Kaiser Health Plan Asset Management Inc
Donations deductibleRevenue
$60.7m
year to 31 December 2024
Expenses
$60.6m
year to 31 December 2024
Total assets
$275.8m
$102.3m liabilities
Net assets
$173.5m
assets less liabilities
Directors and trustees
4
6.8y av
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Officers and senior staff
6
named in Part VII
Kaiser Health Plan Asset Management Inc's network
4 people5 organisationsi4 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (4). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
4 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 3 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Hong-SZE YU (also filed as Hong-Sze Yu) | VP, Brd & Corp Gov & Asst Secy | 2018 | 8 yrs |
| Jeanette Bettles | VP & Assistant Treasurer | 2024 | 2 yrs |
| Kathryn Lancaster | EVP & CFO | 2018 | 8 yrs |
| Thomas Meier | SVP, Corporate Treasurer | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
6 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alfonse Upshaw | SVP,Corporate Controller & CAO | since 2018 |
| Christina Lockwood | Assistant Secretary | 2024 |
| David Thomason | SVP,Corporate Controller & CAO | since 2023 |
| Mark Zemelman | SVP, General Counsel & Secy | since 2018 |
| Ryan Jenson | Interim Corp Controller & CAO | since 2022 |
| Vanessa Benavides | SVP,Chief Legal Officer & Secy | since 2022 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Kathryn Lancaster | EVP & CFO | 0.1 | $0 | $4.9m | $154k |
| Vanessa Benavides | EVP,Chief Legal Officer & Secy | 1 | $0 | $2.1m | $486k |
| David Thomason | SVP,Corporate Controller & CAO | 0.1 | $0 | $1.7m | $91k |
| Thomas Meier | SVP, Corporate Treasurer | 0.1 | $0 | $1.5m | $138k |
| Alfonse Upshaw | SVP, CFO - Ncal | 0 | $0 | $1.2m | $221k |
| Mark Zemelman | SVP, General Counsel & Secy | 0 | $0 | $258k | $800k |
| Ryan Jenson | Interim Corp Controller & CAO | 0.1 | $0 | $764k | $134k |
| Christina Lockwood | Assistant Secretary | 0.1 | $0 | $563k | $135k |
| Jeanette Bettles | VP & Assistant Treasurer | 1 | $0 | $443k | $138k |
| Hong-Sze Yu | VP, Brd & Corp Gov & Asst Secy | 0.1 | $0 | $307k | $8k |
About
- Legal name
- Kaiser Health Plan Asset Management Inc
- EIN
- 943299124
- Address
- C/O Kp Tax One Kaiser PLZ FL 26, Oakland, CA, 94612
- State
- California
- Mission
- Kaiser health plan asset management, inc is a supporting organization which acquires medical equipment necessary for the delivery of medical care at various kaiser permanente managed care facilities. (as filed on the Form 990)
- Activity (NTEE)
- E110 Health care
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Health Care
- Size band
- 9 (IRS master file code)
- Formed
- 1998
- Principal officer
- Thomas R Meier (as named on the Form 990)
- IRS ruling date
- 1 September 1998
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedHealth CareKaiser Foundation HospitalsRelatedHealth CareKaiser Foundation Health Plan IncRelatedHealth CareKaiser Fdn Health Plan of ColoradoRelatedHealth CareKaiser Fdn Health Plan of Georgia Inc
Longest observed on the filings
≥8years on the filingsHong-SZE YU
≥8years on the filingsKathryn Lancaster
≥8years on the filingsThomas Meier
≥2years on the filingsJeanette Bettles
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $275.8m
- Total liabilities
- $102.3m
- Net assets or fund balances
- $173.5m
- Contributions and grants received
- $0
- Program service revenue
- $60.7m
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $60.7m | $60.6m | $78k |
As filed on the IRS Form 990. US dollars.
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Kaiser Health Plan Asset Management, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Oregon Secretary of State, active business entities (data.oregon.gov tckn-sxa6). Licence not stated. Data last fetched 18 October 2026.
- State
- Oregon
- Entity type
- nonprofit corporation
- Status
- Active
- Formed
- 26 October 1998
- Registered agent
- The Prentice-Hall Corporation System, Inc. (city and state not held)