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| Plan Name | INOVA HEALTH SYSTEM FOUNDATION DEFINED BENEFIT PLAN MASTER TRUST |
| Plan identification number | 001 |
| Company Name: | INOVA HEALTH SYSTEM FOUNDATION |
| Employer identification number (EIN): | 205211615 |
Additional information about INOVA HEALTH SYSTEM FOUNDATION
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 1977-11-29 |
| Company Identification Number: | 0180369 |
| Legal Registered Office Address: |
8110 GATEHOUSE ROAD 8110 GATEHOUSE RD FALLS CHURCH United States of America (USA) 22042 |
More information about INOVA HEALTH SYSTEM FOUNDATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2009-01-01 | JOSEPH DEROMA | JOSEPH DEROMA | 2012-10-11 |
| Measure | Date | Value |
|---|---|---|
| 2009 : INOVA HEALTH SYSTEM FOUNDATION DEFINED BENEFIT PLAN MASTER TRUST 2009 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2009-12-31 | $0 |
| Total transfer of assets from this plan | 2009-12-31 | $401,370,363 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-12-31 | $0 |
| Total income from all sources (including contributions) | 2009-12-31 | $0 |
| Total loss/gain on sale of assets | 2009-12-31 | $0 |
| Total of all expenses incurred | 2009-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2009-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2009-12-31 | $0 |
| Value of total assets at end of year | 2009-12-31 | $0 |
| Value of total assets at beginning of year | 2009-12-31 | $401,370,363 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2009-12-31 | $0 |
| Total interest from all sources | 2009-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2009-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2009-12-31 | $1,129,938 |
| Were there any nonexempt tranactions with any party-in-interest | 2009-12-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2009-12-31 | $1,369,556 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2009-12-31 | $500,000 |
| Assets. Loans (other than to participants) at beginning of year | 2009-12-31 | $263,144 |
| Total non interest bearing cash at beginning of year | 2009-12-31 | $525,236 |
| Value of net income/loss | 2009-12-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2009-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2009-12-31 | $401,370,363 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2009-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2009-12-31 | No |
| Assets. partnership/joint venture interests at beginning of year | 2009-12-31 | $26,538,921 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2009-12-31 | $54,008,331 |
| Value of interest in common/collective trusts at beginning of year | 2009-12-31 | $48,742,765 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2009-12-31 | $54,654,461 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2009-12-31 | $54,654,461 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2009-12-31 | $26,534,573 |
| Asset value of US Government securities at beginning of year | 2009-12-31 | $27,144,487 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2009-12-31 | No |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2009-12-31 | $30,497,087 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2009-12-31 | $24,679,182 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2009-12-31 | $104,782,682 |
| Did the plan have assets held for investment | 2009-12-31 | No |
| 2009: INOVA HEALTH SYSTEM FOUNDATION DEFINED BENEFIT PLAN MASTER TRUST 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | Yes |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
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