Kaiser Permanente Tax Sheltered Annuity Plan
Sponsored by Kaiser Foundation Health Plan, Inc. · EIN 941340523 · Plan #033
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 5,150
- With balances
- 10,183
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | $334,974 |
| The Vanguard Group, Inc. | Recordkeeping, Custodial (securities), Participant loan processing | $72,462 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2021 | $1.2B | 5,150 | ack 20250924185938NAL0007032193001 |
| 01/01/2020 | $1.2B | 5,470 | ack 20250924185736NAL0007852369001 |
| 01/01/2019 | $1.0B | 5,565 | ack 20250924185434NAL0008995248001 |