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Kaiser Found Health Plan Inc Retiree Health & Welfare Plan Tr

  • Boston, MA
  • Tax-exempt since Feb. 2016
  • EIN: 47-6685299

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Insurance Providers, Services (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$30.1M (2022)

Expenses
$21.8M (2022)

Total Assets
$4.94B (2022)

Total Liabilities
$1.96M (2022)

Source: Form 990 tax filings from 2014 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,093,272
Expenses
$21,776,346
Net Income
$8,316,926
Net Assets
$4,933,727,119
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $677,948
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,415,324
97.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $114,748
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,935,690,823
Total Liabilities $1,963,704
Net Assets $4,933,727,119
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank Trust Comp (Trustee) $114,748 $0 $0

Document Links

990
Filed on Nov. 13, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$206,309,367
Expenses
$22,418,466
Net Income
$183,890,901
Net Assets
$6,260,907,872
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $9,380
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $206,299,987
100.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $510,646
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,263,155,647
Total Liabilities $2,247,775
Net Assets $6,260,907,872
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank Trust Comp (Trustee) $510,646 $0 $0

Document Links

990
Filed on Nov. 3, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$528,055,920
Expenses
$16,556,865
Net Income
$511,499,055
Net Assets
$5,677,334,475
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $38,506,806
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $489,549,114
92.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $103,464
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,679,273,121
Total Liabilities $1,938,646
Net Assets $5,677,334,475
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank Trust Comp (Trustee) $103,464 $0 $0

Document Links

990
Filed on Nov. 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$195,443,970
Expenses
$38,973,501
Net Income
$156,470,469
Net Assets
$5,203,442,110
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,500,000
14.6%
Investment Income $92,437,011
47.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $74,506,959
38.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $197,707
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,347,159,223
Total Liabilities $143,717,113
Net Assets $5,203,442,110
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank Tr (Trustee) $197,707 $0 $0

Document Links

990
Filed on Nov. 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$240,225,369
Expenses
$21,749,910
Net Income
$218,475,459
Net Assets
$4,325,784,332
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $60,373,047
25.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $179,852,322
74.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,719
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,325,784,332
Total Liabilities $0
Net Assets $4,325,784,332
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank Trust Comp (Trustee) $7,719 $0 $0

Document Links

990
Filed on Nov. 13, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,088,003,508
Expenses
$6,416,540
Net Income
$1,081,586,968
Net Assets
$4,482,669,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,000,000,000
91.9%
Investment Income $12,590,326
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $75,413,182
6.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,006
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,482,669,915
Total Liabilities $0
Net Assets $4,482,669,915
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank Trust Comp (Trustee) $5,006 $0 $0

Document Links

990
Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,612,152,574
Expenses
$4,803,024
Net Income
$1,607,349,550
Net Assets
$3,094,940,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,600,000,000
99.2%
Investment Income $1,343,016
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,809,558
0.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,750
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,094,940,317
Total Liabilities $0
Net Assets $3,094,940,317
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank Trust Comp (Trustee) $3,750 $0 $0

Document Links

990
Filed on Nov. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,000,085,939
Expenses
$529,956
Net Income
$999,555,983
Net Assets
$1,365,144,576
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,000,000,000
100.0%
Investment Income $112,565
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$26,626
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,750
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,365,144,576
Total Liabilities $0
Net Assets $1,365,144,576
Compensation
Key Employees and Officers Compensation Related Other
State Street Bank Trust Comp (Trustee) $3,750 $0 $0

Document Links

990
Filed on Nov. 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$400,000,000
Expenses
$0
Net Income
$400,000,000
Net Assets
$400,000,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $400,000,000
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $400,000,000
Total Liabilities $0
Net Assets $400,000,000

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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