401k Plan data: VERITY MEDICAL FOUNDATION 401(K) PLAN plan

VERITY MEDICAL FOUNDATION 401(K) PLAN 401k Plan overview

Plan Name	VERITY MEDICAL FOUNDATION 401(K) PLAN
Plan identification number	001

VERITY MEDICAL FOUNDATION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAUGHTERS OF CHARITY HEALTH SYSTEMS MEDICAL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: DAUGHTERS OF CHARITY HEALTH SYSTEMS MEDICAL FOUNDATION

Employer identification number (EIN): 453691852

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERITY MEDICAL FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEVE SHARRER
001 2016-01-01 STEVESHARRER
001 2015-12-14 CHANTELLE WENZ
001 2015-06-17 ERICA LUNA
001 2015-01-01 ERICA LUNA

Plan Statistics for VERITY MEDICAL FOUNDATION 401(K) PLAN

401k plan membership statisitcs for VERITY MEDICAL FOUNDATION 401(K) PLAN

Measure Date Value
2019: VERITY MEDICAL FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 511
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: VERITY MEDICAL FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 426
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 444
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 67
Total of all active and inactive participants 2018-01-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 511
Number of participants with account balances 2018-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: VERITY MEDICAL FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 207
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 46
Total of all active and inactive participants 2017-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 253
Number of participants with account balances 2017-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: VERITY MEDICAL FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 96
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 29
Total of all active and inactive participants 2016-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 125
Number of participants with account balances 2016-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: VERITY MEDICAL FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-14 114
Total number of active participants reported on line 7a of the Form 5500 2015-12-14 93
Number of retired or separated participants receiving benefits 2015-12-14 0
Number of other retired or separated participants entitled to future benefits 2015-12-14 25
Total of all active and inactive participants 2015-12-14 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-14 0
Total participants 2015-12-14 118
Number of participants with account balances 2015-12-14 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-14 1
Total participants, beginning-of-year 2015-06-17 191
Total number of active participants reported on line 7a of the Form 5500 2015-06-17 97
Number of retired or separated participants receiving benefits 2015-06-17 0
Number of other retired or separated participants entitled to future benefits 2015-06-17 25
Total of all active and inactive participants 2015-06-17 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-17 0
Total participants 2015-06-17 122
Number of participants with account balances 2015-06-17 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-17 1
Total participants, beginning-of-year 2015-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 97
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 25
Total of all active and inactive participants 2015-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 122
Number of participants with account balances 2015-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1

Measure	Date	Value
2019: VERITY MEDICAL FOUNDATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	511
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: VERITY MEDICAL FOUNDATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	426
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	444
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	67
Total of all active and inactive participants	2018-01-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	511
Number of participants with account balances	2018-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: VERITY MEDICAL FOUNDATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	207
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	46
Total of all active and inactive participants	2017-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	253
Number of participants with account balances	2017-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: VERITY MEDICAL FOUNDATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	96
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	29
Total of all active and inactive participants	2016-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	125
Number of participants with account balances	2016-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: VERITY MEDICAL FOUNDATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-14	114
Total number of active participants reported on line 7a of the Form 5500	2015-12-14	93
Number of retired or separated participants receiving benefits	2015-12-14	0
Number of other retired or separated participants entitled to future benefits	2015-12-14	25
Total of all active and inactive participants	2015-12-14	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-14	0
Total participants	2015-12-14	118
Number of participants with account balances	2015-12-14	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-14	1
Total participants, beginning-of-year	2015-06-17	191
Total number of active participants reported on line 7a of the Form 5500	2015-06-17	97
Number of retired or separated participants receiving benefits	2015-06-17	0
Number of other retired or separated participants entitled to future benefits	2015-06-17	25
Total of all active and inactive participants	2015-06-17	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-17	0
Total participants	2015-06-17	122
Number of participants with account balances	2015-06-17	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-17	1
Total participants, beginning-of-year	2015-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	97
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	25
Total of all active and inactive participants	2015-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	122
Number of participants with account balances	2015-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1

Financial Data on VERITY MEDICAL FOUNDATION 401(K) PLAN

Measure	Date	Value
2019 : VERITY MEDICAL FOUNDATION 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-27	$1,657,167
Total of all expenses incurred	2019-12-27	$8,183,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-27	$8,150,601
Value of total corrective distributions	2019-12-27	$7,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-27	$627,859
Value of total assets at end of year	2019-12-27	$0
Value of total assets at beginning of year	2019-12-27	$6,526,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-27	$25,131
Total interest from all sources	2019-12-27	$20,983
Total dividends received (eg from common stock, registered investment company shares)	2019-12-27	$92,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-27	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-27	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-27	$92,874
Administrative expenses professional fees incurred	2019-12-27	$6,027
Was this plan covered by a fidelity bond	2019-12-27	Yes
Value of fidelity bond cover	2019-12-27	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-27	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-27	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-27	No
Contributions received from participants	2019-12-27	$351,170
Participant contributions at end of year	2019-12-27	$0
Participant contributions at beginning of year	2019-12-27	$124,814
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-27	$5,800
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-27	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-27	$44
Administrative expenses (other) incurred	2019-12-27	$18,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-27	No
Value of net income/loss	2019-12-27	$-6,526,082
Value of net assets at end of year (total assets less liabilities)	2019-12-27	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-12-27	$6,526,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-27	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-27	No
Were any leases to which the plan was party in default or uncollectible	2019-12-27	No
Investment advisory and management fees	2019-12-27	$716
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-27	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-27	$5,299,067
Interest on participant loans	2019-12-27	$2,426
Interest earned on other investments	2019-12-27	$18,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-27	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-27	$961,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-27	$915,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-27	No
Was there a failure to transmit to the plan any participant contributions	2019-12-27	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-27	No
Contributions received in cash from employer	2019-12-27	$270,889
Employer contributions (assets) at end of year	2019-12-27	$0
Employer contributions (assets) at beginning of year	2019-12-27	$140,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-27	$8,150,601
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-27	No
Did the plan have assets held for investment	2019-12-27	No
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	2019-12-27	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-27	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-27	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-27	Disclaimer
Accountancy firm name	2019-12-27	MOSS ADAMS
Accountancy firm EIN	2019-12-27	910189318
2018 : VERITY MEDICAL FOUNDATION 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,074,868
Total of all expenses incurred	2018-12-31	$532,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$497,775
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,175
Value of total corrective distributions	2018-12-31	$21,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,455,269
Value of total assets at end of year	2018-12-31	$6,526,082
Value of total assets at beginning of year	2018-12-31	$5,983,977
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,451
Total interest from all sources	2018-12-31	$31,915
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$110,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$110,810
Administrative expenses professional fees incurred	2018-12-31	$2,262
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$882,282
Participant contributions at end of year	2018-12-31	$124,814
Participant contributions at beginning of year	2018-12-31	$206,863
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$234,740
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$44
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$354
Administrative expenses (other) incurred	2018-12-31	$9,510
Total non interest bearing cash at beginning of year	2018-12-31	$1,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$542,105
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,526,082
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,983,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$679
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,299,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,549,030
Interest on participant loans	2018-12-31	$7,808
Interest earned on other investments	2018-12-31	$24,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$961,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,226,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-523,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$338,247
Employer contributions (assets) at end of year	2018-12-31	$140,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$497,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS
Accountancy firm EIN	2018-12-31	910189318
2017 : VERITY MEDICAL FOUNDATION 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$43,990
Total income from all sources (including contributions)	2017-12-31	$1,575,426
Total of all expenses incurred	2017-12-31	$377,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$338,169
Expenses. Certain deemed distributions of participant loans	2017-12-31	$15,298
Value of total corrective distributions	2017-12-31	$10,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$938,067
Value of total assets at end of year	2017-12-31	$5,983,977
Value of total assets at beginning of year	2017-12-31	$4,742,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,360
Total interest from all sources	2017-12-31	$23,411
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$48,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$48,373
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$431,471
Participant contributions at end of year	2017-12-31	$206,863
Participant contributions at beginning of year	2017-12-31	$168,988
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$395,375
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$354
Administrative expenses (other) incurred	2017-12-31	$13,360
Total non interest bearing cash at end of year	2017-12-31	$1,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,197,782
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,983,977
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,742,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,549,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,831,348
Interest on participant loans	2017-12-31	$8,627
Interest earned on other investments	2017-12-31	$14,781
Value of interest in common/collective trusts at beginning of year	2017-12-31	$741,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,226,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$533,168
Net investment gain or loss from common/collective trusts	2017-12-31	$32,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$111,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$338,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS
Accountancy firm EIN	2017-12-31	910189318
2016 : VERITY MEDICAL FOUNDATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$1,084
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$853,940
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$363,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$336,081
Expenses. Certain deemed distributions of participant loans	2016-12-31	$-910
Value of total corrective distributions	2016-12-31	$13,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$519,334
Value of total assets at end of year	2016-12-31	$4,742,205
Value of total assets at beginning of year	2016-12-31	$4,250,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,080
Total interest from all sources	2016-12-31	$7,412
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$39,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$39,706
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$389,720
Participant contributions at end of year	2016-12-31	$168,988
Participant contributions at beginning of year	2016-12-31	$139,014
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,878
Other income not declared elsewhere	2016-12-31	$2,840
Administrative expenses (other) incurred	2016-12-31	$15,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$490,324
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,742,205
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,250,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,831,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,512,130
Interest on participant loans	2016-12-31	$7,412
Value of interest in common/collective trusts at end of year	2016-12-31	$741,869
Value of interest in common/collective trusts at beginning of year	2016-12-31	$599,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$227,945
Net investment gain or loss from common/collective trusts	2016-12-31	$56,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$124,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$336,081
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS
Accountancy firm EIN	2016-12-31	910189318
2015 : VERITY MEDICAL FOUNDATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$3,347
Total transfer of assets from this plan	2015-12-31	$437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$543,815
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,076,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,054,227
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,224
Value of total corrective distributions	2015-12-31	$3,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$568,143
Value of total assets at end of year	2015-12-31	$4,250,797
Value of total assets at beginning of year	2015-12-31	$4,780,936
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,577
Total interest from all sources	2015-12-31	$8,247
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$29,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$29,538
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$423,664
Participant contributions at end of year	2015-12-31	$139,014
Participant contributions at beginning of year	2015-12-31	$169,876
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,013
Other income not declared elsewhere	2015-12-31	$170
Administrative expenses (other) incurred	2015-12-31	$17,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-533,049
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,250,797
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,780,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,512,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,968,440
Interest on participant loans	2015-12-31	$8,247
Value of interest in common/collective trusts at end of year	2015-12-31	$599,653
Value of interest in common/collective trusts at beginning of year	2015-12-31	$642,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-56,134
Net investment gain or loss from common/collective trusts	2015-12-31	$-6,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$140,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,054,227
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	FRANK, RIMERMAN & CO
Accountancy firm EIN	2015-12-31	941341042

Form 5500 Responses for VERITY MEDICAL FOUNDATION 401(K) PLAN

2019: VERITY MEDICAL FOUNDATION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	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
2018: VERITY MEDICAL FOUNDATION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VERITY MEDICAL FOUNDATION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VERITY MEDICAL FOUNDATION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VERITY MEDICAL FOUNDATION 401(K) PLAN 2015 form 5500 responses
2015-12-14	Type of plan entity	Single employer plan
2015-12-14	First time form 5500 has been submitted	Yes
2015-12-14	Submission has been amended	Yes
2015-12-14	This submission is the final filing	No
2015-12-14	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-12-14	Plan is a collectively bargained plan	No
2015-12-14	Plan funding arrangement – Trust	Yes
2015-12-14	Plan benefit arrangement - Trust	Yes
2015-06-17	Type of plan entity	Single employer plan
2015-06-17	First time form 5500 has been submitted	Yes
2015-06-17	Submission has been amended	Yes
2015-06-17	This submission is the final filing	No
2015-06-17	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-06-17	Plan is a collectively bargained plan	No
2015-06-17	Plan funding arrangement – Trust	Yes
2015-06-17	Plan benefit arrangement - Trust	Yes
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	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

TA080597

Policy instance

Insurance contract or identification number	TA080597
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-27
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TA080597

Policy instance

Insurance contract or identification number	TA080597
Number of Individuals Covered	342
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

TA080597

Policy instance

Insurance contract or identification number	TA080597
Number of Individuals Covered	237
Insurance policy start date	2017-07-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	DAUGHTERS OF CHARITY HEALTH SYSTEMS MEDICAL FOUNDATION
Employer identification number (EIN):	453691852
NAIC Classification:	622000
NAIC Description:	Hospitals