401k Plan data: ADVENTIST HEALTH 401(K) PLAN plan

ADVENTIST HEALTH 401(K) PLAN 401k Plan overview

Plan Name	ADVENTIST HEALTH 401(K) PLAN
Plan identification number	007

ADVENTIST HEALTH 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ADVENTIST HEALTH SYSTEM/WEST, INC. has sponsored the creation of one or more 401k plans.

Company Name: ADVENTIST HEALTH SYSTEM/WEST, INC.

Employer identification number (EIN): 953484589

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about ADVENTIST HEALTH SYSTEM/WEST, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0980746

More information about ADVENTIST HEALTH SYSTEM/WEST, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVENTIST HEALTH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2022-01-01
007 2021-01-01
007 2020-01-01
007 2019-01-01 ROB LONTO 2020-10-15

Plan Statistics for ADVENTIST HEALTH 401(K) PLAN

401k plan membership statisitcs for ADVENTIST HEALTH 401(K) PLAN

Measure Date Value
2022: ADVENTIST HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3,003
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,430
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 479
Total of all active and inactive participants 2022-01-01 2,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 2,915
Number of participants with account balances 2022-01-01 2,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 149
2021: ADVENTIST HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,610
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,508
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 491
Total of all active and inactive participants 2021-01-01 3,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 3,003
Number of participants with account balances 2021-01-01 2,542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 132
2020: ADVENTIST HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,462
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,298
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 310
Total of all active and inactive participants 2020-01-01 2,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 2,610
Number of participants with account balances 2020-01-01 2,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 127
2019: ADVENTIST HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,268
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 192
Total of all active and inactive participants 2019-01-01 2,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 2,462
Number of participants with account balances 2019-01-01 2,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 93

Measure	Date	Value
2022: ADVENTIST HEALTH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3,003
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,430
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	479
Total of all active and inactive participants	2022-01-01	2,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	2,915
Number of participants with account balances	2022-01-01	2,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	149
2021: ADVENTIST HEALTH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,610
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,508
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	491
Total of all active and inactive participants	2021-01-01	3,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	3,003
Number of participants with account balances	2021-01-01	2,542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	132
2020: ADVENTIST HEALTH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,462
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,298
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	310
Total of all active and inactive participants	2020-01-01	2,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	2,610
Number of participants with account balances	2020-01-01	2,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	127
2019: ADVENTIST HEALTH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,268
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	192
Total of all active and inactive participants	2019-01-01	2,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	2,462
Number of participants with account balances	2019-01-01	2,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	93

Financial Data on ADVENTIST HEALTH 401(K) PLAN

Measure	Date	Value
2022 : ADVENTIST HEALTH 401(K) PLAN 2022 401k financial data
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
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
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
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

Form 5500 Responses for ADVENTIST HEALTH 401(K) PLAN

2022: ADVENTIST HEALTH 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ADVENTIST HEALTH 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ADVENTIST HEALTH 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ADVENTIST HEALTH 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

37288

Policy instance

Insurance contract or identification number	37288
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

37288

Policy instance

Insurance contract or identification number	37288
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041891

Policy instance

Insurance contract or identification number	041891
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

37288

Policy instance

Insurance contract or identification number	37288
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

041891

Policy instance

Insurance contract or identification number	041891
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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See full terms and conditions

Company Name:	ADVENTIST HEALTH SYSTEM/WEST, INC.
Employer identification number (EIN):	953484589
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0980746