401k Plan data: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) plan

VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 401k Plan overview

Plan Name	VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A)
Plan identification number	002

VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

VERITY HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name: VERITY HEALTH SYSTEM

Employer identification number (EIN): 912145484

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about VERITY HEALTH SYSTEM

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2346440

More information about VERITY HEALTH SYSTEM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 STEVE SHARRER
002 2016-01-01 STEVE SHARRER
002 2016-01-01
002 2015-12-14 MICHAEL KATZ

Plan Statistics for VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A)

401k plan membership statisitcs for VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A)

Measure Date Value
2020: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8,023
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8,095
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6,153
Number of retired or separated participants receiving benefits 2019-01-01 70
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,748
Total of all active and inactive participants 2019-01-01 7,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 52
Total participants 2019-01-01 8,023
Number of participants with account balances 2019-01-01 4,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7,428
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6,742
Number of retired or separated participants receiving benefits 2018-01-01 64
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,211
Total of all active and inactive participants 2018-01-01 8,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 51
Total participants 2018-01-01 8,068
Number of participants with account balances 2018-01-01 5,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 131
2017: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5,585
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5,834
Number of retired or separated participants receiving benefits 2017-01-01 59
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,423
Total of all active and inactive participants 2017-01-01 7,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 46
Total participants 2017-01-01 7,362
Number of participants with account balances 2017-01-01 5,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 128
2016: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6,825
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4,207
Number of retired or separated participants receiving benefits 2016-01-01 39
Number of other retired or separated participants entitled to future benefits 2016-01-01 1,231
Total of all active and inactive participants 2016-01-01 5,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 41
Total participants 2016-01-01 5,518
Number of participants with account balances 2016-01-01 5,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 179
2015: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2015 401k membership
Total participants, beginning-of-year 2015-12-14 6,818
Total number of active participants reported on line 7a of the Form 5500 2015-12-14 5,763
Number of retired or separated participants receiving benefits 2015-12-14 18
Number of other retired or separated participants entitled to future benefits 2015-12-14 1,013
Total of all active and inactive participants 2015-12-14 6,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-14 31
Total participants 2015-12-14 6,825
Number of participants with account balances 2015-12-14 5,599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-14 6

Measure	Date	Value
2020: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8,023
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8,095
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6,153
Number of retired or separated participants receiving benefits	2019-01-01	70
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,748
Total of all active and inactive participants	2019-01-01	7,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	52
Total participants	2019-01-01	8,023
Number of participants with account balances	2019-01-01	4,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7,428
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6,742
Number of retired or separated participants receiving benefits	2018-01-01	64
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,211
Total of all active and inactive participants	2018-01-01	8,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	51
Total participants	2018-01-01	8,068
Number of participants with account balances	2018-01-01	5,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	131
2017: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5,585
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5,834
Number of retired or separated participants receiving benefits	2017-01-01	59
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,423
Total of all active and inactive participants	2017-01-01	7,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	46
Total participants	2017-01-01	7,362
Number of participants with account balances	2017-01-01	5,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	128
2016: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6,825
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4,207
Number of retired or separated participants receiving benefits	2016-01-01	39
Number of other retired or separated participants entitled to future benefits	2016-01-01	1,231
Total of all active and inactive participants	2016-01-01	5,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	41
Total participants	2016-01-01	5,518
Number of participants with account balances	2016-01-01	5,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	179
2015: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2015 401k membership
Total participants, beginning-of-year	2015-12-14	6,818
Total number of active participants reported on line 7a of the Form 5500	2015-12-14	5,763
Number of retired or separated participants receiving benefits	2015-12-14	18
Number of other retired or separated participants entitled to future benefits	2015-12-14	1,013
Total of all active and inactive participants	2015-12-14	6,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-14	31
Total participants	2015-12-14	6,825
Number of participants with account balances	2015-12-14	5,599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-14	6

Financial Data on VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A)

Measure	Date	Value
2020 : VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2020 401k financial data
Total transfer of assets to this plan	2020-12-22	$2,234
Total income from all sources (including contributions)	2020-12-22	$5,873,406
Total of all expenses incurred	2020-12-22	$62,648,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-22	$62,412,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-22	$2,744,764
Value of total assets at end of year	2020-12-22	$0
Value of total assets at beginning of year	2020-12-22	$56,772,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-22	$236,271
Total interest from all sources	2020-12-22	$104,815
Total dividends received (eg from common stock, registered investment company shares)	2020-12-22	$290,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-22	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-12-22	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-22	$290,942
Administrative expenses professional fees incurred	2020-12-22	$75,722
Was this plan covered by a fidelity bond	2020-12-22	Yes
Value of fidelity bond cover	2020-12-22	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-22	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-22	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-22	No
Assets. Other investments not covered elsewhere at end of year	2020-12-22	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-22	$25,216
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-22	$15,872
Other income not declared elsewhere	2020-12-22	$-398
Administrative expenses (other) incurred	2020-12-22	$154,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-22	No
Value of net income/loss	2020-12-22	$-56,774,987
Value of net assets at end of year (total assets less liabilities)	2020-12-22	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-22	$56,772,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-22	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-22	No
Were any leases to which the plan was party in default or uncollectible	2020-12-22	No
Investment advisory and management fees	2020-12-22	$5,552
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-22	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-22	$46,932,956
Interest earned on other investments	2020-12-22	$104,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-22	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-22	$9,806,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-22	$2,733,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-22	No
Was there a failure to transmit to the plan any participant contributions	2020-12-22	No
Has the plan failed to provide any benefit when due under the plan	2020-12-22	No
Contributions received in cash from employer	2020-12-22	$2,728,892
Employer contributions (assets) at end of year	2020-12-22	$0
Employer contributions (assets) at beginning of year	2020-12-22	$8,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-22	$62,412,122
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	2020-12-22	No
Did the plan have assets held for investment	2020-12-22	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	2020-12-22	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-22	Yes
Opinion of an independent qualified public accountant for this plan	2020-12-22	Disclaimer
Accountancy firm name	2020-12-22	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-22	910189318
2019 : VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$13,909,703
Total of all expenses incurred	2019-12-31	$12,801,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$12,499,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,598,254
Value of total assets at end of year	2019-12-31	$56,772,753
Value of total assets at beginning of year	2019-12-31	$55,664,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$302,350
Total interest from all sources	2019-12-31	$226,267
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,617,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,617,405
Administrative expenses professional fees incurred	2019-12-31	$166,317
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
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$25,216
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$22,356
Other income not declared elsewhere	2019-12-31	$2,660
Administrative expenses (other) incurred	2019-12-31	$127,681
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	$1,108,084
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$56,772,753
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$55,664,669
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
Investment advisory and management fees	2019-12-31	$8,352
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$46,932,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$43,793,893
Interest earned on other investments	2019-12-31	$226,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$9,806,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$11,463,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,465,117
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	$3,598,254
Employer contributions (assets) at end of year	2019-12-31	$8,224
Employer contributions (assets) at beginning of year	2019-12-31	$385,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$12,499,269
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	2019-12-31	No
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 LLP
Accountancy firm EIN	2019-12-31	910189318
2018 : VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,708,670
Total of all expenses incurred	2018-12-31	$3,435,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,315,897
Value of total corrective distributions	2018-12-31	$153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,248,240
Value of total assets at end of year	2018-12-31	$55,664,669
Value of total assets at beginning of year	2018-12-31	$56,391,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$119,094
Total interest from all sources	2018-12-31	$247,247
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,000,735
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	$1,000,735
Administrative expenses professional fees incurred	2018-12-31	$35,318
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
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$22,356
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$15,940
Other income not declared elsewhere	2018-12-31	$-5,358
Administrative expenses (other) incurred	2018-12-31	$77,389
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	$-726,474
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$55,664,669
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$56,391,143
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	$6,387
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$43,793,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$45,479,869
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest earned on other investments	2018-12-31	$247,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$11,463,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$10,824,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,782,194
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	No
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	$6,248,240
Employer contributions (assets) at end of year	2018-12-31	$385,207
Employer contributions (assets) at beginning of year	2018-12-31	$71,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,315,897
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 LLP
Accountancy firm EIN	2018-12-31	910189318
2017 : VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$11,716,541
Total of all expenses incurred	2017-12-31	$2,398,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,352,819
Value of total corrective distributions	2017-12-31	$8
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,808,810
Value of total assets at end of year	2017-12-31	$56,391,143
Value of total assets at beginning of year	2017-12-31	$47,073,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$46,066
Total interest from all sources	2017-12-31	$139,518
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$811,880
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	$811,880
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	No
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
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$15,940
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$15,799
Other income not declared elsewhere	2017-12-31	$-175
Administrative expenses (other) incurred	2017-12-31	$46,066
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	$9,317,648
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$56,391,143
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$47,073,495
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	$45,479,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$36,608,168
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$10,273,582
Interest earned on other investments	2017-12-31	$139,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$10,824,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$175,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,883,841
Net investment gain/loss from pooled separate accounts	2017-12-31	$72,667
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	No
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	$4,808,810
Employer contributions (assets) at end of year	2017-12-31	$71,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,352,819
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	No
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 LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$14,333,141
Total of all expenses incurred	2016-12-31	$3,701,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,664,864
Value of total corrective distributions	2016-12-31	$88
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$11,307,680
Value of total assets at end of year	2016-12-31	$52,530,881
Value of total assets at beginning of year	2016-12-31	$41,899,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$36,457
Total interest from all sources	2016-12-31	$1,283
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$729,657
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	$729,657
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
Participant contributions at end of year	2016-12-31	$5,457,386
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$15,799
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$11,326
Other income not declared elsewhere	2016-12-31	$2,574
Administrative expenses (other) incurred	2016-12-31	$36,457
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	$10,631,732
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$52,530,881
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$41,899,149
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	$36,608,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$31,925,614
Value of interest in pooled separate accounts at end of year	2016-12-31	$10,273,582
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$9,764,597
Interest earned on other investments	2016-12-31	$1,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$175,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$197,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,155,908
Net investment gain/loss from pooled separate accounts	2016-12-31	$136,039
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	Yes
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	$11,307,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,664,864
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	2016-12-31	No
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 LLP
Accountancy firm EIN	2016-12-31	910189318
2015 : VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$41,466,921
Total income from all sources (including contributions)	2015-12-31	$526,529
Total of all expenses incurred	2015-12-31	$94,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$91,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$336,453
Value of total assets at end of year	2015-12-31	$41,899,149
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,386
Total interest from all sources	2015-12-31	$95
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$94,460
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	$94,460
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
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
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$11,326
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$-9
Administrative expenses (other) incurred	2015-12-31	$2,386
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	$432,228
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$41,899,149
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
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	$31,925,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$9,764,597
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest earned on other investments	2015-12-31	$95
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$197,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$89,055
Net investment gain/loss from pooled separate accounts	2015-12-31	$6,475
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	$336,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$91,915
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	2015-12-31	No
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

Form 5500 Responses for VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A)

2020: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	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: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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 HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 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 HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 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 HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VERITY HEALTH SYSTEM SUPPLEMENTAL RETIREMENT PLAN 401(A) 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	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-12-14	Plan funding arrangement – Insurance	Yes
2015-12-14	Plan funding arrangement – Trust	Yes
2015-12-14	Plan benefit arrangement – Insurance	Yes
2015-12-14	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080286

Policy instance

Insurance contract or identification number	TT080286
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-22
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

TT080286

Policy instance

Insurance contract or identification number	TT080286
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-07-15
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080286

Policy instance

Insurance contract or identification number	TT080286
Number of Individuals Covered	4750
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

TT080286

Policy instance

Insurance contract or identification number	TT080286
Number of Individuals Covered	4750
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080286

Policy instance

Insurance contract or identification number	TT080286
Number of Individuals Covered	5557
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

TT080286

Policy instance

Insurance contract or identification number	TT080286
Number of Individuals Covered	5557
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080286

Policy instance

Insurance contract or identification number	TT080286
Number of Individuals Covered	5780
Insurance policy start date	2017-01-01
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

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

Policy contract number

TT080286

Policy instance

Insurance contract or identification number	TT080286
Number of Individuals Covered	5780
Insurance policy start date	2017-01-01
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080286

Policy instance

Insurance contract or identification number	TT080286
Number of Individuals Covered	5599
Insurance policy start date	2015-12-14
Insurance policy end date	2015-12-31
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:	VERITY HEALTH SYSTEM
Employer identification number (EIN):	912145484
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2346440