ADVENTIST HEALTH SYSTEM/WEST, INC. has sponsored the creation of one or more 401k plans.
Additional information about ADVENTIST HEALTH SYSTEM/WEST, INC.
Measure | Date | Value |
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2022 : ADVENTIST HEALTH 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $17,954,363 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,310,182 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,018,008 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $93,395 |
Value of total corrective distributions | 2022-12-31 | $69,562 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $28,938,445 |
Value of total assets at end of year | 2022-12-31 | $73,529,096 |
Value of total assets at beginning of year | 2022-12-31 | $60,884,915 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $129,217 |
Total interest from all sources | 2022-12-31 | $34,557 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,921 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,921 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $14,768,069 |
Participant contributions at end of year | 2022-12-31 | $898,876 |
Participant contributions at beginning of year | 2022-12-31 | $688,499 |
Participant contributions at end of year | 2022-12-31 | $456,935 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,577,908 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,245,357 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $634,465 |
Other income not declared elsewhere | 2022-12-31 | $35,337 |
Administrative expenses (other) incurred | 2022-12-31 | $85,429 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $12,644,181 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $73,529,096 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $60,884,915 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $43,788 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $165,458 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $189,627 |
Interest on participant loans | 2022-12-31 | $34,168 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $64,633,066 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $58,744,907 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $33,895 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $16,525 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $16,525 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $389 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-97,707 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-10,960,190 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $13,535,911 |
Employer contributions (assets) at end of year | 2022-12-31 | $5,762,958 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,018,008 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : ADVENTIST HEALTH 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $20,679 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $23,537,602 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,364,202 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,952,802 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $26,992 |
Value of total corrective distributions | 2021-12-31 | $367,332 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $15,825,823 |
Value of total assets at end of year | 2021-12-31 | $60,884,915 |
Value of total assets at beginning of year | 2021-12-31 | $40,690,836 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $17,076 |
Total interest from all sources | 2021-12-31 | $33,220 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $6,421 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $6,421 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $12,692,609 |
Participant contributions at end of year | 2021-12-31 | $688,499 |
Participant contributions at beginning of year | 2021-12-31 | $257,982 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,245,357 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $301,395 |
Other income not declared elsewhere | 2021-12-31 | $-35,340,091 |
Administrative expenses (other) incurred | 2021-12-31 | $10,518 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $20,173,400 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $60,884,915 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $40,690,836 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $6,558 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $189,627 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $183,694 |
Interest on participant loans | 2021-12-31 | $17,928 |
Interest earned on other investments | 2021-12-31 | $15,290 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $58,744,907 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $36,080,001 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $16,525 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $18,499 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $18,499 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $2 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $485,643 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-1,992 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $43,014,221 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,831,819 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,665,017 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,952,802 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : ADVENTIST HEALTH 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $114,565 |
Total income from all sources (including contributions) | 2020-12-31 | $24,261,673 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,617,218 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,615,017 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $18,729,080 |
Value of total assets at end of year | 2020-12-31 | $40,690,836 |
Value of total assets at beginning of year | 2020-12-31 | $20,160,946 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,201 |
Total interest from all sources | 2020-12-31 | $5,030 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $11,172,038 |
Participant contributions at end of year | 2020-12-31 | $257,982 |
Participant contributions at beginning of year | 2020-12-31 | $45,033 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $546,865 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $114,565 |
Administrative expenses (other) incurred | 2020-12-31 | $2,201 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $20,644,455 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $40,690,836 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $20,046,381 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $183,694 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $57,685 |
Interest on participant loans | 2020-12-31 | $5,030 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $36,080,001 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $16,477,594 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $18,499 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $102,496 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $102,496 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $485,643 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $61,746 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $5,506,971 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $7,010,177 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,665,017 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $3,416,392 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,615,017 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : ADVENTIST HEALTH 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $107,788 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $114,565 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $20,234,104 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $295,511 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $179,883 |
Value of total corrective distributions | 2019-12-31 | $114,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $18,842,554 |
Value of total assets at end of year | 2019-12-31 | $20,160,946 |
Value of total assets at beginning of year | 2019-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,063 |
Total interest from all sources | 2019-12-31 | $3,088 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $10,633,807 |
Participant contributions at end of year | 2019-12-31 | $45,033 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,441,302 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $114,565 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $1,063 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $19,938,593 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $20,046,381 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $57,685 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $522 |
Interest earned on other investments | 2019-12-31 | $1,099 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $16,477,594 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $102,496 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,467 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $61,746 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $3,310 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,385,152 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $6,767,445 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,416,392 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $179,883 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MOSS ADAMS |
Accountancy firm EIN | 2019-12-31 | 910189318 |