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INOVA HEALTH SYSTEM 403(B) PLAN 401k Plan overview

Plan NameINOVA HEALTH SYSTEM 403(B) PLAN
Plan identification number 003

INOVA HEALTH SYSTEM 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INOVA HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:INOVA HEALTH SYSTEM
Employer identification number (EIN):541071867
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about INOVA HEALTH SYSTEM

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INOVA HEALTH SYSTEM 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01WENDY JOLLY
0032017-01-01JOSEPH DEROMA
0032017-01-01JOSEPH DEROMA
0032016-01-01JOSEPH DEROMA
0032015-01-01JOSEPH DEROMA
0032014-01-01JOSEPH DEROMA JOSEPH DEROMA2015-08-28
0032013-01-01JOSEPH DEROMA JOSEPH DEROMA2014-09-09
0032012-01-01JOSEPH DEROMA JOSEPH DEROMA2013-07-27
0032011-01-01JOSEPH DEROMA JOSEPH DEROMA2012-07-30
0032009-01-01JOSEPH DEROMA JOSEPH DEROMA2010-10-15
0032009-01-01

Plan Statistics for INOVA HEALTH SYSTEM 403(B) PLAN

401k plan membership statisitcs for INOVA HEALTH SYSTEM 403(B) PLAN

Measure Date Value
2022: INOVA HEALTH SYSTEM 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0118,061
Total number of active participants reported on line 7a of the Form 55002022-01-0119,826
Number of retired or separated participants receiving benefits2022-01-0119
Total of all active and inactive participants2022-01-0119,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-0119,847
Number of participants with account balances2022-01-012,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INOVA HEALTH SYSTEM 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116,229
Total number of active participants reported on line 7a of the Form 55002021-01-0117,563
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-01480
Total of all active and inactive participants2021-01-0118,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-0118,061
Number of participants with account balances2021-01-012,126
2020: INOVA HEALTH SYSTEM 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0115,064
Total number of active participants reported on line 7a of the Form 55002020-01-0115,787
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01429
Total of all active and inactive participants2020-01-0116,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-0116,229
Number of participants with account balances2020-01-011,989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INOVA HEALTH SYSTEM 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116,996
Total number of active participants reported on line 7a of the Form 55002019-01-0114,670
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-01377
Total of all active and inactive participants2019-01-0115,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-0115,064
Number of participants with account balances2019-01-011,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INOVA HEALTH SYSTEM 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0116,783
Total number of active participants reported on line 7a of the Form 55002018-01-0116,645
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-01334
Total of all active and inactive participants2018-01-0116,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-0116,996
Number of participants with account balances2018-01-012,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INOVA HEALTH SYSTEM 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115,784
Total number of active participants reported on line 7a of the Form 55002017-01-0116,433
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-01335
Total of all active and inactive participants2017-01-0116,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-0116,783
Number of participants with account balances2017-01-011,971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INOVA HEALTH SYSTEM 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114,624
Total number of active participants reported on line 7a of the Form 55002016-01-0115,485
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01285
Total of all active and inactive participants2016-01-0115,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-0115,784
Number of participants with account balances2016-01-011,818
2015: INOVA HEALTH SYSTEM 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113,738
Total number of active participants reported on line 7a of the Form 55002015-01-0114,311
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01299
Total of all active and inactive participants2015-01-0114,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-0114,624
Number of participants with account balances2015-01-011,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INOVA HEALTH SYSTEM 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113,544
Total number of active participants reported on line 7a of the Form 55002014-01-0113,437
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-01287
Total of all active and inactive participants2014-01-0113,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-0113,738
Number of participants with account balances2014-01-011,493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INOVA HEALTH SYSTEM 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114,545
Total number of active participants reported on line 7a of the Form 55002013-01-0113,252
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01280
Total of all active and inactive participants2013-01-0113,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-0113,544
Number of participants with account balances2013-01-011,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INOVA HEALTH SYSTEM 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113,233
Total number of active participants reported on line 7a of the Form 55002012-01-0114,272
Number of retired or separated participants receiving benefits2012-01-0112
Number of other retired or separated participants entitled to future benefits2012-01-01257
Total of all active and inactive participants2012-01-0114,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-0114,545
Number of participants with account balances2012-01-011,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INOVA HEALTH SYSTEM 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113,789
Total number of active participants reported on line 7a of the Form 55002011-01-0112,914
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01308
Total of all active and inactive participants2011-01-0113,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-0113,233
Number of participants with account balances2011-01-011,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: INOVA HEALTH SYSTEM 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113,685
Total number of active participants reported on line 7a of the Form 55002009-01-0113,307
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-01433
Total of all active and inactive participants2009-01-0113,747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0113,749
Number of participants with account balances2009-01-011,586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on INOVA HEALTH SYSTEM 403(B) PLAN

Measure Date Value
2022 : INOVA HEALTH SYSTEM 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-23,309,405
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,838,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,799,048
Expenses. Certain deemed distributions of participant loans2022-12-31$4,079
Value of total corrective distributions2022-12-31$27,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,561,731
Value of total assets at end of year2022-12-31$131,158,119
Value of total assets at beginning of year2022-12-31$162,306,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,410
Total interest from all sources2022-12-31$90,963
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,309,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,309,112
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,364,145
Participant contributions at end of year2022-12-31$962,942
Participant contributions at beginning of year2022-12-31$875,224
Assets. Other investments not covered elsewhere at end of year2022-12-31$40,285,704
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$52,888,344
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,197,586
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$149,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-12,602,640
Administrative expenses (other) incurred2022-12-31$-35,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-31,148,008
Value of net assets at end of year (total assets less liabilities)2022-12-31$131,158,119
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$162,306,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$85,480,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$104,476,575
Interest on participant loans2022-12-31$33,932
Interest earned on other investments2022-12-31$57,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,279,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,065,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-22,668,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,799,048
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2022-12-31346565596
2021 : INOVA HEALTH SYSTEM 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$26,802,666
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,293,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,282,158
Expenses. Certain deemed distributions of participant loans2021-12-31$1,717
Value of total corrective distributions2021-12-31$22,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,187,524
Value of total assets at end of year2021-12-31$162,306,127
Value of total assets at beginning of year2021-12-31$141,796,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$-13,458
Total interest from all sources2021-12-31$104,733
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,978,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,978,459
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,985,791
Participant contributions at end of year2021-12-31$875,224
Participant contributions at beginning of year2021-12-31$657,557
Assets. Other investments not covered elsewhere at end of year2021-12-31$52,888,344
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$49,901,260
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,201,733
Other income not declared elsewhere2021-12-31$2,987,085
Administrative expenses (other) incurred2021-12-31$-49,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$20,509,652
Value of net assets at end of year (total assets less liabilities)2021-12-31$162,306,127
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$141,796,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$36,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$104,476,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$87,576,216
Interest on participant loans2021-12-31$31,904
Interest earned on other investments2021-12-31$72,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,065,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,661,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,544,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,282,158
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : INOVA HEALTH SYSTEM 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$27,319,919
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,488,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,480,896
Expenses. Certain deemed distributions of participant loans2020-12-31$2,266
Value of total corrective distributions2020-12-31$6,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,059,618
Value of total assets at end of year2020-12-31$141,796,475
Value of total assets at beginning of year2020-12-31$122,965,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$-597
Total interest from all sources2020-12-31$96,697
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,831,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,831,421
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,194,711
Participant contributions at end of year2020-12-31$657,557
Participant contributions at beginning of year2020-12-31$808,292
Assets. Other investments not covered elsewhere at end of year2020-12-31$49,901,260
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$44,294,899
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$864,907
Other income not declared elsewhere2020-12-31$5,606,361
Administrative expenses (other) incurred2020-12-31$-34,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$18,831,017
Value of net assets at end of year (total assets less liabilities)2020-12-31$141,796,475
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$122,965,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$33,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$87,576,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$73,591,421
Interest on participant loans2020-12-31$36,932
Interest earned on other investments2020-12-31$59,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,661,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,270,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,725,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,480,896
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2020-12-31346565596
2019 : INOVA HEALTH SYSTEM 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$25,235,834
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,123,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,084,213
Expenses. Certain deemed distributions of participant loans2019-12-31$10,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,519,186
Value of total assets at end of year2019-12-31$122,965,458
Value of total assets at beginning of year2019-12-31$102,853,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,423
Total interest from all sources2019-12-31$90,148
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,823,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,823,414
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,763,574
Participant contributions at end of year2019-12-31$808,292
Participant contributions at beginning of year2019-12-31$614,562
Assets. Other investments not covered elsewhere at end of year2019-12-31$44,294,899
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$40,298,595
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$755,612
Other income not declared elsewhere2019-12-31$3,996,303
Administrative expenses (other) incurred2019-12-31$-4,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,111,945
Value of net assets at end of year (total assets less liabilities)2019-12-31$122,965,458
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$102,853,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$34,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$73,591,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$58,306,973
Interest on participant loans2019-12-31$34,507
Interest earned on other investments2019-12-31$55,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,270,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,633,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,806,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,084,213
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : INOVA HEALTH SYSTEM 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-2,636,443
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,820,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,815,471
Expenses. Certain deemed distributions of participant loans2018-12-31$19,264
Value of total corrective distributions2018-12-31$1,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,193,763
Value of total assets at end of year2018-12-31$102,853,513
Value of total assets at beginning of year2018-12-31$113,310,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$-16,344
Total interest from all sources2018-12-31$79,312
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,775,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,775,497
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,389,476
Participant contributions at end of year2018-12-31$614,562
Participant contributions at beginning of year2018-12-31$519,395
Assets. Other investments not covered elsewhere at end of year2018-12-31$40,298,595
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$45,287,832
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$804,287
Other income not declared elsewhere2018-12-31$-4,989,238
Administrative expenses (other) incurred2018-12-31$-40,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,456,586
Value of net assets at end of year (total assets less liabilities)2018-12-31$102,853,513
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$113,310,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$24,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$58,306,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$63,300,876
Interest on participant loans2018-12-31$21,817
Interest earned on other investments2018-12-31$57,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,633,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,201,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,695,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,815,471
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2018-12-31346565596
2017 : INOVA HEALTH SYSTEM 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$19,601,758
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,006,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,976,067
Expenses. Certain deemed distributions of participant loans2017-12-31$2,506
Value of total corrective distributions2017-12-31$6,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,854,455
Value of total assets at end of year2017-12-31$113,310,099
Value of total assets at beginning of year2017-12-31$99,714,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,279
Total interest from all sources2017-12-31$71,892
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,740,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,740,011
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,838,953
Participant contributions at end of year2017-12-31$519,395
Participant contributions at beginning of year2017-12-31$535,593
Assets. Other investments not covered elsewhere at end of year2017-12-31$45,287,832
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$42,237,890
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,015,502
Other income not declared elsewhere2017-12-31$3,049,942
Administrative expenses (other) incurred2017-12-31$1,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,595,200
Value of net assets at end of year (total assets less liabilities)2017-12-31$113,310,099
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$99,714,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$63,300,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$53,022,368
Interest on participant loans2017-12-31$17,858
Interest earned on other investments2017-12-31$54,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,201,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,919,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,885,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,976,067
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2017-12-31346565596
2016 : INOVA HEALTH SYSTEM 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,138,367
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,623,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,542,598
Value of total corrective distributions2016-12-31$18,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,337,706
Value of total assets at end of year2016-12-31$99,714,899
Value of total assets at beginning of year2016-12-31$99,200,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,466
Total interest from all sources2016-12-31$68,448
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,811,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,811,935
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,747,440
Participant contributions at end of year2016-12-31$535,593
Participant contributions at beginning of year2016-12-31$507,789
Assets. Other investments not covered elsewhere at end of year2016-12-31$42,237,890
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$45,039,383
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$590,266
Other income not declared elsewhere2016-12-31$-2,801,493
Administrative expenses (other) incurred2016-12-31$42,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$514,870
Value of net assets at end of year (total assets less liabilities)2016-12-31$99,714,899
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$99,200,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$53,022,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,214,763
Interest on participant loans2016-12-31$16,676
Interest earned on other investments2016-12-31$51,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,919,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,438,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,721,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,542,598
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : INOVA HEALTH SYSTEM 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$551,268
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$718,148
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,154,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,114,673
Value of total corrective distributions2015-12-31$11,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,314,191
Value of total assets at end of year2015-12-31$99,200,029
Value of total assets at beginning of year2015-12-31$104,084,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,486
Total interest from all sources2015-12-31$60,116
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,221,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,221,392
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,076,153
Participant contributions at end of year2015-12-31$507,789
Participant contributions at beginning of year2015-12-31$583,881
Assets. Other investments not covered elsewhere at end of year2015-12-31$45,039,383
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$48,769,602
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$237,816
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$14,341
Other income not declared elsewhere2015-12-31$-3,730,219
Administrative expenses (other) incurred2015-12-31$7,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,436,230
Value of net assets at end of year (total assets less liabilities)2015-12-31$99,200,029
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$104,084,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$21,266
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$49,214,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$49,634,988
Interest on participant loans2015-12-31$16,860
Interest earned on other investments2015-12-31$43,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,438,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,082,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,147,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,114,673
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : INOVA HEALTH SYSTEM 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$177,073
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,199,706
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,930,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,900,913
Expenses. Certain deemed distributions of participant loans2014-12-31$7,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,836,327
Value of total assets at end of year2014-12-31$104,084,991
Value of total assets at beginning of year2014-12-31$106,638,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,427
Total interest from all sources2014-12-31$103,127
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,782,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,782,722
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,129,544
Participant contributions at end of year2014-12-31$583,881
Participant contributions at beginning of year2014-12-31$565,231
Assets. Other investments not covered elsewhere at end of year2014-12-31$48,769,602
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$52,078,993
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$706,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$14,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,876
Other income not declared elsewhere2014-12-31$-3,309,391
Administrative expenses (other) incurred2014-12-31$6,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,730,743
Value of net assets at end of year (total assets less liabilities)2014-12-31$104,084,991
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$106,638,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$15,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$49,634,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,804,041
Interest on participant loans2014-12-31$18,464
Interest earned on other investments2014-12-31$84,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,082,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,184,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$786,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,900,913
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013 : INOVA HEALTH SYSTEM 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$565,966
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,375
Total income from all sources (including contributions)2013-12-31$15,301,124
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,713,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,698,728
Expenses. Certain deemed distributions of participant loans2013-12-31$1,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,861,069
Value of total assets at end of year2013-12-31$106,638,661
Value of total assets at beginning of year2013-12-31$96,486,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,263
Total interest from all sources2013-12-31$174,381
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,421,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,421,559
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,263,084
Participant contributions at end of year2013-12-31$565,231
Participant contributions at beginning of year2013-12-31$484,179
Assets. Other investments not covered elsewhere at end of year2013-12-31$52,078,993
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$49,783,848
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$597,985
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,876
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$8,304
Other income not declared elsewhere2013-12-31$2,295,143
Administrative expenses (other) incurred2013-12-31$1,410
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$1,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,587,858
Value of net assets at end of year (total assets less liabilities)2013-12-31$106,638,661
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$96,484,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$11,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$47,804,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$39,520,249
Interest on participant loans2013-12-31$17,538
Interest earned on other investments2013-12-31$156,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,184,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,689,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,548,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,698,728
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : INOVA HEALTH SYSTEM 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$196,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,230
Total income from all sources (including contributions)2012-12-31$10,135,831
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,302,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,294,939
Expenses. Certain deemed distributions of participant loans2012-12-31$874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,788,347
Value of total assets at end of year2012-12-31$96,486,212
Value of total assets at beginning of year2012-12-31$91,456,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,351
Total interest from all sources2012-12-31$217,977
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,490,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,490,277
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,176,779
Participant contributions at end of year2012-12-31$484,179
Participant contributions at beginning of year2012-12-31$444,281
Assets. Other investments not covered elsewhere at end of year2012-12-31$49,783,848
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$48,414,956
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$611,568
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$8,304
Other income not declared elsewhere2012-12-31$1,368,893
Liabilities. Value of operating payables at end of year2012-12-31$1,375
Liabilities. Value of operating payables at beginning of year2012-12-31$2,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,833,667
Value of net assets at end of year (total assets less liabilities)2012-12-31$96,484,837
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$91,454,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$6,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$39,520,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$35,701,923
Interest on participant loans2012-12-31$14,971
Interest earned on other investments2012-12-31$203,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,689,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,895,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,270,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,294,939
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : INOVA HEALTH SYSTEM 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,081
Total income from all sources (including contributions)2011-12-31$-1,423,948
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,960,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,948,594
Expenses. Certain deemed distributions of participant loans2011-12-31$2,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,496,139
Value of total assets at end of year2011-12-31$91,456,913
Value of total assets at beginning of year2011-12-31$97,848,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,793
Total interest from all sources2011-12-31$214,027
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,154,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,154,243
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,116,086
Participant contributions at end of year2011-12-31$444,281
Participant contributions at beginning of year2011-12-31$412,338
Assets. Other investments not covered elsewhere at end of year2011-12-31$48,414,956
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$53,404,042
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$380,053
Other income not declared elsewhere2011-12-31$-4,543,474
Administrative expenses (other) incurred2011-12-31$2,324
Liabilities. Value of operating payables at end of year2011-12-31$2,230
Liabilities. Value of operating payables at beginning of year2011-12-31$9,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-6,384,795
Value of net assets at end of year (total assets less liabilities)2011-12-31$91,454,683
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$97,839,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,469
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$35,701,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,253,635
Interest on participant loans2011-12-31$15,138
Interest earned on other investments2011-12-31$198,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,895,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,778,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,744,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,948,594
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : INOVA HEALTH SYSTEM 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,269,769
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,969,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,962,292
Expenses. Certain deemed distributions of participant loans2010-12-31$2,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,318,124
Value of total assets at end of year2010-12-31$97,848,559
Value of total assets at beginning of year2010-12-31$94,539,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,923
Total interest from all sources2010-12-31$267,336
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$822,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$822,030
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,226,773
Participant contributions at end of year2010-12-31$412,338
Participant contributions at beginning of year2010-12-31$368,332
Assets. Other investments not covered elsewhere at end of year2010-12-31$53,404,042
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$55,141,263
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$91,351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$5,640
Other income not declared elsewhere2010-12-31$-1,607,326
Administrative expenses (other) incurred2010-12-31$1,064
Liabilities. Value of operating payables at end of year2010-12-31$9,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,300,244
Value of net assets at end of year (total assets less liabilities)2010-12-31$97,839,478
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$94,539,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$36,253,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$31,482,442
Interest on participant loans2010-12-31$18,127
Interest earned on other investments2010-12-31$249,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,778,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,541,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,469,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,962,292
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2010-12-31346565596
2009 : INOVA HEALTH SYSTEM 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INOVA HEALTH SYSTEM 403(B) PLAN

2022: INOVA HEALTH SYSTEM 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INOVA HEALTH SYSTEM 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INOVA HEALTH SYSTEM 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INOVA HEALTH SYSTEM 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INOVA HEALTH SYSTEM 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INOVA HEALTH SYSTEM 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INOVA HEALTH SYSTEM 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INOVA HEALTH SYSTEM 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INOVA HEALTH SYSTEM 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INOVA HEALTH SYSTEM 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INOVA HEALTH SYSTEM 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INOVA HEALTH SYSTEM 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INOVA HEALTH SYSTEM 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number705853/457001
Policy instance 1
Insurance contract or identification number705853/457001
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,475
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees10475
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number705853/457001
Policy instance 1
Insurance contract or identification number705853/457001
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,427
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9427
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number705853/457001
Policy instance 1
Insurance contract or identification number705853/457001
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,155
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9155
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number705853/457001
Policy instance 1
Insurance contract or identification number705853/457001
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,954
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8954
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number705853/457001
Policy instance 1
Insurance contract or identification number705853/457001
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,984
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9984
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number705853/457001
Policy instance 1
Insurance contract or identification number705853/457001
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,916
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9916
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number705853/457001
Policy instance 1
Insurance contract or identification number705853/457001
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,726
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11726
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number705853/457001
Policy instance 1
Insurance contract or identification number705853/457001
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,501
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14501
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number705853
Policy instance 1
Insurance contract or identification number705853
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,797
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19797
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number705853
Policy instance 1
Insurance contract or identification number705853
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,958
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees12958
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameFIDELITY INVESTMENTS TAX-EXEMPT SER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number705853
Policy instance 1
Insurance contract or identification number705853
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,080
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number705853
Policy instance 1
Insurance contract or identification number705853
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,391
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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