Inova Health System 403(B) Plan — Form 5500 plan (Inova Health System)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Inova Health System 403(B) Plan is a benefit plan reported by Inova Health System under EIN 54-1071867 and plan number 003. The latest loaded filing year is 2023. The filing reports 19,847 participants and $149,375,695 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inova Health System
EIN
54-1071867
Plan number
003
Plan type
2
Location
Fairfax, VA
Latest filing year
2023
Participants
19,847
End-of-year plan assets
$149,375,695

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,847H, C20240923093603NAL0020110752001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$149,375,695
Total liabilities (EOY)
$0
Net assets (EOY)
$149,375,695
Net assets (BOY)
$131,158,119

Income & contributions

Participant contributions
$8,269,475
Total contributions
$9,045,639
Total income / additions
$29,246,971

Expenses & distributions

Benefits paid
$10,995,636
Administrative expenses
$11,048
Total expenses
$11,029,395
Net increase / (decrease)
$18,217,576

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic AdvisorsADVISOR$52,281not reported in the loaded dataset2023
Fid Inv Inst Ops CoRECORDKEEPER$0$02023

Related Form 5500 pages