Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
INOVA HEALTH SYSTEM FOUNDATION
EIN 54-1071867Health Care and Social AssistanceLatest filing 2024
Plans
4
Retirement
2
$3.65B assets
Welfare
2
$20.4M premiums
Participants
56,982
8095 INNOVATION PARK DRIVE - FAIRFAX, VA 22031703-205-2166
Retirement portfolio analytics
2 plans aggregated / $3.65B assets / 31,452 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $20.4M premiums / 25,447 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$9.7M
- Long-term disability$9.7M
- Other$6.8M
- Vision$2.5M
- Health$1.1M
- Dental$848K
Carrier market share
Premium dollars by Schedule A carrier
51%top
- HARTFORD LIFE AND ACCIDENT51%
- AETNA LIFE INSURANCE COMPANY29%
- VISION SERVICE PLAN12%
- INOVA EMPLOYEE ASSISTANCE3%
- JOHN HANCOCK LIFE INSURANCE COMPANY3%
- +2 more
Broker market share
Schedule A broker compensation
90%top
- MERCER HEALTH AND BENEFITS, LLC90%
- AON CONSULTING INC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN
401k
Assets$3.50B
Participants30,610
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
INOVA HEALTH SYSTEM 403(B) PLAN
403b
Assets$156.6M
Participants842
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
INOVA HEALTH SYSTEM HEALTH AND WELFARE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$19.8M
Covered lives25,332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
INOVA HEALTH SYSTEM HEALTH PLAN FOR RETIRED EMPLOYEES
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$503K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN | 401k | $3.50B | 30,610 | 2024 | |
| 003 | INOVA HEALTH SYSTEM 403(B) PLAN | 403b | $156.6M | 842 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | INOVA HEALTH SYSTEM HEALTH AND WELFARE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $19.8M | 25,332 | 2024 | |
| 507 | INOVA HEALTH SYSTEM HEALTH PLAN FOR RETIRED EMPLOYEES | Fully Insured | AETNA LIFE INSURANCE COMPANY | $503K | 115 | 2024 |
Retirement plans
Welfare plans