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Nonprofit · EIN 94-1340523

KAISER FOUNDATION HEALTH PLAN INC

Tax-exempt · OAKLAND, CA 94612

Financials

$75.1B$74.4B2023$82.5B$82.2B2024
Revenue Expenses · by fiscal year end
Financials of KAISER FOUNDATION HEALTH PLAN INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$82,490,440,881$82,234,695,814$255,745,067$33,547,368,863$22,695,635,780$10,851,733,083
December 31, 2023990$75,101,306,911$74,356,004,001$745,302,910$31,400,724,759$22,078,604,890$9,322,119,869
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$659,510
of which government grants
$659,510
Program service revenue
$82,349,296,109
Investment income
$130,860,614
Net rental income
$8,318,266
Net gain from sales of assets
-$209,034,818
Other revenue
$9,624,648

Expenses

Grants and similar amounts paid
$18,357,973
Compensation of officers, directors and key employees
$92,741,620
Other salaries and wages
$3,116,230,051
Salaries, compensation and benefits (total)
$4,494,499,292
Professional fundraising fees
$0
Legal fees
$129,989,565
Accounting fees
$2,904,464
Occupancy
$410,399,137
Travel
$32,722,279
Depreciation
$460,499,001
Program services (functional)
$78,391,316,888
Management and general (functional)
$3,843,378,926

Balance sheet and other

Total assets, start of year
$31,400,724,759
Total assets, end of year
$33,547,368,863
Total liabilities, end of year
$22,695,635,780
Net assets, end of year
$10,851,733,083
Land, buildings and equipment
$5,759,658,552
Publicly traded securities
$10,299,723,044
Gross unrelated business income
$12,050,579
Gross receipts
$93,006,408,021
Employees
32,089
Volunteers
295
Year formed
1955
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Gregory AdamsChairman & CEO
Trustee or director, Officer
12.9$12,789,811$186,239
Kimberly HornEVP, Group President, MOC
Officer
16.5$5,678,798$795,510
Janet LiangEVP, Group President & COO
Officer
15$4,322,020$689,685
Kathryn LancasterEVP & CFO
Officer
15.8$4,850,102$153,985
Brandon CuevasEVP, Health Plan
Officer
25$3,512,002$842,876
Yazdi BagliEVP, Enterprise Business Svcs
Officer
25$2,666,097$1,155,932
Carrie PlietzRegional President - NCAL
Officer
25$2,535,009$791,851
Chuck BevilacquaSVP, Health Plan Product, Svc
Officer
35$2,888,508$119,306
Gregory HolmesEVP, Chief HR Officer
Officer
25$1,404,681$1,267,229
Paul SwensonEVP, Chief Admin Officer
Officer
44.9$2,487,310$161,323
Vanessa BenavidesEVP,Chief Legal Officer & Secy
Officer
17.5$2,137,057$486,134
Andrew BindmanEVP, Chief Medical Officer
Officer
24.2$1,545,417$1,048,791
Samuel GlickEVP, Enterprise Strat, Bus Dev
Officer
25$1,306,107$1,286,940
Chandrika BhallaSVP, CFO - Hospital Mkts & FP
Officer
25$2,040,819$356,351
Michelle GaskillRegional President - SCAL & HI
Officer
25$1,858,904$459,799
52 more people on this return
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Pamela ShipleySVP, Health Plan Innovation
Officer
19$1,662,298$0$466,301
Thomas HanenburgSVP, Ambulatory Operations
Highest-paid employee
8.5$2,008,688$0$119,734
Paul MinardiEVP and CEO of KPMF
Officer
0.1$1,724,560$0$370,168
Bechara ChoucairEVP, Chief Health Officer
Officer
25$1,385,710$0$653,658
Michael RoweSVP, Chf Bus Dev & Strat Exec
Highest-paid employee
40$1,581,182$0$391,747
David ThomasonSVP,Corporate Controller & CAO
Officer
16.1$1,720,465$0$90,610
Debra CunninghamSVP, Enterprise Transformation
Highest-paid employee
50$1,662,839$0$131,476
Edmund ChanSVP, Hawaii Market Leader
Highest-paid employee
50$1,514,235$0$152,292
Thomas MeierSVP, Corporate Treasurer
Officer
18.5$1,502,528$0$138,446
Thomas CurtinSVP, Commercial LOB
Key employee
35$1,486,469$0$151,880
Anthony BarruetaSVP, Government Relations
Officer
24.5$1,490,131$0$141,587
James SimpsonSVP, Enterprise Projects
Highest-paid employee
50$1,463,034$0$162,146
Alfonse UpshawSVP, CFO - NCAL
Key employee
25$1,240,525$0$220,778
Arlene PeasnallSVP, HR & Labor Relations
Former
50$1,286,627$0$166,370
Mary Beth LangSVP, Chief Pharmacy Officer
Key employee
50$1,249,936$0$193,706
Linton WhiteSVP, CFO - SCAL & Hawaii
Key employee
25$1,196,264$0$188,595
Laurel JunkSVP, Market Operations Svcs
Former
0$1,210,038$0$41,434
Catherine Hernandez TireySVP, Chief Comms Officer
Officer
25$1,105,175$0$126,631
Arthur SouthamEVP, Health Plan Ops & CGO
Former
0$1,120,683$0$0
Philip YoungAssistant Secretary
Officer
25$906,016$0$199,852
Jalena BinghamAssistant Secretary
Officer
17$911,755$0$183,003
Tina WeissSVP, Small Bus/ Individual LOB
Key employee
50$969,121$0$125,208
Diane ComerEVP, Chief Info & Tech Officer
Former
25$1,090,069$0$2,489
Mark ZemelmanSVP, General Counsel & Secy
Former
0$257,774$0$799,702
Christina CooperSVP, Government Programs
Key employee
50$754,772$0$282,257
Jennifer GoldbergAssistant Secretary
Officer
25$846,439$0$160,466
Julie Miller-PhippsRegional President - SCAL & HI
Former
0$948,874$0$0
Marcus HoffmanCFO - SCAL & Hawaii
Former
0$794,261$0$134,150
Ryan JensonInterim Corp Controller & CAO
Former
16$763,515$0$133,533
Greg ChristianAssistant Secretary
Officer
25$780,075$0$18,978
Katherine RitcheyAssistant Secretary
Officer
25$638,065$0$160,232
Kristin BearAssistant Secretary
Officer
17$574,157$0$188,500
Christina LockwoodAssistant Secretary
Officer
19$562,627$0$135,339
Wade OvergaardSVP, Health Plan Ops - CA
Former
0$561,698$0$0
Donald OrndoffSVP, NFS
Former
0$549,210$0$0
Judith A Johansen JDDirector
Trustee or director
4$255,000$60,000$40,485
Jeffrey E EpsteinDirector
Trustee or director
3$264,160$40,000$39,472
A Eugene Washington MDDirector
Trustee or director
3.15$257,500$42,000$31,486
Hong-Sze YuVP, Brd & Corp Gov & Asst Secy
Officer
15.9$307,089$0$8,143
Ramon F BaezDirector
Trustee or director
0.77$262,143$17,000$30,645
David F HoffmeisterDirector
Trustee or director
4.1$279,643$0$28,915
Leslie S HeiszDirector
Trustee or director
2.4$266,174$0$37,083
Regina M Benjamin MD MBADirector
Trustee or director
3$220,810$8,000$73,305
Jenny J MingDirector
Trustee or director
1.85$249,324$0$34,377
Richard P Shannon MDDirector
Trustee or director
2.5$226,367$0$57,283
David J BargerDirector
Trustee or director
4.5$238,367$0$37,625
Vivek SharmaDirector
Trustee or director
0.3$261,643$0$0
Maryann BodayleAssistant Secretary
Officer
22.1$205,630$0$51,360
Matthew T RyanDirector
Trustee or director
3.5$249,715$0$0
George DisalvoSVP, CFO-Markets Outside of CA
Former
0$187,820$0$57,446
Mick DiedeSVP, Chief Actuary
Former
0$291,293$0-$83,308
Edward Y W PeiDirector
Former
0$62,658$0$0
990 for the year ended December 31, 2023: 68 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Gregory AdamsChairman & CEO
Trustee or director, Officer
14.8$12,567,386$0$154,060
Kathryn LancasterEVP & Chief Financial Officer
Officer
15.8$4,923,403$0$137,899
Kimberly HornEVP, Group President, MOC
Officer
14.4$4,617,356$0$134,195
Janet LiangEVP, Group President & COO
Officer
15$4,417,378$0$89,835
Arthur SouthamEVP, Health Plan Ops & CGO
Officer
24$3,776,237$0$18,575
Yazdi BagliEVP, Enterprise Business Svcs
Officer
25$2,692,460$0$738,536
Chuck BevilacquaSVP, Health Plan Product, Svc
Officer
35$2,757,804$0$137,869
Julie Miller-PhippsRegional President - SCAL & HI
Officer
24.5$2,776,319$0$31,347
Laurel JunkSVP, Market Operations Svcs
Officer
40$2,694,572$0$80,096
Carrie PlietzRegional President - NCAL
Officer
25$2,057,115$0$612,099
Mark ZemelmanSVP, General Counsel & Secy
Former
0$1,833,838$0$660,356
Thomas HanenburgInterim Region President- NCAL
Highest-paid employee
50$2,363,044$0$128,354
Paul SwensonEVP, Chief Admin Officer
Officer
44.9$2,410,782$0$77,168
Christian MeisnerSVP, Chief HR Officer
Officer
25$2,354,488$0$71,060
Vanessa BenavidesSVP,Chief Legal Officer & Secy
Officer
18$1,792,455$0$308,115
Chandrika BhallaSVP, CFO -CA Mkts/Fin Planning
Officer
25$1,559,972$0$288,147
Thomas MeierSVP, Corporate Treasurer
Officer
19.2$1,721,108$0$121,348
Diane ComerEVP, Chief Info & Tech Officer
Officer
25$1,620,499$0$129,648
Agnes StrandbergSVP, Medicare
Highest-paid employee
50$1,633,848$0$115,979
Wade OvergaardSVP, Health Plan Ops - CA
Officer
40$1,719,912$0$5,426
Anthony BarruetaSVP, Government Relations
Officer
25$1,547,457$0$162,747
James SimpsonSVP, Enterprise Projects
Highest-paid employee
25$1,459,334$0$168,705
Donald OrndoffSVP, NFS
Officer
15$1,301,160$0$320,687
Michelle GaskillRegional President - SCAL & HI
Officer
25$1,284,944$0$327,084
Andrew BindmanEVP, Chief Medical Officer
Officer
24.2$1,267,982$0$341,640
Debora CatsavasSVP, Human Resources - NCAL
Highest-paid employee
50$1,553,158$0$50,574
Catherine Hernandez TireySVP, Chief Comms Officer
Officer
25$1,433,298$0$141,066
Wendy SackSVP, Pricing & Underwriting
Highest-paid employee
50$1,392,047$0$130,213
Bechara ChoucairSVP, Chief Health Officer
Officer
25$1,286,382$0$217,475
Gregory HolmesSVP, Chief HR Officer
Officer
25$1,040,387$0$461,676
Alfonse UpshawSVP, CFO - NCAL
Key employee
24.5$1,272,055$0$208,369
Thomas CurtinSVP, Commercial LOB
Key employee
35$1,263,673$0$154,947
Arlene PeasnallSVP,Human Resources Consulting
Former
50$1,164,814$0$188,416
Greg ChristianAssistant Secretary
Officer
25$1,145,419$0$139,533
Mary Beth LangSVP, Chief Pharmacy Officer
Key employee
50$960,909$0$150,719
Linton WhiteSVP, CFO - SCAL & Hawaii
Key employee
25$845,340$0$228,175
Paul MinardiEVP and CEO of KPMF
Officer
0.1$849,029$0$211,303
David ThomasonSVP,Corporate Controller & CAO
Officer
14$897,898$0$52,883
Mick DiedeSVP, Chief Actuary
Key employee
50$695,935$0$242,818
John YamamotoAssistant Secretary
Former
50$723,920$0$173,240
Philip YoungAssistant Secretary
Officer
25$699,482$0$191,364
Marcus HoffmanSVP, CFO - SCAL & Hawaii
Key employee
25$742,737$0$130,346
Ryan JensonInterim Corp Controller & CAO
Officer
16$743,221$0$129,756
Brandon CuevasEVP, Health Plan
Officer
25$511,652$0$293,271
Tina WeissSVP, Medicare/Consumer LOB
Key employee
50$663,756$0$140,141
Jennifer GoldbergAssistant Secretary
Officer
25$633,698$0$142,227
Hong-Sze YuVP, Brd & Corp Gov & Asst Secy
Officer
15.9$508,592$0$167,556
Kristin BearAssistant Secretary
Officer
17$474,637$0$170,789
Katherine RitcheyAssistant Secretary
Officer
25$492,643$0$152,318
George DisalvoSVP, CFO - SCAL
Former
0$532,206$0$35,826
Ronald VanceInterim Regional President-HI
Former
0$360,025$0$0
Margaret E Porfido JDDirector
Trustee or director
0$291,083$28,000$16,717
David F HoffmeisterDirector
Trustee or director
4.1$280,951$0$17,907
Judith A Johansen JDDirector
Trustee or director
4$266,500$24,300$6,534
Leslie S HeiszDirector
Trustee or director
2.4$268,956$0$24,274
Ramon F BaezDirector
Trustee or director
1.2$252,951$14,000$21,121
Jeffrey E EpsteinDirector
Trustee or director
3$265,915$0$13,187
Richard P Shannon MDDirector
Trustee or director
2.5$236,500$0$27,421
Vivek SharmaDirector
Trustee or director
0.3$261,456$0$0
Jenny J MingDirector
Trustee or director
1.85$248,772$0$12,004
Maryann BodayleAssistant Secretary
Officer
22.1$196,754$0$55,189
Matthew T RyanDirector
Trustee or director
3.5$250,951$0$0
A Eugene Washington MDDirector
Trustee or director
3.15$244,000$0$4,278
David J BargerDirector
Trustee or director
4.5$234,000$0$13,569
Regina M Benjamin MD MBADirector
Trustee or director
3$219,620$0$27,404
William CaswellInterim Regional President -HI
Former
0$152,070$0$0
Edward Y W PeiDirector
Former
0$53,623$0$0
Kim J KaiserDirector
Former
0$0$39,004$0

Address and contacts

Address (IRS master file)
ONE KAISER PLAZA, OAKLAND, CA 94612-3610
In care of
% KAREN DESHAWN TAYLOR
Principal officer (990 for 2024)
GREGORY A ADAMS, C/O KP Tax One Kaiser Plz FL 26, OAKLAND, CA 94612
Signed the 990
MICHAEL P WALTON, CHIEF TAX OFFICER
Phone
(510) 271-6611
Website
www.kp.org
Return prepared by
PwC US Tax LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-1340523 or by the name KAISER FOUNDATION HEALTH PLAN INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.

990 for the year ended December 31, 2024

Program accomplishments

  • MEMBER HEALTH CARE SERVICES AND MEDICAL TRAINING FOR CARE IMPROVEMENT KAISER FOUNDATION HEALTH PLAN, INC. (KFHP, INC.) PROVIDES MEDICAL AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP, INC. 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, INC. 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.
    Expenses $71,310,061,144 · grants $2,210,114 · revenue $76,439,239,983
  • MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS KAISER FOUNDATION HEALTH PLAN (KFHP, INC.) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP, INC. MEMBERS, BUT ALSO WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2024, OVER 1.2 MILLION PEOPLE WERE RECEIVING THE BENEFITS OF FULL MEMBERSHIP THROUGH KFHP, INC.'S MEDICAID MANAGED CARE PROGRAMS IN THE STATES OF CALIFORNIA AND HAWAII AND CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP). IN ADDITION, KFHP, INC. PROVIDED HEALTH CARE ON A FEE-FOR-SERVICE BASIS FOR OVER 227,000 MEDICAID BENEFICIARIES WHO WERE NOT ENROLLED AS KFHP, INC. MEMBERS.
    Expenses $6,874,478,202 · revenue $5,909,970,955
  • CHARITY CARE (MEDICAL FINANCIAL ASSISTANCE AND CHARITABLE HEALTH COVERAGE) KAISER FOUNDATION HEALTH PLAN (KFHP, INC.) PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. KFHP, INC. 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 370,000 PEOPLE THROUGH FINANCIAL ASSISTANCE. THE CHC PROGRAMS OFFER REGULAR KAISER FOUNDATION HEALTH PLAN MEMBERSHIP AT MINIMAL COST TO LOW INCOME FAMILIES WHO ARE NOT ELIGIBLE FOR OTHER PUBLIC OR PRIVATELY SPONSORED COVERAGE.
    Expenses $142,268,460 · revenue $85,171
  • See Exempt Purpose Achievements in Sch O
    Expenses $64,509,082 · grants $16,147,859

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-1340523
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1981
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E310)
Assets (IRS master file)
$33,547,368,863
Income (IRS master file)
$93,006,408,021

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$82,490,440,881$82,234,695,814$33,547,368,863XML
990-TDecember 2024–––IRS
990December 2023$75,101,306,911$74,356,004,001$31,400,724,759XML
990-TDecember 2023–––IRS
990December 2022$70,804,102,457$71,449,791,174$29,662,106,149IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS
990December 2016–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1340523).

Questions about KAISER FOUNDATION HEALTH PLAN INC

What is the EIN of KAISER FOUNDATION HEALTH PLAN INC?
The employer identification number (EIN) of KAISER FOUNDATION HEALTH PLAN INC is 94-1340523.
Is KAISER FOUNDATION HEALTH PLAN INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to KAISER FOUNDATION HEALTH PLAN INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does KAISER FOUNDATION HEALTH PLAN INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of KAISER FOUNDATION HEALTH PLAN INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KAISER FOUNDATION HEALTH PLAN INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of KAISER FOUNDATION HEALTH PLAN INC?
The 990 for the year ended December 31, 2024 names GREGORY A ADAMS.
Who are the officers and directors of KAISER FOUNDATION HEALTH PLAN INC?
The 990 for the year ended December 31, 2024 lists 67 people; 67 received compensation from the organization, the highest $12,789,811 (Gregory Adams, Chairman & CEO).
How much revenue does KAISER FOUNDATION HEALTH PLAN INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $82,490,440,881, expenses of $82,234,695,814 and total assets of $33,547,368,863 at year end.

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