Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
INOVA HEALTH SYSTEM FOUNDATION
EIN 54-1071867Health Care and Social AssistanceLatest filing 2025
Plans
4
Retirement
2
$4.32B assets
Welfare
2
$23.0M premiums
Participants
58,831
8095 INNOVATION PARK DRIVE - FAIRFAX, VA 22031703-205-2166
Retirement portfolio analytics
2 plans aggregated / $4.32B assets / 32,410 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $23.0M premiums / 26,352 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$12.0M
- Long-term disability$11.4M
- Other$7.5M
- Vision$2.6M
- Dental$955K
- Health$462K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
53%top
- HARTFORD LIFE AND ACCIDENT53%
- AETNA LIFE INSURANCE COMPANY28%
- VISION SERVICE PLAN11%
- 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$4.16B
Participants31,904
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$158.5M
Participants506
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$22.5M
Covered lives26,240
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$462K
Covered lives112
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 | $4.16B | 31,904 | 2025 | |
| 003 | INOVA HEALTH SYSTEM 403(B) PLAN | 403b | $158.5M | 506 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | INOVA HEALTH SYSTEM HEALTH AND WELFARE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $22.5M | 26,240 | 2025 | |
| 507 | INOVA HEALTH SYSTEM HEALTH PLAN FOR RETIRED EMPLOYEES | Fully Insured | AETNA LIFE INSURANCE COMPANY | $462K | 112 | 2025 |
Retirement plans
Welfare plans