Columbia. 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. We invest in our communities to help improve health, health equity, and well-being. 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. Addressing these challenges requires prioritization of interventions that measurably reduce health disparities focused on changes at the individual, community, and systems levels.
C.Kaiser Permanente's Total Contribution Kaiser Permanente provided $4 billion in 2024 to improve the health of our communities. The amount attributable to Kaiser Foundation Health Plan of the Northwest is $141 million as follows: - Financial Assistance at cost - $56M - Medicaid - $66M - Costs of other means-tested government programs - $13.3M - Community health improvement services and community benefit operations - $5.6M - Health Professions Education - $117 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. 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. 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 are working to change that with programs that lower financial barriers by providing 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.Medicaid, CHIP and other government programs 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 removing disparities in access to coverage and health outcomes. Kaiser Permanente's organizational strategies enable individuals with low incomes to obtain and/or retain health coverage through Medicaid, CHIP or other government programs. At the end of 2024, Kaiser Foundation Health Plan of the Northwest was providing coverage to over 88,000 people through these government programs. Kaiser Permanente also 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 2024 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.
B. 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 copay 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 2024, Kaiser Foundation Health Plan of Northwest was providing coverage to over 450 people through the CHC program.
C.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 2024, Kaiser Foundation Health Plan of the Northwest subsidized care for over 60,000 people through the MFA program.
D.Safety-Net Partnerships Kaiser Permanente improves quality and expands access, particularly through collective capacity building, 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 in the community. Our communities' most vulnerable populations 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. Kaiser Foundation Health Plan of the Northwest partnered with safety net organizations to address health care disparities across Oregon by supporting the improvement in quality and expansion of capacity, leading to safety net care delivery improvements. The partnership targets underserved communities, ensuring that these populations receive better access to high-quality care.
III.Community Health At Kaiser Permanente, we are working to improve the conditions for health in communities by addressing the root causes of health, such as 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 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 overtime directly impacting their health outcomes. Kaiser Permanente recognizes that we can support economic opportunity in local communities through how we hire, purchase, build our facilities and provide grant support to partner organizations. Some ways that we are 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 that provides capital to support inclusive economic development and affordable housing projects. - Purchasing goods and services from local small businesses. - Building new facilities with an emphasis on positive local community impact, including neighborhood revitalization, and deep community engagement. - Partnering with community organizations to build capacity of local small businesses. In addition, Kaiser Permanente is working to expand access to career pathways in health care, especially for people who have historically faced gaps in income and earning potential. We support programs and initiatives that provide exposure, education, experience and employment opportunities in health care careers, with an emphasis on mental health. This includes helping professionals graduate into allied health careers, public health fellowship opportunities, and support for higher education and job training programs. Kaiser Foundation Health Plan of the Northwest partnered with community-based organizations across Oregon as part of its continuous effort to support Small Business Growth, which includes supporting organizations that understand the structural barriers experienced by low-income entrepreneurs. These organizations are working to address these challenges through direct individual interventions and/or systems-level interventions by supporting entrepreneurs to launch, sustain, and grow small businesses.
B.Housing 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. Kaiser Permanente is working to bridge the unique strengths of the health and housing sectors to solve housing insecurity and thereby improve equitable conditions for health in communities where Kaiser Permanente provides care. Kaiser Foundation Health Plan of the Northwest partnered with multiple legal aid organizations across Oregon to support housing-related legal resources that help prevent evictions and housing for individuals and families via variety of housing resolution options. This partnership focuses on building organizational capacity and will provide training and technical assistance to catalyze and sustain partnerships with health care organizations focused on eviction prevention. Meeting the legal needs of vulnerable populations can help address social determinants of health and overall wellbeing. Medical-legal partnerships are proven interventions that embed access to legal services within the health care delivery system.
C.Thriving Schools At Kaiser Permanente, we are 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, and social health. Kaiser Foundation Health Plan of the Northwest collaborated with community organizations including school districts to support mental health services in under-resourced communities across Oregon. These partnerships implement policy, systems, and environmental changes that will improve the health and well-being of students, staff, teachers, and families.
D.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. We launched the Kaiser Permanente Food Is Medicine Center of Excellence in 2024 to further integrate our evidence-based food and nutrition interventions into our care model. Kaiser Foundation Health Plan of the Northwest partnered with organizations across Oregon to distribute healthy, culturally relevant food to partner agencies in rural areas, increase access to fresh, nutritious food in communities facing barriers, and expand the Fresh Foods Market by investing in staff capacity to strengthen relationships and resources for greater impact. The initiative will also increase access to fresh food and reliability for key culturally relevant food items.
E.Healthcare Workforce Development 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.
IV.Advancing Public Health Systems 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. 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. Kaiser Permanente established the Kaiser Permanente Center for Gun Violence Research and Education in 2022, in recognition of increasing gun violence and its devastating effects on the health of communities across the U.S. As part of the launch, the center awarded a series of grants to organizations focused on reducing the incidence and impact of gun violence in the U.S., laying the groundwork for the center's future collaborative work. The center supports subsequent expansion of the center and is part of Kaiser Permanente's longstanding commitment to addressing violence as a public health issue. Through the center, we will continue to support research into the causes of and interventions for firearm injuries with the same rigor and clinical expertise that we use to study and prevent strokes, cancer, heart disease, and other leading causes of death. 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 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.
A.Climate and Health At Kaiser Permanente, we believe it is our responsibility to improve the health of the people who live in the communities we serve, protect the environment, and to minimize our environmental impact. This includes how we operate our facilities, support the health of communities, and invest in our communities. We have set ambitious goals to drive both internal and private sector action. 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. We prioritize reducing greenhouse gas emissions to lower our carbon footprint and lower the environmental impact on the health of the communities Kaiser Permanente serves. In 2024, we dedicated 37.82% 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.
B.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 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 $ 28,854,133 Gain/ Loss on Investments - Book 48,214,312 Gain/ Loss on Investments - Tax (40,057,171) otti losses - book (9,023,270) ------------- 27,988,004 =============
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
(Rev. January 2025)
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
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
(1) Advanced Endoscopy Center LLC
One Kaiser Plaza - 26th FL
Oakland,CA94612
26-3436044 		Health Care WA 911,967 4,843,398 KFHP-NW
 










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?
Yes No
(1)Kaiser Foundation Hospitals
One Kaiser Plaza - 26th FL

Oakland,CA94612
94-1105628 		Health Care CA 501(c)(3) 3 NA
 
Yes
 
(2)Kaiser Foundation Health Plan Inc
One Kaiser Plaza - 26th FL

Oakland,CA94612
94-1340523 		Health Care CA 501(c)(3) 10 NA
 
Yes
 
(3)Kaiser Fdn Health Plan of Colorado
One Kaiser Plaza - 26th FL

Oakland,CA94612
84-0591617 		Health Care CO 501(c)(3) 10 KFHP Inc
 
Yes
 
(4)Kaiser Fdn Health Plan of Georgia Inc
One Kaiser Plaza - 26th FL

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 FL

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 FL

Oakland,CA94612
91-0511770 		Health Care WA 501(c)(3) 3 KFHPW Hldgs
 
Yes
 
(7)Kaiser Hospital Asset Management Inc
One Kaiser Plaza - 26th FL

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 FL

Oakland,CA94612
94-3299124 		Asset Mgmt CA 501(c)(3) 12-I KFHP Inc
 
Yes
 
(9)Camp Bowie Service Center
One Kaiser Plaza - 26th FL

Oakland,CA94612
94-3299123 		Admin CA 501(c)(3) 12-I KFHP Inc
 
Yes
 
(10)Lokahi Assurance LTD
One Kaiser Plaza - 26th FL

Oakland,CA94612
91-2171891 		WC Placement HI 501(c)(3) 12-I KFHP Inc
 
Yes
 
(11)1800 Harrison Foundation
One Kaiser Plaza - 26th FL

Oakland,CA94612
94-3317484 		Financing CA 501(c)(3) 12-I KFHP Inc
 
Yes
 
(12)Kaiser Hospital Assistance Corporation
One Kaiser Plaza - 26th FL

Oakland,CA94612
31-1779500 		Financing CA 501(c)(3) 12-I KFH
 
Yes
 
(13)Kaiser Health Alternatives
One Kaiser Plaza - 26th FL

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 FL

Oakland,CA94612
81-4053028 		Medical Educa CA 501(c)(3) 2 KFH
 
Yes
 
(15)KFHPW Holdings
One Kaiser Plaza - 26th FL

Oakland,CA94612
93-0480268 		Health Care WA 501(c)(3) 12-I KFHP Inc
 
Yes
 
(16)Group Health Northwest
One Kaiser Plaza - 26th FL

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 FL

Oakland,CA94612
82-3819611 		Advocacy CA 501(c)(4) N/A KFHP Inc
 
Yes
 
(18)Kaiser Fdn Health Plan of Nevada Inc
One Kaiser Plaza - 26th FL

Oakland,CA94612
37-2097870 		Health Care DE 501(c)(4) N/A KFHP Inc
 
Yes
 
(19)KP Medical Foundation
One Kaiser Plaza - 26th FL

Oakland,CA94612
92-0685740 		Health Care DE 501(c)(3) 12-I KFHP Inc
 
Yes
 
(20)KFH Holdings Inc
One Kaiser Plaza - 26th FL

Oakland,CA94612
88-4172095 		Holding Co DE 501(c)(3) 12-I KFH
 
Yes
 
(21)Risant Health Inc
One Kaiser Plaza - 26th FL

Oakland,CA94612
92-3467590 		Health Care DE 501(c)(3) 12-I NA
 
Yes
 
(22)Geisinger Health
100 N Academy Ave MC 49-70

Danville,PA17822
23-1995911 		Philanthropy PA 501(c)(3) 7 Risant Hlth
 
 
No
(23)Community Medical Center
100 N Academy Ave MC 49-70

Danville,PA17822
24-0862246 		Health Care PA 501(c)(3) 3 GH
 
 
No
(24)Geisinger-Bloomsburg Hospital
100 N Academy Ave MC 49-70

Danville,PA17822
23-2193572 		Health Care PA 501(c)(3) 3 GH
 
 
No
(25)Geisinger Clinic
100 N Academy Ave MC 49-70

Danville,PA17822
23-6291113 		Health Care PA 501(c)(3) 3 GH
 
 
No
(26)Geisinger Commonwealth Sch of Medicine
100 N Academy Ave MC 49-70

Danville,PA17822
26-0812968 		Medical Edu PA 501(c)(3) 2 GH
 
 
No
(27)Geisinger Community Health Services
100 N Academy Ave MC 49-70

Danville,PA17822
23-2967235 		Health Care PA 501(c)(3) 10 GSS
 
 
No
(28)Geisinger Health Plan
100 N Academy Ave MC 49-70

Danville,PA17822
23-2311553 		Health Care PA 501(c)(4) N/A GH
 
 
No
(29)Geisinger Insurance Corporation RRG
100 N Academy Ave MC 49-70

Danville,PA17822
14-1909894 		Insurance VT 501(c)(3) 12-I GH
 
 
No
(30)Geisinger Jersey Shore Hospital
100 N Academy Ave MC 49-70

Danville,PA17822
24-0792115 		Health Care PA 501(c)(3) 3 GH
 
 
No
(31)Geisinger-Lewistown Hospital
100 N Academy Ave MC 49-70

Danville,PA17822
23-1352187 		Health Care PA 501(c)(3) 3 GH
 
 
No
(32)Geisinger Medical Center
100 N Academy Ave MC 49-70

Danville,PA17822
24-0795959 		Health Care PA 501(c)(3) 3 GH
 
 
No
(33)Geisinger Medical Center Muncy
100 N Academy Ave MC 49-70

Danville,PA17822
85-1226106 		Health Care PA 501(c)(3) 3 GHMJV
 
 
No
(34)Geisinger System Services
100 N Academy Ave MC 49-70

Danville,PA17822
23-2164794 		Support Svcs PA 501(c)(3) 12-I GH
 
 
No
(35)GSL Hospital
801 Ostrum Street

Bethlehem,PA18015
82-4432109 		Health Care PA 501(c)(3) 3 GH
 
 
No
(36)GSLPG Inc
801 Ostrum Street

Bethlehem,PA18015
82-5423865 		Health Care PA 501(c)(3) 3 GSL Hospital
 
 
No
(37)Geisinger Wyoming Valley Medical Center
100 N Academy Ave MC 49-70

Danville,PA17822
23-1996150 		Health Care PA 501(c)(3) 3 GH
 
 
No
(38)Keystone Health Information ExchangeInc
100 N Academy Ave MC 49-70

Danville,PA17822
46-4359893 		Health Care PA 501(c)(3) 12-I GH
 
 
No
(39)Marworth
100 N Academy Ave MC 49-70

Danville,PA17822
23-2171417 		Health Care PA 501(c)(3) 3 GH
 
 
No
(40)West Shore Advanced Life Support Svcs
100 N Academy Ave MC 49-70

Danville,PA17822
23-2463002 		Health Care PA 501(c)(3) 7 GC
 
 
No
(41)GNJ Physicians Group PC
100 N Academy Ave MC 49-70

Danville,PA17822
82-0681884 		Health Care NJ 501(c)(3) 10 GH
 
 
No
(42)The Moses H Cone Memorial Hospital
1200 North Elm St

Greensboro,NC27401
56-0532302 		Health Care NC 501(c)(3) 12-II Risant Hlth
 
 
No
(43)The Moses H Cone Memorial Hops Oper Corp
1200 North Elm St

Greensboro,NC27401
58-1588823 		Health Care NC 501(c)(3) 3 MC Hospital
 
 
No
(44)Moses Cone Affiliated Physicians Inc
1200 North Elm St

Greensboro,NC27401
30-0554775 		Health Care NC 501(c)(3) 3 MC Hospital
 
 
No
(45)Moses Cone Physician Services Inc
1200 North Elm St

Greensboro,NC27401
80-0249057 		Health Care NC 501(c)(3) 3 MC Hospital
 
 
No
(46)Moses Cone Medical Services Inc
1200 North Elm St

Greensboro,NC27401
56-1714318 		Health Care NC 501(c)(3) 3 MC Hospital
 
 
No
(47)Reidsville Ob & Gyn Physicians Inc
1200 North Elm St

Greensboro,NC27401
80-0217430 		Health Care NC 501(c)(3) 3 MC Hospital
 
 
No
(48)ARMC Health Care
1200 North Elm St

Greensboro,NC27401
58-1681363 		Health Care NC 501(c)(3) 3 MC Hospital
 
 
No
(49)Alamance Regional Medical Center Inc
1200 North Elm St

Greensboro,NC27401
56-0529994 		Health Care NC 501(c)(3) 3 ARMC HC
 
 
No
(50)Cone Health Philanthropic Foundation
1200 North Elm St

Greensboro,NC27401
58-1681560 		Fundraising NC 501(c)(3) 12-II Alamance MC
 
 
No
(51)ARMC Physicians Care Inc
1200 North Elm St

Greensboro,NC27401
56-2095382 		Health Care NC 501(c)(3) 3 ARMC HC
 
 
No
(52)The Moses Cone - Wesley Long Health Fdn
1200 North Elm St

Greensboro,NC27401
56-2001399 		Funding NC 501(c)(3) 12-II MC Hospital
 
 
No
(53)Alamance Community & Health Fdn Inc
1200 North Elm St

Greensboro,NC27401
46-2505818 		Funding NC 501(c)(3) 12-II Alamance MC
 
 
No
(54)REF Cone Inc
20 North Benbow Road

Greensboro,NC27411
99-1330813 		Real Estate NC 501(c)(3) 12-I MC Hospital
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
Yes No Yes No
(1) NXT Cap Sr Loan Fund I LLC

191 N Wacker Dr STE 1200
Chicago,IL60606
37-1651297 		Investment DE NA
  		N/A 0 0           0 %
(2) Maui Nui ASC Holdco LLC

One Kaiser Plaza - 26th FL
Oakland,CA94612
 Holding Co HI NA
  		N/A 0 0           0 %
(3) Keystone Accountable Care Organization

100 N Academy Ave MC 49-70
Danville,PA17822
45-5484165 		Accountable care PA NA
  		N/A 0 0           0 %
(4) NSC Greensboro West

3000 Riverchase Galleria
Birmingham,AL35244
56-1963226 		Health Care AL NA
  		N/A 0 0           0 %
(5) Geisinger HM Joint Venture LLC

100 N Academy Ave MC 49-70
Danville,PA17822
83-1871064 		Health Care PA NA
  		N/A 0 0           0 %
(6) Evangelical-Geisinger Health LLC

100 N Academy Ave MC 49-70
Danville,PA17822
46-0567687 		Health Care PA NA
  		N/A 0 0           0 %
(7) Geisinger Encompass Health LLC

100 N Academy Ave MC 49-70
Danville,PA17822
72-1398803 		Health Care PA NA
  		N/A 0 0           0 %
(8) Keystone Healthcare Partnership LLC

100 N Academy Ave MC 49-70
Danville,PA17822
83-3134941 		Health Care PA NA
  		N/A 0 0           0 %
(9) HTA Holdings LLC

1200 North Elm St
Greensboro,NC27401
92-0615196 		Holding Company NC NA
  		N/A 0 0           0 %
(10) Cone Health Ventures LLC

1200 North Elm St
Greensboro,NC27401
92-0712783 		Innovation NC NA
  		N/A 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?
Yes No
(1) Oak Tree Assurance Ltd

One Kaiser Plaza - 26th FL
Oakland,CA94612
03-0329760 		Insurance VT NA
  		C Corp 0 0 0 % Yes  
(2) Kaiser Permanente Insurance Company

One Kaiser Plaza - 26th FL
Oakland,CA94612
94-3203402 		Insurance CA NA
  		C Corp 0 0 0 % Yes  
(3) Kaiser Permanente International

One Kaiser Plaza - 26th FL
Oakland,CA94612
94-3245176 		Consulting CA NA
  		C Corp 0 0 0 % Yes  
(4) KFHP of Washington Options Inc

One Kaiser Plaza - 26th FL
Oakland,CA94612
91-1467158 		Insurance WA NA
  		C Corp 0 0 0 % Yes  
(5) Group Health of Washington

One Kaiser Plaza - 26th FL
Oakland,CA94612
91-1314907 		Inactive WA NA
  		C Corp 0 0 0 % Yes  
(6) Garfield Health Solutions East Pvt Ltd

Level 10 Tower C Panchshil Business
Balewadi,Pune411045
IN
Admin IN NA
  		C Corp 0 0 0 % Yes  
(7) Garfield Health Solutions West SRL

Ultrapark II Free trade Zone Bld 4
Lagunilla   Heredia
CS
Admin CS NA
  		C Corp 0 0 0 % Yes  
(8) Geisinger Assurance Company Ltd

PO Box 1159
Grand,CaymanKY1-1102
CJ
98-1016737 		Financial CJ NA
  		C Corp 0 0 0 %   No
(9) Geisinger Indemnity Insurance Company

100 N Academy Ave MC 49-70
Danville,PA17822
23-2815174 		Insurance PA NA
  		C Corp 0 0 0 %   No
(10) Geisinger Quality Options Inc

100 N Academy Ave MC 49-70
Danville,PA17822
20-4275139 		Insurance PA NA
  		C Corp 0 0 0 %   No
(11) ISS Solutions Inc

100 N Academy Ave MC 49-70
Danville,PA17822
23-2077663 		Clin Engineering PA NA
  		C Corp 0 0 0 %   No
(12) Care N' Care Insurance Co North Carolina

1200 North Elm St
Greensboro,NC27401
47-2847536 		Insurance NC NA
  		C Corp 0 0 0 %   No
(13) Wesley Long Community Health Svcs Inc

1200 North Elm St
Greensboro,NC27401
56-1441377 		Health Care NC NA
  		C Corp 0 0 0 %   No
(14) Insurance Casualty and Risk Enterprise

PO Box 1159
Grand,CaymanKY1-1102
CJ
98-1491204 		Insurance CJ NA
  		C Corp 0 0 0 %   No
(15) Piedmont Practice Associates Inc

1200 North Elm St
Greensboro,NC27401
56-1954739 		Health Care NC NA
  		C Corp 0 0 0 %   No
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
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 71,626,998 PER AGREEMENT
(2) KAISER FOUNDATION HEALTH PLAN INC

 M 272,808,728 PER AGREEMENT
(3) KAISER FOUNDATION HEALTH PLAN INC

 P 528,265,005 PER AGREEMENT
(4) KAISER FOUNDATION HEALTH PLAN INC

 Q 153,624,712 PER AGREEMENT
(5) KAISER FOUNDATION HOSPITALS

 L 206,151,576 PER AGREEMENT
(6) KAISER FOUNDATION HOSPITALS

 M 218,607,557 PER AGREEMENT
(7) KAISER FOUNDATION HOSPITALS

 P 27,525,889 PER AGREEMENT
(8) KAISER FOUNDATION HOSPITALS

 Q 112,373,047 PER AGREEMENT
(9) KAISER FDN HEALTH PLAN OF COLORADO

 L 3,239,394 PER AGREEMENT
(10) KAISER FDN HEALTH PLAN OF COLORADO

 M 2,858,069 PER AGREEMENT
(11) KAISER FDN HEALTH PLAN OF COLORADO

 P 164,632 PER AGREEMENT
(12) KAISER FDN HEALTH PLAN OF COLORADO

 Q 499,632 PER AGREEMENT
(13) KAISER FDN HEALTH PLAN OF GEORGIA INC

 L 125,760 PER AGREEMENT
(14) KAISER FDN HEALTH PLAN OF GEORGIA INC

 M 131,369 PER AGREEMENT
(15) KAISER FDN HEALTH PLAN OF GEORGIA INC

 Q 54,739 PER AGREEMENT
(16) KFHP OF THE MID-ATLANTIC STATES INC

 L 545,850 PER AGREEMENT
(17) KFHP OF THE MID-ATLANTIC STATES INC

 M 1,534,139 PER AGREEMENT
(18) KFHP OF THE MID-ATLANTIC STATES INC

 Q 169,253 PER AGREEMENT
(19) KAISER FDN HEALTH PLAN OF WASHINGTON

 L 5,395,287 PER AGREEMENT
(20) KAISER FDN HEALTH PLAN OF WASHINGTON

 P 263,804 PER AGREEMENT
(21) KAISER FDN HEALTH PLAN OF WASHINGTON

 Q 233,039 PER AGREEMENT
(22) CAMP BOWIE SERVICE CENTER

 M 1,482,999 PER AGREEMENT
(23) CAMP BOWIE SERVICE CENTER

 P 71,542,779 PER AGREEMENT
(24) CAMP BOWIE SERVICE CENTER

 Q 61,899 PER AGREEMENT
(25) KAISER PERMANENTE INSURANCE COMPANY

 L 18,560,659 PER AGREEMENT
(26) KAISER PERMANENTE INSURANCE COMPANY

 M 132,126 PER AGREEMENT
(27) LOKAHI ASSURANCE LTD

 L 18,184,744 PER AGREEMENT
(28) LOKAHI ASSURANCE LTD

 M 36,285,146 PER AGREEMENT
(29) LOKAHI ASSURANCE LTD

 Q 13,228,837 PER AGREEMENT
(30) LOKAHI ASSURANCE LTD

 S 2,271,175 PER AGREEMENT
(31) OAK TREE ASSURANCE LTD

 L 138,161 PER AGREEMENT
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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
Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)

Additional Data


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