Inova Health System Retirement Savings 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 Retirement Savings Plan is a benefit plan reported by Inova Health System under EIN 54-1071867 and plan number 002. The latest loaded filing year is 2023. The filing reports 27,229 participants and $2,940,294,573 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
- 002
- Plan type
- 2
- Location
- Fairfax, VA
- Latest filing year
- 2023
- Participants
- 27,229
- End-of-year plan assets
- $2,940,294,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,229 | H, C | 20240923093347NAL0011263057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,940,294,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,940,294,573
- Net assets (BOY)
- $2,357,356,013
Income & contributions
- Employer contributions
- $89,141,405
- Participant contributions
- $180,393,470
- Total contributions
- $303,006,281
- Total income / additions
- $765,219,422
Expenses & distributions
- Benefits paid
- $180,984,936
- Administrative expenses
- $1,062,980
- Total expenses
- $182,280,862
- Net increase / (decrease)
- $582,938,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | NONE | $1,198,890 | not reported in the loaded dataset | 2023 |
| 401(K) Adivors Inc | CONULTANT | $99,667 | not reported in the loaded dataset | 2023 |
| Hunton Andrew Kurth | CONSULTANT | $6,016 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Inova Health System
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fairfax, VA
- Strategic Advisors, Inc. — Schedule C compensation
- 401(K) Adivors Inc — Schedule C compensation
- Hunton Andrew Kurth — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation