2023 Form 5500 filing — Inova Health System 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923093603NAL0020110752001) for Inova Health System 403(B) Plan, reported by Inova Health System under EIN 54-1071867 and plan number 003. It reports 19,847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923093603NAL0020110752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inova Health System
- EIN
- 54-1071867
- Plan number
- 003
- Location
- Fairfax, VA
- Participants
- 19,847
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,375,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,375,695
- Participant contributions
- $8,269,475
- Total income / additions
- $29,246,971
- Benefits paid
- $10,995,636
- Administrative expenses
- $11,048
- Total expenses
- $11,029,395
- Net increase / (decrease)
- $18,217,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors | ADVISOR | $52,281 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPER | $0 | $0 |