KAISER FOUND HEALTH PLAN INC RETIREE HEALTH & WELFARE PLAN TR

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Plain text KAISER FOUND HEALTH PLAN INC RETIREE HEALTH & WELFARE PLAN TR. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/kaiser-found-health-plan-inc-retiree-health-and-welfare-plan-tr-476685299. Retrieved 2026-11-01.

APA furp.org. (n.d.). KAISER FOUND HEALTH PLAN INC RETIREE HEALTH & WELFARE PLAN TR [Nonprofit organization profile; tax years 2015–2024]. Retrieved November 1, 2026, from https://furp.org/org/kaiser-found-health-plan-inc-retiree-health-and-welfare-plan-tr-476685299

MLA “KAISER FOUND HEALTH PLAN INC RETIREE HEALTH & WELFARE PLAN TR.” furp.org, tax years 2015–2024, https://furp.org/org/kaiser-found-health-plan-inc-retiree-health-and-welfare-plan-tr-476685299. Accessed 1 Nov. 2026.

Retrieved 2026-11-01; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue -$101.8M · expenses $198.4M · assets $5.39B

Also known as
RETIREE HEALTH AND WELFARE PLAN
EIN
47-6685299
Address
C/O STATE STREET BANK TRUST CO, HERITAGE DR N QU, MA 02171-0000
NTEE code
Y20
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
February 2016 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Cross-check
ProPublica Nonprofit Explorer

Mission

SEE SCHEDULE O.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
State Street Bank Trust Comp Institution TRUSTEE2015-2024 $150,300$974,891 6
State Street Bank Tr Institution (former) TRUSTEE2019 $197,707$197,707 19

People by year

2024 · 1 person listed · 1 paid, $150K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $150,300$0$0 $150,3006
2023 · 1 person listed · 1 paid, $76K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $75,508$0$0 $75,5086
2022 · 1 person listed · 1 paid, $115K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $114,748$0$0 $114,7486
2021 · 1 person listed · 1 paid, $511K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $510,646$0$0 $510,6466
2020 · 1 person listed · 1 paid, $103K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $103,464$0$0 $103,4646
2019 · 1 person listed · 1 paid, $198K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TR Institution TRUSTEE1 $197,707$0$0 $197,70719
2018 · 1 person listed · 1 paid, $8K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $7,719$0$0 $7,7196
2017 · 1 person listed · 1 paid, $5K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $5,006$0$0 $5,0066
2016 · 1 person listed · 1 paid, $4K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $3,750$0$0 $3,7506
2015 · 1 person listed · 1 paid, $4K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STATE STREET BANK TRUST COMP Institution TRUSTEE1 $3,750$0$0 $3,7506

Highest-paid independent contractors

2020 · 1 contractor · $971K
NameLocationServicePaid
AETOS ALTERNATIVES MANAGEMENT LLCMENLO PARK, CAINVESTMENT MGMT$970,565
2019 · 1 contractor · $1.2M
NameLocationServicePaid
AETOS ALTERNATIVES MANAGEMENT LLCMENLO PARK, CAINVESTMENT MGMT$1,235,975
2018 · 1 contractor · $2.2M
NameLocationServicePaid
AETOS ALTERNATIVES MANAGEMENT LLCMENLO PARK, CAINVESTMENT MGMT$2,230,569
2017 · 2 contractors · $2.7M
NameLocationServicePaid
AETOS ALTERNATIVES MANAGEMENT LLCMENLO PARK, CAINVESTMENT MGMT$1,393,767
BRIDGEWATER LLPWESTPORT, CTINVESTMENT MGMT$1,353,449
2016 · 2 contractors · $3.3M
NameLocationServicePaid
INVESCOSAN FRANCISCO, CAINVESTMENT MGMT$2,496,757
AETOS CAPITAL LLCMENLO PARK, CAINVESTMENT MGMT$759,958

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
-$101,775,241$198,376,515 $5,390,602,101$5,312,749,700 $0$73,694,914 $150,30000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$202,609,841$198,980,613 $5,365,913,783$5,335,857,471 $0$84,661,690 $75,50800
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$30,093,272$21,776,346 $4,935,690,823$4,933,727,119 $0$0 $114,74800
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$206,309,367$22,418,466 $6,263,155,647$6,260,907,872 $0$0 $510,64600
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$528,055,920$16,556,865 $5,679,273,121$5,677,334,475 $0$0 $103,46400
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$195,443,970$38,973,501 $5,347,159,223$5,203,442,110 $0$28,500,000 $197,70700
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$240,225,369$21,749,910 $4,325,784,332$4,325,784,332 $0$0 $7,71900
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$1,088,003,508$6,416,540 $4,482,669,915$4,482,669,915 $0$1,000,000,000 $5,00600
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$1,612,152,574$4,803,024 $3,094,940,317$3,094,940,317 $0$1,600,000,000 $3,75000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$1,000,085,939$529,956 $1,365,144,576$1,365,144,576 $0$1,000,000,000 $3,75000

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MILACA FIREFIGHTERS RELIEFMNY20 -$37,101$9,638 TRUSTEE$12,000 Same NTEE code Y20, revenue within 2x
PRUDENTIAL VOLUNTARY LIFE INS TRNJY20 $3$105 MEMBER OF INV. OVERSIGHT C$0 Same NTEE code Y20, revenue within 5x
TUFTS HEALTH PUBLIC PLANS INCMAY20 $2,573,867,909$2,702,151,634 DIR. PRES. & CEO (END 9/24)$4,574,652 Same NTEE code Y20, revenue differs more than 10x, same state, similar mission
IBEW LOCAL 7 SUPPLEMENTAL HEALTH & WELFARE FUNDMAY20 $1,075,305$699,684 TRUSTEE$166,359 Same NTEE code Y20, revenue differs more than 10x, same state
NEW ENGLAND POLICE BENEVOLENT ASSOCIATION HEALTH AND WELFAREMAY20 $1,043,035$1,515,099 Executive Secretary$0 Same NTEE code Y20, revenue differs more than 10x, same state
MASSACHUSETTS LIFE AND HEALTH INSURANCE GUARANTY ASSOCIATIONMAY20 $40,425,091$990,127 EXECUTIVE DIRECTOR$128,500 Same NTEE code Y20, revenue differs more than 10x, same state
NORTHROP GRUMMAN VEBA MASTER TRUST IMAY20 $1,343,837,543$1,377,708,990 TRUSTEE$25,126 Same NTEE code Y20, revenue differs more than 10x, same state
WORKERS COMPENSATION RESEARCH INSTITUTEMAY20 $8,089,459$8,462,591 PRESIDENT AND CEO$594,655 Same NTEE code Y20, revenue differs more than 10x, same state
METHODIST HOSPITAL SELF INSURANCE TRUSTTXY20 $47,812,082$28,172,482 TRUSTEE$527,828 Same NTEE code Y20, revenue differs more than 10x, similar mission
SUTTER INSURANCE SERVICES CORPORATIONHIY20 $119,794,155$55,819,861 PRESIDENT & CEO SH/Chair SISCO$11,904,420 Same NTEE code Y20, revenue differs more than 10x, similar mission
WISCONSIN DESTINATION IMAGINATION INCWIY20 $64,114$65,555 BOARD CHAIR$0 Same NTEE code Y20, revenue differs more than 10x, similar mission
ADRIAN RETIREE HEALTH BENEFITS TRMIY20 $57,348$209,176 VEBA COMMITT$0 Same NTEE code Y20, revenue differs more than 10x
DENVER THEATER STAGE EMP UNION LOCAL 7 HEALTH AND WELFARE TR FUNDCOY20 $8,507,212$4,535,854 EMPLOYER TRUSTEE$0 Same NTEE code Y20, revenue differs more than 10x
INDEPENDENT PHARMACISTS RALEYS RETIREE HEALTHCARE TRUSTCAY20 $106,172$145,990 TRUSTEE$0 Same NTEE code Y20, revenue differs more than 10x
CENTERS FOR CARE HEALTH PLANNYY20 $38,058,725$32,094,854 Trustee$0 Same NTEE code Y20, revenue differs more than 10x
RETIREES OF ANCHOR ACQUISITION LLC HEALTH CARE TRPAY20 $144,128$272,936 COMMITTEE MEMBER$0 Same NTEE code Y20, revenue differs more than 10x
HAWAII GLAZIERS RETIREE HEALTH REIMBURSEMENT FUNDCAY20 $724,829$89,951 EMPLOYER TRU$0 Same NTEE code Y20, revenue differs more than 10x
VOLUNTARY BENEFIT PLAN FOR RETIRED EMPLOYEES OF KAISER GROUPALY20 $108,396$216,633 PLAN ADMINISTRATOR$235,657 Same NTEE code Y20, revenue differs more than 10x
NORTH LAS VEGAS FIRE FIGHTERS UNION HEALTH AND WELFARE TRUSTNVY20 $5,043,234$5,388,476 TRUSTEE/CHAI$0 Same NTEE code Y20, revenue differs more than 10x
NEW HAMPSHIRE INDIVIDUAL HEALTH PLAN BENEFIT ASSOCIATIONNHY20 $65,745,175$65,745,175 Chair$0 Same NTEE code Y20, revenue differs more than 10x
HAWAIIAN PILOTS POST MEDICARE HEALTH PLAN VEBA TRUSTPAY20 $10,425,244$1,422,049 ASST. DIRECTOR, REPRESENTATION$459,831 Same NTEE code Y20, revenue differs more than 10x
ORSCHELN INDUSTRIES HEALTH PLANMOY20 $4,508,192$4,508,192 TRUSTEE$0 Same NTEE code Y20, revenue differs more than 10x
PAISBOA HEALTH BENEFIT TRPAY20 $135,504,118$144,859,973 EXECUTIVE DIRECTOR$282,171 Same NTEE code Y20, revenue differs more than 10x
LOCAL 2315 RETIREE BENEFIT VEBA FUND TRFLY20 $592,884$385,522 CHAIRMAN/PLAN ADMINISTRATOR$0 Same NTEE code Y20, revenue differs more than 10x
FIDELITY WELFARE BENEFIT PLANS VEBA TRUSTTXY20 $42,707,725$31,852,765 TRUSTEE$0 Same NTEE code Y20, revenue differs more than 10x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE GRIFFITH INSURANCE EDUCATION FOUNDATION DAF sponsor$2,853,8641 12020–2020 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
CHARITIES AID FOUNDATION AMERICA DAF sponsor$600,0003 12020–2022 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$203,48010 22019–2025 DESERT REIGN INC; OPTIMIST CLUB OF WEST PEMBROKE PINES INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$100,0001 12016–2016 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$41,5001 12016–2016 DESERT REIGN INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$36,0006 12019–2024 HEALING ROOM OF KNOXVILLE- UPPER ROOM PRAYER MINISTRY
WESTFIELD INSURANCE FOUNDATION Private foundation$30,0002 12023–2024 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$25,0002 12022–2024 THE FRED J MORGANTHALL II FOUNDATION
UNITED WAY OF SOUTHERN NEVADA INC DAF sponsor$15,0001 12014–2014 DESERT REIGN INC
PUBLIX SUPER MARKETS CHARITIES INC Private foundation$2,1007 12023–2024 OPTIMIST CLUB OF WEST PEMBROKE PINES INC
HYLANT FAMILY FOUNDATION Private foundation$1,0001 12014–2014 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
EMC INSURANCE FOUNDATION Private foundation$5001 12021–2021 AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY UNDERWRITERS
AMAZONSMILE FOUNDATION Private foundation$38013 42020–2023 OPTIMIST CLUB OF WEST PEMBROKE PINES INC; WISCONSIN DESTINATION IMAGINATION INC; CLAREMONT YOUTH BASEBALL & SOFTBALL INC; DESERT REIGN INC
MONDELEZ INTERNATIONAL FOUNDATION Private foundation$2341 12013–2013 OPTIMIST CLUB OF WEST PEMBROKE PINES INC
SUN CAPITAL PARTNERS FOUNDATION INC Private foundation$1001 12012–2012 OPTIMIST CLUB OF WEST PEMBROKE PINES INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $198,376,515 spent · pay $150,300 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $186,827,017--- 94.2%
Other (as described)ACCRUED EXPENSES $6,344,137--- 3.2%
Other (as described)BENEFIT ADMIN EXPENSES $4,654,743--- 2.3%
Fees: investment management $151,406--- 0.1%
Pay: officers, directors, trustees, key employees $150,300--- 0.1%
Fees: management $108,209--- 0.1%
Fees: legal $61,915--- 0.0%
Fees: accounting $58,100--- 0.0%
All other expenses $14,750--- 0.0%
Other (as described)FOREIGN INCOME TAX $3,543--- 0.0%
Other (as described)OTHER EXPENSES $2,395--- 0.0%
Total$198,376,515100%

View the filing

2023 · Form 990 · $198,980,613 spent · pay $75,508 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $181,125,848--- 91.0%
Fees: investment management $7,563,106--- 3.8%
Other (as described)ACCRUED EXPENSES $5,544,625--- 2.8%
Other (as described)BENEFIT ADMIN EXPENSES $4,415,369--- 2.2%
Fees: legal $111,704--- 0.1%
Fees: management $92,102--- 0.0%
Pay: officers, directors, trustees, key employees $75,508--- 0.0%
Fees: accounting $27,800--- 0.0%
Other (as described)OTHER EXPENSES $24,649--- 0.0%
Other (as described)FOREIGN INCOME TAX -$98--- -0.0%
Total$198,980,613100%

View the filing

2022 · Form 990 · $21,776,346 spent · pay $114,748 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $8,910,057--- 40.9%
Other (as described)BENEFIT ADMIN EXPENSES $6,829,789--- 31.4%
Other (as described)ACCRUED EXPENSES $5,750,032--- 26.4%
Pay: officers, directors, trustees, key employees $114,748--- 0.5%
Fees: management $113,655--- 0.5%
Other (as described)OTHER EXPENSES $31,419--- 0.1%
Fees: accounting $27,000--- 0.1%
Other (as described)FOREIGN INCOME TAX -$354--- -0.0%
Total$21,776,346100%

View the filing

2021 · Form 990 · $22,418,466 spent · pay $510,646 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $10,918,482--- 48.7%
Other (as described)BENEFIT ADMIN EXPENSES $6,236,876--- 27.8%
Other (as described)ACCRUED EXPENSES $4,617,553--- 20.6%
Pay: officers, directors, trustees, key employees $510,646--- 2.3%
Fees: management $103,079--- 0.5%
Fees: legal $21,780--- 0.1%
Other (as described)OTHER EXPENSES $14,037--- 0.1%
Other (as described)FOREIGN INCOME TAX -$3,987--- -0.0%
Total$22,418,466100%

View the filing

2020 · Form 990 · $16,556,865 spent · pay $103,464 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)BENEFIT ADMIN EXPENSES $6,791,637--- 41.0%
Other (as described)ACCRUED EXPENSES $6,015,284--- 36.3%
Fees: investment management $2,198,782--- 13.3%
Other (as described)FOREIGN INCOME TAX $1,152,317--- 7.0%
Other (as described)OTHER EXPENSES $184,399--- 1.1%
Pay: officers, directors, trustees, key employees $103,464--- 0.6%
Fees: management $84,082--- 0.5%
Fees: accounting $26,900--- 0.2%
Total$16,556,865100%

View the filing

2019 · Form 990 · $38,973,501 spent · pay $197,707 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)BENEFIT ADMIN EXPENSES $23,213,096--- 59.6%
Other (as described)ACCRUED EXPENSES $10,588,524--- 27.2%
Other (as described)FOREIGN INCOME TAX $1,877,940--- 4.8%
Fees: investment management $1,868,832--- 4.8%
Fees: management $799,624--- 2.1%
Other (as described)OTHER EXPENSES $394,676--- 1.0%
Pay: officers, directors, trustees, key employees $197,707--- 0.5%
Fees: accounting $26,209--- 0.1%
Fees: legal $6,893--- 0.0%
Total$38,973,501100%

View the filing

2018 · Form 990 · $21,749,910 spent · pay $7,719 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)ACCRUED EXPENSES $15,481,649--- 71.2%
Fees: investment management $3,817,797--- 17.6%
Other (as described)FOREIGN INCOME TAX $1,767,086--- 8.1%
Other (as described)INTERNAL ADMIN FEES $537,469--- 2.5%
Fees: accounting $50,735--- 0.2%
Fees: management $44,037--- 0.2%
Fees: legal $23,638--- 0.1%
Other (as described)OTHER EXPENSES $19,780--- 0.1%
Pay: officers, directors, trustees, key employees $7,719--- 0.0%
Total$21,749,910100%

View the filing

2017 · Form 990 · $6,416,540 spent · pay $5,006 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $2,747,216--- 42.8%
Other (as described)INTERNAL ADMIN FEES $1,868,450$0$0$0 29.1%
Other (as described)ACCRUED EXPENSES $1,651,121--- 25.7%
Other (as described)FOREIGN INCOME TAX $65,896--- 1.0%
Fees: legal $29,797--- 0.5%
Fees: accounting $25,128--- 0.4%
Fees: management $20,000--- 0.3%
Pay: officers, directors, trustees, key employees $5,006--- 0.1%
Other (as described)OTHER EXPENSES $3,926--- 0.1%
Total$6,416,540100%

View the filing

2016 · Form 990 · $4,803,024 spent · pay $3,750 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $4,691,630--- 97.7%
Fees: management $71,083--- 1.5%
Fees: accounting $27,968--- 0.6%
Other (as described)OTHER EXPENSES $8,593--- 0.2%
Pay: officers, directors, trustees, key employees $3,750--- 0.1%
Total$4,803,024100%

View the filing

2015 · Form 990 · $529,956 spent · pay $3,750 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $506,275-$506,275- 95.5%
Fees: legal $19,931-$19,931- 3.8%
Pay: officers, directors, trustees, key employees $3,750-$3,750- 0.7%
Total$529,956100%

View the filing

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